Case study 3 Warehouse management and transportation management

Objectives

Configure warehouse management
Perform warehouse management processes
Implement transportation management

Exercise #1 Configure warehouse management

Objective: Create and define the components of warehouse management and configure inventory statuses using unit sequence groups and reservation hierarchies.

You were asked to help the warehouse manager for SRHQ Seahorse Retailers. He is responsible for building and designing the structure for the warehouse management system.

You will need to guide him on performing some setup and configuration activities before being able to use the warehouse management systems.

Configure warehouse management setup.
Create a storage dimension group.
Create a tracking dimension group.
Create a unit sequence group.
Create a warehouse.
Create location types.
Create location formats.
Create a dock management profile.
Create new location profiles.

Create a Storage Dimension Group

As a warehouse manager in Seahorse Retailers, you have to create a new storage dimension group to use with Warehouse Management.

Create a new storage dimension group.

Open Product information management > Setup > Dimension and variant groups > Storage dimension groups.
Click New to create a new storage dimension group.
Type LASD in the Name field.
Type Los Angeles storage dimension in the Description field.
Enable the Use warehouse management processes option to enable Warehouse management.
Click Save in the action pane and verify that the Site, Warehouse, Location, Inventory status, and License plate dimensions are active.
Close the form.

Create a Tracking Dimension Group

As a warehouse manager in Seahorse Retailers, you have to create a new tracking dimension group that will not track serial numbers or batch numbers.

Create a new tracking dimension group.

Open Product information management > Setup > Dimension and variant groups > Tracking dimension groups.
Click New to create a new Tracking dimension group.
Type LANT in the Name field.
Type Los Angeles no tracking in the Description field.
Select None in the Capture serial field.
Click Save.
Make sure the Active check box is not selected for any dimensions.
Close the form.

Create a Unit Sequence Group

As a warehouse manager in Seahorse Retailers, you have to create a new unit sequence group for each, box, and pallet (EA, BOX, PL), which will have license plate grouping.

Create a new unit sequence group.

Open Warehouse management > Setup > Warehouse > Unit sequence groups.
Click New to create a unit sequence group.
Type EBP in the Unit sequence group ID field.
Type EachBoxPallet in the Name field.
In the Unit field, select ea.
Select the License plate grouping check box.
Select the Default unit for purchase and transfer check box.
Click New on the Line details FastTab to add a line.
In the Unit field, select Box.
Select the License plate grouping check box.
Click New on the Line details FastTab to add a line.
In the Unit field, select PL.
Select the License plate grouping check box.
Click Save and close the form.

Create a Warehouse

As a warehouse manager in Seahorse Retailers, you have to configure a new warehouse named “MainDC” in Site “1” for use within company USP2.

Create a new warehouse and assign a name and site.

Open Warehouse management > Setup > Warehouse > Warehouses.
Click New to create a new warehouse.
Type MAINDC for the warehouse and Name.
Select Site 1 to relate the warehouse to.

Assign warehouse management attributes.

Expand the Master planning FastTab and select the 24hr Calendar for the warehouse.
Expand the Warehouse FastTab.
Select the Use warehouse management processes check box.
Select the Allow license plate moves during cycle counting check box.
Select the Decrement load line check box.
Close the forms.

Create Location Types

As a warehouse manager in Seahorse Retailers, you have to create new location types for the warehouse, which you will name “RCV,” “PICKING,” and “FRESH.”

Create three new location types.

Open Warehouse management > Setup > Warehouse > Location types.
Click New to create a new location type.
Type PICKING as the identifier in the Location type field.
Type Picking in the Description field.
Click New to create another new location type.
Type RCV as the identifier in the Location type field.
Type Receiving in the Description field.
Click New to create another new location type.
Type FRESH as the identifier in the Location type field.
Type Fresh in the Description field.
Close the forms.

Create Location Formats

As a warehouse manager in Seahorse Retailers, you have to create a new location format for Aisle-Rack-Shelf, Aisle-Shelf, and Bay door

Create the new location format.

Open Warehouse management > Setup > Warehouse > Location formats.
Click New to create a new location format.
Type ARS in the Location format field.
Type Aisle – Rack – Shelf in the Name field.

Add segments to the location format

On the Details FastTab, click New to create a new line.
In the Segment description field, type Aisle Prefix.
Type 1 in the Length field.
On the Details FastTab, click New to create a new line.
In the Segment description field, type Aisle Number.
Type 2 in the Length field.
On the Details FastTab, click New to create a new line.
In the Segment description field, type Rack Number.
Type 2 in the Length field.
On the Details FastTab, click New to create a new line.
In the Segment description field, type Shelf Prefix.
Type 1 in the Length field.
On the Details FastTab, click New to create a new line.
In the Segment description field, type Shelf Number.
Type 2 in the Length field.
Create another location format.
Click New at the top to create a new location format.
Type RS in the Location format field.
Type Rack - Shelf in the Name field.
Add segments to the second location format.
On the Details FastTab, click New to create a new line.
In the Segment description field, type Rack Prefix.
Type 1 in the Length field.
On the Details FastTab, click New to create a new line.
In the Segment description field, type Rack Number.
Type 2 in the Length field.
On the Details FastTab, click New to create a new line.
In the Segment description field, type Shelf Prefix.
Type 1 in the Length field.
On the Details FastTab, click New to create a new line.
In the Segment description field, type Shelf Number.
Type 2 in the Length field.
Create a third location format:
Click New at the top to create a new location format.
Type BaydoorOnly in the Location format field.
Type Baydoor Only in the Name field.
Add segments to the third location format.
On the Details FastTab, click New to create a new line.
In the Segment description field, type Baydoor Prefix.
Type 1 in the Length field.
On the Details FastTab, click New to create a new line.
In the Segment description field, type Baydoor Number.
Type 2 in the Length field.
Close the forms.

Create a Dock Management Profile

As a warehouse manager in Seahorse Retailers, you have to set up a new dock management profile.

Open Warehouse management > Setup > Warehouse > Dock management profiles.
Click New to create a dock management profile.
Type SHIPSTAGE in the Dock management profile ID field.
Type Staging locations unique per shipment in the Description field.
Select Shipment ID in the Inventory types that should not be mixed field.
Select the Assume empty location check box to ensure that the location is empty before adding new items to the location.
Close the forms.

Create New Location Profiles

As a warehouse manager in Seahorse Retailers, you have to create new location profiles for Picking, Staging, Receiving, Bulk, and Fresh.

Open Warehouse management > Setup > Warehouse > Location profiles.
Click New to create a new Location profile.
In the Location profile ID, enter PICKING.
In the Name field, enter Picking Locations.
On the General FastTab select ARS in the Location format field.
On the General FastTab select Picking from the Location type field.
Select the Use license plate tracking check box.
Select the Allow mixed items check box.
Select the Allow cycle counting check box.

Create a new location profile for Staging

Click New to create a new Location profile.
In the Location profile ID enter STAGING.
In the Name field, enter Staging locations.
On the General FastTab select Baydoor in the Location format field.
On the General FastTab select Staging STAGE in the Location type field.
Select the Use license plate tracking check box.
Select the Allow mixed items check box.

Create a new location profile for Receiving:

Click New to create a new Location profile.
In the Location profile ID field, enter RECEIVING.
In the Name field, enter Receiving locations.
On the General FastTab select Baydoor in the Location format field.
On the General FastTab select Recv in the Location type field.
Select the Use license plate tracking check box.
Select the Allow mixed items check box.

Create a new location profile for Bulk:

Click New to create a new Location profile.
In the Location profile ID field enter BULKLOCATIONS.
In the Name field, enter Bulk Locations.
On the General FastTab select RS in the Location format field.
Select the Use license plate tracking check box.
Select the Allow mixed items check box.

Create a new location profile for Fresh

Click New to create a new Location profile.
In the Location profile ID field, enter FRESH.
In the Name field, enter Fresh locations.
On the General FastTab select ARS in the Location format field.
On the General FastTab select Fresh from the Location type field.
Select the Use license plate tracking check box.
Select the Allow mixed items check box.
Close the forms.

Exercise #2 Create a reservation hierarchy (Bonus)

Objective: Create a reservation hierarchy and use it to manage a product.

A warehouse manager at SRHQ requested to be a member of the Microsoft Dynamics 365 for Finance and Supply chain project team for Contoso Orange Juice Company, one of Seahorse Retailers sister companies.

He wants to create a new reservation hierarchy to manage the oranges.

The oranges will be tracked using site, warehouse, location, and batch numbers.

