Process:
1.
Generate a sales order: create
a sales order accessing the following path Accounts receivable --> Common
--> Sales order. Create a sales order header defining the customer, address
and contact information. Define if the item on hand allocation should be
performed automatically or manually for the sales order lines in the sales
order header. Performing the reservation in an automatic way the system will
apply directly the FIFO rule, in order to do it there is an enum value in the
setup tab of the sales order header named Reservation (setting it to automatic
the reservation will be automatically driven). Create all the sales lines
related to the specific sales order header according to the items we want to
ship, define also the requested delivery dates for each line. In case we decide
to modify or to apply the automatic reservation of sales order lines in a
second moment we can access the release sales order line for picking at the
path: Inventory management --> Periodic --> Release sales order picking.
At this point we can choose which items to reserve / release for picking. In
order to reserve lines we can click on the button Activation and choose for the
selected lines between three options:
o
All orders that can be fully
delivered
o
All the orders that are
physical reserved
o
All the orders that not
require manual allocation of the stock
Perfoming the allocation the system will try to physical reserve all the
lines selected according to FIFO rule of stock keeping.
Once we have activated all the lines we can release for picking all the
activated lines clicking on the button Release for pick, at this point the
system will create a picking list and a shipment in status registered.
2.
Check of possible shortages in
the shipment: once we have created the shipment we can always check if there is
a lack of items into the warehouse for performing the shipment clicking the
shipment form (inventory management --> common --> shipments) on the
button functions --> possible shortage, in case we need to reserve something
we can perform the reservation manually for each shipment line or automatically
clicking on the button functions --> reserve now
3.
Activation of the shipment: in
order to activate the shipment it's needed to have all the stock available for
the shipment lines. For doing it we have to click on the button Functions
--> Activate.
4.
Picking route generation --
rules: at the activation of the shipment the system will generate the picking
routes, the system has to generate a picking route for each full pallet needed to
pick. And a generic picking route for all the lines remaining or considered as
mixed pallet. In order to understand if a line is full pallet we need to
consider if the picking quantity is a multiple of the pallet quantity defined
in the item master. In case not we have to define the maximum mutiple
applicable and the rest of the line will be considered as part of the picking
route for mixed pallets generation. Consider to create a picking list for each
full pallet to be picked in the warehouse.
5.
Picking route closing and
definition of the palletid: at the closure of the picking route we can close directly each picking line defining the pallet in which we will put each wmsordertrans.
6. Packing slip generation: Once we have closed all the picking lines we can create the packing slip, after declaring the shipment as sent clicking on the button Functions --> Send.
Demonstration in AX2009
In Order to replicate the Subprocess 4. we manage an already generated picking route as reported above, we should access the following path Inventory management --> Common --> Picking Routes.
In this form it is possible to create a picking pallet clicking (after selecting the proper picking route) on the button Create picking pallet.
Then it is possible to assign a WMSOrdertrans line to the pallet picking.
This operation should be performed line by line, it is then possible after clicking on approval details to approve line by line the picking and the pallet picking.
In the same form it is possible to split lines and assign per each line a different pick palletid.
At the end of this procedure the system will ask to deliver items to the final location.
Then entering in the shipment form we should perform the shipment staging as reported below.
We can ship items starting from the shipment form as reported below.
