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Tridea Partners - A Columbus Company

Adjusting the Pick Location using Advanced Warehouse Management in AX 2012 R3


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    Adjusting the Pick Location after work is created using Advanced Warehouse Management in AX 2012 R3

    When items are on an outbound order such as a sales order, inventory must be reserved to fill the orders. This reservation process will follow the rules of your reservation hierarchy. At the very least, reservation hierarchies are based on three variables: site, warehouse and inventory status. The site and warehouse tells the user where the inventory is and the inventory status reflects only available or good inventory. Any inventory that is blocked or has a status of bad or no good such as damaged items can’t be reserved. The system will reserve items based on the order specified in the reservation hierarchy until it reaches the location attribute.

    To find the reservation hierarchies, navigate to warehouse management > setup > inventory > reservation hierarchy.

     

    With WMS, when sales orders are released to the warehouse for picking and packing, the items on the sales orders are reserved based on the reservation hierarchy as discussed above and work is created. The work is then processed by the warehouse using the mobile device.

     

    Now work may not always be processed in the order in which they are created, which could lead to changing the designated picking location from what is indicated on the work. When needing to change the picking location, you can use the override function in the mobile device menu. To do this, enter the work id as you normally would and then when prompted to the pick location, select override from the menu options below. The mobile device will prompt you to enter a reason and then ask for the new pick location. However, the new picking location may be reserved by another work in which the following error message will appear.

    If you know you have sufficient inventory in the warehouse, then you’ll need to check in AX, in the on-hand inventory. There are a few different ways to check on-hand inventory. Here are a few ways.

    • Navigate to Product Information Management > Common > released products
    • Navigate to Inventory Management > Inquiries > on-hand
    • Navigate to Warehouse Management > Common > Work > all work; open the work order you’re trying to process, right click on the item number and click view details

     

    Since we’re working with WMS and chances are you’re already in the warehouse management module, we’ll use the 3rd option above, from the work order.

     

    The example we’ll use is item M9204 from the AX 2012 R3 Contoso demo environment. We have two sales orders, one for 100ea and one for 80ea. The work created for these sales orders are USMF-001105 and USMF-001106 as you can see below.

    As described above, open the work order and right click on the item number. Then click view details. This will take you to the released products form for this item where you can view the on hand inventory for this item.

    Click on the Manage inventory tab in the action pane above and then click on-hand inventory.

    As you can see, we have 180ea total in physical inventory and all 180 has been reserved.

    Notice the first line is a summary line of all physical reserved inventory for this item. Highlight this first line and click Transactions at the top.

    Filter on “reserved physical” in the issue column. This will show you all reserved inventory by order and the location the system reserved at. Here you can see the first work order is reserving inventory in both location 002 and BULK-010 for a total of 100ea, and the second work order is reserving inventory in location BULK-010.

    In our example, we tried to process work id USMF-001105. This work is for 100ea but the system split the pick between two locations, for two picks of 80ea and 20ea.

    In the mobile device, we tried to override the pick location to pick all 100 from one location, location BULK-010 and received the error message of “unable to reserve inventory for work”.

    To pick the 100ea in location BULK-010, we need to remove the reservation on the inventory in second work order, so all inventory in location BULK-010 is available for the override process to take place.

     

    First we need to cancel the second work order and then cancel the reservation. This can be processed one of two ways.

     

    Cancel the work order, then cancel the load on the sales order.

    • Navigate to the work by Warehouse management > Common > Work > all work
    • Select the work order
    • Click “cancel work” in the action pane above

    • Navigate to the sales order by right click > view details on the order number in the all work list page (or you can navigate to the all sales orders list page in either the accounts receivable or sales and marketing modules).
    • Expand “line details” at the bottom
    • Click on the loads tab
    • Right click > view details on the load number
    • Click delete
    • Process the first work order for 100ea using the override option on the mobile device
    • Re-release the second order to the warehouse. If your sales orders are setup for automatic reservation, then you can just re-release to the warehouse on the second sales order. You can look at the header on the sales order to confirm the reservation setting. If it’s not set to automatic, then you will need to re-reserve the inventory before releasing to the warehouse.
    • process the new work for the second order

     

    Cancel the work line, then cancel the work order.

    If you cancel the work line before canceling the work order, then the item and quantity will be canceled on the load. If all items on the load are canceled using this process, then the entire load will be canceled.

    • Navigate to the work by Warehouse management > Common > Work > all work.
    • Double click / edit the work order.
    • Select the pick line to be canceled and click “cancel work line” in the Lines section of the work order. If canceling multiple picks, repeat this step for each pick on the work order.
    • Cancel the quantity. This is the action that will update the load so you don’t have to navigate to another screen. The quantity is already populated with the total quantity on this work line. Click OK to cancel the work line and update the load.
    • Notice the work line status changed to canceled. Now cancel the work order.
    • Process the first work order for 100ea using the override option on the mobile device.
    • Re-release to the warehouse on the second sales order. If your sales orders are setup for automatic reservation, then you can just re-release to the warehouse on the second sales order. You can look at the header on the sales order to confirm the reservation setting. If it’s not set to automatic, then you will need to re-reserve the inventory before releasing to the warehouse.
    • Process the new work for the second order.

     

    This article was written by Tracey Schebera, Consultant for Tridea Partners. Tridea is a leading Microsoft Dynamics provider.

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