He is not sure how to create the new reservation hierarchy and to create a new product that uses the new hierarchy.

Create a reservation hierarchy.

In USP2, Open Warehouse management > Setup > Inventory > Reservation hierarchy.
Click New to create a new reservation hierarchy.
Enter Oranges in the Name field.
Enter Orange reservations in the Description field.

Select dimensions for the reservation hierarchy.

In the Selected pane, select the Serial number check box.
Click the left directional button to move the dimensions to the Available pane.
Repeat steps a-b for Owner.
Click OK.
Close the forms.

Create a new product and link it to the new reservation hierarchy

As a member of the Microsoft Dynamics 365 for Finance and Operations project team for Contoso Orange Juice Company, you need to create a new product in company USP2 called Low Sugar Orange Juice, number B0004. The new item will track Site, Warehouse, Location, and Batch numbers. The costing for the product will use the FEFO methodology and the posting will use the standard orange juice postings. Use the information provided to create a new item.

Create a product.

In USP2, Open Product information management > Products > Released products.
Click New to create a new product.
Enter the following information in the entry fields:
- Product number – B0004
- Product name – Low Sugar Orange Juice
- Item model group – FEFO
- Item group – OrgJuice
- Storage dimension group – Ware
- Tracking dimension group – Batch-Phy
- Reservation hierarchy – Oranges
Click OK.

Configure advanced warehousing settings.

Expand the Warehouse FastTab on the Released product details form.
Select GAL in the Unit sequence group ID field.
Click Validate in the Maintain group of the action pane.
Close the forms.

Exercise #3 Create disposition codes and inbound location directives

Objective: Create and use disposition codes and inbound location directives.

You have been assigned to assist one of the sister company’s USP2 teams in the setup and implementation of a warehouse management system.

You must set up two new disposition codes. The first will be called “Ready,” which will be Available, and the second will be called “Not Ready,” which will be blocked for use with warehouse management. Next, you will configure a new inbound location directive that will receive goods to the warehouse, and another one that will put away goods in bulk locations.

You will need to do the following:

Create new disposition codes.
Create an inbound location directive.

Create disposition codes

In USP2, Open Warehouse management > Setup > Mobile device > Disposition codes.
Click New to create a disposition code.
In the Disposition code field, enter Ready.
In the Inventory status field, select Available.
Click New to create a disposition code.
In the Disposition code field, enter Not Ready.
In the Inventory status field, select Blocked.
Close the forms.

Notes:

In the Work template code field, you can select a work template code that is associated with a work order type, return order, or purchase order. You assign a work template to a disposition code only when you want to override the work template.
In the Return disposition code field, you can select a return disposition code for a sales return order. After you select a return disposition code, the disposition code is only applicable for the sales order return process.

Create an inbound location directive

Create a new purchase order put location directive

Open Warehouse management > Setup > Location directives.
Select Purchase orders in the Work order type field.
Click New in the action pane to create a new location directive.
Type MAIN DC in the Name field.
Select Put in the Work type field. This is because we want to put the received items on purchase orders away.
Select 3 in the Site field.
Select 30 in the Warehouse field.
Select Stage in the Directive code field.
Click Save.

Add lines to the location directive

Click New in the Lines FastTab.
Verify the Sequence number is 1.
Type 200 in the To quantity field.
Type ea in the Unit field.
Select None in the Locate quantity field.
Click Save in the action pane.
Click New in the Location directive actions FastTab.
Type Fresh in the Name field.
Click Save in the action pane.

Add location directive actions to the location directive.

Click Edit query in the action pane.
Click Add on the Query form.
Select Purchase Orders in the Table column.
Select Location in the Field column.
Select 30 in the Criteria column.
Click OK.
Close the Location directives form.

Exercise #4 Configure mobile devices

Objective: Configure mobile devices for warehouse workers.

You must configure the mobile device menus that the warehouse workers will view and use during their day to day activities. You are assisting in the setup of the menus for the mobile devices for companies USMF and SRHQ.

You will need to do the following:

Configure the mobile devices.
Create a mobile device menu item and menu.
Create mobile device users.
Set up a mobile device menu item for completing work of type Purchase order.

Configure mobile devices

In preparation for setting up the mobile device for your warehouse, you are asked to first set up a work class, which you will name Purch-Orders. It will have the put location types of Bay-door, Bulk, and Pick.

Add a work class

In company USMF, open Warehouse management > Setup > Work > Work classes.
Click New to create a work class.
In the Work class ID field, enter P-Orders.
For Description, enter Purchase Orders.
For Work order type, select Purchase orders.
On the Valid put location types FastTab, click New.
Enter Baydoor.
Click New again.
Enter Bulk.
Click New again.
Enter Pack.

You will be setting up two functions: Purchase order receive and Purchase order put away. You will then add them to your mobile device menu.

Open Warehouse management > Setup > Mobile device > Mobile device menu items.
Click on New.
For Menu item name, enter PO Receive.
For Title, enter PO Receive.
For Mode, select Work.
Set the Use existing work slider to No.
On the General FastTab, on Work creation process, select Purchase order line receiving.
Set the License plate grouping policy option to License plate grouping.
Set the Generate license plate slider to Yes.
Set all other sliders to No.
Click Save in the action pane.
Click New in the action pane.
For Menu item name, enter PO Putaway.
For Title, enter PO Putaway.
For Mode, select Work.
Set the Use existing work slider to Yes.
On the General FastTab, for Directed by, select User grouping.
Set the Group put away slider to Yes.
Set all remaining sliders to No.
On Work classes FastTab, click New.
For Work class ID, select P-Orders.
Click Save in the action pane.
Close the page.

Open Warehouse management > Setup > Mobile device > Mobile device menu.
Select Inbound in the left menu bar and click Edit in the action pane.
In the AVAILABLE MENU AND MENU ITEMS pane, select PO Receive and click the right directional arrow.
In the AVAILABLE MENU AND MENU ITEMS, select PO Putaway and click the right directional arrow.
Click Save in the action pane.
Close the form.

Set up a work user for the mobile device.

Open Warehouse management > Setup > Worker.
Click New.
In the Worker field, select Ted Howard.
On the Users FastTab, click New.
For User ID, enter thoward.
For User name, enter thoward.
For default warehouse, select 62.
For Menu name, select Main.
Click Save in the action pane.
For Password, enter 1234.
For Confirm password, enter 1234.
Click Set password.
Close the form.

Create a menu item that is used for performing work of type Purchase order. The work class that is associated with the menu item determines which work is valid.

Go to Warehouse management > Setup > Mobile device > Mobile device menu items.
Click New.
In the Menu item name field, enter a unique value. For example, you could type POMove. Remember the value; you’ll need it later.
In the Title field, type PO Move. This is the title which will be displayed on the mobile device.
In the Mode field, select ‘Work’.
Select Yes in the Use existing work field.
The Display inventory status field determines whether the inventory status of the on-hand inventory will be displayed to the warehouse worker on the mobile device. Select Yes.
In the Directed by field, select System grouping. When you select something in the Directed by field, additional fields appear in the General section on this page. The fields that appear depend on what you selected. When you select System grouping, two new fields are added.
In the System grouping field, select WorkPoolId. When warehouse workers open this menu item, they’ll be asked to scan a work pool ID. All work orders with this work pool ID and open work order lines with one of the work classes added to this menu item will be pushed to the user.
In the System grouping label field, type Work pool. This is the text displayed to the user on the mobile device.
Select Yes in the Override license plate during put field. This option allows warehouse workers to override the target license plate when items are put down on a license plate-controlled location.
Select Yes in the Group put away field. If all the Put lines on the work order share the same location, the user will receive one combined Put instruction for all lines.
Expand the Work classes section.
Click New.
In the Work class ID field, type ‘Purchase’ and tab off. The work pool restricts the work that the menu item can be used for. In this case it will be used for open work order lines that have the Purchase work class ID.
Click Save.

Set up work confirmation

Click Work confirmation setup in the action pane.
In the Work type field, select ‘Pick’.
Select the Auto confirm check box. The work instruction with work type Pick will be auto-confirmed. This instruction will not be presented to the user.
Click New.
In the Work type field, select ‘Put’.
Select the Location confirmation check box. The warehouse worker will be asked to perform a confirmation scan of the location when the item is put down.
Click Save.
Close the work confirmation page.
Close the Mobile menu item page.

Go to the Mobile device menu.
Click Edit.
Use the Quick Filter to find records. For example, filter on the Name field with a value of ‘inbound’. You want to find the menu you use for inbound menu items. In USMF this is called Inbound.
In the tree, select ‘a value’ POMove.
Click on the arrow that points to the right.
Click Save.
Close the mobile device menu page.

