Production order process with warehouse app (AWMS)

 

Production order process with warehouse app (AWMS)

Topic: -

Introduction to the Production order process with warehouse app (AWMS) and MES (Production floor execution) in Dynamics 365 F&O.

Agenda: -

1.    What is an advanced warehouse management module for the production process?

2.    Benefits of Using AWMS in D365FO

3.    Role in warehouse management

4.    Pre-requisites

a)      Storage dimension group

b)      Tracking dimension groups

c)      Override the default reservation principle for materials in production

d)      Unit sequence groups (UOM)

e)      Inventory statuses

f)       Item groups and filters

g)      Location profiles

h)      Location types

i)        Default locations for Warehouse

j)        Item setup

k)      Create wave template for production

l)        Create work template for raw material picking

m)   Create Location directives for raw material picking

5.    Advanced Warehouse mobile device setup

a)         Pre-requisite setup for mobile device menu items

                         i.          Mobile Device Menu Item to “Raw material picking”

                       ii.          Mobile Device Menu Item to “Production Start”

                     iii.          Mobile Device Menu Item to “Report as finished”

                     iv.          Assign Menu Items to Mobile Device Menus

6.    Production order process using Mobile Device App (AWMS)

 

 

 

 

 

 

 

 

1.         What is an advanced warehouse management module for the production process?

The Advanced Warehouse Management (AWM) module in Dynamics 365 Finance and Operations (D365FO) is a powerful tool that optimizes warehouse operations, especially within the production process, by providing real-time visibility and control over inventory movement and storage. It enhances efficiency through automation, mobile device integration, and advanced features like location directives and wave management.

 

2.         Benefits of Using AWMS in D365FO: -

·       Increased Efficiency: Streamlines inventory management and order fulfillment processes.

·       Real-Time Data: Provides accurate and timely information on inventory levels and production status.

·       Improved Accuracy: Reduces errors in stock management, enhancing overall production reliability.

·       Enhanced Visibility: Offers better tracking of materials and finished goods throughout the supply chain.

·       By integrating AWMS into the production process in D365FO, organizations can achieve a more efficient and responsive manufacturing environment.

 

3.        Roles in warehouse management: - Roles are set up and maintained in the System administration module by the security administrator, and these roles are used to control access to the system.

Several roles are specific to inventory and warehouse management include -

·       Warehouse manager - Enables and reviews processes, authorizes recordings, maintains master data, and responds to inquiries within warehouse management.

·       Warehouse mobile device user - Used to access the Warehouse mobile devices portal service.

·       Warehouse planner - Plans the activities in a warehouse.

·       Warehouse worker - Documents of warehouse operation events and responds to warehouse operation inquiries.

·       Quality control manager - Reviews processes, maintains master data, and responds to inquiries within quality control.

·       Quality control clerk - Documents quality control events and responds to quality control inquiries.

 

4.        Pre-requisites: -

i)        Storage dimension group: - Storage dimension groups are inventory dimensions that are used to determine inventory storage information for your items, and how you will store or retrieve your inventoried items. You can set up multiple storage dimension groups to fit the needs of your business. Storage dimension groups can be configured in Product information management > setup > Dimension and variant groups, The Use warehouse management process option indicates that the warehouse management functionality will be used for all products that are assigned to this storage dimension.

Screenshot01 – Storage dimensions setup

     If you want to use the warehouse management processes and apply a reservation hierarchy, you must set up at least one storage dimension group with at least one storage dimension.

     Below are the dimensions that are managed by Warehouse Management include:

·     License plate - License plates can be turned on and off at the location level via the location profile (see location profile setup). License plates can be set up at Warehouse Management > Setup > Warehouse > License Plates.

·     Inventory status - Statuses can be set up for reservations. Anything that is not available for reservation cannot be shipped. The effect of inventory status on reservations is explained later in this document. Inventory statuses can be set up at Warehouse Management > Setup > Inventory > Inventory Status.

b.   Tracking dimension group: - Tracking dimension groups are used in Supply Chain Management to enable you to keep track of the items in your facilities. For example, you can track your items by serial numbers, batch numbers, or ownership.

·     Serial numbers can be used if you have items that are unique, or you would like to track your items on a single-item basis. Batch numbers can be used for groups of items.

