Understanding Over-Picking in Microsoft Dynamics 365 Supply Chain Management: A Guide for Efficient Warehouse Management

Posted on: September 11, 2023 | By: Fred Liu | Microsoft Dynamics AX/365, Microsoft Dynamics Manufacturing

Microsoft Dynamics 365 Supply Chain Management (SCM) is continuously evolving, and one of its awaited features will be released in version 10.37: the ability to over-pick materials for production and batch orders. This blog will explain how warehouse managers can allow and set limits on over-picking raw materials in Microsoft Dynamics 365 Supply Chain Management.

Over-picking happens when workers pick more material than a production order dictates. This can be beneficial in scenarios like picking up to the nearest packing unit or clearing out nearly empty locations. With Dynamics 365 SCM’s new feature, warehouse workers can now utilize the Warehouse Management mobile app to over-pick raw materials whenever they need. Workers are notified if they exceed specified thresholds that warehouse managers set, promoting efficiency and productivity.

Setting Up Over-Picking: A Quick How-to Guide

1. Prerequisites: Before diving into the over-picking realm, ensure:

• Your system runs on SCM version 10.0.37 or newer.
• Activate the over-pick materials for production orders and batch orders feature under feature management.
• The desired products for this feature should be enabled for warehouse management processes (WMS).

2. Enable Over-Picking for Workers:

• Navigate to Warehouse management > Setup > Worker.
• Choose the worker for this feature.
• Within the Users FastTab, pick the appropriate user account that is allowed to over-pick.
• On the Work FastTab, turn on the ‘Allow production over picking’ by clicking the Yes option.

3. For Mobile Devices:

• Head to Warehouse management > Setup > Mobile device > Mobile device menu items.
• Either create a new item or choose an existing mobile device menu item in the list pane.
• Ensure the ‘Allow over pick’ option is activated on the General FastTab.

4. Setting and Overriding Over-Picking Thresholds: For every product, you can set an over-picking limit to dictate how much a worker can exceed the designated amount. This threshold can be adjusted for products listed in a bill of materials (BOM). Upon generating a production order, the over-picking limit for items in that product’s BOM is derived either from the item directly or from any override value present in the product’s BOM. This limit is expressed as a percentage of the assigned quantity for the production request.

When making a production order, the system determines the over-picking threshold from either the product or the product’s BOM.

• For a product’s threshold, go to Product Information management > Products > Released products, open the product that you want to set the over-picking threshold for, then adjust the ‘Material over picking (%)’ field.

For BOM line overrides follow these steps:

• Visit Product Information management > Bill of materials and formulas > Bill of materials.
• Choose the desired BOM to modify the over-picking limit.
• In the “Bill of material lines” FastTab, choose the specific BOM line for threshold adjustment.
• Within the “Line details” FastTab, under the “Setup” section:
  • Activate the “Override” option.
  • Input your preferred value in the “Material over-picking (%)” field. Note that this value will replace the default limit for the product when the BOM line is part of a production order.

5. Determining Staging and Over-Picking Policies: Warehouse managers have the liberty to specify how materials should be allocated, depending on the location type (license-plate-controlled or not).

 

Next Steps:

If you want to learn more about understanding over-picking in Microsoft Dynamics 365 Supply Chain Management, contact us here to learn how we can help you grow your business. You can also email us at info@loganconsulting.com or call (312) 345-8817.

---

---