Exercise #5 Configure purchase orders

Objective: Create and process a purchase order.

The warehouse manager for USMF wants to process a purchase order receipt using a mobile device.

He ordered 10 Pcs of HDMI 6’ Cables.

These will be from Vendor US-111 and shipped to Warehouse 11.

The unit price will be $20 per Piece.

He is not sure how to record this and asked you to help.

You will need to do the following:

Create a purchase order.
Create a purchase order receipt using the mobile device.

Create a purchase order

In USP2, Navigate to Accounts payable > Purchase orders > All purchase orders.
Click New in the action pane.

Select Vendor US-112.
On the General FastTab, enter storage dimensions of Site 3 and Warehouse 30.
Click OK.

On the Purchase order lines FastTab, select Item number P9500.

Note

You will get a message that the vendor is not authorized for this product. This is a warning only. You may continue after closing the message.

Enter a Quantity of 1.
Enter a Unit price of 2.50.
Expand the Line details fast tab.
Select the Financial dimensions tab.
In the Financial dimensions, the Product Group field, select OJ B2B.

Under Purchase Tab in Action Pane. In the Actions group, select Confirm and note your purchase order number.
Note your purchase order number.
Close the form.
Navigate to Warehourse Management > Setup > Worker.
Click on New.
1. Select Ted Howard under Worker
2. Click on New User ID under Users fast Tab. Enter toward under User ID and User name.
3. Default Warehouse – 30
4. Menu name – Main
5. Click on Save.
Set the Password – 12345, Confirm Password – 12345. Click on Set Password.
Close the Page.

Create a purchase order receipt using the mobile device

Create a purchase order receipt by using the mobile device - Prerequisite

To practice using the mobile device, you must enable a mobile device emulator in the Virtual machine. You may need to expand the right bar in the lab environment to see all content in the instructions. Perform the following steps.

Right-click on the tab of your normal system default dashboard and select Duplicate tab.
The URL on your new tab will be: https://usnconeboxax1aos.cloud.onebox.dynamics.com/?cmp=USP2&mi=defaultdashboard
Delete all characters on the new tab after dynamics.com (i.e. delete /?cmp=USP2&mi=defaultdashboard)
Replace those characters with /?mi=action%3awhsWorkExecute&cmp=USP2

Sign into the Mobile Emulator

The emulator will now launch, and you can sign in to the mobile device emulator.
Log in to the mobile device with the user you have enabled.
Click Inbound.
Click Purchase receive.
Enter the purchase order number in the PONUM field. Click on OK.
Enter Item number P9500. Click on OK.
Enter a quantity of 1 in the Qty field. Click OK Twice.
Enter LP number LP951. Select OK
Enter today’s date as the vendor batch date. Click OK.

Enter a date six months from the current date as the Expiry date. Click OK.
Select the Use as expiration date arrow. Select No and select OK.
For Country/Region of Origin 1, enter USA. Select OK.

Select the green check mark again to bypass the second Country/region entry.
Note the work completed notification.

Exercise #6 Configure wave processing (Bonus)

Objective: Set up templates and queries that specify how waves should be processed.

You want to configure wave processing by setting up the criteria that determine what work is generated for a warehouse when a wave is processed, and whether waves are processed manually or automatically.

You will specify the criteria by setting up wave templates and queries that match a wave with released lines in sales orders, production orders, or kanban orders.

When you set up a wave template, you specify the sequence in which the templates will be matched to released lines on sales orders, production orders, or kanban.

When a line is released to the warehouse or to production, it uses the first wave template that it meets the criteria for.

Its recommended that you put templates with the most specific criteria at the top of the list. The broader the criteria, the more likely it is for a line to meet the criteria, and this could lead to lines being assigned to the wrong wave. You will set up the wave templates for USMF.

You will need to do the following:

Configure wave processing.

Configure wave processing

In USMF, go to Warehouse management > Setup > Waves > Wave templates.
Click New.
In the Wave template name field, type GTL-Wave.
In the Wave template description field, type GTL Wave.
In the Site field, enter or select site 2.
In the Warehouse field, enter 24.
Set the Automate wave creation field to Yes. Select this option to automatically create a wave when a sales order, production order, or kanban is released to the warehouse.
Set the Process wave at release to warehouse option to Yes. Select this option to automatically process the wave and create work when a line is released to the warehouse.
Set the Automate wave release option to Yes. Select this option to automatically release the wave. The picking work is created and made available on mobile devices.
Set the Assign to open waves option to Yes. Lines are assigned to waves based on the query filter for the wave template.
Set the Process wave automatically at threshold option to Yes. Select this option to automatically process the wave when its values reach the thresholds for weight, shipment, and lines specified in the Wave thresholds field group. This option is available only if Shipping is selected in the Wave template type field.
Set the Automate replenishment work release option to Yes. Select this option to create demand-based replenishment work and release it automatically. You must add the replenishment wave method to the wave template and create a replenishment template of the type Wave demand.
Expand the Methods section. Wave template methods allow you to control the sequence of activities that each wave is going through when it is processed. For example, you might have a method for wave replenishment. When you add a method, it is automatically listed in the appropriate location in the sequence of steps. If you have set the Automate replenishment work release option to Yes, you need to add the replenish method here. Wave attributes act as filters, to restrict the kind of items that can use the wave. For example, you could specify an item group.
Click Save.
Close the wave templates page.
Go to Warehouse management > Setup > Warehouse management parameters.
Expand the Wave processing section.
In the Wave processing batch group field, enter or select a value.
Set the Process waves in batch option to Yes.
In the Wait for lock (ms) field, enter the time, in milliseconds, that an allocation step will wait for a system resource that is locked by another allocation step. When this time is exceeded, the wave is not processed and an error message is displayed.
Click Save.
Close the parameters page.
Go to Production control > Setup > Production control parameters.
In the Release to warehouse Production line release field, select an option. For sales orders and kanban orders, inventory must be reserved before the order is released to the warehouse. Otherwise, the items or allocation lines cannot be processed in a wave. For production orders, you also have the option of choosing Allow partial reservation. For example, this is useful if you have the materials that you need to start production, and can then wait until the additional materials become available to finish the process. If you select this option, you must manually repeat the release to warehouse process when the additional materials become available.
Close the parameters page.

Exercise #7 Configure cycle counting (Bonus)

Objective: Set up cycle counting and add a cycle count to the mobile device.

To be able to create cycle counting for USP2, you need to set up a cycle count for the mobile device.

You will need to do the following:

Set up the cycle counting adjustment type.
Set up warehouse parameters for cycle counting.
Set up a spot cycle counting menu item.
Add the spot count menu item to the mobile device menu.

Set up a cycle counting adjustment type

In USP2, open Warehouse management > Setup > Inventory > Adjustment types.
Click New on the action pane.
In the Inventory adjustment type field, enter New Cycle Count.
In the Description field, enter New Cycle Count.
In the Name field, select Counting
Select the Remove reservations check box.

Set up warehouse management parameters for cycle counting

Open Warehouse management > Setup > Warehouse management parameters.
Click the Cycle counting tab on the left pane.
In the Default cycle counting adjustment type code field, select New Cycle Count.
In the Default cycle count work class ID field, make a selection.
In the Default cycle count work priority field, enter 1.

Open Warehouse management > Setup > Mobile device > Mobile device menu items.
Click New in the action pane.
In the Menu item name field, enter Spot Cycle Count.
In the Title field, enter Spot Cycle Count.
Select Work in the Mode field.
Set the Use existing work slider to Yes.
Click Save in the action pane.
Set the Display inventory status slider to Yes.
Select System directed in the Directed by field.
Expand the Work classes FastTab.
Click New in the FastTab.
Make a selection in the Work class ID field.
Click Cycle Counting in the action pane.
On the Mobile device cycle counting form, enter 2 in the Number of attempts field.
Click OK to close the form.
Click Save in the action pane.

Open Warehouse management > Setup > Mobile device > Mobile device menu.
Select Inbound in the left-hand pane.
Click Edit in the action pane.
In the Mobile device menus section, select Spot Cycle Count from the Available menus and menu items list.
Click the right directional arrow to add the menu item to the Menu structure list.
Click Save in the action pane.

Exercise #8 Define cycle counting (Bonus)

Objective: Define cycle counting parameters for mobile devices.

Cycle counting is a warehouse process that you can use to audit on-hand inventory items. Typically, This task is performed by a warehouse manager. You will go through this procedure for the USMF company to do the cycle counting setups as well.

