Introduction to Warehouse Management – Dynamics 365 Tech Talk

No detailed steps were extracted for this segment.

No detailed steps were extracted for this segment.

No detailed steps were extracted for this segment.

No detailed steps were extracted for this segment.

No detailed steps were extracted for this segment.

No detailed steps were extracted for this segment.

No detailed steps were extracted for this segment.

No detailed steps were extracted for this segment.

No detailed steps were extracted for this segment.

No detailed steps were extracted for this segment.

No detailed steps were extracted for this segment.

No detailed steps were extracted for this segment.

• 1
  Locate and review the Purchase Order in D365 00:28:04

  Open the purchase order in D365 (Contoso data, warehouse 24) to confirm vendor, item (A0001), and quantity (100 pieces) before starting the receiving process.

  Path: Accounts Payable > Purchase Orders > All Purchase Orders

  Note: Warehouse 24 in Contoso data is recommended for testing as it is enabled for all WMS processes.

  

• 2
  Log into WMA and navigate to Inbound > Purchase Receive 00:29:05

  On the warehouse mobile application, navigate from the main menu into the Inbound menu and select the Purchase Receive menu item to begin the first step of the two-step receiving process.

  Path: WMA Main Menu > Inbound > Purchase Receive

  Note: Contoso data is configured as a two-step receiving process (register + put away). This can be configured as one step.

  

• 3
  Scan or enter the Purchase Order number 00:29:48

  Enter or scan the PO number provided on vendor paperwork to identify which purchase order is being received against.

  Path: WMA > Inbound > Purchase Receive > PO Number field

  Note: In a real-world scenario the PO number may be barcoded on vendor documentation.
• 4
  Enter the item number 00:29:58

  Enter or scan the item number being received against the PO line.

  Path: WMA > Inbound > Purchase Receive > Item Number field

  

• 5
  Enter the receiving quantity 00:30:06

  Enter the quantity being received in this transaction. In the demo, 30 pieces are received against the 100-piece PO to show a partial receipt.

  Path: WMA > Inbound > Purchase Receive > Quantity field

  Note: Partial quantities are supported. The remaining quantity remains open on the PO.
• 6
  Verify item, quantity, and unit of measure on Task tab 00:30:20

  Review the confirmation screen showing item, quantity, and UoM on the Task tab. Optionally switch to Details tab to see additional information such as PO line number.

  Path: WMA > Task Tab / Details Tab

  Note: Information displayed on the Task tab is controlled by Priority 10 in the Warehouse App Field Priority setup. Priority 20 and below appear on the Details tab.

  

• 7
  Confirm the receipt 00:31:34

  Confirm the receipt on the WMA. The system creates put-away work as output. The 'Work Completed' message at this stage means work was created, not that put-away is done.

  Path: WMA > Inbound > Purchase Receive > Confirm

  Note: No financial transaction occurs at this point. Inventory is registered (physically arrived) but not financially received. A product receipt must be posted separately in D365.

  

• 8
  Review the generated put-away work in D365 00:32:27

  In D365, review the open purchase order put-away work created. The work shows a Pick step from the receiving dock location and a Put step to a floor location determined by location directive setup.

  Path: Warehouse Management > Work > All Work

  Note: The target location (e.g., FLOOR-001) is determined automatically by the location directive configuration.

  

• 9
  Copy the target License Plate ID for put-away 00:32:55

  Copy or note the license plate ID generated during registration. In a real-world scenario this would be printed as a barcode label during registration for the put-away operator to scan.

  Path: D365 Work Detail > License Plate field

  Note: In the demo, copy-paste is used to simulate a barcode scan since no physical label printer is available.
• 10
  Navigate to Inbound > Purchase Put Away in WMA 00:33:27

  Remain in the Inbound menu and select the Purchase Put Away menu item to begin the second step of the receiving process.

  Path: WMA Main Menu > Inbound > Purchase Put Away

  

• 11
  Scan the License Plate ID 00:33:59

  Scan or enter the license plate ID. The system identifies the current location of the LP and its contents, confirming what is being picked up for put-away.

