web
You’re offline. This is a read only version of the page.
close
Skip to main content
Community site session details

Community site session details

Session Id :
Microsoft Dynamics AX (Archived)

Pallet creation on WMS inbound

(0) ShareShare
ReportReport
Posted on by 25

Hi all,

My question is very practical but it also leads to a greater discussion regarding some key concepts on WMS-related processes, particularly on inbound activities, in AX 2012 R3 CU13.

The business context: at inbound, my customer receives containers (from overseas) containing a wide range of products, which are not organized in any fixed structure such as pallets (to maximize the container volume usage). Also, no ASN is received. At inbound, the container is opened and the items unloaded to a staging location next to the inbound dock. Here they will be labelled box-per-box (the inventory unit for all items). After all the labeling is finished, a number of wood pallets will be placed (each one with a pre-assigned fixed License Plate Id) on the floor and the warehouse clerk will start scanning each individual box and put into the pallet until is "full" (our packing unit for all items). After stating that the pallet is "full" (filming it and assigning a pallet label), the pallet will be moved to a staging area, where another team will perform put-away.

The mobile device menu item which is more close to the desired steps I want to request for the user is "Mixed license plate receiving", although is also presents many issues, stated below. The reasons for not using other apparently more appropriate menu items:

- "Purchase order line receiving" requires the user to know the PO line, which is not applicable to our business;

- "Purchase order item receiving" requires immediately a LP, which we physically don't have at this stage. If we define 1 "dummy" LP, it cannot be used anymore if it has inventory on it (it prevents the box-per-box scan because it stops being valid at the first box scan). If we let AX generate LP's automatically, the user will not know which LP's were assigned when building the pallet on the next step.

- "Load item receiving": same problems as above

The objective:

1. Each product has a specific packing qty, which is always a pallet (Example: 1 PALLET = 50 BOXES). We want to create as many mono-item pallets as possible, and put individual leftover boxes in a cross-docking area, or in picking locations. Occasionally, the business can create mixed-item pallets for different variant items, for instance (in this case, I understand that the packing qty cannot be calculated).

The problems:

a) AX will not force the user to consolidate the same items on the same pallet. The user is 100% free to build the pallet the way he finds appropriate, which is frequently an incorrect approach;

b) Some items are incompatible by nature (for instance: food an chemicals), but AX does not provide a way to prevent the user to build a pallet with both together. The put-away action could prevent a put of incompatible items in the same location, but at this moment it is way too late, because the pallet was already build, filmed and moved to staging. Work templates and location directives provide great freedom, but these will only be enforced when work is created, and at purchase inbound work is not yet created (instead, it is created when the inbound is finished).

c) AX will not stop the user from putting on a pallet qty above the packing qty, providing too much "flexibility" to all users. This should be a simple task to achieve, do you agree?

d) The standard WMS solution is designed to scan an item and then request the user to insert the qty, at all times. If we need to do a scan box-per-box, where the picked qty is always 1, I can default this value at the item card, but the user can actively modify it, and the application requests an extra carriage return to ask for the next item.

There are small issues we can resolve but these (or at least the first 3 problems) seem to be very structural to be addressed with customizations on the standard solution.

The real question: How to properly process pallet creating at inbound, using WMS mobile devices, and following major guidelines on item compatibility and packing rules?

Sorry for the long post. Really looking forward for your feedback.

*This post is locked for comments

I have the same question (0)
  • BenW89 Profile Picture
    65 on at
    RE: Pallet creation on WMS inbound

    Hi Luiz,

    Not an AX suggestion but more an operational one. In my old company we had an inbound goods team who would review the ASN from the supplier and create a floor plan for the container split by pallet based on the cartons expected.

    The team would then unload the container (delivered in cartons not pallets) but would refer to the floor plan to know which pallet to put the relevant SKU onto - they would also check this off against the packing list provided by the supplier.

    The final step was to register the receipt in AX using the Mixed LP receipt functionality.

    This ensured that pallets were built as required (we grouped some variants together), that all items expected were receipted (carton and qty counted before processing). Once the pallets were built they are confirmed and a 2nd team would process the put away to the relevant bulk location.

    I understand your concerns regarding this being manually driven and not system driven but as Sagar has indicated to customise the system so heavily could be costly!

  • Luis Filipe Fernandes Profile Picture
    25 on at
    RE: Pallet creation on WMS inbound

    Hi Sagar Suman,

    I'm really not a fan of constraining an organization internal flow with strict ERP rules. But in a Distribution business, heavily dependent on warehouse flows, and the efficiency that derives from it, not being able to enforce basic and advance rules for inbound pallet creation is a big turn off on application acceptance.

    I'll evaluate what CU13 has to offer on this regard, if anything, and start some specifications for the required customizations..