You will need to do the following:

Set the priority of counting work.
Enable the mobile device.
Create a counting threshold.
Create a cycle count plan.

Set the priority of counting work

Go to Warehouse management > Setup > Warehouse management parameters.
Click the Cycle counting tab.
In the Default cycle count work priority field, enter a number. This step changes the priority of cycle counting work compared to other types of work in the warehouse. By entering a number that is lower than the number for other types of work, you raise the priority of the cycle counting work.
Click Save.
Close the page.

Enable the mobile device

Go to Warehouse management > Setup > Mobile device > Mobile device menu items.
Click New.
In the Menu item name field, type a value.
In the Title field, type a value.
In the Mode field, select Work.
Set the Use existing work option to Yes. When you set this option to Yes, the system will look for existing work when the mobile device menu item is used.
In the Directed by field, select ‘System directed’. When “System directed” is selected, the warehouse worker will be directed to open work that is in defined work classes. (You will create these work classes next.)
Expand or collapse the Work classes section.

Next, you will create two work classes that will be used with this mobile device menu item. When the menu item is used, these work classes will be queried, and the work that has the highest priority will be shown to the user.

Click New.
In the Work class ID field, select a value.
Click New.
In the Work class ID field, select a value.
Click Save.
Close the page.
Go to Warehouse management > Setup > Mobile device > Mobile device menu.
In the tree, select the menu item that you just created.
Click Edit.
Click the arrow to add the menu item to the menu.
Click Save.

Create a counting threshold

Go to Warehouse management > Setup > Cycle counting > Cycle count thresholds.
Click New.
In the Cycle counting threshold ID field, type a value.
Set the Process cycle counting immediately option to Yes.
In the Description field, type a value.
Click Save.
Click Select locations.
In the Criteria field, select a value.
Click OK.
Close the page.

Create a cycle count plan

Go to Warehouse management > Setup > Cycle counting > Cycle count plans.
Click New.
In the Cycle counting plan ID field, type a value.
In the Description field, type a value.
In the Maximum number of cycle counts field, enter a number.
Click Save.
Click Select locations.
In the Criteria field, select a value.
Click OK.
In the Days between cycle counting field, enter a number. For example, if the Days between cycle counting field is set to 5, cycle counting work will be created every five days. However, if cycle counting work is processed on day three, the next cycle counting work will be created five days after the last cycle counting was processed, on day 8.
Click Save.
In the Cycle count plan product selections area, click New.
In the Sequence number field, enter a number. The sort is from the smallest number to the largest number. The value must be more than 0 (zero).
In the Description field, type a value.
Click Save.
Click Define product query.
In the Criteria field, enter or select a value.
Click OK.
Close the page.

Exercise #9 Define a partial location cycle counting process (Bonus)

Objective: Create a work pool, cycle counting work template, and cycle counting plan.

When you use cycle count plans to create counting work, you can guide the actual counting operations by requesting that only specific products and product variants be counted instead of all on-hand inventory at the location.

By filtering on specific products, the warehouse manager can reduce review overhead, help prevent consolidation mistakes, and save time.

Typically, a warehouse manager performs the setup tasks. You will perform this procedure for the USMF company.

You will need to do the following:

Create a work pool.
Create a cycle counting work template.
Create a cycle counting plan.

Create a work pool

In USP2, Go to Warehouse Management > Setup > Work > Work pools.
Click New.
For Work Pool ID, enter WP001.
For description, enter Work pool 001.
Click Save.

Create a cycle counting work template

In USMF, go to Warehouse management > Setup > Work > Work templates.
In the Work order type field, select ‘Cycle counting’.
Click New.
In the Sequence number field, enter a number. The sort order is from the smallest number to the largest number. The value must be more than 0 (zero).
In the Work template field, type a value.
In the Work template description field, type a value.
In the Work pool ID field, enter or select a value.
In the Work priority field, enter a number.
Click Save. Ignore any warnings.
Under Work Template Details, click New.
In the Work type field, select ‘Counting’.
In the Work class ID field, enter or select a value.
Click Save.
Click Work line breaks.
Click New.
In the Sequence number field, enter a number. The sort order is from the smallest number to the largest number. The value must be more than 0 (zero).
Click Save.
Close all pages.

Create a cycle counting plan

Go to Warehouse management > Setup > Cycle counting > Cycle count plans.
Click New.
In the Cycle counting plan ID field, type a value.
In the Description field, type a value.
In the Maximum number of cycle counts field, enter a number.
In the Work template field, enter or select a value.
In the Cycle count plan product selections area, click New.
In the Sequence number field, enter a number. The sort order is from the smallest number to the largest number. The value must be more than 0 (zero).
In the Description field, type a value.
Click Save.
Click Define product query.
In the Criteria field, enter or select a value.
Click OK.
Close the page.

Exercise #10 Transfer orders and replenishments

Objective: Set up a warehouse, create a location directive, and create work templates.

As a functional consultant assisting the warehouse manager assisting during the implementation for USP2, you have been asked to perform setup for transfer orders.

You will need to do the following:

Create and link transit and production warehouses.
Set up a location directive.
Set up work classes.
Create transfer issues.
Create transfer receipts.

Create transit and production warehouses

Go to entity USP2.
Open Warehouse management > Setup > Warehouse > Warehouses.
Select New to create a new warehouse.
In the Warehouse field, enter 31.
In the Name field, enter Site 3 - Transit Warehouse.
On the General FastTab, select 3 in the Site field.
In the Type field, select Transit.
Expand the Warehouse FastTab.
Set the Use warehouse management processes slider to Yes.
Select Save.
Select New to create a new warehouse.
In the Warehouse field, enter 32.
In the Name field, enter Site 3 - Prod Warehouse.
On the General FastTab, select 3 in the Site field.
Expand the Warehouse FastTab.
Set the Use warehouse management processes slider to Yes.
Select Save.

Set up a location directive

Open Warehouse management > Setup > Location directives.
Select Transfer issue in the Work order type field.
Select New in the Location directives FastTab.
Enter Transfer Issue in the Name field.
On the Location directives FastTab, select Pick in the Work type field.
In the Site field, select 3.
In the Warehouse field, select 30.
Click Save.
Select New on the Lines FastTab.
Verify that the Sequence number field is 1.
Enter 1000 in the To quantity field.
Select None in the Locate quantity field.
Click Save.
Expand the Location Directive Actions FastTab.
Select New.
Type Bulk in the Name field.
Select Save.
Select New.
Enter Transfer Issue-Put in the Name field.
Select Put in the Work type field.
In the Site field, select 3.
In the Warehouse field, select 31.
Select New on the Lines FastTab.
Verify that the Sequence number field is 1.
Enter 1000 in the To quantity field.
Select None in the Locate quantity field.
Expand the Location Directive Actions FastTab.
Select New.
Type Bulk in the Name field.
Select Save.
In the left-hand pane, select Transfer Receipt in the Work order type field.
Select New in the action pane.
Enter Transfer Issue in the Name field.
Select Pick in the Work type field.
In the Site field, select 3.
In the Warehouse field, select 31.
Click Save.
Select New on the Lines FastTab.
Verify that the Sequence number field is 1.
Enter 1000 in the To quantity field.
Select None in the Locate quantity field.
Click Save.
Expand the Location Directive Actions FastTab.
Select New.
Type Bulk in the Name field.
Select Save.
Select New.
Type Transfer Issue-Put in the Name field.
Select Put in the Work type field.
In the Site field, select 3.
In the Warehouse field, select 32.
Click Save.
Select New in the Lines FastTab.
Verify that the Sequence number field is 1.
Type 1000 in the To quantity field.
Select None in the Locate quantity field.
Click Save.
Expand the Location Directive Actions FastTab.
Select New.
Type Bulk in the Name field.
Select Save.

Setup Work classes

Open Warehouse management > Setup > Work > Work classes.
Click New.
In the Work class ID field, type ‘Transfer2’.
In the Description field, type ‘Transfer’.
In the Work order type field, select ‘Transfer issue’.
Click Save.
Close the page.

Set up a work template

Create transfer issues

Open Warehouse management > Setup > Work > Work templates.
In the Work order type field, select Transfer issue.
Select New.
Type Transfer Order Issue in the Work template field.
Type Transfer Issue in the Work template description field.
Select Save.
Select New in the Work Template Details area.
Select Pick in the Work type field.
Select the Mandatory check box.
Select Transfer2 in the Work class ID field.
Select New in the Work Template Details area.
Select Put in the Work type field.
Select the Mandatory check box.
Select Transfer2 in the Work class ID field.
Select Save.
Verify that the Valid check box on the Overview tab is now selected.