  Path: WMA > Inbound > Purchase Put Away > License Plate field

  Note: User grouping is enabled in Contoso, allowing multiple LPs to be picked up before put-away.
• 12
  Verify picked inventory and indicate done 00:34:33

  Verify what was picked up. If not picking additional LPs (user grouping), indicate done to proceed to put-away direction.

  Path: WMA > Inbound > Purchase Put Away > Done

  Note: If multiple LPs are picked using user grouping, the system directs put-away in reverse pick-up order (last picked = first put away).
• 13
  Confirm put-away to directed location 00:35:26

  The system directs the user to the put-away location (e.g., FLOOR-001). Confirm the put by scanning or entering the location. Work status changes to Closed.

  Path: WMA > Inbound > Purchase Put Away > Location confirm

  Note: Once confirmed, the work ID in D365 shows as Closed. Inventory is now trackable on-hand at the floor location on the assigned LP.

  

• 1
  Navigate to Inventory > Movement in WMA 00:36:54

  From the main menu, cancel the previous task using the hamburger menu (Cancel), navigate back to the main menu, and select the Inventory menu, then the Movement option.

  Path: WMA Main Menu > Inventory > Movement

  Note: Use the hamburger menu (three horizontal lines) > Cancel to exit any active task. Use the Back button to return to the main menu.

  

• 2
  Scan the License Plate to move 00:37:46

  Scan or enter the license plate ID of the inventory to be moved. The system displays the current location of that LP.

  Path: WMA > Inventory > Movement > License Plate field

  Note: This is a user-directed movement. The system does not direct the destination; the user chooses it.

  

• 3
  Enter the quantity to move (partial or full) 00:38:08

  Enter the quantity to move. In the demo, 10 of 30 pieces are moved to demonstrate a partial LP movement.

  Path: WMA > Inventory > Movement > Quantity field

  Note: A partial move causes the system to assign a new license plate to the moved quantity, while the original LP retains the remaining quantity.

  

• 4
  Scan or enter the destination location 00:38:23

  Enter the destination location (e.g., FLOOR-005). The system will assign a new LP to the moved quantity.

  Path: WMA > Inventory > Movement > To Location field

  Note: If location stocking limits or volumetrics are not configured, the system may have directed the initial put-away to a full location, necessitating a manual secondary movement like this.

  

• 5
  Confirm the new License Plate assignment 00:39:05

  Confirm the new system-assigned LP for the moved quantity. Work is completed and on-hand inventory is updated in D365.

  Path: WMA > Inventory > Movement > Confirm

  Note: Verify in D365 on-hand that the original LP now shows 20 pieces and the new LP shows 10 pieces in the new location.

• 1
  Navigate to Inventory > Spot Counting in WMA 00:41:12

  Cancel the previous task, remain in the Inventory menu, and select the Spot Counting (ad hoc cycle count) menu item.

  Path: WMA Main Menu > Inventory > Spot Counting

  Note: Spot counting is an ad hoc count. Planned recurring counts are configured separately and processed differently.

  

• 2
  Enter the location to count 00:41:18

  Enter or scan the location to be counted (e.g., FLOOR-005).

  Path: WMA > Inventory > Spot Counting > Location field

  

• 3
  Enter the item number 00:41:24

  Enter or scan the item number being counted in that location.

  Path: WMA > Inventory > Spot Counting > Item field
• 4
  Enter the License Plate (if location is LP-controlled) 00:41:29

  If the storage location uses license plate tracking, the system prompts for the LP. Enter or scan the LP being counted.

  Path: WMA > Inventory > Spot Counting > License Plate field

  Note: If the warehouse location type does not use LP tracking, this prompt is not shown and LP is dropped from the transaction.

  

• 5
  Enter the counted quantity 00:42:02

  Enter the physical quantity counted. If it differs from the system quantity, an alert sound plays and the user is given one recount opportunity.

  Path: WMA > Inventory > Spot Counting > Quantity field

  Note: The number of recount attempts is configurable on the cycle counting menu item setup.

  

• 6
  Perform recount if quantity differs 00:42:19

  If the counted quantity differs from the system expected quantity, the app prompts a recount. Enter the quantity again to confirm.

  Path: WMA > Inventory > Spot Counting > Recount

  Note: Recount is a safeguard against data entry errors (e.g., typing 120 instead of 12). If recount matches original entry, the variance is submitted for review.