  • Sagar Suman Profile Picture
    6,411 Super User 2025 Season 2 on at
    RE: Pallet creation on WMS inbound

    Hi Luiz Silva,

    I follow your concerns.

    I mean the workers have to be value added else its too much reliance on the system which eventually pushes its towards a complex ERP which no one understands. (Recipe for failure)

    For all three pain points of yours I see customizing the system as only option as you want to make system enforce the rules.

  • Luis Filipe Fernandes Profile Picture
    25 on at
    RE: Pallet creation on WMS inbound

    Why does the user scan each unit of an item to a pallet? I think it is more common that you would unload the vehicle, creating pallets of boxes as you do so. Then, when you have a full pallet, register the whole pallet as one transaction. What does scanning each unit get you? Is it because these items serial tracked, or something similar?

    [@Luís] A box-per-box scan ensure proper box counting and proper item identification, as each box (our inventory unit) will be labeled. Stating item and total quantity per pallet provides too much freedom to the users and allow them to not actually count the box but to extrapolate based on the physical appearance of the pallet volume.

    You also mention ASNs. It is possible to create a packing structure manually, if you wished to receive the pallets as they are sent by the vendor.

    [@Luís] Indeed. But this packing structure require manual definition (with is a no-go having in mind the number of items received in each load) and also it requires for the license plate to be inserted. On the container there are no actual pallets, because these will only be created at inbound. Having in mind that each wood pallet will have a fixed license plate, it's not possible to identify which exact pallets will be used when the inbound load arrives.

    How to properly process pallet creating at inbound, using WMS mobile devices, and following major guidelines on item compatibility and packing rules?

    I don't think AX has anything for this.

    [@Luís] Indeed, it's the common answer..

  • Luis Filipe Fernandes Profile Picture
    25 on at
    RE: Pallet creation on WMS inbound

    a) AX will not force the user to consolidate the same items on the same pallet. The user is 100% free to build the pallet the way he finds appropriate, which is frequently an incorrect approach;


    My comment - As you are receiving multiple items on a purchase order, mixed license plate receiving option is flexible to let business decide how they want to make a pallet. As you want to restrict users to put same on items on one license plate is not possible. The best approach is to use bar coded receipt list of purchase orders with items numbers and qty sorted in ascending order so that workers know how many times the same item will be received and can plan the design of pallet loading. This has to be planned and managed by business.

    [@Luís] Indeed, in your feedback the trick is a user-defined process, which is frequently a problem as warehouse clerks don't usually have the sensitivity and critical capability of understanding the importance of building pallets properly. Providing a receipt list is also a fragile approach, because if we assume that workers take advantage of available information for personal gain (fraud or simply ease on their tasks), no quantity variances will ever be recorded. Workers will always scan the item quantities as exactly expected on the receipt list.

    b) Some items are incompatible by nature (for instance: food an chemicals), but AX does not provide a way to prevent the user to build a pallet with both together. The put-away action could prevent a put of incompatible items in the same location, but at this moment it is way too late, because the pallet was already build, filmed and moved to staging. Work templates and location directives provide great freedom, but these will only be enforced when work is created, and at purchase inbound work is not yet created (instead, it is created when the inbound is finished).
    My comment - This can be smartly managed by system and there can be several ways you can achieve the same. The best way is to do the same is to guide all workers to build the license plates and once they are done with putting all the items on the license plate they should not at the same time proceed to complete the final put of the work. Workers as soon as complete the license plate should hit LP complete and come out of the mobile device screen and proceed with making a new license plate.

    At the same time the warehouse supervisor will look at the mixed license plate receiving form in Dynamics 365 where he can do a check if there are no dangerous items mixed with goods one on the same pallet by the worker. If yes then supervisor will delete the item which is of dangerous nature and complete the put away of the license plate from the mixed license plate receiving form itself by clicking complete the license plate and work will be created which will be completed by supervisor from the rich client itself.

    This way you have made one person responsible to make sure dangerous items are not mixed just before the put away and if something is found it can be deleted.

    Another smart way is to use receipt list with dangerous items marked. Flag all items in system dangerous on a new customized field and print the same on the receipt list which will intimate worker that the item is a dangerous good and he will prevent adding them with normal items.

    [@Luís] Thank you for the proposal. Unfortunately a supervisor looking at pallets already built to enforce rules (after the fact) is too inefficient. Besides, deleting the items on the rich client would require for a team to adjust the modified pallets, without work on the mobile device and a proper document to follow. Generally speaking, user-based decisions at this level is also something that we usually don't get traction on our customers, as there is very little trust on the skills of the people on the floor.

    c) AX will not stop the user from putting on a pallet qty above the packing qty, providing too much "flexibility" to all users. This should be a simple task to achieve, do you agree?

