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Schedule workload

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Important

This content is archived and is not being updated. For the latest documentation, see Microsoft Dynamics 365 product documentation. For the latest release plans, see Dynamics 365 and Microsoft Power Platform release plans.

Applies To: Microsoft Dynamics AX 2012 R3, Microsoft Dynamics AX 2012 R2

This topic applies to features in the Inventory management module. It does not apply to features in the Warehouse management module.

You can schedule workload capacity for warehouses, and also project the current and future workloads for the workers in individual warehouses. You can project the workload for the whole warehouse, or you can project the workload separately for incoming and outgoing workloads.

Note

To project workload output for selected warehouses, master scheduling data must be available for the selected warehouses. For more information, see About master scheduling plans.

Schedule and view workloads for a warehouse

To schedule workload capacity for a warehouse, you create a workload setup for one or more warehouses, and then associate the workload setup with a master plan. In the workload capacity setup, you can define limits on pallets, weight, or volume for incoming and outgoing transactions. You can also create more than one setup for each warehouse, and then associate the setup with individual master plans. For example, you might do this to comply with seasonal changes in the workforce.

If the workers for a warehouse work with transactions for both incoming and outgoing workloads, you can configure the warehouse capacity setup to project the workload in a combined view.

On the Workload capacity report, you can view current and future workloads, and how the workloads comply with the limits that you defined for incoming and outgoing transactions.

Tip

If you use Role Centers to monitor data, you can also view the workload capacity on your Role Center.

To schedule and view workloads for warehouses, you must do the following tasks:

  1. Create a workload capacity setup and define workload capacity limits for one or more warehouses.

  2. Associate the workload capacity setup with a master plan to create workload projections and to specify how long the projections will apply.

Create a workload capacity setup for a warehouse

  1. Click Inventory management > Setup > Warehouse reports > Workload capacity.

  2. Click New at the top of the form to create a workload capacity setup.

  3. Click New in the FastTabs section of the form, and then enter values on the line to associate a warehouse with the workload capacity setup.

  4. Enter values in the fields for the incoming and outgoing pallet limits, volume limit, or weight limit to set the capacity limits for the warehouse.

    Note

    You can set up limits for pallets, volume, or weight depending on which limitations are relevant for the warehouse workforce. The limits that you specify are included in the workload capacity projection that you can view on the Workload capacity report.

    To project information about pallets, volume, and weight for items, the standard pallet type, volume of one inventory item, and weight of one inventory item must be specified for all products. The fields that are required are available in the Released product details form on the Manage inventory FastTab, in the following field groups:

    • Handling

    • Physical dimensions

    • Weight measurements

    If this information is not specified correctly, you will receive a message when you generate the Workload capacity report. From the report, you can drill down to identify the information that is missing to project the future workload.

  5. Select the Combined inbound and outbound workload check box to display the total workload for incoming and outgoing transactions in one view on the Workload capacity report.

  6. On the Transaction types FastTab, select the incoming and outgoing transaction types that the workload limits will apply to.

    Note

    You must select at least one transaction type for both the incoming and outgoing workloads.

Associate a workload capacity setup with a master plan

  1. Click Inventory management > Periodic > Schedule workload.

  2. In the Master plan field, select the master plan to use for workload projections.

    Tip

    You can change between master plans to project the workload under varying conditions, as specified in the master plan.

  3. In the Number of days field, specify the number of days that the workload projection covers.

  4. In the Workload field, select the workload setup to associate with the master plan.

View workload capacity

  1. Click Inventory management > Reports > Analysis > Workload capacity.

  2. In the Number of columns field, specify the number of columns to display on the report.

  3. In the Order type field, select Planned and confirmed, Planned, or Confirmed to indicate the type of orders to project on the report.

  4. In the Load type field, select a load type to indicate if the workload capacity should be projected for pallets, volume, or weight.

  5. In the Workload capacity field, select a workload capacity setup.