  

• 7
  Indicate counting is complete for the location 00:43:03

  After counting all items, indicate that counting is complete for the location. The system prompts whether to add any additional LP or item found physically but not expected by the system.

  Path: WMA > Inventory > Spot Counting > Complete / Add LP

  Note: This final prompt allows users to add unexpected inventory without a separate inventory adjustment transaction.

  

• 8
  Review cycle count pending review in D365 00:44:41

  In D365, navigate to the Cycle Count Work Pending Review filtered view. The submitted count with variance is visible here for a supervisor/auditor to review.

  Path: Warehouse Management > Cycle Counting > Cycle Count Work Pending Review

  Note: Consider adding this view to a dashboard or favorites for inventory auditor roles.

  

• 9
  Accept or reject the count variance 00:45:44

  Open the cycle count sub-form from the work record. Review all LPs counted in that location. For each line, accept (posts inventory adjustment journal) or reject the variance. For lines not actually counted (quantity = 0), reject those.

  Path: D365 > Cycle Count Work Pending Review > Work record > Cycle Count sub-form

  Note: Variance is also shown by cost to help determine acceptance. Accepting posts a journal and adjusts on-hand inventory. The journal number is visible after acceptance.

  

• 1
  Review and manually reserve inventory on the Sales Order 00:47:07

  Open the sales order in D365. Select the relevant order line and open the Reservation form. Click Reserve Lot to move inventory into Reserved Physical status.

  Path: Accounts Receivable > Orders > All Sales Orders > Order Line > Inventory > Reservation

  Note: Contoso data uses a manual reservation policy. Reservation can also be done via batch process. Quantity available to release in RTW equals reserved quantity.

  

• 2
  Release order line to warehouse 00:48:05

  Open the Release to Warehouse form. Verify the quantity available to release matches the reserved quantity. Add the line and click Release to Warehouse to trigger wave processing and work creation.

  Path: Warehouse Management > Release to Warehouse > Release to Warehouse (or from Sales Order > Warehouse > Release to Warehouse)

  Note: Transfer orders can also be released from this same form. Partial releases are supported if only a portion of the order line is reserved.

  

• 3
  Verify wave and work creation in info log 00:49:08

  Review the info log messages after release. Messages reference the wave created and work IDs generated.

  Path: D365 Info Log after Release to Warehouse action
• 4
  View work detail from the Sales Order line 00:49:41

  From the sales order, highlight the order line and navigate to Warehouse Work Details to see a pre-filtered view of work related to that specific order line.

  Path: Sales Order > Order Line > Warehouse > Work Details

  Note: This is more efficient than navigating to the All Work form and filtering manually.

  

• 5
  Navigate to Outbound > Sales Picking in WMA 00:50:28

  In WMA, cancel any previous task, go back to the main menu, and navigate to the Outbound menu then Sales Picking.

  Path: WMA Main Menu > Outbound > Sales Picking

  Note: Sales Picking in this setup is user-directed (not system-directed), initiated by scanning a work ID from a printed pick ticket.

  

• 6
  Scan the Work ID to initiate picking 00:50:44

  Scan or enter the Work ID to begin the picking task. The system directs the picker to the source location and quantity.

  Path: WMA > Outbound > Sales Picking > Work ID field

  Note: In a paperless environment a system-directed approach can be configured to avoid printing pick lists.
• 7
  Scan the License Plate at the pick location 00:51:48

  Navigate to the directed pick location (e.g., FLOOR-001) and scan a license plate with sufficient inventory. The system assigns a new target LP for the picked quantity.

  Path: WMA > Outbound > Sales Picking > License Plate field

  Note: A new LP is assigned because the source LP contains more than the picked quantity. Remaining inventory stays on the original LP.

  

• 8
  Confirm and put inventory to bay door (final shipping location) 00:52:36

  Confirm the pick and follow the system direction to put the inventory to the bay door (final shipping location). This deducts inventory from physical on-hand.

  Path: WMA > Outbound > Sales Picking > Put to Bay Door location

  Note: The final location (bay door) is configured in Warehouse Management parameters and signals to the system to deduct physical on-hand.
• 9
  Confirm shipment (Load confirmation) 00:53:26

  In D365, open the load associated with the sales order. Confirm the shipment, updating the load status to Shipped.

