Edit

Configure locations in a WMS-enabled warehouse

Note

Community interest groups have now moved from Yammer to Microsoft Viva Engage. To join a Viva Engage community and take part in the latest discussions, fill out the Request access to Finance and Operations Viva Engage Community form and choose the community you want to join.

This guide shows you how to configure the location setup for a new WMS-enabled warehouse (a warehouse that uses warehouse management processes (WMS)). A warehouse manager typically performs this process. You can run this guide in demo data company USMF or on your own data. Ensure that you have at least one configured site.

Note

For a full guide on how to set up the Warehouse management module, see Get started with setting up the Warehouse management module.

Create a new warehouse

  1. Go to Inventory management > Setup > Inventory breakdown > Warehouses.
  2. Select New.
  3. In the Warehouse field, enter a value.
  4. In the Name field, enter a value.
  5. In the Site field, select or enter an existing site value.
  6. Expand the Warehouse section.
  7. Set the Use warehouse management processes option to Yes. This setting enables you to run warehouse management processes (WMS) by using warehouse work and mobile devices.
  8. Close the page.

Define a location format

  1. Go to Warehouse management > Setup > Warehouse > Location formats. Location formats are a naming system that you use to create unique and consistent names for the different location bin positions within a warehouse. Use separators as part of the location format to make it easier to identify components of the location, such as the aisle number. In this example, you create a name with four components. For example, these components could be aisle, rack, shelf, and bin.
  2. Select New.
  3. In the Location format field, enter a value.
  4. In the Name field, enter a value.
  5. In the Segment description field, enter a value. This field describes what the first component of the location name represents. For example, it could be Aisle.
  6. In the Length field, enter a number. This field determines how many characters this part of the location name must have. The total of all components in the name, including the separators, can't exceed 10 characters.
  7. In the Separator field, enter a value. This field determines which character or symbol is used between the first and second component of the name.
  8. In the Details section, select New.
  9. In the Segment description field, enter a value.
  10. In the Length field, enter a number.
  11. In the Separator field, enter a value.
  12. In the Details section, select New.
  13. In the Segment description field, enter a value.
  14. In the Length field, enter a number.
  15. In the Separator field, enter a value.
  16. In the Details section, select New.
  17. In the Segment description field, enter a value.
  18. In the Length field, enter a number.
  19. Select Save.
  20. Close the page.

Define location types

  1. Go to Warehouse management > Setup > Warehouse > Location types. Use location types as filtering options to control different warehouse management processes. At a minimum, create staging and final shipping location types to define the outbound warehouse management process.
  2. Select New.
  3. In the Location type field, enter a value.
  4. In the Description field, enter a value.
  5. Close the page.

Define location profile

  1. Go to Warehouse management > Setup > Warehouse > Location profiles. The definition of location profiles is very important. You can control grouped locations capacity and the policies related to what inventory gets stored and how it's stored. Use location profiles as filtering options to control different warehouse management processes. At a minimum, create a user location profile to enable WMS.
  2. Select New.
  3. In the Location profile ID field, enter a value.
  4. In the Name field, enter a value.
  5. In the Location format field, select the dropdown to open the lookup.
  6. In the list, find and select the desired record.
  7. In the list, select the link in the selected row.
  8. In the Location type field, select the dropdown to open the lookup.
  9. In the list, find and select the desired record.
  10. In the list, select the link in the selected row.
  11. Select or clear the Allow mixed inventory statuses check box. Enable this option if you want to allow mixed inventory status values in the locations grouped by this location profile.
  12. Select or clear the Override rules for batch days check box. Enable this option to override the rule for how many days the inventory batch expiration dates can differ and to allow mixing of inventory batches that don't obey this rule.
  13. Select or clear the Allow cycle counting check box. Enable this option to allow cycle counting processing in all the locations grouped by this location profile.
  14. Expand or collapse the Dimensions section. The Dimensions tab allows you to define parameters and methods to enable precise calculations of the load capacity within each of the locations.
  15. Close the page.

Enable warehouse management parameters

  1. Go to Warehouse management > Setup > Warehouse management parameters. To process warehouse work, set parameters for the user location profile, the staging location type, and the final shipping location type. When the outbound process ends at the final shipping location type that you define, the related outbound transactions update to "Picked".
  2. Expand the Location profiles section.
  3. In the User location field, select the dropdown to open the lookup.
  4. In the list, select the link in the selected row.
  5. Expand the Location types section.
  6. In the Staging location type field, select the dropdown to open the lookup.
  7. In the list, select the link in the selected row.
  8. In the Final shipping location type field, select the dropdown to open the lookup.
  9. In the list, select the link in the selected row.
  10. Close the page.

