Lesson 2: Warehouse layout configurations | D365 WMS module configuration course

Summary

Highlights

• Kick off with an introduction to warehouse layout design 🏗️.
• Dive into details of location types, formats, and profiles 📍.
• Master the division of warehouse into zones and zone groups ⚙️.
• Learn the art of managing fixed locations and stocking limits 🚜.
• Wrap it up with a comprehensive recap of warehouse configurations ✅.

Key Takeaways

• Learn the essentials of warehouse layout design with Dynamics 365 🏢.
• Understand how to configure location types, zones, and profiles 🗺️.
• Gain skills to manage fixed locations and stocking limits efficiently 🚚.
• Master the warehouse process flow from inbound to outbound operations 🔄.
• Discover how to use location setup wizard for easy configuration 🎛️.

Overview

Chapters

• 00:00 - 01:00: Introduction to Warehouse Layout Design In this chapter, titled 'Introduction to Warehouse Layout Design', the focus is on understanding various aspects of warehouse layout configurations. The lesson begins with an introduction to warehouse layout design, setting the stage for more detailed exploration. Key components discussed include location types, zoom and zoom groups, location format, location profiles, and defining locations. Additional discussions revolve around managing fixed locations for specific items and defining these locations effectively.
• 01:00 - 02:00: Warehouse Locations Setup and Configuration The chapter on Warehouse Locations Setup and Configuration in the warehouse management module focuses on how to efficiently manage warehouse locations. It covers defining stocking limits, as well as setting up layout structures to maximize efficiency. Key elements include structuring warehouse locations into multiple levels, such as racks and bins, and dividing spaces into zones for specific operational needs.
• 02:00 - 03:00: Typical Warehouse Process Flow This chapter discusses the strategies for optimizing warehouse layouts and processes by defining specific requirements for item placement. Key factors include handling needs and temperature conditions, as well as location capacity. It emphasizes the importance of defining locations to assist in building efficient location directive rules, which aid in identifying target locations for picking and port operations.
• 03:00 - 04:00: Inbound Operations: Receiving and Sorting The chapter starts with an overview of inbound operations, particularly focusing on the initial receiving phase at the warehouse. It describes how manufacturer or vendor trucks arrive at the warehouse's inbound dock doors, and the role of the warehouse receiving clerk in unloading goods into the receiving area. Additionally, it notes that inbound items do not necessarily travel directly to their final storage location, suggesting an intermediate sorting or processing step might occur first.
• 04:00 - 05:00: Putaway and Reserve Storage The chapter 'Putaway and Reserve Storage' explains the process of sorting goods in a warehouse environment. It focuses on the role of a warehouse clerk who organizes items based on their destination, such as the quality management location (QMS) for inspection or another preparation area for reprocessing activities. The goods are then placed on pallets according to whether they are being sent to their final putaway location or other destinations like the KIOMS.
• 05:00 - 06:00: Outbound Operations: Picking and Packing The chapter titled 'Outbound Operations: Picking and Packing' discusses the initial stages after receiving goods in a warehouse. It outlines the processes performed at the preparation station, which include palletizing and sorting goods. Once sorted, these goods are transported to targeted locations within the warehouse. A specific focus is placed on the 'putaway process,' where a warehouse clerk moves the pallet to its final storage location. This process ensures goods are organized and stored appropriately in the designated areas within the warehouse.
• 06:00 - 08:00: Configuring Location Types in D365 The chapter discusses the process of configuring location types in Dynamics 365 (D365). It describes how the warehouse clerk manages the movement of goods from inbound to outbound operations, specifically focusing on areas designated as reserve or bulk storage. It also covers the importance of picking areas or locations, and the process of replenishing these picking locations to ensure efficient warehouse operations.
• 08:00 - 10:00: Zone Groups and Zones Management The chapter discusses the management of zone groups and zones within a warehouse setting. It begins with the process of replenishing items from bulk storage and proceeds to the order desk, where warehouse tasks are assigned to workers based on the established processes. It further explores the order picking process, detailing the role of picking clerks and the use of picking carts as they move through the steps required to fulfill orders.
• 10:00 - 12:00: Location Formats and Profiles Chapter focusing on Location Formats and Profiles.
• 12:00 - 14:00: Creating Warehouses and Locations This chapter discusses the process of configuring warehouses and locations within a distribution environment. It highlights the movement of goods from outbound trucks to stores or directly to customers. Additionally, the chapter explains the concept of location types, which serve as logical groupings within warehouse layouts, facilitating the definition and organization of different warehouse locations.
• 14:00 - 16:00: Defining Fixed Locations and Stocking Limits The chapter discusses the various types of locations within a warehouse, such as inbound, outbound, picking, bulk, production, inspection, and back station locations, among others. It emphasizes that these location types vary depending on the company's industry and the warehouse design. The chapter also explores how to manage and define these location types in Dynamics 365 Supply Chain Management.
• 16:00 - 17:00: Recap and Conclusion The chapter provides guidance on setting up location types within a warehouse management module. It walks through the steps to define a new location type, including clicking 'new,' entering a location type code (e.g., 'pack'), providing a description (e.g., 'pack station'), and saving the configuration. Once location types are defined, they can be effectively managed and utilized within the warehouse.

