Dynamics 365 – Want to do the Wave?

Ready! Set! Go!

Not that kind of a Wave!  The Dynamics 365 Wave.

Think of it this way.  When shipping work (Sales Orders) are released to the Warehouse when using D365 Warehouse Management, the material handlers would like the work they are presented with to be organized in some way, shape, or form.  So in a very simplified definition, we Wave each order using the pre-determined Wave Templates to see which orders can be grouped and handled in the same way.  This makes Warehouse work more efficient and standardized (Cha-Ching!).

Wave Templates enable those orders to be grouped and presented as ‘chunks’ of work with some common factors.  An example of something orders may be waved around would be shipment dates, or delivery methods.  Wave Templates contain the criteria found on the orders and are grouped with other orders that also fit the criteria.

The Wave Template Sequence is critical.  If not sequenced appropriately, orders may be grouped with other orders that sort-of match, when there is a better match in a different Wave Template of a higher sequence level.  It is recommended that the most restrictive criteria be placed on the lowest sequenced template to guard against this happening.

In this blog, we will review the Wave template functionality and Setup.

Wave Templates

See full post here!