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Raw material picking

Overview

Work for kits or raw material picking is generated during the Release to warehouse process. It’s important to note that work is only generated for the quantity of material that is physically reserved for the production order at the time the order is released. When released to the warehouse, Dynamics 365 will first determine whether the material is already available at the production input location; if it is then no warehouse work is required so the material is picked immediately from that location. If the material is not already in the production input location then warehouse work is created to move from the warehouse locations to the production input location.

Setup

The point at which the warehouse work is created is controlled by a few parameters in Production control > Setup > Production control parameter

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Reservation parameter

For raw material warehouse work to be created at all, the raw materials must be reserved against the works order. The Reservation parameter controls the default automatic reservation principle.

That is, when you create a new works order, you’re prompted to select the reservation principle that should be applied to that order and all its BOM lines or formula lines. This will default from the above parameter setting.

Four stages of the works order can be selected for reservation; when the works order is estimated, scheduled, released or started. As the works order needs to be at a status of at least Released for warehouse work to be created, this is often the option that is selected.

The other alternative is to not perform any automatic reservation by selecting the Manual option. The material reservations will need to be carried out manually before any warehouse work can be created.

It is also possible to override this default reservation principle for some or all of the items on the production BOM. For example, a works order may have some BOM items which are consumed directly from a location and therefore no warehouse work is required – the reservation principle would be set to manual. For the other BOM items, warehouse work is required and therefore would be set to one of the other options (Estimation, Scheduling, Release or Start).

This override is achieved via the Item Model Group which is set against each of the released products.

Release to warehouse > Production line release parameter

Once the raw material has been reserved, the two release to warehouse settings control if and when the warehouse work is created.

  • Production line release – this has two options:
    • On works order release – warehouse work will be created when the works order status is set to Released, some or all of the raw material has been reserved (depending on the Requirement for material reservation setting), and there is not sufficient quantity already in the required location
    • Batch job or manually controlled – warehouse work will either need to be created manually from the All works orders screen:

Or alternatively, scheduling the Release to warehouse with a batch job via Production control > Periodic tasks > Release to warehouse > Automatic release of BOM and formula lines. As with all batch jobs, you can specify various parameters, which records to include and how often the batch job should run.

Release to warehouse > Requirement for material reservation parameter

Once the raw material has been reserved, the two release to warehouse settings control if and when the warehouse work is created.

  • Requirement for material reservation – this has three options:
    • Allow partial reservation – will allow warehouse work to be created if some or all of the raw material lines have been partially reserved.
    • Require full reservation – warehouse work will only be created if all of the raw materials lines have been fully reserved.
    • Use production BOM value – will allow each line of the production BOM to have its own setting as to whether partial or full reservation is required.

Picking process

The actual makeup of the picking process i.e. the pick and put steps that the worker needs to perform, is controlled by the work templates. The example below shows the work template for warehouse 51 requires the worker to pick from a location and put it to the end of the aisle, and then another worker would pick from the end of the aisle and put it to the production input location. As many work templates (and location directives) with as many steps as necessary can be created.

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