In the Warehouse Management mobile app, users can use the menus and menu items for the execution of warehouse processes such as receiving and picking. It may be necessary for the worker to perform a lookup for specific information during the receiving and picking process. This lookup feature is called ‘Detour’. Let’s explain this using the following scenario: a purchase order may arrive in different lines for the same item due to different delivery days, for example:
- Line number 1 | delivery date 17-03-2024 | item A0002 | 1000 pcs
- Line number 2 | delivery date 24-03-2024 | item A0002 | 1000 pcs
The supplier was able to deliver both lines (2000 pcs) earlier on 17-03-2024. Hence, the warehouse worker would like to register the 2000 pcs. However, the worker does not know that item A0002 has two purchase order lines. When the worker registers 2000 pcs on line number 1, this could mean that line number 2 remains open until someone discovers the error. In these situations, it would be useful to configure a lookup that shows the purchase order lines.
Configuration
1.A menu item for the purchase order receipt and put away.
2.A menu item called ‘Lookup PO lines’ for the lookup of the purchase order lines. The following settings are important:
- Mode > Indirect
- Activity code > Data inquiry
- Table name > PurchLine
3.A query for the menu item ‘Lookup PO lines’. In the query the field ‘Item number’ needs to be added. In the field line number, a ‘star’ needs to be added. The star is necessary to show all the available purchase order lines for a specific item.
4.The field list needs to be configured. The field list is important for the detour settings of the mobile device step.
5.The menu item ‘PO Receipt and put away’ should to be added to the mobile device step ‘POLineNum’.
6. The detour menu item ‘Lookup PO lines’ has to be selected and added.
7.The fields need to be configured for automatic filling of the values between the main task and the detour.
- Purchase order > Purchase order
- Line number > Line number
- Item number > Item
8.The menu items ‘PO Receipt and put away’ and ‘Lookup PO lines’ should to be added to the mobile device menu.
Demonstration
1.A purchase order with two lines for the same item and different delivery dates.
2.In the mobile device the user can click on ‘Inbound’ menu item.
3.The user then clicks on the menu item ‘PO Receipt and put away’.
4.After this, the user enters the purchase order number and clicks on the ‘Confirm button’.
5.The new button ‘Lookup PO lines’ is visible. The user can click on the button ‘Look PO lines’.
6.The user scans/enters an item number and clicks on the ‘Confirm button’ button.
7.An overview of the purchase order lines becomes available. Subsequently, the user can select the second purchase order line for example. If a purchase order line has already been (partially) received, the received quantity is visible in the field ‘Registered’.
8.After clicking on the purchase order line, the Warehouse app asks the user to confirm the purchase order line number. The selected purchase order line will be copied automatically.
9.The user enters the quantity and clicks on the ‘Confirm button’.
10.The user can confirm the entered values and click on the ‘Confirm button’.
11.The user then confirms the put location.
12.The pick & put work for the second purchase order line has now been completed.
Dynamics 365 Supply Chain Management 