Create transfer receipts

In the Work order type field, select Transfer receipt.
Select New in the Action Pane.
Type 32 TO Receipt in the Work template field.
Type Transfer Receipt in the Work template description field.
Select Save.
Select New in the Work Template Details area.
Select Pick in the Work type field.
Select the Mandatory check box.
Select Transfer in the Work class ID field.
Select New in the Work Template Details area.
Select Put in the Work type field.
Select the Mandatory check box.
Select Transfer in the Work class ID field.
Select Save.
Verify that the Valid check box is now selected.
Close the pages.

Exercise #11 Setup replenishment (Bonus)

Objective: Configure replenishment to run once a day every workday for the next six weeks.

you have been asked to perform the replenishment setup for Warehouse 30. under USP2 company.

You will need to do the following:

Set up mobile device menu items and menu.
Set up a work template for replenishment.
Set up a location directive for replenishment.
Set up a wave template.
Set up a replenishment template.
Run replenishment for a load demand.

Open Warehouse management > Setup > Mobile device > Mobile device menu items.
Select New.
Type Replenishment in the Menu item name field.
Type Replenishment in the Title field.
Select Work in the Mode field.
Set the Use existing work slider to Yes.
Select New on the Work classes FastTab.
Select a Work class ID from the list.
Close the page.
Open Warehouse management > Setup > Mobile device > Mobile device menu and select the menu where you would like to add replenishment.
Select the Replenishment menu item from the Available menus and menu items pane.
Select the right directional arrow to move Replenishment to the Menu structure pane.
Close the page.

Set up a work template

Open Warehouse management > Setup > Work > Work templates.
In the Work order type field, select Replenishment.
Select New.
Type Replenish the Work template field.
Type Replenish in the Work template description field.
Click Save.
Select New in the Work Template Details section.
Select Pick in the Work type field.
Select the Mandatory check box.
Select Replenish in the Work class ID field. (If it doesn’t exist, create it by right clicking and choose view details.)
Select New in the Work Template Details section.
Select Put in the Work type field.
Select the Mandatory check box.
Select Replenish in the Work class ID field.
Close the page.

Set up a location directive

Open Warehouse management > Setup > Location directives.
Select Replenishment in the Work order type field.
Select New.
Type Replenish in the Name field.
Select Pick in the Work type field.
Select 3 in the Site field.
Select 32 in the Warehouse field.
Click Save.
Select New on the Lines FastTab.
Verify that the Sequence number is 1.
Type 500 in the To quantity field.
Type ea in the Unit field.
Refresh the screen.
Select New on the Location directive actions FastTab.
Type Replenish in the Name field.
Refresh the screen.
Select Edit query.
Select Add on the Query page.
Select Locations in the Table column.
Select Location profile ID in the Field column.
Select BULK in the Criteria column.
Select OK.
Select New in the action pane.
Type Replenish Put in the Name field.
Select Put in the Work type field.
Select 3 in the Site field.
Select 32 in the Warehouse field.
Click Save.
Select New on the Lines FastTab.
Verify that the Sequence number is 1.
Type 500 in the To quantity field.
Type ea in the Unit field.
Refresh the screen.
Select New on the Location Directive Actions FastTab.
Type Replenish Put in the Name field.
Refresh the screen.
Select Edit query.
Select Add on the Query page.
Select Locations in the Derived table column.
Select Location profile ID in the Field column.
Select PRODIN in the Criteria column.
Select OK.
Close the Location directives page.

Set up a wave template

Open Warehouse management > Setup > Waves > Wave templates.
Select Shipping in the Wave template type field.
Select New.
Type 30 Replenish in the Wave template name field.
Type 30 Replenish in the Wave template description field.
Select 3 in the Site field.
Select 30 in the Warehouse field.
Set the Automate wave creation, Process wave at release to warehouse, Automate wave release, and Automate replenishment work release sliders to Yes.
Expand the Methods FastTab and verify that the createLoads, allocateWave, and createWork methods are selected.
Select Replenish from the Remaining methods pane.
Select the right directional arrow to move Replenish to the Selected methods pane.
Wave step code can be 4.
Close the page.

Set up a replenishment template

Open Warehouse management > Setup > Replenishment > Replenishment templates.
Select New.
Enter Rep Demand in the Replenish template field.
Enter Replenish Demand in the Description field.
In the Replenishment type field, select Wave demand.
In the Wave step code field, enter 200.
In the Replenishment template details section, select New.
In the Sequence number field, enter 1.
In the Description field, type Demand.
In the Replenishment unit field, type ea.
In the Work template field, select Replenish.
Refresh the screen.
Select Select products.
On the Product query page, enter P9500 in the Criteria field.
Click OK.
Click Save.
Open Warehouse management > Setup > Waves > Wave template.
Select 30 Replenish from the list of wave templates.
Select Edit.
In the Selected Methods pane, select the replenish method and enter 200 in the Wave step code field.
Select Save.
Close the page.

Run replenishment for a load demand

You have been asked to run replenishment for a load demand for Contoso Orange Juice, once a day on every workday for the next six weeks. Set up the recurring replenishment.
Open Warehouse management > Replenishment > Load demand replenishment.
On the Load demand replenishment page, select Rep Demand in the Replenish template field.
Expand the Run in the background FastTab.
Set the Batch processing slider to Yes.
Select the Recurrence tab.
On the Define recurrence page, enter today’s date in the Start date field.
In the Start time field, enter 7:00 PM.
Select the End by button and enter a date six weeks from today’s date.
In the Recurrence Pattern area, select the Days button.
Select the Every weekday button.
Select OK.
Select OK.

Exercise #12 Configure outbound processing

Objective: Create an outbound location directive and a work template.

you have been asked to help with the outbound processing setups for sales order.

To test the setups, you will create a sales order and release to the warehouse for shipping.

You will need to do the following:

Create an outbound location directive to ship items sold to a customer.
Create an outbound work template.
Create a sales order and release it to the warehouse.

Create an outbound location directive

Open Warehouse management > Setup > Location directives.
In the Work order type field, select Sales orders.
Click New.
Enter 30 Pick2 in the Name field.
Select Pick in the Work type field.
Select 3 in the Site field.
Select 30 in the Warehouse field.
Click Save on the action pane.
In the Lines FastTab, click New.
In the From quantity field, enter 0.
In the To quantity field, enter 9999.
Leave the Unit field blank.
Select None in the Locate quantity field.
Click Save in the action pane.
In the Location directive actions FastTab, click New.
In the Name field, enter Pick.
In the Fixed location usage field, select Fixed and non-fixed locations.
Click Save on the action pane.

Create an Outbound Work Template

Set up a work template for a sales order.

Create an outbound work template.

Open Warehouse management > Setup > Work > Work templates.
Select Sales order in the Work template type field.
Click New in the action pane.
Enter SO Pick 2 in the Work template field.
Enter SO Pick 2 in the Work template description field.
Click Save.
In the Work Template Details section, click New.
Select Pick in the Work type field.
Select the Mandatory check box.
In the Work class ID field, select SO Pick.
In the Work Template Details section, click New again.
Select Put in the Work type field.
Select the Mandatory check box.
In the Work class ID field, select SO Pick.
Click Save in the action pane.

Create a Sales Order and Release it to the Warehouse

You must create a sales order for four bottles of grapefruit juice and release it to the warehouse.

Create a sales order

Open Sales and marketing > Sales orders > All sales orders.
Click the New button to create a new sales order.
In the Customer account drop-down list, select US-027.
Expand the General FastTab.
Select 3 in the Site drop-down list.
Select 30 in the Warehouse drop-down list.
Click OK.
In the Item number field, select P9500.
Enter 4 in the Quantity field.
Expand the Line Details FastTab.
Click the Setup tab.
Select Manual in the Reservation drop-down list.
On the Sales order lines FastTab, select Inventory > Reservation.
Enter 4 in the Reservation field.
Select the Inventory status check box.
Click Reserve lot.
Close the reservation form.

Release the order to the warehouse.

Select the Warehouse tab on the action pane.
Click Release to warehouse in the Actions group.
An information bar confirms that the shipment is created (or not).
Close the information bar.
Close the Sales order details form.

Exercise #13 Configure cluster picking

Objective: enable mobile devices to group picking into clusters

You were asked to setup cluster picking to enable workers to use their mobile devices to group picking work into clusters.

This will allow them to pick items from a single location for multiple work orders at the same time.

This should be enabled for USP2

You will need to do the following:

Create a cluster profile.
Create the cluster picking menu item.
Add the menu item to the mobile device.

