Dynamics F/SCM Customer Experience (CRM) Dynamics GP Dynamics Business Central (NAV) Dynamics SL Power Platform Fabric Copilot

[Randy Sanders]

I am trying to see if there is an easier way in F&O to do the following.

We have multiple distribution centers shipping out to smaller warehouses for fulfilling orders at a local level. Just to put some numbers to it, let’s say about 10 DCs shipping to 50 warehouses. We ship these out using transfer orders. Each transfer order is going to a single location. 90% of the transfer orders have multiple SKUs.

We are updating some setups and we are wanting to do directed staging and loading. Which means every transfer order will be put to different staging and loading locations based on the “Ship to Warehouse”.

Single SKU transfer orders are not an issue since the Edit Query button is available on the Location Directives screen. I can designate the To Warehouse on that query do the put to the location we want.

But for Multi-SKU location directives, the Edit Query is grayed out. You cannot designate any parameters on the location directive. It appears you must link a Directive Code to the Location Directive, which is then linked to a Work Template where you can then designate in the Edit Query which Ship to Warehouse it is for. Start multiplying all of the combinations of Location directives, times the number of Directive codes and the Work templates, and the number of setups begins to add up to hundreds.
Is there a better way to do this that is less time consuming or other functionality that I can leverage?

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Randy Sanders
Business Analyst
Empire Today
https://www.empiretoday.com/
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[Colby Gallagher]

Two options I use in this scenario: 

1.) Create all WORK so that WORK only ever has 1 item on it using the sorting on Item ID in the Work template query and work header breaks.  Use system directed grouping to get the user into all the WORK’s based on the Load / Shipment / Transfer order instead of printing a ton of WORK pick tickets. Then you can use queries on the Location directives.  Also, use anchoring on the mobile device menu item so if someone overrides either of the PUT locations, all the other WORK gets updated to PUT to the same locate. 

2.) Let the PUT to STAGE and PUT to Door create with a blank locate or dummy locate, have the Wave template “Automate wave release” = No, this will cause the wave to process to a “Held” state.  Have a supervisor / transportation coordinator type person review the loads associated with the Wave, on the Loads tab in the action pane -> Change Work Location and assign a Stage bay and final shipping location, with “unblock work” ticked.  This will move the wave / load from a held to released status and have the locates that are available based on where you lined trucks up that day.  

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Colby Gallagher
Managed Application Services Manager
RSM
Cleveland OH
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