Unplanned stock movement in Advanced warehouse management AX 2012 R3.

“Tote that barge. Lift that bale”.

Although most warehouse movements are a planned put-away or a pick, occasionally you’re going to want to move inventory from one location to another.

Here’s the process. Let’s start with the setup we need.

First we need a ‘Work class’. Go to Warehouse management > Setup > Work > Work classes:


You need a Work class with a Work order type of ‘Inventory movement’.

Next we need a ‘Movement type code’. Warehouse management > Setup > Inventory > Movement types:


 

Of course we need a Mobile device menu item. Warehouse management > Setup > Mobile device > Mobile device menu items:


Create a Mobile device menu item called Warehouse transfer and tick ‘Use existing work’. Link to your Inventory movement Work class ID.

And you’ll add that menu item to a suitable menu (e.g. Inventory). Warehouse management > Setup > Mobile device > Mobile device menu:


Now we’re ready to create our movement work. Go to the View on-hand form. Warehouse management > Inquires > On hand by location:


Note. This on-hand form only shows items in Warehouse management enabled warehouses.

Select your location. On-hand by location > Right-click > View details, or Warehouse management > Setup > Warehouse setup > Locations:


 

Click the ‘Create inventory movement work’ button on the Location form. The system displays the Create inventory movement work form:

 

Enter the Quantity to be moved; To location; and Movement type code.
Click Create work:

Now let’s perform that work in the mobile client. My menu looks like this:

Obviously I select ‘warehouse transfer’ and enter a work id:

Note. When you setup the Mobile device menu item, if you had chosen a ‘Directed by’ of ‘System directed’ instead of ‘User directed’ then the system would simply display the next work item to the user.

Our first work step is a pick:

Here there’s another option you could have set when you setup the Mobile device menu item: ‘Work confirmation setup’ – but because I’m not being asked to confirm anything here, I’m straight onto the put:

We’re done:

Just in time for a rousing chorus of “Ol’ Man River”


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2 thoughts on “Unplanned stock movement in Advanced warehouse management AX 2012 R3.

  1. Hi Tim,

    Nice article.

    I have one question here. Suppose user wants to move 10 quantity of serialized item. When i try it out, system asks For Location, Item Quantity, then serial number and then To Location. It behaves like if i have to move serialized item, system move it one by one. The expectation was Scan From Location, enter Item and Quantity, Scan all 10 serial numbers and finally scan To Location. Can AX be configured like that?

    Thanks,
    Pranav

    Like

    • Hi Pranav, I think you’d have to build a licence plate out of the 10 serialised items and then move them by licence plate – but I’m not working on Advanced warehousing at the moment. Post your question in the Dynamics AX Community forum. Hopefully you’ll get a response there.
      Tim

      Like

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