Create a cluster profile

Open Warehouse management > Setup > Mobile device > Cluster profiles.
Click New in the action pane.
In the Cluster profile ID field, enter Picking Cluster Prof.
In the Name field, enter Picking Cluster Profile.
Expand the General FastTab.
Set the Generate cluster ID slider to Yes.
Set the Activate positions slider to Yes.
Enter 2 in the Number of positions field.
Click Save in the action pane.

Open Warehouse management > Setup > Mobile device > Mobile device menu items.
Click New in the action pane.
Enter Cluster Picking in the Menu item name field.
Enter Cluster Picking in the Title field.
Select Work in the Mode field.
Select the Use Existing Work slider to Yes.
Select Cluster picking in the Directed by field.
In the Cluster profile ID field, select Picking Cluster Prof
Click New in the Work classes FastTab.
Select Sales in the Work class ID field.
Click New in the Work classes FastTab again.
Select SO Load in the Work class ID field.
Click New in the Work classes FastTab again.
Select SO Pick in the Work class ID field.
Click Save in the action pane.

Open Warehouse management > Setup > Mobile device > Mobile device menu.
Select Main in the left-hand pane.
Click Edit.
Select Cluster Picking from the Available menus and menu items pane.
Click the directional arrow to move the selection to the Menu structure pane.
Click Save in the action pane.

Exercise #14 Setup manual packing (Bonus)

Objective: Set up manual packing by configuring packing types, packing profiles, and wave templates.

You have been asked to set up manual packing for USP2.

You need to create a container type and packing profile.

You will then link the packing profile to Julia Funderburk.

You will need to do the following:

Create container types.
Create a packaging profile.
Link the profile to a work user.
Set up a wave template.

Create container types

Open Warehouse management > Setup > Containers > Container types.
Click New in the action pane.
In the Container type code field, enter PackingBox.
In the Description field, enter PackingBox.
In the Tare weight field, enter 0.5.
In the Maximum net weight field, enter 15.00.
In the Container length field, enter 12.00.
In the Container width field, enter 16.00.
In the Container height field, enter 10.00.
Click Save in the action pane.

Create a packing profile

Open Warehouse management > Setup > Packing > Packing profiles.
Click New to create a new profile.
Type PACK2 in the Packing profile ID field.
Type Packing station 2 in the Description field.
Select Number 1 in the Container packing policy field, or create it.
Select Auto in the Container ID mode field.
In the Container type field, select PackingBox.
Select the Autocreate container at container close check box.
Click Save in the action pane.

Link the profile to a work user

Open Warehouse management > Setup > Worker.
Select Julia Funderburk from the left-hand pane.
Click Edit in the action pane.
Update the Packing profile ID field to PACK2.
Click Save in the action pane.

Set up a wave template

Go to Warehouse management > Setup > Waves > Wave templates.
Click New.
In the Wave template name field, type a value.
In the Wave template description field, type a value.
In the Site field, enter or select a value.
In the Warehouse field, enter or select a value.
Click Save.
Expand the Methods section. The Selected methods pane lists the methods for the selected wave template type. The wave template must include the containerize method.
In the list, find and select the desired record.
In the Wave step code field, type a value. Enter a Wave step code for the added method, which can be any code. It’s possible to add the method more than once and assign different wave step codes. To do this, select Repeatable for this method in the Wave process methods page.
Click Save.
Close the page.

Exercise #15 Configure carriers

Objective: Set up a new carrier and add a carrier service.

USMF in the United States has a new customer located in Europe.

The Transportation coordinator at Contoso Entertainment, has determined that a new company will be used for transporting the products to this customer.

You will need to do the following:

Set up a new ocean carrier.
Add a carrier service to the carrier.

Set up a new carrier

In USMF, Open Transportation management > Setup > Carriers > Shipping carriers.
In the action pane, click New to create a new shipping carrier.
In the Shipping carrier field, type Ocean Carrier 2.
In the Name field, type Secondary ocean carrier.
In the Mode field, select Ocean.
Expand the Overview FastTab.
Set the Activate shipping carrier slider to Yes.
Select vendor account 1002 from the Vendor drop-down menu.
In the SCAC field, type 2005.
Set the Activate carrier rating slider to Yes.
On the Addresses FastTab, click New.
In the New address form, type Ocean carrier location in the Name field.
Select Business from the Purpose drop-down list.
Select USA in the Country/region drop-down list.
In the ZIP/postal code field, type 11251.
In the Street field, type 1577 Madison Blvd.
Set the Primary slider to Yes.
Click OK.
Close the Shipping carriers form.

Add a carrier service to the carrier

Open Transportation management > Setup > Carriers > Shipping carriers.
Select Ocean Carrier 2 in the left-hand pane.
Expand the Services FastTab.
Click New.
In the Carrier service field, type Ocean.
In the Name field, type Ocean.
In the Transportation method field, select Ocean.
Select Freight from the Billing group ID drop-down menu.
Close the form.

Exercise #16 Configure rate masters

Objective: Configure a rate master and base.

To support the logistics & transportation manager for USMF, you were asked to record the rates for an air carrier.

This is done by setting up the rate masters according to the contracts signed with the carriers

You will need to do the following:

Setup the rate master.
Set up the rate base.
Assign the rate base.

Set up rate master

Go to Transportation management > Setup > Rating > Rate master.
Click New.
In the Rate master field, type AtlantaMaster.
In the Name field, type Atlanta rate master.
In the Rating metadata ID field, click the drop-down button to open the lookup.
- The rating metadata ID will determine the data needed for the rate master, as it defines the metadata expected by the TMS engine using this rate master.
For this example, select the P2P option.
Click Save.

Set up rate base

Click Rate base.
- The rate base determines the rate of the carrier and can be used to set up a tariff structure as it structures the rates in the breakpoints defined in the break master.
Click New.
In the Rate base field, type AtlantaBase.
In the Name field, type Atlanta rate base.
In the Break master field, click the drop-down button to open the lookup.
- Break masters are used to define the pricing structure and its breakpoints. The pricing structure uses tiered pricing that is based on physical dimensions.

For this example, use weight.

Toggle the expansion of the Details section.
Click New.
In the Drop-off Postal Code From field, type 30301.
In the Drop-off Postal Code To field, type 30318.
In the Drop-off Country Region field, type USA.
In the <1.00 Lbs field, type 100.
- Insert the rate per lbs if the total weight of the load is less than 1 pound.
In the <5.00 Lbs field, type 300.
- Insert the rate per lbs if the total weight of the load is less than 5 pounds.
In the <20.00 Lbs field, type 500.
- Insert the rate per lbs if the total weight of the load is less than 20 pounds.
In the <100.00 Lbs field, type 1000.
- Insert the rate per lbs if the total weight of the load is less than 100 pounds.
In the <1,000.00 Lbs field, type 3000.
- Insert the rate per lbs if the total weight of the load is less than 1000 pounds.
Click Save.
Close the page.

Assign rate base

Toggle the expansion of the Rate base assignments section.
Click New.
- You can have several rate base assignments for each rate master. This makes it possible to create several different price points for each carrier depending on destinations, services, or different rate bases. In this procedure you will only create one rate base assignment.
In the Name field, type AtlantaRateAssignment.
In the Rate base field, click the drop-down button to open the lookup.
In the list, select AtlantaBase.
In the Service field, click the drop-down button to open the lookup.
In the list, find and select Truck.
In the Pick-up Postal Code field, type 98052.
- Specify which postal code this rate base assignment should be valid from.
In the Pick-up Country Region field, type USA.
Click Save.

Exercise #17 Setup route plans and route guides (Bonus)

Objective: Configure a route pan, hub, and route guide.

You were asked to help the logistics manager at USMF to setup route plans and route guides.

You will need to do the following:

Configure a new route plan for Georgia to Los Angeles.
Create a new hub for the warehouses at Georgia and Los Angeles.
Add details to the route plan.
Create a route guide for Georgia to Los Angeles.

Create a new route plan named “GA to LA”

Open USMF > Transportation management > Setup > Routing > Route plans.
Click New.
In the Route plan field, enter GA to LA.
In the Name field, enter Georgia to Los Angeles.
Close the form.