  Path: Warehouse Management > Loads > All Loads > Confirm Shipment

  Note: Confirm shipment when the load has physically left the warehouse.

  

• 10
  Post packing slip from the Load 00:53:47

  Post the packing slip from the load. This is the financial update for the inventory shipment.

  Path: D365 Load > Post Packing Slip

  

• 11
  Invoice the sales order 00:54:04

  Return to the sales order and invoice the packing slip updated quantity to complete the financial cycle and enable returns.

  Path: Sales Order > Invoice > Post Invoice

  Note: Invoicing is necessary before a return order can be created against the sales order line.

  

• 1
  Create a Return Order and use Find Sales Order 00:54:22

  Navigate to Return Orders in D365 and create a new record (or open an existing one). Use the Find Sales Order feature to locate and bring in the shipped sales order line.

  Path: Accounts Receivable > Orders > Return Orders > All Return Orders
• 2
  Specify the return quantity and line 00:54:34

  Select the specific sales order line to return against and enter the return quantity as a negative value (e.g., -6 pieces out of 24 shipped).

  Path: Return Order > Find Sales Order > Select line > Quantity field

  Note: The return quantity appears as negative on the return order line.

  

• 3
  Send the Return Order (generate RMA document) 00:54:55

  Send the return order to generate the RMA authorization document which is sent to the customer to authorize the return shipment.

  Path: Return Order > Send Return Order

  Note: The RMA number (e.g., 00034) on the return order authorization is what the warehouse worker will scan in the WMA.

  

• 4
  Navigate to Inbound > RMA Receive in WMA 00:55:43

  In WMA, cancel any previous task, navigate back to main menu, go to the Inbound menu, and select RMA Receive.

  Path: WMA Main Menu > Inbound > RMA Receive

  Note: The RMA receive flow mirrors the purchase receive flow in terms of steps.

  

• 5
  Scan the RMA number 00:56:06

  Scan or enter the RMA number from the return order authorization document (e.g., 00034).

  Path: WMA > Inbound > RMA Receive > RMA Number field

  

• 6
  Enter item, assign License Plate, and enter quantity 00:56:25

  Enter the item number. Unlike purchase receiving, the system does not auto-generate a LP for returns; the user must assign one manually (e.g., from a pre-printed LP barcode roll). Enter the return quantity (6 pieces).

  Path: WMA > Inbound > RMA Receive > Item / LP / Quantity fields

  Note: A pre-printed roll of barcode LP labels is a common real-world approach for assigning LPs to returned goods.

  

• 7
  Select the Disposition Code 00:57:02

  Select the appropriate disposition code (e.g., Credit) to determine how the system routes the return to a specific location in the warehouse via location directive.

  Path: WMA > Inbound > RMA Receive > Disposition Code field

  Note: Different disposition codes can route returns to different warehouse areas (e.g., quality inspection, scrap, restock). Configured via location directives.

  

• 8
  Complete RMA Receive and navigate to RMA Put Away 00:57:23

  Confirm the RMA receive step. Work is created (not completed). Cancel the task and navigate to RMA Put Away in the Inbound menu.

  Path: WMA Main Menu > Inbound > RMA Put Away

  Note: Two-step process: receive creates work; put away completes it.
• 9
  Scan the Work ID for RMA Put Away 00:57:57

  From the corresponding return sales order in D365, retrieve the work ID via Warehouse Work Details. Scan or enter this work ID in the RMA Put Away menu item on the WMA.

  Path: D365 Return Sales Order > Order Line > Warehouse > Work Details; WMA > Inbound > RMA Put Away > Work ID field

  

• 10
  Pick up from receiving dock and put away to return location 00:58:07

  Follow the system direction to pick from the receiving dock location, verify item and quantity, then put away to the directed return location (not back into regular storage).

  Path: WMA > Inbound > RMA Put Away > Receiving Dock > Return Location

  Note: The return location is used for quality inspection or disposition determination (scrap, restock, etc.) before the goods re-enter regular inventory.

  

No detailed steps were extracted for this segment.