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Sales picking in warehousing

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Posted on by 180

Hello everyone,

I am trying to find the best way to pick the items for sales orders in warehousing. I have assigned fixed locations for the items.

Suppose items A exists in 3 locations: LOC-01, LOC-02, LOC-3. All these locations exists in the same warehouse.

  • Item A was purchased on 07/06/18, and the put away was created for LOC-2.
  • Item A was purchased on 09/06/18, and the put away was created for LOC-3.
  • Item A was purchased on 12/06/18, and the put away was created for LOC-1.

My requirement is to pick the items, according to the date. The items which were purchased first should be sold first. (FIFO)

So, in the above scenario, Item A will be picked from LOC-2 first, then LOC-3, then LOC-1.

How to achieve this functionality in AX?

 

*This post is locked for comments

  • Sagar Suman Profile Picture
    Sagar Suman 5,945 on at
    RE: Sales picking in warehousing

    HI Guy,

    Yes you are right this will override the date in the inventsum table for the cases where the same item is stored at the same location for the second or subsequent purchase orders. In that case the date will be overridden and AX will not be able to distinguish the items based on the receipt dates anymore.

    My suggestion was only based as Anurag asked for item being received at different location and in case where the same item will be stored at the same location the above solution looses the capacity to trace the dates.

  • Guy Terry Profile Picture
    Guy Terry 28,673 Super User 2025 Season 1 on at
    RE: Sales picking in warehousing

    Hi Sagar,

    Using LastUpdDatePhysical is a neat trick, but the OP should be aware that this date is not preserved anytime that inventory which was received on one date is stored in the same location as inventory (of the same item) received on a different date.

  • Suggested answer
    Sagar Suman Profile Picture
    Sagar Suman 5,945 on at
    RE: Sales picking in warehousing

    Hi Anurag Nagarkoti ,

    This is easily possible in AX where you want to sort the item picking based on there receipt dates even when they do not have any batch and serial numbers.

    Just navigate to your location directive for the pick and navigate to the sorting tab where you need to select the on hand inventory table and physical date as a field after which select ascending in the search direction.

    4341.1.jpg

    Now as you will release the sales order to warehouse Dynamics will pick the items from the location which were received earlier as per the physical date.

    Consider this scenario 

    Item             qty     Loc               Receipt date 

    Item A         11        LOC-01        1 jan

    Item A         11        LOC-02        1 Feb

    Item A         11        LOC-04         1 Mar

    In the above scenario same item was received in three months and is not serial and batch controlled.

    Now if you do the setup as I have stated above and create a sales order for the same item for 11 pcs and release to warehouse, Dynamics will pick the item from location LOC-01 as it the location where the items were received earliest.

    If you change the search direction to descending then Dynamics will pick items from location LOC-04.

    Works like Silk.

  • Verified answer
    Guy Terry Profile Picture
    Guy Terry 28,673 Super User 2025 Season 1 on at
    RE: Sales picking in warehousing

    Hi Crispin,

    I can't comment on the technical aspects of that customisation, because that is just not my role!

    I don't think I have ever been asked to implement FIFO on items which AX does not really know which inventory was received first. And, let's be clear, anything you do without using the Batch dimension and Batch dates is a best guess. For example, if at any time you put multiple receipts in to the same location, then it becomes impossible for AX to distinguish between the inventory received on different receipts just as it is impossible for the picker to determine; you have no way of knowing that you actually received the items in the order in which they expire or were manufactured.

    When picking items which are not Batch controlled, there are often rules around which location to use first, but FIFO is not one that I have used, and if it were crucial, I would suggest using the Batch dimension.

  • Guy Terry Profile Picture
    Guy Terry 28,673 Super User 2025 Season 1 on at
    RE: Sales picking in warehousing

    If you're using the Warehouse management module, the Location directive is responsible for determining which location to use first. And in my view, there is no way to configure it to use the 'oldest' inventory if you are not using the Batch dimension.

  • Anurag Nagarkoti Profile Picture
    Anurag Nagarkoti 180 on at
    RE: Sales picking in warehousing

    Hi Guy,

    I don't want to use the Batch dimension because it is not implemented in our business.

    And even if I use the batch dimension, AX won't allow me to use FIFO date-controlled reservation when I am using warehouse management. I found this information in the link below: -

    https://community.dynamics.com/ax/f/33/t/221640

    Is there any workaround with the help of which I can achieve this date-controlled sales picking without using Batch dimension ?

  • Guy Terry Profile Picture
    Guy Terry 28,673 Super User 2025 Season 1 on at
    RE: Sales picking in warehousing

    Right. That's pretty crucial information! And what is your view on using the Batch dimension?

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