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September 22, 2017 - By Bredet Services

The WMS enabled warehousing for Dynamics AX affords lots of flexibility for checks and balances on when Purchase Orders are registered as received. But, in some cases, the process feels a bit vestigial from the old warehousing version – especially when it comes to Product Receipts. If you’ve already completed the receiving for the Purchase Order on the mobile device then, unless your business process warrants a second check, I find most clients are happy to have this posted automatically in the background.

 

We’ll need the following:

 

  1.  An Inbound Load Assigned to the Purchase Orders
  2. A Mobile Device Options for Receiving
  3. A Batch Job Setup for Posting Product Receipts

 

1. An Inbound Load for Purchase Orders

For the batch job query to find the appropriate purchase orders, the purchase orders need to be assigned an inbound load. We can set AX to do this for us automatically (Warehouse management > Setup > Warehouse management parameters):

2. Mobile Device Menu Item for Receiving

Next, we need to create the Mobile Device menu item to allow receipt and put away of our purchase order (Warehouse Management > Setup > Mobile Device > Mobile Device Menu Item):

Once this is created, it should be added to the mobile device menu, selecting the newly created menu item and using the arrow to add it to the appropriate menu folder (Warehouse Management > Setup > Mobile Device > Mobile device menu):

3. Batch Job Setup for Automatically Posting Product Receipts

Now we can go ahead and create a purchase order, receive it using our new mobile device menu item and then look at the transaction. You’ll see that in the inventory transactions, our receiving on the mobile device has changed the Receipt Status of the inventory to “Registered” but the PO remains “Open”. This is on account of AX waiting for us to post the Product Receipt for the Purchase Order.

Our aim is to avoid having to physically post this Product Receipt for every purchase order, so we the need to setup a batch job (Warehouse Management > Periodic > Update Product Receipts):
The original query isn’t as helpful, as we’d need to identify the load ID each time. However, clicking “Select” allows us to specify the load direction (Inbound) as well as the intended receipt warehouse (51). Once these are selected, click “OK to close the query form:
The Query form now shows our new selections for “Direction” and “Warehouse”.
 The last step is to assign this process to a batch job, we do this by clicking the batch tab at the top, assigning a Batch Group to the process and selecting its recurrence – In this example, I’ve set the batch job to run every 10 minutes with no end date:
After waiting the ten minutes or so for the batch job to process in the background, when we return to the Purchase Order, you’ll see that the product receipt has been posted with a system generated receipt # and the Purchase order is now marked as received.

Simon Bradford

ERP Consultant

Bredet Services Inc.

905-337-7233 x 225

sbradford@bredetservices.com

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