You must configure the mobile device menus that the warehouse workers will view and use during their day to day activities. You are assisting in the setup of the menus for the mobile devices for companies USMF and SRHQ.

You will need to do the following:

Configure the mobile devices.
Create a mobile device menu item and menu.
Create mobile device users.
Set up a mobile device menu item for completing work of type Purchase order.

Configure mobile devices

In preparation for setting up the mobile device for your warehouse, you are asked to first set up a work class, which you will name Purch-Orders. It will have the put location types of Bay-door, Bulk, and Pick.

Add a work class

In company USMF, open Warehouse management > Setup > Work > Work classes.
Select New to create a work class.
In the Work class ID field, enter P-Orders.
For Description, enter Purchase Orders.
For Work order type, select Purchase orders.
On the Valid put location types FastTab, select New.
Enter Baydoor.
Select New again.
Enter Bulk.
Select New again.
Enter Pack.

Create a mobile device menu item and menu

You will be setting up two functions: Purchase order receive and Purchase order put away. You will then add them to your mobile device menu.

Set up mobile device menu items

Open Warehouse management > Setup > Mobile device > Mobile device menu items.
Select on New.
For Menu item name, enter PO Receive.
For Title, enter PO Receive.
For Mode, select Work.
Set the Use existing work slider to No.
On the General FastTab, on Work creation process, select Purchase order line receiving.
Set the License plate grouping policy option to License plate grouping.
Set the Generate license plate slider to Yes.
Set all other sliders to No.
Select Save in the action pane.
Select New in the action pane.
For Menu item name, enter PO Putaway.
For Title, enter PO Putaway.
For Mode, select Work.
Set the Use existing work slider to Yes.
On the General FastTab, for Directed by, select User grouping.
Set the Group put away slider to Yes.
Set all remaining sliders to No.
On Work classes FastTab, select New.
For Work class ID, select P-Orders.
Select Save in the action pane.
Close the page.

Set up a mobile device menu

Open Warehouse management > Setup > Mobile device > Mobile device menu.
Select Inbound in the left menu bar and select Edit in the action pane.
In the AVAILABLE MENU AND MENU ITEMS pane, select PO Receive and select the right directional arrow.
In the AVAILABLE MENU AND MENU ITEMS, select PO Putaway and select the right directional arrow.
Select Save in the action pane.
Close the form.

Set up a work user for the mobile device

Open Warehouse management > Setup > Worker.
Select New.
In the Worker field, select Ted Howard.
On the Users FastTab, select New.
For User ID, enter thoward.
For User name, enter thoward.
For default warehouse, select 62.
For Menu name, select Main.
Select Save in the action pane.
For Password, enter 1234.
For Confirm password, enter 1234.
Select Set password.
Close the form.

Set up a mobile device menu item for completing work of type Purchase order

Create a menu item that is used for performing work of type Purchase order. The work class that is associated with the menu item determines which work is valid.

Create a mobile device menu item

Go to Warehouse management > Setup > Mobile device > Mobile device menu items.
Select New.
In the Menu item name field, enter a unique value. For example, you could enter POMove. Remember the value; you'll need it later.
In the Title field, enter PO Move. This is the title which will be displayed on the mobile device.
In the Mode field, select 'Work'.
Select Yes in the Use existing work field.
The Display inventory status field determines whether the inventory status of the on-hand inventory will be displayed to the warehouse worker on the mobile device. Select Yes.
In the Directed by field, select System grouping. When you select something in the Directed by field, additional fields appear in the General section on this page. The fields that appear depend on what you selected. When you select System grouping, two new fields are added.
In the System grouping field, select WorkPoolId. When warehouse workers open this menu item, they’ll be asked to scan a work pool ID. All work orders with this work pool ID and open work order lines with one of the work classes added to this menu item will be pushed to the user.
In the System grouping label field, enter Work pool. This is the text displayed to the user on the mobile device.
Select Yes in the Override license plate during put field. This option allows warehouse workers to override the target license plate when items are put down on a license plate-controlled location.
Select Yes in the Group put away field. If all the Put lines on the work order share the same location, the user will receive one combined Put instruction for all lines.
Expand the Work classes section.
Select New.
In the Work class ID field, enter Purchase and tab off. The work pool restricts the work that the menu item can be used for. In this case it will be used for open work order lines that have the Purchase work class ID.
Select Save.

Set up work confirmation

Select Work confirmation setup in the action pane.
In the Work type field, select 'Pick'.
Select the Auto confirm check box. The work instruction with work type Pick will be auto-confirmed. This instruction will not be presented to the user.
Select New.
In the Work type field, select 'Put'.
Select the Location confirmation check box. The warehouse worker will be asked to perform a confirmation scan of the location when the item is put down.
Select Save.
Close the work confirmation page.
Close the Mobile menu item page.

