Automatic Product Receipt

  • By Remington Hall
  • 22 Sep, 2017

The WMS enabled warehousing for Dynamics AX affords lots of flexibility for checks and balances on when Purchase Orders are registered as received. But, in some cases, the process feels a bit vestigial from the old warehousing version – especially when it comes to Product Receipts. If you’ve already completed the receiving for the Purchase Order on the mobile device then, unless your business process warrants a second check, I find most clients are happy to have this posted automatically in the background.

 

We’ll need the following:

 

  1.  An Inbound Load Assigned to the Purchase Orders
  2. A Mobile Device Options for Receiving
  3. A Batch Job Setup for Posting Product Receipts

 

1. An Inbound Load for Purchase Orders

For the batch job query to find the appropriate purchase orders, the purchase orders need to be assigned an inbound load. We can set AX to do this for us automatically (Warehouse management > Setup > Warehouse management parameters):

2. Mobile Device Menu Item for Receiving

 Next, we need to create the Mobile Device menu item to allow receipt and put away of our purchase order (Warehouse Management > Setup > Mobile Device > Mobile Device Menu Item):

Once this is created, it should be added to the mobile device menu, selecting the newly created menu item and using the arrow to add it to the appropriate menu folder (Warehouse Management > Setup > Mobile Device > Mobile device menu):

3. Batch Job Setup for Automatically Posting Product Receipts

Now we can go ahead and create a purchase order, receive it using our new mobile device menu item and then look at the transaction. You’ll see that in the inventory transactions, our receiving on the mobile device has changed the Receipt Status of the inventory to “Registered” but the PO remains “Open”. This is on account of AX waiting for us to post the Product Receipt for the Purchase Order.

Our aim is to avoid having to physically post this Product Receipt for every purchase order, so we the need to setup a batch job (Warehouse Management > Periodic > Update Product Receipts):
The original query isn’t as helpful, as we’d need to identify the load ID each time. However, clicking “Select” allows us to specify the load direction (Inbound) as well as the intended receipt warehouse (51). Once these are selected, click “OK to close the query form:
The Query form now shows our new selections for “Direction” and “Warehouse”.
 The last step is to assign this process to a batch job, we do this by clicking the batch tab at the top, assigning a Batch Group to the process and selecting its recurrence – In this example, I’ve set the batch job to run every 10 minutes with no end date:
After waiting the ten minutes or so for the batch job to process in the background, when we return to the Purchase Order, you’ll see that the product receipt has been posted with a system generated receipt # and the Purchase order is now marked as received.

Simon Bradford

ERP Consultant

Bredet Services Inc.

905-337-7233 x 225

sbradford@bredetservices.com

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When Implementing a new solution like Sage 300 or Microsoft Dynamics look at funding options for your business in Canada.

A funding program we partner with is the Canada Job Grant (CJG), ´╗┐ it helps cover training costs during an implementation based on the number of employees on staff and involved in the ERP Software training.  

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2.       Double click the “Child” Customer. In this example the child is ABC Company 2 and the parent is ABC Company.

3.       Click Customer > Edit

4.       Scroll to the bottom and select the Invoice and Delivery tab

5.       Click on the dropdown menu and select the “Parent” Company

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Form name: Vendors

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In accordance with Sage’s support and version policies, the following download URLs will no longer be available after September 30, 2017:

 

·      Sage ERP Accpac US Payroll Update – Version 6.0T PU1 (UT60TPU1.zip)

·      Sage 300 ERP US Payroll PU Q3 2014 – Version 7.0O (UT70O_Q32014_ProductUpdate.exe)

·      Sage 300 ERP US Payroll PU Q3 2014 – Version 7.1E (UT71E_Q32014_ProductUpdate.exe)

·      Sage CRM 7.2 Integration for Sage 300 ERP 2014 PU2 (Sage 300 CRM 72 Integration 2014 PU2.exe)

 

In addition, with the latest release of Sage 300 2018.0 in August 2017, Financial Link Pro is no longer supported. Any customer’s affected are encouraged to work with their Business Partner to identify a replacement reporting tool that meets their requirements. Sage Intelligence  is a fully integrated, MS Excel-based reporting solution that gives companies immediate access to insightful information, enabling them to make more-informed decisions, and is used by thousands of Sage 300 customers around the world.  

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1. Click Area Page node:  Accounts receivable -> Common -> Customers -> All customers.

´╗┐Form Name: Customers

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The trouble here is that AX will not allow 2 put actions on a PO Receipt while also using the Unit Sequence and Unit Conversions of the item to assign license plates to less than pallet amounts during receipt. The quickest way to receive goods off the trucks in their case was to use the “Purchase Order Line Receiving” mobile device menu option. By using the “Line” rather than “Item” receiving option, we eliminate the need to type in lengthy Item IDs, instead opting to enter the PO line number on the order and having AX sort out which item and item details it’s expecting to receive.

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1. Select the address   USMF -> Accounts receivable from the Address bar by clicking the navigation path arrows.

2. Click Area Page node:   Accounts receivable -> Inquiries -> Journals -> Invoice journal.

3. Press CTRL + G to filter by date or Invoice account and etc. At the end of this there will be some shortcuts for CTRL + G that may come in handy.

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