Dynamics [AX] Process Flows

Warehouse Management I

Version 2.0
Task flows showing business & system processes
Symbols

System Manual Other

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or Process Task GAP
Manual
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Process

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Explorer Selected
Report Report

Border for
inherited symbol
Manual (link in hierarchy)
Decision Data Store
Decision

Process in
another Visio
Junction (Visio Name)
Warehouse

Warehouse

1.0 Maintain
Inventory Data

2.0 Process Items Moved to

Arrivals Quarantine

3.0 Material Item

Inspection inventory

Items Moved to 4.0 Manage Sales /

Inventory Stock Production
Order

Stock
7.0 Stock Count Adjustment

6.0 Stock Transfer 5.0 Pick & Ship

Transfer Order Materials

Posted
Pick
List

8.0 Inventory
9.0 Inquiries 10.0 Reports
Closing
Warehouse Management
1.0 Maintain Inventory Data

Inventory Administration

Maintain Maintain
Operational Site Operational
Sites Sites

Maintain Maintain
Warehouse
Warehouses Warehouses

Maintain 1.1 Maintain

Action? Items Items

Maintain Bills of Maintain

BOMS Materials BOMs
Warehouse Management
1.1 Maintenance Items

Inventory Administration

Item Type
Action?

Inventory
Model Group

Update Enter Product Item

Dimension
Product Type Details
Group
Information Information Updated

Requirement Unit of
To Maintain Measure
Item

Warehouse

Enter
Update Item
Warehouse Counting
Maintain Item Action? Warehouse Details Item Master
Type Group
Information Updated
Information

Locations

Configuration

Maintain
Update
Product Item Details
Configuration Colour
Configuration Updated
Information
Information

Size
Warehouse Management
2.0 Process Arrivals

Goods In

2.1 Plan
Expected
Arrivals

2.2 Register
Items to Inbound
Dock

Arrival in 2.3 Move Items to Items Moved to 3.0 Material

Progress Warehouse Quarantine Inspection

Items Moved to 4.0 Manage

Inventory Stock
Warehouse Management
2.1 Plan Expected Arrivals

Goods In

Make
Change Data
Arrival Change Decisions
Set Up View Results
Overview Range Over
Criteria
Arrivals
Warehouse Management
2.2 Register Items to Inbound Dock

Goods In

Supplier Purchased
Items

Customer Items
Returned

Move Items
Items into
Warehouse
Transfered Inbound
Dock

Items
Arrived

Select
Arrival
Order Start Arrival
Overview
Receipts

Arrival in
Progress

2.3 Move Items to

Warehouse
Warehouse Management
2.3 Move Items to Warehouse

Goods In

2.2 Register
Items to Inbound Assign Create Serial
Dock Serial Numbers
Numbers

Additional
Send Items to
Inspection
Quarantine
Arrival in Required
Progress

Create Arrival
Arrival Open Select Selected Enter Pick Journal Split Split Arrival
Journal from Action?
Overview Receipts Order Receipt Receipt Slip Lines Lines Registration
Receipts

Apply
Decision made
Disposition
Over Items
Code

Journal Lines

Items Item Moved to Quarantine

Post Arrival Items to 3.0 Material
Moved to ‘Quarantine’ Orders
Journal Quarantine? Inspection
Quarantine Warehouse ‘Started’

Items Moved Items Received Item 4.0 Manage

to Inventory into inventory Stock Stock
Warehouse Management
3.0 Material Inspection

Inspection

2.0 Item Receipt

Items Moved to
Quarantine
Split
Split Order Quarantine
Order
Inspect
Inspect Items
Items &
& Decide
Decide
Action
Action

Scrap Item Scrap Item

Item Moved to
Apply End
Quarantine Select Report as ‘Standard’ or
Action? Disposition Quarantine
Order Decision Finished ‘Return’
Code Order
Warehouse

Items to Change Item

be Reused Warehousentt inventory
to ‘Standard’

Items to Change
Be Returned Warehouse to
to Customer ‘Return’

4.0 Manage
Stock
Further Carryout
Quality
Tests
Tests Required Management
(Quality
Management)
(Warehouse)

Results of
Tests
Warehouse Management
4.0 Manage Stock

Warehouse

Opening Stock Balance / Cash 4.0

4.1
Manage
Movement
Sales
Purchase Accounting Journal
Orders

Material
2.0 Item Receipt
Receipt

4.2 Profit & Loss

Accounting of
Journal
Product Damage

3.0 Material Accepted Stock

Inspection Quantity Transaction?

