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Supply chain | Supply Chain Management, Commerce
Suggested Answer

Consolidated picking list by the sales orders based on today's shipped date in AWMS

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Hi Experts, 

I need guidance from you to achieve the scenario described below without customization.

 Scenario-

As a warehouse worker, my job is to pick items from different locations (Bulk and Pick) for all the sales order that needs to be shipped today and put at the Z  location. I come to warehouse in the morning and generate 2 picking list (Bulk and Pick) for all the sales orders that needs to be shipped today.  There are 2 types of location in my warehouse.

  1. Bulk – Where items are stored in cartons. For example
    1. Location BULK001 - Item A size 020 – 1 Carton = 8 Each
    2. Location BULK001 - Item A size 040 – 1 Carton = 4 Each
  2. Pick – Where items are stores in EA as loose. For example
    1. Location PICK001 - Item A size 020 – 7 Each
    2. Location PICK001 – Item A size 040 – 3 Each

As of today, below is the inventory in my warehouse.

Location

Location type

Item

Size

Available Physical

Remarks

BULK001

Bulk

A

020

80

Stored in 10 cartons

BULK001

Bulk

A

040

40

Stored in 10 cartons

PICK001

Pick

A

020

7

Stored as Ea

PICK001

Pick

A

040

3

Stored as Ea

 

Requirement -

I have following sales order (for different customers) that needs to be shipped today

Sales order#

Item

Size

Quantity

Unit

SO0001

A

020

2

Ea

SO0002

A

020

1

Ea

SO0003

A

040

1

Ea

SO0004

A

040

2

Ea

SO0005

A

020

4

Ea

SO0006

A

020

4

Ea

SO0007

A

040

5

Ea

SO0008

A

040

1

Ea

 

I want system to consolidate quantities listed on all sales orders together for easy picking. System should generate two picking list for me as per below

 

  1. Consolidated bulk location picking list

Item

Size

Location Type

Location

Quantity

Remarks

A

020

Bulk

BULK001

8

Pick 1 carton

A

040

Bulk

BULK001

8

Pick 2 carton

 

  1. Consolidated pick location picking list

Item

Size

Location Type

Location

Quantity

Remarks

A

020

Pick

PICK001

3

Pick 3 each

A

040

Pick

PICK001

1

Pick 1 each

 

Any pointers to achieve above scenario is helpful.

I have the same question (0)
  • Suggested answer
    Rahul Mohta Profile Picture
    21,032 on at

    on item model group select consolidate requirement and then create picking list for multiple orders

    and for picking method in adv warehouse, use condolidated picking

    refer https://docs.microsoft.com/en-us/dynamicsax-2012/appuser-itpro/picking-methods

  • Guy Terry Profile Picture
    28,924 Moderator on at

    Hi Vaibhav

    AX once had functionality specifically called 'Consolidated picking', but this was deprecated in F&O; so you will not find a Consolidated picking method parameter on the Item model group form, for example.

    The reason the Consolidated picking functionality was deprecated is that it is replaced by functionality in the Warehouse management module. You need to use configuration in multiple places to get what you want.

    Fundamentally, to get multiple Sales order lines on to the same Work Id, you need to get them on to the same Wave. Then, you can get them broken in to separate Work Ids as needed. To configure your scenario, I would do something like this.

    You need at least one Wave template. I would think about using Wave template grouping function, so that F&O will group Shipments with the same ship date on to a single Wave. Set it like this:

    pastedimage1574438063264v1.png

    As long as you are not releasing sales orders on the same day that you will ship them, all the orders to be picked on one day will go in to a single wave. You will manually Process the wave at the start of that day's picking shift to create the Work for the day.

    The splitting of the Work in to 'Cartons from Bulk locations' and 'Eaches from Pick locations' is done by a combination of the Location directive and the Work template.

    Your items need to have a Reservation hierarchy which contains both the Carton and the Each unit.

    Your Pick Location directive will need two Lines. The first Line will have Restrict by unit ticked, and using the Restrict by unit button, set the Carton unit. The Location directive action will search Bulk locations only. The second Line does not need Restrict by unit ticked, and the Location directive action will search Pick locations only.

    You will need two Work templates. One for Bulk picking and one for picking from Pick locations. On the Edit query of the first, you need to add a Range so that the Work template knows if it should be used for Bulk locations or Pick locations. You have two ways to do this. You can use the Directive unit (which will be set to Carton or Each), or you can use the Zone of the Location (you will need to give each Bulk and Picking location a Zone i.e. Bulk or Pick). (Both Directive unit and Zone are fields on the Temporary work transactions table). You probably also need to specify a Sort order on the Edit query. You need F&O to put Work lines for the same Location/Item (and any other relevant inventory dimensions) next to each other. For example, if you can have multiple Items in a single location, you will need to add Sorting on Location and Item (I mean, you should probably be sorting by some property of Location anyway, else you will be wandering around the warehouse in an inefficient manner!). 

