WMS Inbound Process

Today, we explore about the WMS inbound process in D365 SCM.

Registering and labeling

The first step of the inbound process is to track the purchase order/goods in transit order. When items arrive at the warehouse, workers can register items based on documents from the purchasing team or warehouse supervisors. The document should have Barcode/QR code information for scanning by a scanner. Workers need to use mobile devices to register the items, print receiving labels, and then stick these labels to boxes/bags/pallets accordingly.

Registering: 

1. • • Using mobile devices:  Scan and register items from Purchase orders (or Voyage/ Container in case of using Landed cost module) 

     • Setup Mobile device menu item:  Using Purchase order item receiving/ Goods in transit item receiving

     • Setup work template:  Work order type is Purchase order/ Or Goods in transit (Work template and Location directive relationship)

     • Document: Consider customizing a report with Barcode/QR code for easier scanning: Purchase order number (Voyage number, container number if using Landed cost), item number

Design and Printing Labels

1. • • Receiving label design: Design receiving labels using the label layout form with ZPL code. (We can utilize labelary.com/viewer.html and Chat GPT/ Copilot for assistance)

     • Printer setup:

       • Document Routing Agent: link

       • Label Virtual ZPL printer: Download link

       • Connect Printer:  Connect Virtual ZPL printer with Document Routing Agent (link)

       • Document routing setup: Setup Document routing to link laybel layout with printers.

Quality order checking

For quality control, set up quality control and work templates. After registering items, the system will generate quality orders for inspection.

1. • Setup quality control  

   • Setup work templates: Create work templates to generate moving work post-registration.

Quality classification

Post-inspection, items are classified as follows:

• Passed validation: Move to storage

• Failed validation: Depending on the outcome, items may be moved to the warehouse, returned to vendors, or scrapped.

  • To be returned: Create Purchase return orders to return items to the vendor.

  • To be scrapped: Scrap unqualified items.

  • To warehouse:  Move to storage locations

Setup for Classification:

1. • • Setup work templates: Create work templates for moving.

     • Setup mobile device menu item: Configure for movement work order type.

Moving to put away

Items are moved to storage based on setup in the location directive. Workers can decide to override the location and move to another location for instance the location is full. 

1. • • Setup work templates and location templates: Work template and Location directive relationship

     • Setup mobile device menu item: to move items from inbound/QC locations to storage locations.

Reference sub-processes

1. • Purchase return order

   • Inventory movement/ Inventory adjustment for scrapping

Output sub-process

1. • Production

   • Outbound process