Correction of Item 4.3 Transfer

Dimension Variation Journal

Stock
7.0 Stock Count
Adjustment

Inventory Receipt of BOM item 4.4 Bills of

and consumption of child items Materials Journal

Pick/Ship 5.0 Pick & Ship

Sales/Production Order Materials
Warehouse Management
4.1 Movement Journal

Warehouse

Stock
Transaction?

Opening Stock
Balance / Cash
Purchase Accounting

Enter Item Validate with

Movement Create Enter Offset Validate Posted
Code & Post Journal On-hand
Journal Journal Lines Account Posting Journal
Quantity Report
Warehouse Management
4.2 Profit & Loss Journal

Warehouse

Stock
Transaction?

Accounting of
Product Damage

Enter Item Validate with

Profit & Loss Create Enter Offset Validate Posted
Code & Post Journal On-hand
Journal Journal Lines Account Posting Journal
Quantity Report
Warehouse Management
4.3 Transfer Journal

Warehouse

Stock
Transaction?

Correction of Item
Dimension Variation

Enter Item Validate with

Transfer Create Enter Item Validate Posted
Code & Post Journal On-hand
Journal Journal Line Dimension Posting Journal
Quantity Report
Warehouse Management
4.4 Bills of Materials Journal

Warehouse

Stock
Transaction?

Inventory Receipt of BOM item

and consumption of child items

Enter BOM
Bills of Select BOM Posted Validate with
Create Item Code & Validate
Materials Report as Post Journal Journal On-hand
Journal Line Required Posting
Journal finished Report
Quantity
Warehouse
Sales Management
5.0 Pick & Ship Materials
Sales Orders

Warehouse

Sales 4.0
5.1Manage
Pick & Ship
Sales
Order Material
Orders
- Sales

5.2 Pick & Ship

4.04.0
Manage
Manage
Sales Sales/Production Type of Production 4.0 Manage Sales
Material –
Orders
Stock Order Order? Order Orders
Production

4.06.0
Manage
Transfer
Sales Transfer
Orders
Order Order

5.3 Pick & Ship

Transfer 4.0 Manage Sales
Material –
Order Orders
Transfer Orders

Posted
Pick List
Warehouse
Sales Management
5.1
5.0 Pick & Ship Materials
Sales Orders
- Sales

Warehouse Dispatch

Type of
Order?

Sales Order

Sales Print Picking Auto Pick Items Sales Print

Picklist Yes
Order List Registration? Items Picked Order Packing List

Manually
Record Packing List

Register
Inventory
Details
Print Bill of Print Bill of
Lading? Lading

Packing List &

Bill of Lading

Packing Items
List Only Dispatched

Shipped Sales
Order

Customer
Warehouse
Sales Management
5.2
5.0 Pick & Ship Materials
Sales Orders
- Production

Warehouse Dispatch

Type of
Order?

Production Order

Production Print Picking Auto Pick Items Production Print Picking

Picklist Yes
Order List Registration? Items Picked Order List

Manually Material
Record Movement
Register
Inventory
Details
Shop floor
(WIP)
Warehouse
Sales Management
5.3
5.0 Pick & Ship Materials
Sales Orders
- Transfer

Warehouse Dispatch

Type of
Order?

Transfer Order

Print Picking Auto Pick Items Print Picking

Transfer Picklist Yes Transfer
List Registration? Items Picked List

Manually Picking List

Record
Register
Inventory
Details
Print Bill of Print Bill of
Lading? Lading

Picking List &

Bill of Lading

Picking
Items
List
Dispatched
Only

Shipped Transfer
Order

Receipt
Warehouse
Warehouse Management
6.0 Stock Transfer

Warehouse

Shipment
Planned Firm Transfer From To
Transfer Order Select Select Verify Date & Mode
Transfer Order Order Warehouse Warehouse
of delivery

Verify

Item code & Posted

4.0
5.0Manage
Pick & Ship
Sales Receive Posting of Transfer
Transfer Verify Pick
Materials
Orders Material Receive Overview
Quantity List
Warehouse Management
7.0 Stock Count

Warehouse

Continuous
7.1 Cycle Count
Counting

Stock Type of
Inventory Stock 4.0 Manage
Levels Count?
Adjustment Stock

Year End
Stock Check 7.2 Tag Count
Warehouse Management
7.1 Cycle Count

Warehouse

Type of
Count?