Add the menu item to a mobile device menu

Go to Warehouse management > Setup > Mobile device > Mobile device menu.
Select Edit.
Use the Quick Filter to find records. For example, filter on the Name field with a value of 'inbound'. You want to find the menu you use for inbound menu items. In USMF this is called Inbound.
In the tree, select 'a value' POMove.
Select on the arrow that points to the right.
Select Save.
Close the mobile device menu page.

Exercise #5 Configure purchase orders

Objective: Create and process a purchase order.

The warehouse manager for USMF wants to process a purchase order receipt using a mobile device.

He ordered 10 Pcs of HDMI 6’ Cables.

These will be from Vendor US-111 and shipped to Warehouse 11.

The unit price will be \$20 per Piece.

He is not sure how to record this and asked you to help.

You will need to do the following:

Create a purchase order.
Create a purchase order receipt using the mobile device.

Create a purchase order

In USP2, go to Accounts payable > Purchase orders > All purchase orders.
Select New in the action pane.
Select Vendor US-112.
On the General FastTab, enter storage dimensions of Site 3 and Warehouse 30.
Select OK.
On the Purchase order lines FastTab, select Item number P9500.

You will get a message that the vendor is not authorized for this product. This is a warning only. You may continue after closing the message.
Enter a Quantity of 1.
Enter a Unit price of 2.50.
Expand the Line details fast tab.
Select the Financial dimensions tab.
In the Financial dimensions, the Product Group field, select OJ B2B.
Under Purchase Tab in Action Pane. In the Actions group, select Confirm.

Make a note of your purchase order number.
Close the form.
Navigate to Warehourse Management > Setup > Worker.
Select on New.
Select Ted Howard under Worker
Select on New User ID under Users fast Tab.
Enter toward under User ID and User name.
Select Default Warehouse – 30
Select Menu name – Main
Select Save.
Set the Password – 12345, Confirm Password – 12345.
Select on Set Password.
Close the Page.

Create a purchase order receipt using the mobile device

Create a purchase order receipt by using the mobile device - Prerequisite

To practice using the mobile device, you must enable a mobile device emulator in the Virtual machine. You may need to expand the right bar in the lab environment to see all content in the instructions. Perform the following steps.

Right-select on the tab of your normal system default dashboard and select Duplicate tab.
The URL on your new tab will be: https://usnconeboxax1aos.cloud.onebox.dynamics.com/?cmp=USP2&mi=defaultdashboard
Delete all characters on the new tab after dynamics.com (i.e. delete /?cmp=USP2&mi=defaultdashboard)
Replace those characters with /?mi=action%3awhsWorkExecute&cmp=USP2

Sign into the Mobile Emulator

The emulator will now launch, and you can sign in to the mobile device emulator.
Log in to the mobile device with the user you have enabled.
Select Inbound.
Select Purchase receive.
Enter the purchase order number in the PONUM field. Select on OK.
Enter Item number P9500. Select on OK.
Enter a quantity of 1 in the Qty field. Select OK Twice.
Enter LP number LP951. Select OK
Enter today’s date as the vendor batch date. Select OK.

Enter a date six months from the current date as the Expiry date. Select OK.
Select the Use as expiration date arrow. Select No and select OK.
For Country/Region of Origin 1, enter USA. Select OK.

Select the green check mark again to bypass the second Country/region entry.
Note the work completed notification.

Exercise #6 Configure wave processing (Bonus)

Objective: Set up templates and queries that specify how waves should be processed.

You want to configure wave processing by setting up the criteria that determine what work is generated for a warehouse when a wave is processed, and whether waves are processed manually or automatically.

You will specify the criteria by setting up wave templates and queries that match a wave with released lines in sales orders, production orders, or kanban orders.

When you set up a wave template, you specify the sequence in which the templates will be matched to released lines on sales orders, production orders, or kanban.

When a line is released to the warehouse or to production, it uses the first wave template that it meets the criteria for.

Its recommended that you put templates with the most specific criteria at the top of the list. The broader the criteria, the more likely it is for a line to meet the criteria, and this could lead to lines being assigned to the wrong wave. You will set up the wave templates for USMF.

You will need to do the following:

Configure wave processing.

