The work audit date feature offers warehouse employees the possibility to capture date, or automatically update shipment data or to print documents during the execution of warehouse processes. This can be useful for various purposes, for example to obtain a tracking number of a shipment or packing information with respect to boxes, pallets or containers. Another option is to update the shipment status to ‘shipped’ as soon as the load status has been changed to ‘loaded’.
In this blog I will demonstrate how you can employ the work audit data template feature for the registration of the packing dimensions. You might wonder whether you could also use the container type instead. Indeed, a container type allows you to setup default dimensions such as length, width and height as well. However, the disadvantage is that you cannot update these efficiently during the packing process. In particular situations, the container dimensions differ per order and packing type. In these cases, you might rather consider to register dimensions via the work audit data feature.
What is added value of this feature for the business?
- It is a flexible feature which can be applied it in different ways.
- The registered information (captured data) can be used in business documents such as a packing slip.
Configuration
1. A work audit template needs to be configured. In the work audit date template, you can configure which data the user has to enter during a warehouse process.
Path: Warehouse management > Work > Work audit template lines update
2. A mobile device menu item for the movement of the container from the pack location to the ship location. The work audit data template needs to be linked to the mobile device menu item.
Path: Warehouse management > Setup > Mobile device > Mobile device menu items
3. A mobile device menu with the mobile device menu item ‘Packed container picking’.
4. A work template for work order type ‘Packed container picking’. This work template is necessary to enable movement work of the container.
Path: Warehouse management > Work > Work templates
5. A location directive for work order type ‘Packed container picking’. The location directive allows you to configure the system in such a way that it instructs users to pick the container from the pack location and deliver it at the ship location.
Path: Warehouse management > Setup > Location directives
6. Container types for the packing process. The container types refer to the type of packing, for example a box or pallet. Additionally, you can enter container dimensions like container length, width, and height.
Path: Warehouse management > Setup > Containers > Container types
7. Container packing policy. The container packing policy determines whether Dynamics needs to create movement for the container or whether Dynamics should automatically move the container to the ship location.
Path: Warehouse management > Setup > Containers > Container packing policies
8. Packing profile. Via the container profile you can configure whether the container ID needs to be created automatically or entered manually by the user.
Path: Warehouse management > Setup > Packing > Packing profiles
9. A work user with a container packing policy, packing profile and default packing station.
Path: Warehouse management > Setup > Worker
Demonstration
1. A sales order with a product.
2. Release of the sales order to the warehouse for picking.
3. Picking from warehouse location A001.
4. Sending to put location for the packing process.
5. The worker can open the packing screen. In the packing screen, settings such as site, warehouse, location and packing profile are pre-filled based on the worker settings.
Path: Warehouse management > Packing and containerization > Pack
6. The warehouse worker can scan or enter the shipment ID/license plate to start the packing process.
7. The user has to click the button ‘New container’ and select the relevant container type.
8. The warehouse employee can pack the item into a container (box or pallet) with the ‘Pack’ button.
9. The warehouse employee closes the container with the ‘Close button’ and enters the weight.
10. The worker opens the Warehouse app and clicks on the menu item ‘Packed container picking’ to move the container (box or pallet) from the pack location to the ship location.
11. Pick from the pack location.
12. Move to the ship location.
13. The warehouse app asks the user to enter the ‘Length in mm’. This and following information requests come from the work audit data capture.
14. The warehouse app asks the user to enter the ‘Width in mm’.
15. The warehouse app asks the user to enter the ‘Height in mm’.
16. The warehouse app asks the user to enter the ‘Net weight in kg’.
17. The warehouse app asks the user to enter the ‘Gross weight in kg’.
18. The entered data has been added to the table ‘Work audit data capture’.
19. The warehouse employee can confirm the shipment of the sales order.
20. The packing slip can be posted.
21. The sales order status has been changed into delivered.