Create Create
Continuous Expired Enter Expire
Expired
Counting Batch Period
Batches

Create
Create Items
Counting On Create On- Specify Item Locked
Counting Action? Lock Items? Yes Locked
Journal Hand hand Dimensions Items
Journal Lines from Use
Quantity

Create Enter No
Items Create Items Counting
Group

Counting Journal

Print Carryout Enter

Counting Items Stock Counting Stock
Counting Stock Counted Adjustments Post Journal
Sheet To Levels Journal Adjustment
Sheet Check Quantity
Count
Warehouse Management
7.2 Tag Count

Warehouse

Type of
Count?

2nd
Attach 1st Count
Count & Collect
Print Tags Tags Tags to & Update
Update Tags
Items Tag
Tag

Completed Tags

Create Enter Tag and

Resolve Item Counting Stock
Counting Item Counted Adjustments Post Journal
Variances Quantities Journal Adjustment
Journal Lines Quantity
Warehouse Management
8.0 Inventory Closing

Cost Accountant

Pre-
Check Open Check Cost
Closing Run Run Run Close
Quantities Prices
Actions

Enter Parameters

Close Inventory
Analyse
Inventory Value Report

Inventory
Recalculation Run Recalculation Analyse
Adjustments
Warehouse Management
9.0 Inquiries

Warehouse

Inquiries

On-hand Item Handling Transactions Transfer Orders Bills of Materials

Pallet Standard Transfer

Counting Picking Costing
Transport Trans Cost Postings Order
Journal List Sheet
Handling Trans History

Output
Orders Dimensions Forecast RFID

Carrier Serial Purchase Sales

Trans Info Batches TAG RFID
Number Forecast Forecast Transactions Exceptions
lookup Manager

Carrier
Issues Quality Management

Certificate Related Related Related

of Operation Operation Operation
Analysis Items Charges Time Sheets
Warehouse Management
10.0 Reports

Warehouse

Re por ts

Bills of M a te ria ls Q uality M a na ge m ent La be ls Pa c k ing Ma te r ial Fore c a s t

O n Ha nd Sta tus Ana ly s is Pr ic e / Dis c ount Tra ns fe r O rde rs
Ba s e Da ta Tra ns a c tions Statis tic s

Inv e ntory
O n Ha nd by Ite m Sa le s Fore c a st Tra ns fe r
Inv e ntory Pa c k ing
Ba s e Da ta Cos ting group Phy s ic a l Inv e ntor y Inv e ntory Va lue AB C Pr ic e / Non Pur cha s e Fore c a s t
Tra ns a c tion Inv e ntory Coun ting Loc a tion M a teria l O ve r vie w
Aging Cla s s ific a Dis c ount Line s Conf orm a nc e
Sta tis tic s La be l We ight -
Re por t - tion Se tup re por t
Sa le s

Inv e ntory
Phy s ic a l Inv e ntory AB C Pa c k ing
Cr itic al O n by Ite m Non Pur cha s e Sa le s
Q uan tity Inv e ntory Va lue pe r Cla s s ific a Whe re Pa lle t M a te ria l
Ite m Pric e s Adjus tm e nts Ha nd dim e ns ion Inv e ntory Va lue Conf orm a nc e Fore c a s t pe r Fore c a s t pe r Shipm e nt
Se tup by Ite m Ite m - tion Us e d La be l We ight -
Inv e ntory a ging Ta g Ite m Ite m
group group loc a tions Pur cha s e
re por t

Phy s ic a l Inv e ntory Fix e d

Cos t Inv e ntory
Pic k ing Shipm e nt O rde re d Ite m s in Inv e ntory Va lue pe r Re c e ipt Pa lle t Pa c k ing
Ca te gor y Va lue BO M Cor re c tion Fore c a s t / Fore c a s t /
Loc a tions Lis t Ite m s Q uar a ntine by Ite m Ite m Pr ic e La be l M a te ria l Fee Re c e iv e
Ra te s Sta te m e nt Ca lc ula tion Re por t Cur re nt Cur re nt
Dim e ns ion dim e ns ion De v ia tions (RFID ) Ca lc ula tion

Ac c ount Indire c t Se ria l

Dim e ns ion Cos t R a te Spe c ific a tion Spe c ify
Inv e ntory Da te Num be r Fore c a s t / Fore c a s t /
Va lida tion a nd Ra tio Re s e rv a tions of Phy s ic a l Inv e ntory
M ov e me nt Ite m s La be l Fore c a s t Fore c a s t
Q uan tity Va lue (RFID )

Inv e ntory
Va ria nc e
Inv e ntory v a lue of
Ana ly s is
J ourna l Cha r ged
Sta te m e nt
Ite m s

Inv e ntory
Link e d v a lue of
Dime ns ion Pos ted
Va lida tion Se rv ic e
Ite m s