Lesson 2: Warehouse layout configurations | D365 WMS module configuration course Transcription

• 00:00 - 00:30 hello and welcome to the second lesson in the warehouse management configuration course warehouse setup and layout so in this lesson we're going to start first with an introduction about the warehouse layout design then we'll configure the warehouse layout design components like the location types zoom and zoom groups location format location profiles and then we'll define the location after that we'll discuss and review how to manage the fixed locations for specific items and then how to define
• 00:30 - 01:00 and manage the location stocking limits of the warehouse locations the warehouse management module provides flexible ways to define the warehouse layout to achieve optimal warehouse efficiency so with the warehouse management module you can define warehouse locations on multiple levels according to the warehouse design so for example you can define racks levels bins and so you can also divide the warehouse locations in two zones this could be required like to keep or
• 01:00 - 01:30 to place the item that need a specific item handling or maybe that required a specific temperature degree you can also define the physical capacity of the locations to ensure optimum placement of the goods so indeed when you define the locations in a good way this will help you later on to build location directive rules to easily identify the targeted locations for the pick and port operations before getting started with the warehouse layout let's first take a look
• 01:30 - 02:00 on a typical warehouse design in a retail industry the process starts here in the inbound dog doors where the manufacturer or the vendor trucks will be arrived at the warehouse then the warehouse receiving clerk will unload the goods from the trucks into the receiving area in a typical inbound operation it's not necessary that the items or the goods will be traveled directly to the final put away location so for example it might be travel to the
• 02:00 - 02:30 qms location or the quality management location for an inspection or it might be travel to another preparation area for uh for reprocessing activities so here you will notice that the warehouse clerk is sorting the goods by destination so the items or the goods that will be traveled to the final put away location will be in a pallet where the other goods or items that will be traveled to the kioms will be in
• 02:30 - 03:00 another pallet all of these process are being performed in the preparation station as part of the receiving operations then after palletizing and sorting the goods the goods will be traveled to the targeted locations so here for example we have the process of the potaway where the warehouse clerk is taking the pallet for the put away locations the put away locations are the final locations where the goods will be stored
• 03:00 - 03:30 so here we see the warehouse clerk is putting the cases or the cartons into the final locations this area called the reserve storage or the bulk storage moving from the inbound operations to the outbound operations so here you can see the picking area or the picking locations and then we have the process of replenish the pig faces or the picking locations the picking locations are
• 03:30 - 04:00 being replenished from the bulk storage then we have the order desk where the warehouse works or the warehouse activities will be assigned to the warehouse workers as per the warehouse process then we have the process of order picking from the picking area so here we can see the picking clerks the picking cards where the picking clerks are picking the orders then moving to another step in the
• 04:00 - 04:30 outbound operation which is the packing stations here in the packing stations the goods are being bagged into appropriate packing material before shaping this to the customers then we have some manifesting stations and manifesting activities then we have audit stations then we can see here the e-commerce dock doors for our stores so we can see here the store staging area then we have the store dock doors where
• 04:30 - 05:00 the goods will be moved to the stores by our outbound trucks unlike the inbound activity we have also the outbound dog doors where the goods will be travel either to our stores or to the or to the final customers now we are ready to configure the warehouse layout and alice chart with the location types location types are a logical grouping of the warehouse locations location types are used to define the
• 05:00 - 05:30 locations that your warehouse will be using every warehouse might have several location types like inbound and outbound location picking location bulk location production location inspection location and back station and other location types as paired the company industry and the warehouse design now let's see how to manage and define location types in dynamics 365 supply
• 05:30 - 06:00 chain management location types found in warehouse management module setup warehouse then location types in order to define new location type click new enter location type code like pack and a description like pack station then save after you manage and define the location types that will be used in the warehouse
• 06:00 - 06:30 let's navigate to the warehouse management module setup warehouse management parameters to define the default location types so here we have under the location types section we have the default location type for staging location select here staging then the location that will be used for the packing operations so here we have
