Supply Chain Management in Dynamics AX

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Setup for Processing Inbound Pallet Transports

Setup for Processing Inbound Pallet Transports

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Introduction

This post provides details on how to set up AX 2009 to enable inbound pallet transports. The description includes an overview of:

  • The inventory breakdown setup
  • The item setup for Warehouse management
  • Item receipts and processing of pallet transports using the Item arrival journal

Inventory Breakdown Setup

The inventory breakdown setup includes setup of a warehouse, a store area, store zone, aisles, and locations.

Follow the guidelines below to create this inventory breakdown structure:

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Create a store area

Create a store area called Bulk-13 and associate it with a store zone called SZ-13.

1. Click Inventory management > Setup > Inventory breakdown > Store areas, and create a new store area called Bulk-13.

2. Click Inventory management > Setup > Inventory breakdown > Store zones, and create a new store zone called SZ-13.

3. On the Store areas tab, select Bulk-13 under Available and click <.

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Create a warehouse

Create a warehouse called 13.

1. Click Inventory management > Setup > Inventory breakdown > Warehouses.

2. Create a new warehouse called 13 and, in the Site field, select S1.

3. On the Location names tab, select the following check boxes:

  • Include aisle
  • Include rack (Format = "-##")

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Create aisles

Create two aisles called 01 and Special. Aisle 01 is for the normal bulk and picking locations and Special is for the inbound and outbound locations.

1. In the Warehouses form, click Inquiries > Inventory aisles.

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1. Click Inventory management > Setup > Inventory breakdown > Inventory aisles.

2. Create the aisles 01 and Special.

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Create locations

Create two types of locations for each of the aisles that you have created and associate the locations with the corresponding aisles.

1. In the Inventory aisle form, select aisle 01, and click Locations.

2. In the Locations form, create a location with the following setup:

a. Warehouse = 13

b. Location type = Picking location

c. Max pallets = 10

d. Aisle = 01

e. Rack = 1

f. Input area = Bulk-13

3. Create another location with the following setup:

a. Warehouse = 13

b. Location type = Bulk location

c. Max pallets = 10

d. Aisle = 01

e. Rack = 2

f. Input area = Bulk-13

4. Close the Locations form, and in the Inventory aisles form, select the aisle Special, and click Locations.

5. In the Locations form, create a location with the following setup:

a. Warehouse = 13

a. Location type = Inbound Dock

b. Max pallets = 10

c. Aisle = Special

d. Rack = 0

e. Set manual update = Yes, in order to set location identifier manually

f. Location = Inbound

6. Create another location with the following setup:

a. Warehouse = 13

b. Location type = Outbound dock

c. Max pallets = 10

d. Aisle = Special

e. Rack = 0

f. Set manual update = Yes, in order to set location identifier manually

g. Location = Outbound

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Item Setup for Warehouse Management

Use the standard AX 2009 environment with the Contoso demo data and create a location and pallet controlled item.

Standard setup based on the Contoso demo data
  • Inventory model group = FIFO
  • Inventory dimension group = N-WLP (the dimensions Warehouse, Location, and Pallet ID are active)
  • Default Site = 1
Create an item

Create an item called _Pallet_Transport, and set up warehouse item details.

1. Click Inventory management > Item details and create a new item called _Pallet_Transport.

2. Click the Setup tab to apply the following Warehouse management settings:

  • Pallet type = 42"x42"
  • Pallet quantity = 10.00
  • Min. output pallet quantity = 10.00

3. Click Setup > Warehouse items, create a new record using the following values:

  • Warehouse = 13
  • Store zone = SZ-13
  • Default receipt location = Inbound
  • Default issue location = Outbound
  • Picking location = "01-01"

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Item receipts and processing of pallet transports

The item receipts scenario described in the following includes the creation of a purchase order and the use of the Item arrival journal to register the item.

Create a purchase order

1. Click Accounts payable > Purchase Order Details to create a new purchase order for 10.00 of the item _Pallet_Transport.

2. Apply the following settings for the purchase order line.

  • Site = 1
  • Warehouse = 13
  • Location = Inbound ***

3. Click Inventory management > Periodic > Arrival overview and select the purchase order that you created.

4. Select the Select for arrival check box, and click Start arrival. Note the journal reference that is created.

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5. Double-click the message in the Infolog dialog box, or click Inventory management > Journals > Item arrival > Item arrival and select the journal that was created.

6. Select the journal line, and click Functions > Pallet ID to assign a pallet to the item and post the item arrival journal.

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Run a pallet transport and deliver goods to the picking location

1. Click Inventory management > Pallet transports, and select the pallet transport that was created for the item _Pallet_Transport.

2. Verify or change the value in the Destination location field, and click Start transport to start the transport.

3. Click Complete transport to finish the process, and receive the item in the destination location.

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Review pallets on location, trace transactions etc.

You can now check the item transactions to verify that the items are in the desired location in warehouse 13.

1. Click Inventory management > Setup > Inventory breakdown > Locations and filter by warehouse 13 using the advanced grid filter.

2. Click Inquires > On-hand to review goods available on this location. You may notice that the value in the Number of pallets field is now one.

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3. Click Inquiries > Transaction > Inventory > Trace to get the overview of inventory transactions.

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Hopefully, this post clarifies the setup and transactions required to complete a basic inbound pallet transport flow within AX 2009. You can manually move a pallet further down from the point described to another location or you can start a new pallet transport within the same site. However, you cannot delete the pallet from the location unless the pallet is empty or no open transactions exist.

Ievgenii Korovin and Bibi Christensen,  Inventory Management, Microsoft Dynamics AX.

  • Can you also explain how to manually move a pallet from a buffer location to another buffer location.  Using a transfer journal is close to impossible when different items, sizes, serials as on the same pallet.

  • What is the issue you face when using a Transfer Journal?  Is it the time it takes?

  • Kurt,

    Indeed good question! Unfortunately you can’t move full pallet by using transfer journal framework with the same “Pallet From” and “Pallet To” dimension values today.   This is something we may address in the next version. For now, please use “Move Pallet” function from “Pallets” form to move full pallets.

    Hope it answer your question.

    Ievgenii Korovin

  • Very thorough post I have to say

    <ahref="www.paynepalletinverters.co.uk/">pallet inverter</a>

  • Hi Iev ,

    Can you assign Location at the time of production?

    Can you assign pallet ID automatically ?

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