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:
- An Inbound Load Assigned to the Purchase Orders
- A Mobile Device Options for Receiving
- 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):
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.
Bredet Services Inc.
905-337-7233 x 225