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Cross docking

Overview

Cross docking is a warehouse process in which the items required to fulfil an outbound order are automatically directed to the outbound bay door or staging area from the receiving location of the inbound order. The inbound orders for the cross-docking can be purchase orders, transfer orders or production orders. When these orders are received at the receiving area of the warehouse, cross docking ensures that those items are moved from the receiving area and put into the shipping location or staging area without storing those items.

Setup

to configure Dynamics 365 for cross-docking, the following areas will need to be set up. All of these are included in other questions in this survey apart from the Cross-docking template.

  • Cross-docking template
  • Work class
  • Work template
  • Cross-docking location
  • Location directive
  • Mobile device menu items
  • Mobile device menu
  • Workers

The Cross-docking template contains the set of rules applicable for Cross-docking. You can define multiple Cross-docking templates depending on the requirements. To define the Cross-docking template, navigate to Warehouse management > Setup > Work > Cross-docking templates.

Some of the key fields on this screen include:

  • Warehouse: Determines which warehouses or groups of warehouses this cross-docking template is applicable for.
  • Demand requirements: Marking or Order reservation. This setting determines whether the sales order line should be marked or reserved against the supply order
  • Work creation locating type: Shipment locations or location directives. This field determines where the put location on the cross-docking warehouse work will be derived from i.e. the shipment location on the outbound order or from the location directives.
  • Work template. This can be used to enforce a particular work template to be used to create the warehouse work. If left blank then the usual work template queries will be used to find an applicable work template.
  • Supply sources: Purchase order, transfer order receipt, production order or Co-product production. This will determine which supply transactions will trigger the cross-dock warehouse work to be created. In this example when a purchase order is received.
  • Edit query. The query will allow this cross-dock template to be used for specific criteria e.g. specific items

Once all the above-related configuration is complete, when a purchase order is received in warehouse 24 for the specific items in the Edit query, the cross-docking warehouse work will be created to pick the required quantity from the purchase receiving location and put it to the bay door location ready for shipping. Additionally, if there is any remaining quantity from the purchase receipt, the standard warehouse work to put away to storage would also be created.

Learning with Microsoft

Further information related to cross docking can be found on Microsoft Learn via the URL below.

Planned cross docking – Training | Microsoft Learn