·     Batch numbering is also beneficial for tracking issues with production or shipping.

·     Ownership can be used if you are storing items owned by a third party and not your organization.

Screenshot02 – Tracking dimensions setup

c.       Override the default reservation principle for materials in production: -When you create a new production order or batch order, you'll be asked to choose the reservation principle that will apply to the order and all its BOM lines or formula lines. Any or all the BOM or formula lines can override the reservation principle established for the relevant item model group and use the reservation principle specified for that item model group instead. By default, you can define a default reservation principle for each item in model group. Production bill of materials (BOM) or batch order formulas often require different reservation principles. Select which default reservation principle will be used for an order, as well as what reservation principle will be used instead (manual, estimation, scheduling, release, or start).

Screenshot03 – Item model group setup

d.        Unit sequence groups: - Unit of measure (UOM) sequence groups are critical to the setup of warehouse management. These groups determine how the inventory is stored in the warehouse. This setup drives how the system locates product in the warehouse or how locations are found to put inventory away. A UOM sequence group defines which units of measure an item is stored in, from smallest to largest. In the following example, the item is stored in each’s, then boxes, and then pallets. To create a unit of measure sequence groups, follow this navigation path-Warehouse Management > Setup > Warehouse Setup > Unit Sequence Groups.

The key features of the Unit sequence groups page are-

Each unit of measure can be selected if you allow that unit to be used in cycle counts.

You can select a unit of measure as the default unit for purchase orders, production, or material consumption.

You can specify a default container type for the unit.

If you want to receive an item larger than a pallet size and have it grouped, select The License plate grouping field. If this option is not selected, every single item above the pallet unit would be assigned to its own license plate.

Screenshot04 – Unit sequence group setup

e.      Inventory statuses: - Inventory statuses are configurable and can be designated as available or not available(blocking). If Inventory not available(blocking) is not selected, the status is considered “Good Status”. If Inventory blocking is selected, the item cannot be shipped or specified on a sales order, transfer order, or production BOM. In addition, the inventory is not considered available for reservation at the status, warehouse, site, and item levels in the hierarchy. It is still available at the location level so that the inventory can be moved to the warehouse. To configure inventory status, follow this navigation path-

Warehouse Setup > Inventory > Inventory Status

Screenshot05 – Inventory status setup

f.        Item group and filters: - Items groups are also used to group items together that all share a similar posting profile. This way, you don’t have to set up a posting profile for every item you have in the application. The information within the item group is used for several transactions in the system. To create item groups, follow this navigation path:

Item Group – Navigation path > Inventory Management > Setup > Item Groups

In the item groups, you might need to set up the use of filters. Filters, which are used to further describe an item, can also be used to limit items for vendors and customers and can be made into a required setup for a product.

Filters allow users to categorize items, limit customers to items, and then limit vendors to items. For example, you should use filters if there is a requirement to only sell items that have that specific filter.

Screenshot06 – Item group setup

Filters are turned on and off on the Item groups page.

The Use filter code option indicates that you'll be using the filter code for the item, and that you'll manually set that filter code on the Released product page. You can also set up filter groups, which will automatically default to filter codes based on the item group selection when you create a new product.

After you create the filter codes, you can then configure items to be generally available, which override any customer or vendor-specific filter codes, or you can add the filters to your customers and vendors.

g.      Location profiles: - The location profile is where all the setups that you have completed thus far are applied to a profile, which is then assigned to every location in your warehouse. In addition, several other rules apply to a location:

·     If license plate tracking is to be used

·     If the negative inventory is allowed

·     If cycle counting is allowed

For example, you can define location dimensions such as height, length, width, and so on for a common unit of measure such as pallets or boxes, or you can set the sizes by location volume. Therefore, if you have an area with different-sized racks or shelves, you will need to create a different location profile.

Additionally, the Allowed product dimension mixing fast tab enables location management when using product variants or products with dimensions. It allows you to decide whether configurations, colours, styles, and sizes can be mixed on a certain location (profile) or if only one or a combination of some of those dimensions can be put to the same location.

