When you need to configure the warehouse management parameters for a new warehouse, or when you have to configure the base setup of the warehouse management processes, you have to go through a number of steps. During the configuration process, you might forget certain steps, which could then cause errors during the test process and delays during the implementation process. To simplify the configuration process, Microsoft has introduced two wizards:
The warehouse management initiation wizard assists the consultant or key-user in configuring the base settings, such as location profiles, location types, location formats, etc. The purpose of the warehouse initiation wizard is to guide the consultant and or key-user with the creation of warehouse management settings for a new warehouse. These wizards can also be useful after a go-live. For instance, when the company starts a new legal entity or a new warehouse, these wizards can facilitate a fast implementation of Warehouse management.
To summarize, what is the added value of the wizards for a company and or implementation partner?
1. It is recommended to first configure the Warehouse implementation tasks. Go to the homepage of Dynamics 365 Supply Chain Management and click on the workspace ‘Data management.’
2. Click on the tile ‘Framework parameters’.
3. Click on the tab ‘Entity settings’ and then on ‘Refresh entity list’. Refreshing the entity list is required to import the tasks into the workspace ‘Warehouse implementation tasks’.
4. Go back to the homepage of Dynamics 365 Supply Chain Management and open the workspace ‘Warehouse implementation tasks’.
5. In step 9 and 10, you can see the tasks of the Warehouse management wizards. It is recommended to execute steps 1-8 before using the wizards. Dependent of the situation, you may not need to go through all of the steps, e.g., a reservation hierarchy might already be available when you are changing settings for a new warehouse after go-live.
6. For the Warehouse wizard you also need to have ‘warehouse’. The parameter ‘Use warehouse management process’ should therefore be set as ‘Yes’, otherwise you are not able to select this warehouse in the wizard.
Demonstration
​​​​​​​1. The purpose of the Warehouse management initiation wizard is to configure the base setup for Warehouse management within a legal entity, for example location profiles and location types. Go to Warehouse management > Setup > Wizards > Warehouse management initiation wizard.
2. The starting page of the Warehouse management wizard shows what you have to configure in detail. Click ‘Next’ for the next step.
3. The next step is to ‘Initialize base data’, by entering the following information:
- Location and profile names
- Inventory status
- Work user
4. Click on ‘Next’ for the next step.
5. The ‘base data setup complete’ page shows what the wizard will configure. Click on ‘Finish’ to start the configuration process.
6. A message in the action center shows that the configuration process has been completed.
7. When you open the ‘Location profiles’ for example, you can see the new location profiles.
8. Go to Warehouse management > Setup > Wizards > Warehouse initiation wizard. The purpose of this wizard is to guide the consultant and or key-user with the configuration of warehouse management parameters for a new warehouse.
9. The ‘welcome’ page of the wizard shows which settings the wizard can configure. Click on ‘Next’ for the next step.
10. Select the warehouse(s) you want to configure, including locations and other settings. Click ‘Next’ for the next step in the wizard.
11. Enter the names for the new work templates, wave templates and location directives for the new warehouse. If you enter an existing work class, e.g., purchase, then Dynamics will not create a new work class. In the final step, the wizard indicates whether a setting already exists or not. Click on ‘Next’.
12. If relevant, you can also configure a staging area via the wizard. Click on ‘Next’.
13. Enter the information for the shipping area. Click on ‘Next’.
14. The ‘warehouse setup complete’ page shows what the wizard will configure for the new warehouse. The column ‘Existing’ shows which settings already exist. If a setting already exists, the wizard will not configure these this again. Click on the ‘Finish’ button to start the configuration.
15. Let’s check what has been created by the wizard. The wizard has created two new sales order location directives for ‘WH 4’
16. Even the query of the location directive actions has been configured
17. Let’s also check the work templates. A new work template for the sales orders of the new warehouse ‘WH 4’ has been created.
