Warehouse Integration

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Industrial Equipment Manufacturing (IEM) for Microsoft Dynamics 365 Business Central supports the customer-driven (pull) style of manufacturing.

Industrial Equipment is often about complex machinery and tools. Especially when companies are running many of these projects at the same time it is important to have the right tools to handle the material required for these projects. As not all material is needed at the same time you must be able to store and retrieve material efficiently.

Microsoft Dynamics 365 Business Central has limitations with regards to integration of Projects into Warehousing. Warehousing is integrated at the Project level and also a directed warehouse is not possible. Besides that, Business Central stops when material is taken out of inventory (picked items are taken out of the warehouse and when posted items are taken out of inventory).
However, installation can also be part of the project. Often taking place at a, remote project site. To make installation interruptions as short as possible the required material must be shipped just in time, in the right sequence with the packages clearly indicating the contents. This means that picked and packed material can be waiting in the shipping area for some time before being moved to the Project site.
In another scenario material can be delivered by external suppliers to be shipped directly to the project site without being unpacked, stored, and picked again. In that scenario it is important to separate the cross-dock location by project or assign every project its own cross-dock location.
IEM offers integration on the Project Task level for basic and advanced warehousing scenarios including the possibility to deliver material from a Project Task, to a project site. With the added Transport and Deliveries feature goods can be packed into a container during picking and shipped with a Transport Order.

To summarize the added functionality in Project Control Suite:

On the location card you’ll find a To Project Bin Code and from the Project Task you can create an Inventory -, or a Warehouse Pick. This means that you can handle projects in the same way as production orders. Material to be consumed in the project first needs to be picked to the To Project Bin before the planning line can be posted.
When the Project Task planning line is set to the application type “Deliver” you can use the Pick Worksheet to select project planning lines type of Deliver. Based on the warehouse settings on the location card you create a warehouse - or an inventory pick to collect the items.
From the pick document you can open a container worksheet to create a container (box, pallet, crate, etc.) and add the picked items to this container. When the container is full set the status to closed and start a new container if required. For each container you can print a label indicating the content.
Posting the pick will create a Posted Delivery for the Project Task as well as post the Project Planning Line. From the Project Task you can still retrieve and monitor the status of the packed containers: Open, Closed, Loaded.
Containers can be added to Transport Orders. All containers with the same pick-up – and delivery address, shipping agent and – service as well as shipping date can be added to the same Transport Order. To plan multiple Transport Orders the Delivery Trip is available for all Transport Orders with the same shipping agent and – service.
On the Project Card you specify the cross-dock location for the project together with the cross-dock due date calculation date formula. For shipping you can set the method, agent, and service. The shipping methods are inherited on the Project Tasks together with the shipping address, when necessary this can be modified to give each Project Task its own set of shipping instructions.

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Warehouse Integration

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