 

Screenshot07 – Location profile setup

h.      Location types: - Location types are used to define the locations that your warehouse will be using. Found in Warehouse management > Setup > Warehouse, after adding a description to your locations, you can use the location types to filter the locations to only see those that you want to use for item picking or put away processes. You can use location types in a large warehouse to specify a dedicated location for inspections or returns. Similarly, you can use location types to label a dock door location, whether it be inbound, outbound, or both. You can also define location types for specific items such as dry, fresh, or frozen goods. You can have bulk storage locations to place all items for later transfer. Alternatively, you can have a staging location for bubble wrapping, for example, in the packing process prior to the shipment of goods.

Screenshot08– Location setup

i.        Default locations for Warehouse: - I have created one warehouse which is enabled for "Warehouse Management ". In the "Inventory and Warehouse Management Fast tab," I have defined the default values for the following

·     Default receipt location: This will be a default location where the system will register all the items against the purchase orders. The menu item "Purchase order receiving" will advise this default location "Inbound" at the time of receiving the items against the PO.

·     Default Production finished goods location: Once the production order is reported as finished, this will be the default location to put the finished goods item.

·     Default production input location: Consumption is the process that deducts material from on-hand inventory and sets the value of the consumed materials to Work in progress (WIP) for production orders and batch orders. Raw materials are usually consumed from a location that is configured for the process that consumes the material. This location is known as the production input location. The raw material picking work will advise this location "Production" to put the raw materials here before we start our production on the shop floor.

Screenshot09– Warehouse setup

 

j.        Item setup: - Finished good will be created along with storage dimension, tracking dimension, reservation hierarchy and BOM is also configured for the Finished good

 

k.      Create wave templates for production: - Wave templates, found in Warehouse management > Setup > Waves, help enable the outbound release-to-warehouse process. When order lines are released (either directly from source documents, through batch job processes, or by loads that have already been created), the wave template functionality is used.

·     The wave template is created for Wave template type "Production orders".

·     Select the methods for production picking quantity, production allocates wave and production create work.

Screenshot10– Wave template setup

 

l.        Create work templates for raw material picking: - Work templates, found in Warehouse management > Setup > Work define what work is performed and how the work is done. Work templates can also contain a directive code that links to a location directive to determine where work is performed. Work templates include a query that specifies the criteria for the work. Each template must include at least one Pick operation, and one Put operation to drive the basic work operation of transferring on-hand inventory from one location to another. If multiple workers must be able to process work for some of your warehouse operations, you might want to use the concept of staging for the inventory and separate the work implementation into different work classes. A work template is used to create and process warehouse work at various stages in the warehouse management process. A valid work template should be specified as pick - put in pairs.

·     I have created one work template for the work order type "Raw material picking", I have defined the work template details for pick and put.

·     Based on this work template, the system will create the work for raw material picking once the production order will be released to the warehouse.

Screenshot11– Work template setup

m.    Create Location directives for raw material picking: - Location directives are used to direct the work transactions to the appropriate locations in the warehouse. In other words, they define where to pick and put. To simplify defining the actions that are associated with each location directive line, use one of the predefined strategies.

Screenshot12– Location directive setup

5.        Warehouse mobile device setup: - I will explain the three methods which you have to access and execute the Warehousing application functions for Dynamics 365 Supply Chain Management.

 

Method 1: Install Dynamic 365 for Finance and Operations – Warehousing application in the RF Gun or mobile device

You can either use a mobile or RF gun and install the Warehousing Application on the respective device. If you are using a mobile device, then the scanning will be carried out using the camera as a scanner.

 

From my experience in warehouses RF guns are ideal since camera scanning function will vary depending on which phone you are using, and it’s called a native function.

Method 2: Use the Warehousing app from the Microsoft Store - Download the application from the Microsoft store “Dynamics 365 for Finance and Operations Warehousing” and then install the application and continue to setup the setting details and then you can start using the warehousing mobile functions.

 

Method 3: Web Emulator

After the D365 Finance and Operations URL similar like shown below paste the value after “/” as ?mi=action:WHSWorkExecute&cmp=“COMPANY”

Make sure to replace the company value which you are working with for an example if the company is USMF it will look like the below.

?mi=action:WHSWorkExecute&cmp=USMF

An example is shown below how the full URL looks like.

https://abc.operations.dynamics.com/?mi=action:WHSWorkExecute&cmp=“COMPANY”

Once you have used the correct URL and load the web page emulator login page will display like below.