Configure wave processing

In USMF, go to Warehouse management > Setup > Waves > Wave templates.
Select New.
In the Wave template name field, enter GTL-Wave.
In the Wave template description field, enter GTL Wave.
In the Site field, enter or select site 2.
In the Warehouse field, enter 24.
Set the Automate wave creation field to Yes. Select this option to automatically create a wave when a sales order, production order, or kanban is released to the warehouse.
Set the Process wave at release to warehouse option to Yes. Select this option to automatically process the wave and create work when a line is released to the warehouse.
Set the Automate wave release option to Yes. Select this option to automatically release the wave. The picking work is created and made available on mobile devices.
Set the Assign to open waves option to Yes. Lines are assigned to waves based on the query filter for the wave template.
Set the Process wave automatically at threshold option to Yes. Select this option to automatically process the wave when its values reach the thresholds for weight, shipment, and lines specified in the Wave thresholds field group. This option is available only if Shipping is selected in the Wave template type field.
Set the Automate replenishment work release option to Yes. Select this option to create demand-based replenishment work and release it automatically. You must add the replenishment wave method to the wave template and create a replenishment template of the type Wave demand.
Expand the Methods section. Wave template methods allow you to control the sequence of activities that each wave is going through when it is processed. For example, you might have a method for wave replenishment. When you add a method, it is automatically listed in the appropriate location in the sequence of steps. If you have set the Automate replenishment work release option to Yes, you need to add the replenish method here. Wave attributes act as filters, to restrict the kind of items that can use the wave. For example, you could specify an item group.
Select Save.
Close the wave templates page.
Go to Warehouse management > Setup > Warehouse management parameters.
Expand the Wave processing section.
In the Wave processing batch group field, enter or select a value.
Set the Process waves in batch option to Yes.
In the Wait for lock (ms) field, enter the time, in milliseconds, that an allocation step will wait for a system resource that is locked by another allocation step. When this time is exceeded, the wave is not processed and an error message is displayed.
Select Save.
Close the parameters page.
Go to Production control > Setup > Production control parameters.
In the Release to warehouse Production line release field, select an option. For sales orders and kanban orders, inventory must be reserved before the order is released to the warehouse. Otherwise, the items or allocation lines cannot be processed in a wave. For production orders, you also have the option of choosing Allow partial reservation. For example, this is useful if you have the materials that you need to start production, and can then wait until the additional materials become available to finish the process. If you select this option, you must manually repeat the release to warehouse process when the additional materials become available.
Close the parameters page.

Exercise #7 Configure cycle counting (Bonus)

Objective: Set up cycle counting and add a cycle count to the mobile device.

To be able to create cycle counting for USP2, you need to set up a cycle count for the mobile device.

You will need to do the following:

Set up the cycle counting adjustment type.
Set up warehouse parameters for cycle counting.
Set up a spot cycle counting menu item.
Add the spot count menu item to the mobile device menu.

Set up a cycle counting adjustment type

In USP2, go to Warehouse management > Setup > Inventory > Adjustment types.
Select New on the action pane.
In the Inventory adjustment type field, enter New Cycle Count.
In the Description field, enter New Cycle Count.
In the Name field, select Counting
Select the Remove reservations check box.

Set up warehouse management parameters for cycle counting

Open Warehouse management > Setup > Warehouse management parameters.
Select the Cycle counting tab on the left pane.
In the Default cycle counting adjustment type code field, select New Cycle Count.
In the Default cycle count work class ID field, make a selection.
In the Default cycle count work priority field, enter 1.

Set up a spot cycle counting menu item

Open Warehouse management > Setup > Mobile device > Mobile device menu items.
Select New in the action pane.
In the Menu item name field, enter Spot Cycle Count.
In the Title field, enter Spot Cycle Count.
Select Work in the Mode field.
Set the Use existing work slider to Yes.
Select Save in the action pane.
Set the Display inventory status slider to Yes.
Select System directed in the Directed by field.
Expand the Work classes FastTab.
Select New in the FastTab.
Make a selection in the Work class ID field.
Select Cycle Counting in the action pane.
On the Mobile device cycle counting form, enter +2 in the +Number of attempts field.
Select OK to close the form.
Select Save in the action pane.

Add the spot count menu item to the mobile device menu

Open Warehouse management > Setup > Mobile device > Mobile device menu.
Select Inbound in the left-hand pane.
Select Edit in the action pane.
In the Mobile device menus section, select Spot Cycle Count from the Available menus and menu items list.
Select the right directional arrow to add the menu item to the Menu structure list.
Select Save in the action pane.

Send Message (For online class)

Case study 4A Warehouse management - PART 2

Exercise #4 Configure mobile devices

Configure mobile devices

Add a work class

Create a mobile device menu item and menu

Set up mobile device menu items

Set up a mobile device menu

Set up a work user for the mobile device

Set up a mobile device menu item for completing work of type Purchase order

Create a mobile device menu item

Set up work confirmation

Add the menu item to a mobile device menu

Exercise #5 Configure purchase orders

Exercise #6 Configure wave processing (Bonus)

Configure wave processing

Exercise #7 Configure cycle counting (Bonus)

Set up a cycle counting adjustment type

Set up warehouse management parameters for cycle counting

Set up a spot cycle counting menu item

Add the spot count menu item to the mobile device menu

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