Exercise - Register a load where items are missing
For this exercise, make sure that you’re working in an environment that contains the Contoso demo data and that you’re working out of the USMF legal entity.
In this scenario, you’re taking on the role of a warehouse employee who’s registering quantities for an inbound load in which not all expected quantities are present. Then, you post the product receipt for the purchase order.
To start, you need to create a mobile device menu item to register inbound inventory that’s linked to a load. Next, you create a purchase order and an associated load. Then, you update the load to simulate that it’s been shipped from the vendor, thus updating the load status.
Go to Warehouse management > Setup > Mobile device > Mobile device menu items. Make sure that your mobile device menu includes a menu item that has the following settings:
- Mode - Work
- Work creation process - Load item receiving
- Generate license plate - Yes Other settings can remain at their default values.
When you complete the menu item setup, go to** Warehouse management > Setup > Mobile device > Mobile device menu** and add your new menu item to the menu structure.
To create your purchase order, go to Procurement and sourcing > Purchase orders > All purchase orders.
Select New.
In the Create purchase order dialog, set the Vendor account field to 1001.
Select OK to close the dialog and confirm validation dialogs.
In your newly created purchase order, set the following values for the first purchase order line:
- Item number - A0001
- Warehouse - 24
- Quantity - 10
On the Purchase tab on the Action Pane, select Actions > Confirm. The order status should update to Confirmed.
On the Warehouse tab on the Action Pane, select Actions > Load planning workbench.
On the resulting Load planning workbench page, go to the Supply and demand tab on the Action Pane and select Add > To new load.
In the Load template assignment dialog, set the Load template ID field to 20.
Select OK to close the dialog.
In the Loads section, select Load ID to open the newly created load.
The Load FastTab shows a Load status field of Open and the Load lines section has a single line with a Quantity field of 10 and a Work created quantity field of 0.
On the Action Pane, on the Ship and receive tab, select Confirm > Inbound shipment. The Load status now shows as Shipped.
Note the Load ID value so that you can use it in the next procedure.
Now that you’ve created the load, you register the load quantities on a mobile device.
Affix the ?mi=action:WHSWorkExecute&cmp=USMF parameters after dynamics.com/ in your browser or go through the Warehouse Management mobile app emulator to use your mobile device to sign in to warehouse 24. (In the standard demo data, sign in by using 24 as the user ID and 1 for the password.)
Select the Load item receiving menu item that you created for this scenario.
Follow the data entry instructions on the screen to enter the following values. (The order might vary, depending on the mobile device or emulator that you're using.)
- Load – Enter the load ID that you created.
- Item – Enter A0001, the item that’s expected for this load.
- Qty – Enter 9 as the actual quantity that’s present on the load.
Continue to go through the workflow, leaving all other fields blank or set to their default values, until your device informs you that the work is completed.
Next, you post the product receipt of your partially full order.
Go to Warehouse management > Loads > All loads.
In the list, find the load that you received. (You might need to select the Show closed checkbox to include the inbound loads that have a load status of Shipped.) Then, select the link in the Load ID column to open the load.
In the load record, the Load status value remains as Shipped, but the Work created quantity value on the load line has changed to 9.
Go to Procurement and sourcing > Purchase orders > All purchase orders.
In the list, find the purchase that you received and then select the link in the Purchase order column to open the order.
On the Purchase order lines FastTab, select Inventory > View > Transactions.
Review the details of the two purchase order transactions, as follows. (You might need to personalize the Inventory transactions page to view the Load ID field to the grid.)
- The transaction that has a receipt in Registered status represents the registration quantity of 9 that you ran against a specific load by using the mobile device. The Load ID is associated with the transaction in question.
- The transaction that has a receipt in Ordered status represents the remaining unregistered order line quantity of 1.
Go to Warehouse management > Loads > All loads.
In the list, find the load that you received. (You might need to select the Show closed checkbox to include the inbound loads that have a load status of Shipped.) Then, select the link in the Load ID column to open the load.
On the Action Pane, on the Ship and receive tab, select Receive > Product receipt. If you're prompted to confirm the action, select Yes.
In the Posting product receipt dialog, on the Lines FastTab, inspect the grid. The purchase order line for which the quantity has been registered against the selected load should display.
On the Overview FastTab, inspect the Product receipt field in the grid, which shows as set to a number that includes the ID of the selected load.
Select OK to post the product receipt and close the Posting product receipt dialog. The system returns you to the load details, which shows the following details:
- The Load status field is set to Received.
- On the load line, the Quantity value for the load has changed from 10 pcs to 9 pcs to match the registered quantity, but the Work created quantity value remains at 9.