Create a new hub for Georgia and one for Los Angeles

Open Transportation management > Setup > Routing > Hub masters.
Click New.
In the Hub field, enter Georgia 3.
In the Name field, enter Savannah GA.
Expand the Codes FastTab.
In the Hub type field, select Hub.
In the Rate master field, select TruckRateMaster.
Expand the Effective dates FastTab.
In the Effective start date and time field, select Today.
In the Effective end date and time field, select 12/31/2025.
Expand the Address FastTab.
Click Add.
In the Name or description field, enter Georgia 3.
In the Zip/postal code field, enter 31302.
In the Street field, enter 123 ABC Street.
Click OK.
Click New.
In the Hub field, enter Los Angeles 2.
In the Name field, enter Los Angeles CA 2.
Expand the Codes FastTab.
In the Hub type field, select Hub.
In the Rate master field, select TruckRateMaster.
Expand the Effective dates FastTab.
In the Effective start date and time field, select Today.
In the Effective end date and time field, select 12/31/2025.
Expand the Address FastTab.
Click Add.
In the Name or description field, enter Los Angeles 2.
In the Zip/postal code field, enter 90001.
In the Street field, enter 987 XYZ Avenue.
Click OK.
Close the form.

Add details to the route plan.

Open Transportation management > Setup > Routing > Route plans.
Select the GA to LA route plan.
On the Details FastTab, click New.
In the Origin hub field, select Georgia 3.
In the Destination hub field, select Los Angeles 2.
In the Shipping carrier field, select TruckCarrier.
In the Carrier service field, select Truck.
Close the form.

Create a route guide

You must configure a new routing guide for Georgia to Los Angeles. The routing guide should use a particular shipping carrier, TruckCarrier, with the carrier service Truck.

Create a new routing guide named “GA to LA”.

Open USMF > Transportation management > Setup > Routing > Route guides.
Click New.
In the Routing guide field, enter GA to LA.
In the Name field, enter Georgia to Los Angeles.

Add Information, Origin, Destination, and Result entities to the routing guide.

Expand the Information FastTab.
In the Direction field, select Outbound.
Set the Active slider to the Yes position.
In the Effective start date and time field, select Today.
In the Effect end date and time field, enter 12/31/2025.
Expand the Origin FastTab.
In the Zip/postal code field, enter 31302.
In the Hub field, select Los Angeles 2.
In the Country/region field, enter USA.
Expand the Destination FastTab.
In the Zip/postal code from field, enter 31302.
In the Zip/postal code to field, enter 90001.
In the Hub field, select Georgia 3.
In the Country/region field, enter USA.
Expand the Result FastTab.
In the Shipping carrier field, select TruckCarrier.
In the Carrier service field, select Truck.
Click Save.

Exercise #18 Process inbound shipments (Bonus)

Objective: Configure a route and manage inbound shipments.

You were asked to help the logistics manager at USMF, to manage the inbound shipments from Ade Supply Company.

You will need to do the following:

Complete the prerequisite steps.
Create a hub, route plan, and route guide.
Initiate an inbound shipment.
Process an inbound shipment.
Confirm an inbound shipment.

Add a vendor address for the Ade Supply Company.

Open Accounts payable > Vendors > All vendors.
Select vendor 1003 from the list of vendors.
In the action pane, click Edit.
In the Addresses FastTab, click Add.
In the Name or description field, type Ade Supply Main Location.
In the Zip/postal code field, enter 00210.
In the Street field, enter 123 Main Street.
Set the Primary slider to Yes.
Click OK.
In the Invoice and delivery FastTab, in the Mode of delivery field, select Parce-STD.
Close the forms.

Modify the CFR terms of delivery.

Open Accounts payable > Setup > Terms of delivery.
Select CFR from the left-hand panel.
Click Edit in the action pane.
In the Transportation FastTab, set the Add transportation charges to retail sales orders slider to Yes.
Close the form.

Create a Hub, Route Plan, and Route Guide

You have been asked to set up a hub for the Ade Supply Company and create a route plan and guide between the Ade Supply Company and USMF’s Warehouse 61.

Create a hub for the Ade Supply Company.

Open Transportation management > Setup > Routing > Hub masters.
Click New in the action pane.
In the Hub field, enter Ade Supply.
In the Name field, enter Ade Supply NH.
In the Codes FastTab, in the Hub type field, select Hub.
In the Rate master field, select ParcelRateMaster.
In the Address FastTab, click Add.
In the New address form, in the Name or description field, enter Ade Supply NH.
In the ZIP/postal code field, enter 00210.
In the Street field, enter 123 Main Street.
Click OK.
Close the form.

Create a route plan from New Hampshire to Washington.

Open Transportation management > Setup > routing > Route plans.
Click New in the action pane.
In the Route plan field, enter NH to WA.
In the Name field, enter New Hampshire to Washington.
In the Details FastTab, click New.
In the Origin hub field, select Ade Supply.
In the Destination hub field, select Own WHS.
In the Shipping carrier field, select ParcelCarrier.
In the Carrier service field, select STD.
In the Vendor field, select 1003.
Close the form.

Create a route guide from New Hampshire to Washington.

Open Transportation management > Setup > Routing > Route guides.
Click New in the action pane.
In the Routing guide field, enter NH to WA.
In the Name field, enter New Hampshire to Washington.
In the Origin FastTab, in the ZIP/postal code field, enter 00210.
In the Destination FastTab, in the ZIP/postal code field, enter 98052.
In the Result FastTab, in the Route plan field, select NH to WA.
Close the form.

Initiate an Inbound Shipment

You have been asked to create a new purchase order for 10 mini-speakers from the Ade Supply Company. After creating the purchase order, you will need to create an inbound shipment and then rate shop for the inbound load to find the cheapest transportation rate.

Create a new purchase order.

Open Accounts payable > Purchase orders > All purchase orders.
Click New in the action pane.
On the Create purchase order form, in the Vendor account field, select 1003.
In the General FastTab, in the Site field, select 6.
In the Warehouse field, select 61.
Click OK.
In the Purchase order lines FastTab, in the Item number field, enter L0101.
In the Quantity field, enter 10.
In the Unit price field, enter 50.
In the Purchase tab on the action pane, click Confirm.

Create an inbound shipment.

In the Warehouse tab on the action pane, click Load planning workbench.
Select the check mark column for the purchase order line.
In the Supply and demand tab on the action pane, click To new load.
In the Load template assignment form, in the Load template ID field, select Stnd Load template.
Click OK.

Rate shop for the inbound load.

In the Loads tab of the Load planning workbench, select Rate route workbench from the Rating and routing drop-down menu.
In the action pane of the Rate route workbench, click Rate shop.
In the Route results FastTab, clear the Hide exceptions check box.
Select the Route result line for the route guide.
Click Assign.

Process an Inbound Shipment

Now that the inbound shipment has been created and rated, you need to schedule an appointment for the mini-speaker shipment. You’ve also been asked to schedule driver Tim Smith in and out of the appointment.

Schedule an appointment.

Open Transportation management > Planning > Load planning workbench.
In the Loads tab, select the load ID for the purchase order created in the earlier practice.
Select Appointment scheduling from the Transportation drop-down menu.
In the Appointment scheduling form, click New in the action pane.
In the Appointment details FastTab, in the Appointment rule field, select Inbound docks 61.
Click Save.
In the action pane, click the Update status drop-down arrow and select Firm.

Check the driver in

In the action pane, click the Update status drop-down arrow and select Driver check-in.
In the Driver check-in details form, in the Driver name field, enter Tim Smith.
In the Driver license field, enter 123.
Click OK.
Close the Appointment scheduling form.

Check the driver out

Select Appointment scheduling in the Transportation drop-down menu.
In the Appointment scheduling form, in the action pane, click the Update status drop-down arrow and select Driver check-out.
In the The driver’s information form, click OK to accept the default information.
Close the form.

Confirm an Inbound Shipment

You now need to confirm the inbound load.

Confirm the inbound load.

Open Transportation management > Planning > Load planning workbench.
In the Loads tab, clear the Hide shipped and received check box.
Click the load ID.
In the Load details form, click the Ship and receive tab in the action pane, and then select Inbound shipment in the Confirm area.
Close the form.

Exercise #19 Process outbound shipments

Objective: Manage an outbound shipment and a consolidated shipment

The logistics manager at USMF, would like to process an outbound shipment for Desert Wholesales.

This involves receiving and confirming the sales order, reserving stock for the order, and creating an outbound transportation load.

In addition, Desert Wholesales wants to add another line to their sales order.

They requested that both sales order lines arrive in one consolidated load.

You have been asked to help creating the consolidated load and confirming it.

You need do the following:

Initiate an outbound shipment.
Create a consolidated shipment.

Initiating an Outbound Shipment

You have been asked to confirm a sales order for Desert Wholesales, reserve stock for the order, and create an outbound transportation load.

Receive and confirm the sales order.