• 06:30 - 07:00 pack and the final shipping location type which is debador then save while building the warehouse layout you might need to group the locations into zoom and zoom groups which can be useful for allocating the products based on a zone area it would be also useful for the cycle count process to count a specific area or a specific zoom and indeed zoom and zoom groups could be used for the reporting purposes
• 07:00 - 07:30 now let's see how to manage and define the warehouse zooms and zoom groups so first the warehouse zoom groups warehouse zoom groups found in warehouse management module setup warehouse warehouse zoom groups now let's create a new zoom group for the reader process sales return after you define the zoom groups you
• 07:30 - 08:00 should be able to define zooms and link the zones to a zoom group so the zooms are found here in the warehouse management module setup warehouse then zooms here for example you can see i have three zooms zoom a b c that associated with the zoom groove big in order to create a new uh a new zoom just click new type here the zoom id like return
• 08:00 - 08:30 i'll call it default return area and i'll associate this to the zoom group id reader each location in the warehouse should have location id so the warehouse workers can easily identify the targeted locations while processing the works you can use the location format to define the numbering system or the
• 08:30 - 09:00 unique formatting of the location types depending on the location design and whether you are using ielts racks levels or bins so you can define the number sequence of each segment now let's see how to define location formats location formats are found in warehouse management module setup warehouse then location formats in order to create a new location format you have to specify location format code and location format name or description
• 09:00 - 09:30 so here for example i have a location format arsb that stands for oil rack shelf and bin so the location format of this one ar sb has four segments the first one is oil where it has two digits with separator of a that represents the oil then the second segment is rec with two digits and a separator of character or
• 09:30 - 10:00 then the third segment is shelf with one digit and separator s and the last segment here number four is bin that has one digit and separator of b so at the end when you define a new location that has this location format it looks like this one two digits then the a separator then two digits are then one digit then the s
• 10:00 - 10:30 separator then one digit and b location profiles the location profiles are a logical or physical grouping of the locations that have the same house process and the same physical capacity using the location profiles you can define some policies that will be applied to the locations that have the same location profile id so you can specify if this location will be tracked on license plate level or no and you can determine if a single location could have multiple items or
• 10:30 - 11:00 multiple inventory status or even multiple batches at the same time in business cases where the relation between the locations and the item is one-to-one or in other words the locations are fixed for a specific item so that each item should be stored in a specific location so in that case allow multiple items should be disabled you can also determine whether the locations should be considered in the cycle count operations or no
• 11:00 - 11:30 it's not necessary that all the locations should be counted like for example the receiving area but for other areas or other locations like the picking or the bulk locations these locations should be counted carefully then you can define the physical capacity of the locations and when it comes to the physical capacity you can define the actual location dimensions and the usable location dimensions so you should have like a free space for the item handling and for the safety
• 11:30 - 12:00 considerations indeed this might be vary from an organization to another organization as per the warehouse design now let's see how to define and manage the location profiles so location profiles found inward house management module setup warehouse then location profiles i'm going to create right now new location profile id for the picking locations so i'll click new and then in the location profile id i'll type pic and end the name i'll type picking locations
• 12:00 - 12:30 then here in the general tab location format i'm gonna select the unique formatting of the picking locations considering the fact that the picking locations have aisles racks shelves and bins so i'm going to select location format ar sb then in the location type i'll select pick and then in the dock management profile id we're going to talk about the dock management profile id later on but in nutshell it controls the inventory types that cannot be mixed at particular house location like the
• 12:30 - 13:00 shipment for example then i'll set the option of use license plate tracking to yes since i'm gonna track the items in the picking locations on license plate level uh i set the option of allow negative inventory to know you should be careful when you enable this option since when you enable this option you will allow negative inventory on the locations that are linked to this location profile id indeed this option works in conjunction with the location directives that are allow