Define warehouse zone groups

  1. Go to Warehouse management > Setup > Warehouse > Warehouse zone groups. Warehouse zones can be filters for options to control the different warehouse management processes. You need to create a zone group before you can define a zone.
  2. Select New.
  3. In the Zone group ID field, type a value.
  4. In the Zone group name field, type a value.
  5. Close the page.

Define warehouse zones

  1. Go to Warehouse management > Setup > Warehouse > Zones.
  2. Select New.
  3. In the Zone ID field, enter a value.
  4. In the Zone name field, enter a value.
  5. In the Zone group ID field, select the dropdown to open the lookup.
  6. In the list, find and select the desired record.
  7. In the list, select the link in the selected row.
  8. Close the page.

Create locations using the Location setup wizard

  1. Go to Warehouse management > Setup > Warehouse > Location setup wizard.
  2. In the Warehouse field, select the dropdown to open the lookup.
  3. In the list, find and select the desired record.
  4. In the list, select the link in the selected row.
  5. In the Zone ID field, select the dropdown to open the lookup.
  6. In the list, find and select the desired record.
  7. In the list, select the link in the selected row.
  8. In the Location profile ID field, select the dropdown to open the lookup.
  9. In the list, find and select the desired record.
  10. In the list, select the link in the selected row.
  11. In the list, mark the selected row.
  12. In the From number field, enter a number. The From number and To number fields define how many locations will be created. For example, if you set From number to 1 and To number to 3 for all four lines in the location format, 81 locations will be created (3x3x3x3).
  13. In the To number field, enter a number.
  14. In the list, find and select the desired record.
  15. In the From number field, enter a number.
  16. In the To number field, enter a number.
  17. In the list, find and select the desired record.
  18. In the From number field, enter a number.
  19. In the To number field, enter a number.
  20. In the list, find and select the desired record.
  21. In the From number field, enter a number.
  22. In the To number field, enter a number.
  23. Select Create.

Create locations manually

  1. Go to Warehouse management > Setup > Warehouse > Locations. You can easily create locations within a warehouse. You must enter the location name and the location profile ID.
  2. Select New.
  3. In the Warehouse field, enter a value.
  4. In the Location field, enter a value. You're creating a new location, so enter a new unique name instead of selecting an existing one.
  5. In the Location profile ID field, enter a value.
  6. Close the page.

Define pack size categories

  1. Go to Warehouse management > Setup > Warehouse > Pack size categories. Use pack size categories to group items that have similar physical packing sizes. In this example, the pack size category controls the capacity at the picking locations within a specific zone of the warehouse. Assign the pack size category ID to the released product entity to use it as part of the stocking limits processing.
  2. Select New.
  3. In the Pack size category ID field, enter a value.
  4. In the Pack size category name field, enter a value.
  5. Close the page.

Define location stocking limits

  1. Go to Warehouse management > Setup > Warehouse > Location stocking limits. Location stocking limits help ensure that work isn't created that requests inventory to be put in a location that doesn't have the physical capacity to carry the inventory.
  2. Select New.
  3. In the Warehouse field, enter a value.
  4. In the Location profile ID field, enter a value.
  5. In the Pack size category ID field, enter a value.
  6. In the Quantity field, enter a number.
  7. Select Save.
  8. Close the page.

Note

You can allow stocking limits to be exceeded for specific locations for replenishment work. For more information, see Location stocking limits and Replenishment over location capacity.

Define fixed picking locations

  1. Go to Warehouse management > Setup > Warehouse > Fixed locations. You can define the locations to use for each product or each product variant. You can create multiple fixed locations for the same product within the same warehouse.
  2. Select New.
  3. In the Item number field, enter a value.
  4. In the Warehouse field, enter a value.
  5. In the Location field, select the dropdown to open the lookup.
  6. In the list, select the link in the selected row.
  7. Close the page.

Define location blocking causes

Assign each location Input blocked and Output blocked causes. These causes affect warehouse management business processes and determine whether you can use that location for input and/or output. One reason to block a location is that it requires maintenance. To set up the blocking causes that you can use for locations, follow these steps:

  1. Go to Warehouse management > Setup > Inventory > Blocking causes.
  2. Select New.
  3. In the Cause of blocking field, enter a short name that identifies the cause. This value appears when setting up the location.
  4. In the Description field, enter a short description.
  5. In the Policy field, select one of the following values:
    • Do not use for warehouse work – Locations blocked for this cause aren't blocked when processing warehouse work.
    • Also use for warehouse work – Locations blocked for this cause are also blocked when processing warehouse work.
  6. Close the page.
  • Last updated on