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Dynamics 365 Community / Forums / Supply chain | Supply Chain Management, Commerce / Detailed Reports of Wa...
Supply chain | Supply Chain Management, Commerce
Suggested Answer

Detailed Reports of Warehouse transactions

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Posted on by GB-15042054-0 8
Could you please help to have detail reports of pending put-away and picking in WMS? Need number of lines by SKU.
 
Thank you
Categories:
Dynamics 365 Supply Chain Management
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  • Suggested answer
    Holly Huffman Profile Picture
    Holly Huffman 6,530 Super User 2025 Season 2 on at
    Good morning, afternoon, or evening depending on your location!
    To generate detailed reports of warehouse transactions, including pending put-away and picking lines by SKU in Warehouse Management Systems (WMS), you can follow these steps:
    1. Set Up Reporting:
      • Ensure that your WMS is configured to track inventory transactions at the SKU level. This includes recording details for put-away and picking operations.
    2. Use Built-In Reporting Tools:
      • Most WMS platforms, including Dynamics 365 Supply Chain Management, offer built-in reporting features. Navigate to the Warehouse Transactions section to access detailed data.
      • Filter the data by transaction type (e.g., put-away or picking) and group it by SKU to get the required breakdown.
    3. Custom Reports:
      • If the built-in tools don't meet your needs, you can create custom reports using Power BI or SQL queries. Extract data from the WMS database and design a report that displays the number of lines by SKU for pending transactions.
    4. Automation:
      • Set up automated workflows to generate these reports periodically and send them to relevant stakeholders.
     
    Hope this is helpful :)
  • Jonas "Jones" Melgaard Profile Picture
    Jonas "Jones" Melgaard 4,930 Most Valuable Professional on at
     
    When I last implemented D365 SCM we made a workspace with tiles that provided these pending pick lines. I'd try to see how far you can come with that approach. What is your needs exactly?
     
    I don't recall any reports readily available out of the box, maybe @Holly Huffman can correct me?
  • GB-15042054-0 Profile Picture
    GB-15042054-0 8 on at
     
    Thank you very much for your response. Will follow given the steps.
     

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