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Session Id :
Supply chain | Supply Chain Management, Commerce
Answered

Location directives per mode of delivery

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Posted on by 40

Hi, 

I am having the following requirement to meet. Any idea, on how this can be achieved in D365 FO?

  1. I have 2 Baydoor locations namely
    1. Baydoor 1
    2. Baydoor 2
  2. Upon release to warehouse, I want my sales orders to be picked from locations and go to different Baydoors depending on mode of deliveries. That is if sales order has mode of delivery as Truck, it should go to Baydoor 1 and if mode of delivery is Ship, it should go to Baydoor 2. 

Can someone point me on how to achieve this without customization?

Thanks and regards, 

Kumar

I have the same question (0)
  • Verified answer
    Danny Bilodeau Profile Picture
    4,918 Super User 2025 Season 2 on at

    Hello Kumar,

    Try the following:

    1) Create 2 new Directive Code (as you wish but say Baydoor 1 and Baydoor 2)

    2)  Create 2 new Work template (sales Order) for Ship from Baydoor1 and Ship from Baydoor2.

    On each these work template in the work template details, for teh Put line use the corresponding Directive Code (use your own)

    pastedimage1652712578074v1.png

    On Each of these work templates, on the Query in teh header, add teh Sales Order table and select the corresponding Mode of delivery (see illustration below):

    pastedimage1652712710428v2.png

    3- Create 2 new Location Directives that make use of the new Directive Codes, each location directive will have Action Lines that direct the work to the Baydoor1 or Baydoor 2 locations: 

    pastedimage1652712973017v3.png

    4 - Test and confirm that it works as desired and adjust as necessary.  Note that the work templates are looking at the Mode of Delivery on the Sales Header, so assumption is that the whole sales order (all lines) is shipped using teh same mode of delivery,  If that is not the case, you can change the query on the Work Template to look for Mode of delivery at Sales Lines instead. 

    Good luck and Kind regards,

    Danny

  • Suggested answer
    Kumar Donakanti Profile Picture
    40 on at

    Hi Danny,

    Thank you for your response. It did not work in first instance because the sequence of the newly created work templates were below the standard ones. 

    pastedimage1652770190677v1.png

    When, I changed (swapped) the sequence of work templates it did work and identified the right baydoors for mode of deliveries. I am still confused why the system won't work in previous case. 

    Thanks and regards, 

    Kumar

  • Suggested answer
    Danny Bilodeau Profile Picture
    4,918 Super User 2025 Season 2 on at

    Hello Kumar,

    First see if  the correct work templates was used for this Work ID. You will need to add teh columns for Work Template on the Work header.   Does it correspond to the correct Mode of Delivery?  That will confirm whether the query on the work template was used.  If you have other work templates, you will probably need to move the work template with query conditions above the other work templates. Teh mpre restrictive teh query, the lower sequence it has to be in order to be challenged before a less restrictive query.

    If the Work Template was the correct one, the issue is with the Location Directive.  It looks like the system could not find a Location Directive. Did you modify the query on each of the Location Directive Action to select the destination Location (Baydoor 1 & 2)?  

    If so, take note of the Work Creation ID (you will find on the General Tab of the Work ID and filter the Work Creation History Log using that Work Creation ID.  In the log, look to see  why your new Location Directives were not selected.  

    If you are not sure how, filter the Work Creation History Log filtered using the Work Creation ID and send a screen shot. making sure the Message column is fully visible.  

    Regrads,

    Danny

  • Kumar Donakanti Profile Picture
    40 on at

    Hi Danny,

    So I re-looked at the work templates and interestingly what I found is that my filter criteria for mode of delivery is getting overridden with blank value every time I specify. This was happening only on standard demo data (24 SO Stage) work template. When you specify mode of delivery and save and come out of form and go back into it upon clicking "Edit query", you won't find it. Hence, technically, there wasn't anything for system to find which is why it was failing. So, I had to delete the standard work template and re-create the same work template manually to make this work.

    Quite weird.

    Thanks,

    Kumar

  • Danny Bilodeau Profile Picture
    4,918 Super User 2025 Season 2 on at

    Hi Kumar,

    So after you recreated it now works?

  • Kumar Donakanti Profile Picture
    40 on at

    Hi Danny,

    Yes, that's right.

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