• 13:00 - 13:30 negative inventory and with the items that allow negative inventory then we have the option of allow mixed items i'll set this to no i will not allow the mix of items on the picking locations also i will not allow the mixed inventory status but i'm gonna allow mixed inventory batches for the batch controlled items then i'll set the allow cycle count option to yes since i'm gonna perform cycle count operations on the picking locations then for the option of
• 13:30 - 14:00 generate check digit you may use this option to generate check digit at specified location so you can use the check digit to authenticate location from the warehouse management mobile application then we have the option of override rules for batch days this option override the logic of specifying how many uh how many batch expiration days between the batches that could be mixed in the same location then we have the option of allowed container type group
• 14:00 - 14:30 here you can create a group with the allowed container types that would be allowed or possible to be used with this location profile id then moving to the dimensions tab where you can define the location dimensions so first here in the storage unit you should select the unit of measures that will be used for the location capacity calculation then you may specify here the volume utilization percentage then here you should define the actual dimensions when you define the actual
• 14:30 - 15:00 dimensions then the actual location volume will be calculated here you can define the maximum weight with respect to the storage unit when you define the maximum width then when you go to the location form you can see the current weight of the location and the maximum weight then you should define here the usable uh location dimensions uh in order to calculate the usable location volume after that you shot select here in the volumetric method used for invincy location whether this should be
• 15:00 - 15:30 calculated based on the usable dimensions or use location volume now we are almost ready to define our first warehouse and location in the warehouse management modules warehouse locations correspond to the specific places where the inventory can be stored in a particular warehouse you must create warehouse locations so that you can perform and track the warehouse transactions the locations in the warehouse could
• 15:30 - 16:00 have different types according to the warehouse design so here in the left side this is an example of bin locations with each bin in the level or in the row represent an individual location with a unique location id then we have on the right side this is an example of ballot locations for posts bin and pallet locations ideally in the warehouse you will find aisles you could find also racks you will find shelves or levels as per
• 16:00 - 16:30 the warehouse design so here for example we can see in the bin locations we have here multiple rows or multiple levels and here we have the bins but here in the palette locations we can see we have here the uh the racks with multiple levels and then we have here pellet positions we can see also that in each palette position we have unique location id now let's define a warehouse
• 16:30 - 17:00 warehouse is found in warehouse management module setup warehouse warehouses let's collect new and set a code for this warehouse as 80 and this will be used as a distribution center then a link this warehouse to site 20 and when you implement or create a warehouse in a warehouse management you should care of this option use warehouse management
• 17:00 - 17:30 process when you set this option to yes let's ensure that this warehouse running the warehouse management process now let's move to define the locations so locations found in warehouse management module setup warehouse then locations you can create the locations either manually or using location setup wizard first let's create the first location
• 17:30 - 18:00 using the manually method so i'll click here new and select the warehouse that we just created warehouse 80 and then i'll specify the location code so the location code the first location i'll create as the receiving receiving location and then i'll link this location to a location profile id receiving and if i have a zoom then i can link uh
• 18:00 - 18:30 this location to the zoom this is how to create a location manually you can also use the location setup wizard for mask creation so let's click location setup wizard and here i'll specify the warehouse 80 and i'll create the location labeling or the location number for zone a and here the location profile id is pick
• 18:30 - 19:00 so firstly we notice that the system is automatically identified here at the segmentations of the number sequence or the format of location profile big so let's make a very simple scenario i'll specify here and create day locations for a zoo in a which has two aisles so here i'm create from ielt one to aisle two
• 19:00 - 19:30 and i have here uh three racks with two shelves and i have a only one bin and then i'll click create you will see here that the system has been created here 12 locations according to our number sequence so if i refresh here let's see so here we have the first oil and the second oil