    My comment - Yes this is a miss in mixed license plate receiving option that it does not consider license plate grouping check as the same is available for purchase order item receiving. As it is mixed license plate receiving the same is left for workers and business to validate.

    [@Luís] Thank you for the (unfortunate) confirmation. 

  • Guy Terry Profile Picture
    28,882 Moderator on at
    RE: Pallet creation on WMS inbound

    Hi Luiz,

    Why does the user scan each unit of an item to a pallet? I think it is more common that you would unload the vehicle, creating pallets of boxes as you do so. Then, when you have a full pallet, register the whole pallet as one transaction. What does scanning each unit get you? Is it because these items serial tracked, or something similar?

    You also mention ASNs. It is possible to create a packing structure manually, if you wished to receive the pallets as they are sent by the vendor.

    [quote]

    How to properly process pallet creating at inbound, using WMS mobile devices, and following major guidelines on item compatibility and packing rules?

    [/quote]

    I don't think AX has anything for this.

  • Sagar Suman Profile Picture
    6,411 Super User 2025 Season 2 on at
    RE: Pallet creation on WMS inbound

    Hi Luis Filipe Fernandes,

    Well its a long post and a good point highlighted by you for your scenario.

    Well I have understood our concerns and have some work around solutions for your concerns.

    a) AX will not force the user to consolidate the same items on the same pallet. The user is 100% free to build the pallet the way he finds appropriate, which is frequently an incorrect approach;

    My comment - As you are receiving multiple items on a purchase order, mixed license plate receiving option is flexible to let business decide how they want to make a pallet. As you want to restrict users to put same on items on one license plate is not possible. The best approach is to use bar coded receipt list of purchase orders with items numbers and qty sorted in ascending order so that workers know how many times the same item will be received and can plan the design of pallet loading. This has to be planned and managed by business.

    b) Some items are incompatible by nature (for instance: food an chemicals), but AX does not provide a way to prevent the user to build a pallet with both together. The put-away action could prevent a put of incompatible items in the same location, but at this moment it is way too late, because the pallet was already build, filmed and moved to staging. Work templates and location directives provide great freedom, but these will only be enforced when work is created, and at purchase inbound work is not yet created (instead, it is created when the inbound is finished).

    My comment - This can be smartly managed by system and there can be several ways you can achieve the same. The best way is to do the same is to guide all workers to build the license plates and once they are done with putting all the items on the license plate they should not at the same time proceed to complete the final put of the work. Workers as soon as complete the license plate should hit LP complete and come out of the mobile device screen and proceed with making a new license plate.

    At the same time the warehouse supervisor will look at the mixed license plate receiving form in Dynamics 365 where he can do a check if there are no dangerous items mixed with goods one on the same pallet by the worker. If yes then supervisor will delete the item which is of dangerous nature and complete the put away of the license plate from the mixed license plate receiving form itself by clicking complete the license plate and work will be created which will be completed by supervisor from the rich client itself. 

    This way you have made one person responsible to make sure dangerous items are not mixed just before the put away and if something is found it can be deleted.

    Another smart way is to use receipt list with dangerous items marked. Flag all items in system dangerous on a new customized field and print the same on the receipt list which will intimate worker that the item is a dangerous good and he will prevent adding them with normal items.

    6242.2.jpg

    6242.2.jpg

    "In the above scenario I deleted the item OXOLLOXO 34 from rich client as I felt it was dangerous. You can make a customized field "Dangerous goods" on the items and here even by looking you will know which are items are dangerous."

    c) AX will not stop the user from putting on a pallet qty above the packing qty, providing too much "flexibility" to all users. This should be a simple task to achieve, do you agree?

    My comment - Yes this is a miss in mixed license plate receiving option that it does not consider license plate grouping check as the same is available for purchase order item receiving. As it is mixed license plate receiving the same is left for workers and business to validate. 

  • Luis Filipe Fernandes Profile Picture
    25 on at
    RE: Pallet creation on WMS inbound

    Any thoughts on this subject, anyone?

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

Quick Links

Responsible AI policies

As AI tools become more common, we’re introducing a Responsible AI Use…

Abhilash Warrier – Community Spotlight

We are honored to recognize Abhilash Warrier as our Community Spotlight honoree for…

Leaderboard > 🔒一 Microsoft Dynamics AX (Archived)

#1
Community Member Profile Picture

Community Member 2

#1
Guy Terry Profile Picture

Guy Terry 2 Moderator

#1
Martin Dráb Profile Picture

Martin Dráb 2 Most Valuable Professional

Last 30 days Overall leaderboard

Featured topics

Product updates

Dynamics 365 release plans