Monday, September 24, 2018
Configuring Warehouse Management Within Dynamics AX 2012

The Warehouse Management module within Dynamics AX is a great feature to configure if you want to do more with your inventory then just track it and count it.  When you enable the Warehouse Management features you can start taking advantage of the in-built handheld interface, you can start tracking your workers a little more closely and assign work to them, and it also allows you to create rules on how all of the work within the warehouse is performed so that you can start optimizing and refining your warehouse operations.

Along with all of these more advanced warehouse management features, there is also a little bit more planning and setup that you need to do in order to get everything working, but that doesn’t mean that you have to over-complicate your system.  If you know the basics of the Warehouse Management module, then you can start off by just configuring what you need initially, and then grow out from there as you start refining your processes.

In this guide we will show you how you can easily configure the Warehouse Management module so that you can start using, and also see that it’s not that hard to set up either.


Before we start configuring our Warehouses and processes there are a few extra controls that we need to configure that are related just to the Warehouse Management functions.



Topics Covered

  • Configuring Adjustment Types
  • Configuring Load Posting Methods

The next step in the setup is to configure your Warehouses.  An important point to make here is that you need to create your Sites and Warehouses to be Warehouse Management controlled, otherwise they will just be Inventory controlled, and you won’t have access to all of the WMS features.


Topics Covered

  • Configuring A Warehouse Management Enabled Site
  • Configuring a Warehouse Management Enabled Warehouse
  • Configuring Location Types
  • Configuring Location Formats
  • Configuring Location Profiles
  • Configuring Zone Groups
  • Configuring Zones
  • Configuring Receiving Locations
  • Configuring Bulk Locations
  • Configuring Floor Locations
  • Configuring Packing Locations
  • Configuring Location Stocking Limits
  • Viewing Locations Graphically
  • Updating The Default Warehouse Location
  • Configuring Default Location Profiles

Now we will need to configure our products so that they will be recognized by the Warehouse Management functions.

Topics Covered

  • Configuring Unit Sequence Groups
  • Configuring Reservation Hierarchies
  • Configuring a Warehouse Management Enabled Storage Dimension Group
  • Creating A Warehouse Management Enabled Product


Next we need to configure how work is performed within the Warehouse Management system, and that entails configuring the rules as to how the picking, packing, and putaways are performed within the system and also when special rules are used by the system to manage the warehouse.  This is also where you can make the system very elaborate, or reasonably simple.  In the following examples we will err on the side of simplicity.

Topics Covered

  • Setting Up Location Directives
  • Configuring Wave Process Methods
  • Configuring A Wave Template
  • Configuring Work Classes
  • Configuring Work Templates

One of the main reasons why you will want to use the Warehouse Management module within Dynamics AX is probably because of the in-built interface that you can use on handhelds which allows you to become more mobile and perform all of your tasks in real time.  The bonus with this feature is that you can configure them directly within Dynamics AX without having to write a single line of code.  So the next step in the setup process is to configure the handheld screens.

Topics Covered

  • Setting Default Company for Warehouse Management Client
  • Configuring Purchasing Menu Items
  • Configuring Navigation Menu Items
  • Configuring Sales Menu Items
  • Configuring Menus
  • Configuring Mobile Display Settings

The final piece of setup that is required is to set up your workers so that they can start doing the work.

Topics Covered

  • Configuring Worker Logins
  • Accessing Data Collection

Now that we have everything up and running we can start running through some of the transactions using the Mobile Client.  To start off we will show how you can receive and put away products.

Topics Covered

  • Performing A PO Receipt Through Warehouse Management
  • Viewing Received Inventory
  • Viewing Active Work
  • Printing Work Instructions
  • Performing Work Through The Warehouse Management Client

Once we have product in the warehouse we can sell it and that means that we need to perform a pick and ship operation through the handheld.  In this section we will walk through the handheld transactions required to do this.

Topics Covered

  • Configuring Load Templates
  • Releasing Sales Orders To The Warehouse
  • Viewing Shipment Details
  • Picking Inventory Using The Warehouse Management Client
  • Confirming The Shipment
  • Viewing Shipments
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