Skip to end of metadata
Go to start of metadata

You are viewing an old version of this page. View the current version.

Compare with Current View Page History

« Previous Version 105 Next »



Supported receive order types

Here you can find more in-depth informations about the supported order typers. 

  • Page:
    Production Input Journals (AX/FO) — Applies to Mobile WMS setup: Receive / “Show production input”

    The production input journal is a variant of the arrival journal. It is used to move produced items from the production area into the warehouse.
  • Page:
    Purchase Orders (AX/FO) — The Mobile WMS application can be used to register items received directly on each purchase order line.
  • Page:
    Transfer Orders - Receive (AX/FO) — Transfer orders are used to move items from one warehouse to another.







 Receive

Applicable for all versions of Mobile WMS

In the following sections is an overview of the receiving registration flows in Dynamics AX/365FO, and a brief description of how these relate to mobile functionality.


An in-depth walk-through of each “receive” Mobile WMS menu item can be found in by expanding the sections below on this page.

In Mobile WMS setup in Dynamics AX/365FO are options for receive document types to include and exclude at the mobile devices. 

Figure 1: Parameters for receive. “Show purchase” and “Show arrival”, are mutually exclusive i.e. only one of these two checkmarks can be enabled at the same time.


Which checkmark is enabled will influence the underlying workflow required in Dynamics AX/365FO (while the workflow at the mobile devices remains consistent regardless of selection). Both options are entirely based on underlying standard functionality in Dynamics AX/365FO, and as such mirrors decisions that has been made in Dynamics AX/365FO already about how to process incoming orders.

In brief the options are:

  • Show purchase:  Quantities received and vendor packing slips can be posted by the mobile user directly against purchase order documents (at by-purchase-order level). Posting a single packing slip covering multiple purchase orders from same vendor is still possible but can be burdensome, as it requires a packing slip for each individual original purchase order to be posted separately.
  • Show arrival: Arrival journals can be used to separate out the process of physically receiving goods and registering them in the system as a step up from doing it at by-purchase order document level.  Instead, quantities received will be registered by the mobile user against pre-prepared arrival journals. This offers greater flexibility in terms of receiving goods on by-vendor or by-packing-slip basis. However, it entails additional steps in the workflow as the warehouse manager will need to prepare arrival journals ahead of time, as well as (still) post the packing slip against each individual order when item receipts have been registered at the mobile devices.


Sections below covers both these workflows, and as such not every section or every screenshot may be relevant based on your current setup.


Accessing the Receive Module

Receive Order Filters

Receive Order List

Selecting the Correct Receive Order

You can use the scanner of the mobile device to help identify the correct Receive order to be processed.

 Assuming default ...

Assuming default Mobile WMS setup you simply scans the barcode of any of the goods received. Then, the mobile device will filter the list of Receive orders to only show orders containing this item. This will typically pinpoint the available selection to a very limited set of Receive orders, if not the single one correct order.

Filter by scanning

This scanning to identify Receive order functionality can be setup in Dynamics AX/365FO to allow for filtering on any scanned field/value, e.g. scanning an order reference number.

Order Locking

If a lock symbol shows to the right of an order in the list, it’s an indication that someone else is currently working on that order.

 If you select ...

If you select a locked order a warning appears, telling who is working on that order currently. Locking functionality is in place to prevent you from unintentionally selecting an order handled by another user. If you still wish to work on that order regardless of the warning you can open the context menu and select <Release> to unlock the order. This will allow you to lock the order for your processing and will not prevent the original user from keeping processing that same order simultaneously.

Reasons for unlocking orders could be to intentionally have multiple users work simultaneously at the same large/urgent document, to clean up documents that by human error was never completed, to resolve issues that may be caused by disconnects, or other.  Should multiple users make registrations against same order lines by accident, validation is in place during the posting process (first to post will take preference).

Context Menu - Order

This shows the actions you can do from the selected order.

 Context menu

Update

Gets the latest orders from Dynamics AX/365FO


Release

Unlocks a locked order

Type barcode

Allows you to enter a barcode manually if the barcode cannot be scanned.

Context Menu - Order Lines

This shows the actions you can do from the selected order line.

 Context menu options


Update

If someone changes the order lines in Dynamics AX/365FO after they have been downloaded to the mobile device the Update feature can be used to refresh the downloaded order lines.

Post

When you have registered the received items and if the order is 100% fulfilled you are asked automatically to post the registrations.If the purchase order is partly registered, then select the <burger menu> in the lower right corner and select the <Post> menu. This sends the registrations to Dynamics AX/365FO where they are processed.

Registrations

If you wants to see or modify the registrations for an order line the <Registrations> menu item is clicked. This displays the registrations in a new screen. In this screen the registrations can be modified or deleted.

Find Order Line

If the item to register does not have a barcode the <Search> feature can be activated to search for the item manually.

Order Registrations

This is the main order registration, typically the packing slip.

Delete all registrations

By clicking this menu item all registrations for ALL order lines are deleted on the selected order.


Receive Order Lines

  • Page:
    Receive Order Lines in Mobile WMS (AX/FO) — When a Receive order is selected from the list of orders available to process, information needed to process this one order is downloaded to the mobile device

Expiry Date on Batch Number

Filter by label

There are no items with the selected labels at this time.

Register Serial Numbers

Filter by label

There are no items with the selected labels at this time.


On this page

  • No labels