Advanced Warehouse configuration in Microsoft Dynamics 365 Finance and Operations One version in less than 50 steps

SNO

Area

Config details

1

System parameter

Line number, system language, currency USD

2

Legal entity

<<>> 

3

Number sequences

Run wizard

4

Site

EU

5

Warehouse

AM

6

Storage dimension group

<<>> 

7

Tracking dimension group

Batch, None, Serial

8

Product dimension group

color, etc.

9

Inventory status

Pass, Fail, Untested

10

Inventory journal (Counting)

<<>> 

11

Adjustment types

<<>> 

12

Reservation hierarchy

<<>> 

13

Location directive

Inventory movement, SO, PO

14

Work template

SO, PO, Count, InventoryMovement

15

UOM

EA

16

Unit sequence group

EA

17

Mobile device menu items

List of all direct and indirect work items

18

Mobile device menu

Main (Receiving, outbound, test, warehouse,…)

19

(Warehouse) worker & employee

<<>> 

20

Work class

SO, PO, InvMov, Count

21

Location profile

<<>> 

22

Location format

<<>> 

23

Location type

<<>> 

24

Directive code

<<>> 

25

Location

using location setup wizard

26

WMS and inventory management parameters

defaults

27

Barcode setup

EAN13

28

Azure active directory application

for enabling mobile app connection

29

Item model group

WMS

30

Item group

WMS

31

Vendor group

WMS

32

Customer group

WMS

33

Ledger

CSCP

34

Accounting structure & COA

Single account and no financial dimension

35

Fiscal Year and Period

Std financial year

36

Parameters for Procurement and AR

default order type

37

Warehouse

Default receipt location to receive

38

WAREHOUSE APP FIELD NAMES

Run default

39

Item group postings

Default account assignment

40

Default inventory journal names

41

Custom work type

To capture part serial at time of shipment

42

Mobile device note type

WMSNotes

43

Wave process method

Renegerate

44

Load process method

Renegerate

45

Wave template

OutboundWave

46

Address setup

State, City, zip