 

Screenshot13– Mobile device login

Usually, if you have a system administrator role you will be able to access the emulator like this method. Warehouse workers are supposed to use the warehouse application to complete the tasks.

a)   Prerequisite Setup - Mobile Device Menu Item

                                    i.            Mobile Device Menu Item to “Raw Material Picking”

·     I have created one indirect menu item for raw material picking

·     The work class ID " Production pick" is associated with the menu item.

Screenshot14– Mobile device menu item setup form01

 

                                  ii.            Mobile Device Menu Item to "Start Production Order"

·     I have created an indirect menu item for the "Start Production order." This will be an "Indirect" menu item, which means this menu item will not create any work.

Screenshot15– Mobile device menu item setup form02

 

                                iii.            Mobile Device Menu Item to "Report as Finished"

·     I have created one menu item to report production order finished. I have selected the Mode "Work" and Work creation process "Report as Finished".

Screenshot16– Mobile device menu item setup form03

 

 

                                iv.            Assign Menu Items to Mobile Device Menus

·     Once all the menu items are created for production, the next step is to assign the menu items to the Mobile device menus. I have created one menu, "Production" and I will associate all the menu items related to production with this menu.

Screenshot17– Mobile device menu setup

 

6.        Production order process steps using advance warehouse mobile devices: -

 

A.     Production order creation: -

 

·        Create a production order for the finished good item, once you select the site, the system will automatically pick up the approved and active version for the BOM.

Screenshot18– Production order form01

 

·        Only raw materials will be consumed in this production order; I have configured the route for this scenario. The objective is to understand the Production order using the mobile device for material consumption, start and report as finished the production order.

·        Production order is created; at this moment the finished good inventory status is “Ordered”.

Screenshot19– Production order form02

 

B.      Estimate: -

• The first step is to run the estimation for the production order. In the action pane, click "Estimate".
• As per BOM, the estimation will reserve the Raw Material inventory in the warehouse.
• Production order status: Estimated

 

C.      Price Calculation: - Validate the estimated cost and consumptions in the "Price calculation" form.

Screenshot20– Production order form03

 

D.     Release: -

• This will release the production order to the production floor.
• Once released, the production status will be "Released".
• As per our wave template setup, the release step will create the work for "Raw material picking". You will get the below message.

Screenshot21– Production order form04

 

Screenshot22– Production order form05

 

E.      Warehouse Mobile Device - Process Work "Raw Material Picking"

·     Log in to the mobile device and select the menu "Production”.

·     Select the menu item "Raw material picking”.

·     Pick from the "StageIn" location put it at the "Production" location and press OK.

·     Log in to the mobile device and select the menu "Production”.

·     Select the menu item "Raw material picking”.

·     Pick from the "StageIn" location and put it at the "Production" location and press ok

Screenshot23– Mobile device app from (Raw material picking)

 

F.       Start a Production Order: -

·     We have three options available to start this production order, The first one we all know is from the D365>start the production order. The other option is to start either from the "Manufacturing Execution".

Screenshot24– Mobile device from (Start production order)

·     Since we have already created the menu item "Production Start", we can log in to the mobile device and start our production order from the "Warehouse Mobile Device".

·     Enter the production order number and press OK.

·     That's it, now validate the status of the production order in D365.

·     Here, the production order status is "Started".

Screenshot25– Production order form06

 

·     Picking list created, now post the picking list from D365.

Screenshot26– Production order form07 (Picking list)

 

G.     Report as Finished: -

·     Log in to a mobile device and select the menu "Production”.

·     Scan the production order and scan the item.

·     Enter the report as finished quantity and enter or scan the license plate. This is the LP/pallet where the item will be placed once the order is "Report as Finished".

Screenshot27– Mobile device from (RAF production order)

 

·     Validate the inventory transaction status. Since the report as finished is posted, the finished good status is "Received" at the "Packing" location.

·     The production line status is "Deducted".

·     At this stage, we can post the additional raw materials and route cards for this production order.

·     We will get the physical date and physical cost at this stage.

H.     End: -

·     For end the production order we have open all production order form using production control module.

·     Select the production order and click on END.

·     End the production order, once the production order is ended, we can't post anything against this order.

·     Once the production order is ended validate the status of the finished good as "Purchased" and the raw material "Production line" status as "Sold".

·     At this stage we will get the financial cost.