From the Sales Team – Warehouse Instructions for Pickers and Packers

Worker in warehouse

As a trade and logistics consultant, I spend most of my days in sales quotations, sales orders, purchase orders, and everything that feeds into that functionality. The list of “everything” grew with the new warehousing functionality in the R3 release of Microsoft Dynamics AX 2012. While I don’t fancy myself a warehousing consultant, I’ve learned enough to be dangerous. From a sales perspective, I get two common questions. How can the salesperson communicate additional picking information to the picker, and how can the salesperson communicate additional packing information to the packer? In this post, I’ll provide the answers to those questions.

If you’ve been working in Dynamics AX for even a little while, it should come as no surprise that part of the answer to those questions starts in the configuration of the system. For communicating information to the picker, head on over to the warehouse management parameters. From the Mobile device note type dropdown, make a selection. This is simply all the document types in the system. No special setup is needed on the document type itself, I’d just recommend a clear name like I’ve done here.

Warehouse_Pickers and Packers 1

For communicating information to the packer, stay on the warehouse management parameters and click on over to the Packing tab. From the Packing screen note type dropdown, make a selection. This is simply all the document types in the system. No special setup is needed on the document type itself, I’d just recommend a clear name like I’ve done here.

Warehouse_Pickers and Packers 2

When we jump into processing a sales order and warehouse work is where key steps need to be followed for the notes to flow down to the mobile device and packing screen. The notes for the picker are added at the sales order header level via the Sales order tab and Notes button. The Notes functionality is new to the R3 version and must be used. In the past, the Attachments button is where this type of information is usually stored, but for this specific scenario, that is not the case. On the Notes form, make sure to select the same document type we setup on the Mobile device note type dropdown. Set the Restriction to External and type the actual text into the white box below.

Warehouse_Pickers and Packers 3

The notes for the packer are added at the sales order header level via the Sales order tab and Attachments button. On the Attachments form, make sure to select the same document type we setup on the Packing screen note type dropdown. Set the Restriction to External and type the actual text into the white box below.

Warehouse_Pickers and Packers 4

From here, the salesperson follows the established business process for completing and confirming the sales order. The sales order appears on the Release to warehouse screen, and the warehouse follows the established business process for releasing work to the warehouse. Now, let’s switch gears and assume the role of the picker. I log into the mobile device, and, before I see the first item I need to pick, I see the note the salesperson entered.

Warehouse_Pickers and Packers 5

As the picker, I serpentine the warehouse, pick all my items, and drop them off at a packing station. As the packer, I log into the Pack form and enter the shipment number I am working on. Right there in the middle of the screen, I see the note attachment the salesperson entered. Rather than relying on phone calls or emails down to the warehouse, now you can leverage this new functionality to get information to your pickers and packers easily!

Warehouse_Pickers and Packers 6

This resource has been provided by I.B.I.S. Inc.'s DynamicsCare product experts.

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Kyle Andrich

Article written by

Consultant Kyle has worked with Microsoft Dynamics AX for over 3 years. Prior to working with I.B.I.S., Inc. he worked in the entertainment industry with all of those years related to ticket sales and customer service management. His consulting focus is with trade and logistics. He lives in Atlanta, Georgia and believes college football season is the most wonderful time of the year!

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