Location product dimension mixing

Article
02/01/2023

Location product dimension mixing is location profile functionality that helps improve location management when product variants or products that have dimensions are used, such as in the fashion industry. It lets you decide whether configurations, colors, styles, and sizes can be mixed for a specific location profile, or whether just one of these dimensions or a combination of them can be put to the same location.

Turn the Location product dimension mixing feature on or off

To use the functionality described in this article, the Location product dimension mixing feature must be turned on for your system. As of Supply Chain Management 10.0.25, this feature is mandatory and can't be turned off. If you're running a version older than 10.0.25, then admins can turn this functionality on or off by searching for the Location product dimension mixing feature in the Feature management workspace.

Setup

Every location in the warehouse needs to have a location profile associated with it that describes the properties of the location. Therefore, all locations that use the same location profile will be able to allow product dimension mixing after it has been set up.

Configure location profiles to allow product dimension mixing

Go to Warehouse management > Setup > Warehouse > Location profiles.
In the list of location profiles, select BULK.
On the Action Pane, select Edit.
On the General FastTab, set the Enable location product dimension specific mixing option to Yes.

Note

You can set this option to Yes only if the Allow mixed items option is set to No.
On the Allowed product dimension mixing FastTab, set the Size option to Yes. In the scenario that is described in this article, mixing can be done only for products that have different Size dimensions. However, other options are also available.
Select Save.

Create a new product master and product variants

Go to Product information management > Products > Product masters.
On the Action Pane, select New to create a product master.
In the New product dialog box, set the following values:
- Product type: Item
- Product subtype: Product master
- Product number: B0001
- Product name: B0001 Size
- Product dimension group: Size
- Configuration technology: Predefined variant
Select OK.
On the Product details page, on the General FastTab, set the following values:
- Generate variants automatically: Yes
- Size group: CASUALDHIR
To view the predefined variants, on the Action Pane, select Product variants.

The Product variants page appears and shows a list of variants from the configuration of the size group.

Release products to the USMF company

On the Action Pane, select Release products.
On the Select products to release page, confirm that product number B0001 is in the list, and then select Next.
Select Next to confirm the product variants to release.
On the Select companies to release to page, select USMF, and then select Next to confirm the selection.
On the Confirm selection page, select Finish to complete the release.

You receive an "Operation completed" message.

Update a released product in the USMF company

Make sure that you're signed in to the USMF company.
Go to Product information management > Products > Released products to finish creating the released product.
Find and select item number B0001 to open the Released product details page.
On the Action Pane, select Edit.
On the General FastTab, make sure that the Item model group field is set to FIFO.
On the Action Pane, on the Product tab, in the Set up group, select Dimension groups.
Set the following values:
- Storage dimension group: Ware
- Tracking dimension group: None
Select OK.
On the Action Pane, on the Product tab, in the Set up group, select Reservation hierarchy.
Set the Reservation hierarchy field to Default, and then select OK.
On the General FastTab, in the Administration section, notice that your selections have been updated.
On the Purchase FastTab, in the Price field, enter 10.
On the Manage costs FastTab, in the Item group field, enter Audio.
On the Purchase FastTab, in the Price field, enter 10.
On the Warehouse FastTab, in the Unit sequence group ID field, enter ea.
Select Save.

Create a location directive

Go to Warehouse management > Setup > Location directives.
In the left pane, in the Work order type field, select Purchase orders.
In the list, select the location directive that is named 24 PO Direct.
On the Location Directive Actions FastTab, select New to add a line to the grid.
On the new line, set the following values:
- Sequence number: 1
  
  The new line should be in front of the previously existing line. To make the change, use the Move up and Move down buttons on the toolbar, or change the existing line's Sequence number value to 2.
- Name: Put to BULK Location profile
- Fixed location usage: Fixed and non-fixed locations
- Allow negative inventory: Clear this check box (=No)
- Batch enabled: Clear this check box (=No)
- Strategy: None
While the new line is still selected, select Edit query above the grid.
In the query dialog box, on the Range tab, select Add to add a line to the grid.
On the new line, set the following values:
- Table: Locations
- Derived table: Locations
- Field: Location profile ID
- Criteria: BULK
Select OK.
On the Location directives page, on the Action Pane, select Save.