Open Sales and marketing > Customers > All customers.
In the list of customers, select the line for account US-007.
In the action pane, click the Sell tab.
In the New area, click Sales order.
In the Sales order form, expand the Sales order lines FastTab, if not expanded already.
In the existing sales order line, in the Item number field, enter A0001.
In the Quantity field, enter 5.
In the Site field, enter 6.
In the Warehouse field, enter 62.
In the Unit price field, enter 15.
In the action pane, click Save.
In the action pane, click the Sell tab.
In the Generate area, click Confirm sales order.
Confirm the information on the Confirm sales order form and click OK.
Click OK to post without printing.

Reserve stock for the order.

In the Sales order details form, select the order line in the Sales order lines FastTab.
Click the Inventory drop-down arrow and select Reservation.
In the Reservation form, in the Reservation field, enter 5.
In the action pane, click Reserve lot.
Close the form.

Create an outbound transportation load.

In the Sales order details form, click the Warehouse tab in the action pane.
In the Loads area, click Load planning workbench.
In the Sales lines tab, select the line for your current sales order.
In the action pane, click Supply and demand.
In the Add area, click To new load.
In the Load template assignment form, select Stnd Load Template from the Load template ID drop-down menu.
Click OK.
Click OK to confirm exceeding capacity.

Creating a Consolidated Shipment

Desert Wholesales wants to add another line to their sales order. They request that both sales order lines arrive in one consolidated load. You have been tasked with creating the consolidated load and confirming it.

Set up parameters for consolidated shipments.

Open Transportation management > Setup > Transportation management parameters.
Click the General tab.
In the In transit planning FastTab, set the In transit planning slider to Yes.
Close the form.

Add a new line to a sales order.

Open Accounts receivable > Orders > All sales orders.
Select the current sales order for Desert Wholesales.
In the Sales order details form, in the Sales order lines FastTab, click Add line.
In the Item number field, enter A0002.
In the Quantity field, enter 5.
For Site, select 5.
In the action pane, click the Sell tab.
In the Generate area, click Confirm sales order.
Confirm the information on the Confirm sales order form and click OK.
Click OK to post without printing.

Reserve stock for the order.

In the Sales order details form, select one of the order lines in the Sales order lines FastTab.
Click the Inventory drop-down arrow and select Reservation.
In the Reservation form, in the Reservation field, enter 5.
In the action pane, click Reserve lot.
Close the form.

Create and confirm a new outbound load.

In the Sales order details form, click the Warehouse tab in the action pane.
In the Loads area, click Load planning workbench.
In the Sales lines tab, select a line for your current sales order.
In the action pane, click Supply and demand.
In the Add area, click To new load.
In the Load template assignment form, select Stnd Load Template from the Load template ID drop-down menu.
Click OK.
Click OK to confirm exceeding capacity.

Add hub consolidation and rate both loads.

In the Load planning workbench, select the first load you created in the Loads tab.
Select Hub consolidation in the Transportation drop-down menu.
In the Override location form, click the Hub drop-down arrow and select Los Angeles.
Click OK.
Select the load line in the Loads tab.
Select Rate route workbench from the Rating and routing drop-down menu.
In the Rate route workbench, click Route with rate in the action pane.
In the Route Results FastTab, select route guide Wh 61 to Cust 003 004 019.
Click Assign.
Close the Routes form and the Rate route workbench.
Repeat steps 1–10 for the second load.

Create the consolidated load.

In the Transportation request lines tab, select both lines.
In the action pane, click the Supply and demand tab.
In the Add area, click To new load.
In the Load template assignment form, select Stnd Load Template from the Load template ID drop-down menu.
Click OK.
Click OK to confirm exceeding capacity.

Note: The consolidated load may take several minutes to appear in the Loads tab.

Rate the consolidated load.

In the Loads tab, select the consolidated load line.
Select Rate route workbench from the Rating and routing drop-down menu.
In the Rate route workbench, click Route with rate in the action pane.
In the Route Results FastTab, select route guide Wh 61 to Cust 003 004 019.
Click Assign.
Close the Routes form and the Rate route workbench.

Confirm the consolidated load shipment.

On the Load planning workbench, in the Loads tab, select the consolidated load line.
Select Outbound load in the Ship and receive drop-down menu.

Exercise #20 Configure freight reconciliation (Bonus)

Objective: Configure and manage freight reconciliation.

You were asked to help the logistics manager at USMF, to setup the system for Desert Wholesales for freight reconciliation.

You will need to do the following:

Create the freight reconciliation reason code for overtime.
Verify that the fright bill type is configured.
Create a freight bill type assignment for the truck carrier service.
Create a billing group named Duties.
Create an audit master for overtime.

Create a freight reconciliation reason code for Overtime

Open Transportation management > Setup > Freight reconciliation > Reconciliation reasons.
Click New.
Type OT in the Reconciliation reason code field.
Type Overtime in the Description field.
Type 211650 in the Debit account field.
Select the Pay the freight vendor check box.
Close the form.

Verify the Freight bill type is configured

Open Transportation management > Setup > Freight reconciliation > Freight bill type.
Select the TL Freight bill type.
Verify the Engine assembly field is populated.
Verify that two records exist, one for Billing group ID and one for External code.
Close the form.

Create a freight bill type assignment for the Truck Carrier service.

Open Transportation management > Setup > Freight reconciliation > Freight bill type assignments.
Click New.
Select None in the Direction field.
Select Ground in the Mode field.
Select TruckCarrier in the Shipping carrier field.
Select TL in the Freight bill type field.
Close the form.

Create a billing group named Duties.

Open Transportation management > Setup > Freight reconciliation > Billing Group.
Click New.
Type Duties in the Billing group field.
Type Duties in the Name field.
Close the form.

Create an audit master for overtime.

Open Transportation management > Setup > Freight reconciliation > Audit master.
Click New.
Enter Overtime in the Audit master ID field.
Select TruckCarrier in the Shipping carrier field.
Select TL in the Freight bill type field.
In the Result FastTab, select OT in the Overpayment reason code field.
Select Damage claim in the Underpayment reason code field.
Close the form.

Case study 3 Warehouse management and transportation management

Objectives

Exercise #1 Configure warehouse management

Create a Storage Dimension Group

Create a Tracking Dimension Group

Create a Unit Sequence Group

Create a Warehouse

Assign warehouse management attributes.

Create Location Types

Create Location Formats

Create the new location format.

Add segments to the location format

Create a Dock Management Profile

Create New Location Profiles

Create a new location profile for Staging

Create a new location profile for Receiving:

Create a new location profile for Bulk:

Create a new location profile for Fresh

Exercise #2 Create a reservation hierarchy (Bonus)

Create a reservation hierarchy.

Select dimensions for the reservation hierarchy.

Create a new product and link it to the new reservation hierarchy

Create a product.

Configure advanced warehousing settings.

Exercise #3 Create disposition codes and inbound location directives

Create disposition codes

Create an inbound location directive

Add lines to the location directive

Add location directive actions to the location directive.

Exercise #4 Configure mobile devices

Configure mobile devices

Add a work class

Create a mobile device menu item and menu

Set up mobile device menu items

Set up a mobile device menu

Set up a work user for the mobile device.

Set up a mobile device menu item for completing work of type Purchase order

Create a mobile device menu item

Set up work confirmation

Add the menu item to a mobile device menu

Exercise #5 Configure purchase orders

Exercise #6 Configure wave processing (Bonus)

Configure wave processing

Exercise #7 Configure cycle counting (Bonus)

Set up a cycle counting adjustment type

Set up warehouse management parameters for cycle counting

Set up a spot cycle counting menu item

Add the spot count menu item to the mobile device menu

Exercise #8 Define cycle counting (Bonus)

Set the priority of counting work

Enable the mobile device

Create a counting threshold

Create a cycle count plan

Exercise #9 Define a partial location cycle counting process (Bonus)

Create a work pool

Create a cycle counting work template

Create a cycle counting plan

Create transit and production warehouses

Set up a location directive

Setup Work classes

Set up a work template

Create transfer issues

Create transfer receipts

Exercise #11 Setup replenishment (Bonus)

Set up mobile device menu items and menu

Set up a work template

Set up a location directive

Set up a wave template

Set up a replenishment template

Run replenishment for a load demand

Exercise #12 Configure outbound processing

Create an outbound location directive

Create an Outbound Work Template

Create an outbound work template.

Create a Sales Order and Release it to the Warehouse

Create a sales order

Release the order to the warehouse.

Exercise #13 Configure cluster picking

Create a cluster profile

Create the Cluster Picking menu item