    On the mobile devie menu item that you will use to process the Work, set the Group pick parameter to Yes.

    With this setup, your sales orders will get released on to a Wave with all the other orders that should be picked on the same day. When you process the wave, F&O will deteremine if the quantity on each order line is enough to trigger a bulk pick, or not. Each order line will be assigned to the appropriate Bulk or Pick location, and the appropriate Bulk or Pick Work Id for that day. When you process the work using the mobile device, the operator will be asked to pick the total quantity required for each Location/Item that they have to visit.

    Note - depending on your order volumes, if you copied this setup exactly, you might end up with two really large Work Ids each day. That might not be exactly what you want, but it gives you an idea how to configure it.

    Wave template grouping: https://docs.microsoft.com/en-us/dynamics365-release-plan/2019wave2/dynamics365-supply-chain-management/wave-template-grouping

    Group pick: https://docs.microsoft.com/en-us/dynamics365-release-plan/2019wave2/dynamics365-supply-chain-management/pick-line-grouping

  • Community Member Profile Picture
    on at

    Thank you Guy. I did exactly same as you have suggested. I don't see Group pick option in mobile device menu item

    pastedimage1574452340431v1.png

    I don't see it in feature management either. Is it something I am missing. I am on Installed product version : Finance and Operations (10.0.6) and Installed platform version : Update30 (7.0.5407.35455)

  • Guy Terry Profile Picture
    28,924 Moderator on at

    Pick line grouping was added in 10.0.1. Wave template grouping was added in 10.0.3. 

    However, until 10.0.7, the functionality is hidden behind Flighting. The relevant flighting codes are:

    WHSPickLineGroupingFeaturePreview

    WHSWaveTemplateGroupingFeaturePreview

    From 10.0.7, my understanding is that both these features will appear in Feature management without needing to use Flighting.

  • Community Member Profile Picture
    on at

    Hi Guy,

    I tested this functionality. All it does is will group multiple sales order lines having same unit together for efficient warehouse management picking process.

    What I need as per my requirement is which it might not do is -

    1. System should sum up all the item quantities  on all sales order lines in the given work id and then use unit conversion of each items to break the work in two locations (cartons from BULK and each from PICK).

    For example, if the total sum of quantities that needs to be picked is 21 and 1 carton can store up to 8 each, system then should tell in work that 2 cartons needs to be picked from BULK and 5 each needs to be picked from PICK location.

    Still hoping if I can achieve some solution using standard functionality.

  • Guy Terry Profile Picture
    28,924 Moderator on at

    Yes, sorry. I misunderstood. That solution will only consider Bulk/Pick on a per-order basis.

    To consider the total requirement of an item, I think you will need to do it before you are creating Sales picking work. There is new functionality called Slotting which I think is designed for what you are trying to do. It creates Replenishment work to get the stock from a Bulk or Pick location to this Z location (the Z location should not be a 'Baydoor' type location). Then you will use Sales work to pick the stock from the Z location. Assuming the Z location is empty at the start of the shift, it should work quite nicely, but I confess that although I have tried both the slotting function, I have not used it in your exact scenario.

    Slotting

    You can configure Slotting to look at group of sales orders, calculate the total demand across those orders, and create replenishment work for that demand. I'm not sure exactly how you best configure slotting to pick Cartons from Bulk locations and Eaches from Pick locations. Either, use the Unit of measure tier and Directive code on the Slotting template line to direct which units should come from which locations, or, do something as I described before with a single Replenishment Pick location directive and two location directive lines.

    Slotting should be run at the start of the picking shift (or, after you have finished creating sales orders for that days picking) to create Replenishment work for your pickers. Sales work should be created to represent the moving of stock from the Z location on to the truck. If you don't Process your sales order wave until after you have completed the slotting replenishment work, it might even be possible to use the Automatically process parameter on the Work template so that the sales work is completed automatically.

    https://docs.microsoft.com/en-us/dynamics365-release-plan/2019wave2/dynamics365-supply-chain-management/warehouse-slotting

  • Community Member Profile Picture
    on at

    Thanks Guy. Quite interesting.

    Unfortunately, Replenishment does not fit in here as I am using Product Variant UoM and unit conversions. Read here

    Not sure if there is a break for this.

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