Note

On the Location Directive Actions FastTab Strategy field, if you use the Consolidate location strategy, the setup of the Allowed product dimension mixing FastTab on the Location profiles will be overridden, and items will be put to the same location even if this behavior isn't allowed by the setup.

Go to Warehouse management > Setup > Mobile device > Mobile device menu items.
On the Action Pane, select New to create a menu item to use for sorting.
In the header, set the following values:
- Menu item name: PO line receiving
- Title: PO line receiving
- Mode: Work
- Use existing work: No
On the General FastTab, set the following values:
- Work creation process: Purchase order line receiving and putaway
- Generate license plate: Yes
Select Save.

Go to Warehouse management > Setup > Mobile device > Mobile device menu.
In the list of menus, select Inbound.
On the Action Pane, select Edit.
In the Available Menus And Menu Items list, find and select the PO line receiving menu item.
Select the right arrow button to move the PO line receiving menu item to the Menu Structure list. In this way, you add your new menu item to the selected menu.
Select Save.

Scenario

This demo scenario shows how two different product variants can be put to the same location when the location profile doesn't allow for mixed items, but the Location product dimension mixing feature is enabled. In this case, you will use the Size variant as the criterion.

Before you begin, make sure that there are empty locations in warehouse 24 that use the BULK location profile.

Create a purchase order

You will create a purchase order that has three lines: two lines for the same product number but different Size variants, and a third line for a different product that has no variants.

Go to Accounts payable > Purchase orders > All purchase orders.
On the Action Pane, select New.
In the Create purchase order dialog box, set the following values:
- Vendor account: 1001
- Warehouse: 24
Select OK.
The purchase order is created, and a new line is added on the Purchase order lines FastTab. Make a note of the purchase order number.
On the new line, set the following values:
- Item number: B0001
- Size L
- Quantity: 2
Select Add line above the grid to add a second purchase order line, and set the following values:
- Item number: B0001
- Size XL
- Quantity: 2
Select Add line to add a third purchase order line, and set the following values:
- Item number: A0001
- Quantity: 1

1.Select Save.

Receive purchase order lines in the Warehouse Management mobile app

Sign in to the Warehouse Management mobile app as a user who is enabled for warehouse 24.
Select the Inbound menu.
Select PO Line receiving.
Select the PONUM field, and then enter the purchase order number.
Confirm your entry by selecting the confirm button ( ✔ ) at the bottom of the page.
Enter the line number from the purchase order that is being received. Select the LINENUM field, and then use the number pad to enter 1.
Confirm your entry.
Enter the quantity to receive. Select the plus sign (+) button two times to increase the value in the Qty field to 2.
Register your entry by selecting the button ( ✔ ) at the bottom of the page, and then confirm your entry by selecting the button ( ✔ ) again.
View the information on the Purchase orders: Put page. This page shows the work that has been created for the put-away (Work 1).

The location where the received item will be put away, the license plate, the item, the size, and the quantity of the PO Line receiving task that you just completed are shown.
Confirm the put-away work.
Repeat the steps 4 through 11 for the purchase order line 2. However, in step 8, specify a quantity of 1.

New put-away work (Work 2) is created for the same location as Work 1.
Repeat the steps 4 through 11 again for purchase order line 2. In step 8, specify the remaining quantity of 1.

New put-away work (Work 3) is created for the same location as Work 1 and Work 2. This behavior occurs because the Consolidate location directive strategy is used, and the Allowed product dimension mixing FastTab on the Bulk Location profiles setup allows the Size variant to be mixed on a location.
Repeat the steps 4 through 11 for purchase order line 3. In step 8, specify a quantity of 1 for item number A0001.

New put-away work (Work 4) is created for a different location than the location that is used for purchase order lines 1 and 2. This behavior occurs because the location profile doesn't allow for mixed products, but it does allow for mixed dimensions of the same product master.
Select the Menu button at the top of the page (sometimes referred to as the hamburger or the hamburger button), and then select Cancel to exit PO Line receiving.

Tip

You can repeat this scenario, but this time, set Size - No under the Allow product dimension mixing FastTab on the BULK Location profiles, so that none of the product dimensions can be mixed. In this case, when you receive the purchase order, each product variant will be put to a new location.