Using work pool IDs to Filter Warehouse Work by Production Line in Microsoft Dynamics 365 Supply Chain Management

Posted on: January 24, 2024 | By: Fred Liu | Microsoft Dynamics AX/365, Microsoft Dynamics Manufacturing

This blog will guide you through using work pool IDs to filter warehouse work by production line in Microsoft Dynamics 365 Supply Chain Management (D365).

In a rapid pace manufacturing environment, work lists can quickly become overwhelming to mobile device users. Thankfully, D365 offers flexible ways to create and manage work lists within their mobile device menu items.  

We will explore the process of effectively sorting “pick and put” work based on production lines. The end user will have the ability to select their specific production line menu item to view and complete work. 

D365’s Work Pool IDs allow the filtering of work in this process. It is important to note that these work pool IDs are flexible and can be used in many warehouse instances. 

Some prerequisites: 

  • WMS enabled Warehouse 
  • Location Directives setup 
  • Production Line locations created in warehouse 
  • Inventory tied to production line location prior to pick work 
  • Work Classes created 
  • License plate tracking enabled on Location profile ID for each production line location 

Method  

1.1 Start by creating a work pool ID for each production line on the Work Pools screen (Warehouse Management à setup à Work à Work Pools). These ID’s do not drive any system functionality but can be useful in sorting work a variety of ways.

2.1 Next, navigate to the Work Templates screen (Warehouse Management à setup à Work à Work Templates). Create sales order work templates for each production line, tying the appropriate Work Pool IDs. Each Work Pool should have a pick and put line, and each line must be tied to a Work Class ID.

 

2.2 Sequencing of work templates would be irrelevant in a scenario where locations across each work template are mutually exclusive. In scenarios involving work that may be categorized under multiple templates, ensure that the desired work template has a lower sequence number for accurate capture.  

2.3 To ensure proper work assignments, perform a query for the production line location on each work template line. Select the first work template and choose ‘Edit Query’ at the top of the screen. Apply a filter based on the location table and field, then enter the production line 1 location. Repeat this step for each production line. 

2.4 With these templates in place, the proper Work Pool ID will be linked to each new Work ID.

3.1 Now that work pools are in place, navigate to the Mobile Device Menu Item screen (Warehouse Management à setup à Mobile Device à Mobile Device Menu Items). Properly name your menu items; the ‘Title’ will appear within the mobile device. Select the ‘Indirect’ mode and create a ‘Display open work list’ mobile device menu item. Finally, input your sales order work class. Repeat for each production line. 

3.2 Next, query the mobile device menu items by work pool. Once more, select ‘Edit Query’ on the top of the page. Using the work table, filter to the ‘Work Pool ID’ field and enter the applicable ID. Repeat for each production line. 

4.1

Work has now been assigned by production line location within the mobile device menu items. Mobile device menus can now be created/edited to contain the production line menu work list items. 

Next Steps:

If you want to learn more about how to use work pool IDs to filter warehouse work by production line 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.