• 19:30 - 20:00 if you look here in this location you will see that this is this location located in aisle one in rack one shelf one and the second one here this is in a aisle one rack one in the second shelf and so on this is how to use the uh the location setup wizard location setup wizard can be exit from the location form or it
• 20:00 - 20:30 could be also accessed from the warehouse management then setup warehouse location setup wizard according to the warehouse design and the business process you can specify a specific fixed location for a specific item where the other locations could be dynamic and could have multiple items using the fixed location form you can specify fixed locations for the product and the product variants now let's see how to manage and define the fixed locations
• 20:30 - 21:00 so fixed locations found in where house management module setup warehouse then fixed locations here in the fixed locations form you can specify fixed location for specific product or product variants now i'm going to create new fixed location for a specific item so i'll click new then i'll specify the item number and then in the warehouse i'll select the warehouse then in the location i'll select a location so now this item has a fixed location of this
• 21:00 - 21:30 location right now you can build location directive rule that will specify that this item should be pegged from this fixed location or should be put in this fixed location if we navigate right now to release the product form of this item and then click refresh here so here you can see the fixed product locations of this item location is talking limits you can use the location stocking limits to control the capacity at the warehouse locations
• 21:30 - 22:00 without having to use the advanced volumetric calculations of the physical products so simply you can define the maximum quantity that allocation can contain so for example we can say that the bulk locations can hold like three pallets while the peaking locations can hold only five cases so later on in conjunction with the location directive and the fixed locations you can define some rules to allocate and put the items in the fixed locations with available capacity
• 22:00 - 22:30 now let's see how to manage and define the location stocking limits so the location is talking limits found inward house management module setup warehouse the location is talking limits you can define locations talking limits for products product variants or container types in this scenario we're going to define locations talking limits for a specific product first let's check the fixed locations so here in the fixed location we have three fixed locations for this specific item
• 22:30 - 23:00 so we have two bulk locations where the capacity or the stocking limit of the bulk location can hold three ballots and here we have only one picking location where the capacity of the picking location is five cases or five inches so i'll go back to the locations talking limits in order to define the stocking limits for these locations so here i'll click new then i'll select the warehouse here you can select whether eizer the location or the location
• 23:00 - 23:30 profile id i'm gonna make it specific for a specific location and i'll select the first bulk location then i'll select the product number here in the item number here you can also specify if this location allow unlimited quantity or no indeed this location is limited to three pallets then i'll click new to define the stocking limit of the second bulk location
• 23:30 - 24:00 this for the same item this also has the same capacity of three pallets and then the picking location so here in the pick location i'll say the unit is ages and the quantity is five so imagine right now that you have purchase order of six pallets so according to the location directive setup assuming that the location directive allows split and the location
• 24:00 - 24:30 directive is specific for fixed locations then while you receive the purchase order then the work will be splitted into two lines the first one the first line to put three pallets into this bulk location and the second or the other three ballots to be put into the second bulk location now let's recap what we discussed in decision so first we started with an introduction about the warehouse design
• 24:30 - 25:00 layout and the common location types that could be found in the warehouse then we discussed how to divide the warehouse into zooms and zoom groups and after that we reviewed how to define the location formatting and how to build the numbering system of each location type based on the segments used then we discussed how to configure the location profiles and the location profiles is one of the important configurations in the warehouse management module so you can determine there some important options like wizard
• 25:00 - 25:30 location will be license plate controlled or no and if the location will allow negative inventory or no and whether the mixed items and mixed inventory status are allowed or no and if the cycle count is required or no in addition to that we discussed also how to define the actual and the usable dimensions uh of the location profile id and then we defined the warehouses and locations in the warehouse management module we defined the locations in two
• 25:30 - 26:00 ways the first one is the manual way and the second one using the location wizard and finally we reviewed how to define the fixed locations and how to define the location stocking limits of the warehouse locations thank you for watching and your time please reach out if i can help take care and good luck