Introducing Tracked components for Dynamics 365 Supply Chain Management

Introducing Tracked components for Dynamics 365 Supply Chain Management

This article is contributed. See the original author and article here.

Editor: Denis Conway

Empower your manufacturing journey with Tracked Components: Unveiling the future of precision, compliance, and efficiency in Dynamics 365 Supply Chain Management

Introduction

We’re thrilled to unveil the public preview of our latest feature, Tracked Components, as part of our manufacturing capabilities in Dynamics 365 Supply Chain Management. This feature, released in version 10.0.40 on April 26 2024, streamlines the process of registering batch and serial numbers for components used in manufacturing processes, seamlessly matching them to the batch and serial numbers for the finished products being produced.

Enhanced track and trace capabilities in manufacturing offer a compelling value proposition. They provide real-time visibility into the supply chain, ensuring quality control, regulatory compliance, risk mitigation, enhanced productivity, and improved customer satisfaction. These systems empower manufacturers to optimize operations, reduce errors, and base decisions on data, ultimately leading to increased efficiency and superior products.

Boosting Manufacturing Precision with Tracked Components

At Contoso Inc., Jody, responsible for assembling loudspeakers, must register the serial numbers of the components used and match them to the speaker’s serial number during assembly.

Jody selects the assembly job she is working on in the Production Floor Execution interface and open the Tracked components page. First, Jody scans the serial number of the speaker, and then the serial numbers of the two tracked components used in the assembly. The association between the serial numbers of the components and the serial number of the speaker is now complete. As Jody completes the assembly job, all the serial numbers Jody registered are automatically deducted from inventory and consumed.

During quality inspection, an issue is discovered with on one of the speakers Jody assembled early that day. Peter, the quality supervisor, opens the Item tracing report and scans the serial number of the affected speaker to trace the component serial numbers used for further inspection.

Additional information
  • Batch and serial numbers can be registered as tracked components in both production and batch orders.
  • This feature is accessible in both the web client and the production floor execution interface. Within the web client, the interface for registering tracked components is accessible from various points such as routes, jobs, picking list journals, start and report as finished dialogs, and the current operations page.
  • Batch and serial numbers can be registered using either the keyboard or barcode scanning operations. The feature supports GS1 barcodes, enhancing efficiency by reducing the number of scans required during the registration process.
  • This feature is prepared for integration to the Traceability add-in for Dynamics 365 Supply Chain Management. The Traceability feature (coming in 2024) seamlessly integrates with the tracked components feature, offering visibility into the genealogy tree, also known as the As-Built BOM structure. This integration enables tracking of the assembly process throughout manufacturing. Furthermore, the feature includes forward and backward search capabilities against the genealogy tree. This empowers manufacturers to not only trace product histories but also manage component associations with greater precision.
Image: Preview – Traceability Feature – coming in 2024

Key Business benefits to utilizing Tracked Components

Benefits of Introducing Tracked Components in Manufacturing for Dynamics 365 Supply Chain Management:

  • Enhanced Efficiency: Tracked Components streamline the process of registering batch and serial numbers for components used in manufacturing processes. This efficiency boost translates into time savings and smoother operations on the production floor.
  • Improved Quality Control: With real-time visibility into the supply chain, manufacturers can ensure that components meet quality standards before they are used in production. This proactive approach minimizes the risk of defects and rework, ultimately improving the overall quality of the finished products.
  • Regulatory Compliance: Tracked Components help manufacturers stay compliant with regulations by providing accurate documentation of component usage and traceability throughout the production process. This ensures that products meet regulatory requirements, reducing the risk of fines or penalties.
  • Risk Mitigation: By enabling quick and accurate tracing of component serial numbers, manufacturers can promptly identify and address any issues that arise during production. This proactive approach minimizes the impact of potential disruptions and reduces the risk of product recalls or warranty claims.
  • Enhanced Productivity: The seamless integration of Tracked Components into existing workflows allows manufacturers to optimize operations and minimize errors. This increased productivity translates into faster production cycles and higher output levels, ultimately improving overall efficiency.
  • Improved Customer Satisfaction: With better quality control and more efficient production processes, manufacturers can deliver products that meet or exceed customer expectations. This leads to higher levels of customer satisfaction and strengthens relationships with clients.
Conclusion

In conclusion, Tracked Components for Dynamics 365 Supply Chain Management offer a significant boost to manufacturing efficiency and transparency. This feature enables seamless batch and serial number registration and tracing, ensuring quality control and enhancing productivity. With real-time visibility and barcode scanning support, it streamlines operations and integrates seamlessly into existing workflows. The integration with the Traceability add-in further enhances functionality, promising improved efficiency and compliance. Overall, Tracked Components revolutionize manufacturing processes, optimizing operations and customer satisfaction.



Learn more about Dynamics 365 Supply Chain Management

Modernize your supply chain to enhance visibility, improve planning, streamline procurement, and optimize fulfilment: Supply Chain Management | Microsoft Dynamics 365

Dynamics 365 increases agility and resilience through supply chain modernization. Plan with confidence, maximize asset uptime and streamline fulfilment to improve overall profitability learn more here with our Supply Chain Modernization Guided Tour

Learn more about how to register and track batch/serial numbers for finished products and their components (preview) – Documentation


The post Introducing Tracked components for Dynamics 365 Supply Chain Management appeared first on Microsoft Dynamics 365 Blog.

Brought to you by Dr. Ware, Microsoft Office 365 Silver Partner, Charleston SC.

Introducing Tracked components for Dynamics 365 Supply Chain Management

Introducing Tracked components for Dynamics 365 Supply Chain Management

This article is contributed. See the original author and article here.

Editor: Denis Conway

Empower your manufacturing journey with Tracked Components: Unveiling the future of precision, compliance, and efficiency in Dynamics 365 Supply Chain Management

Introduction

We’re thrilled to unveil the public preview of our latest feature, Tracked Components, as part of our manufacturing capabilities in Dynamics 365 Supply Chain Management. This feature, released in version 10.0.40 on April 26 2024, streamlines the process of registering batch and serial numbers for components used in manufacturing processes, seamlessly matching them to the batch and serial numbers for the finished products being produced.

Enhanced track and trace capabilities in manufacturing offer a compelling value proposition. They provide real-time visibility into the supply chain, ensuring quality control, regulatory compliance, risk mitigation, enhanced productivity, and improved customer satisfaction. These systems empower manufacturers to optimize operations, reduce errors, and base decisions on data, ultimately leading to increased efficiency and superior products.

Boosting Manufacturing Precision with Tracked Components

At Contoso Inc., Jody, responsible for assembling loudspeakers, must register the serial numbers of the components used and match them to the speaker’s serial number during assembly.

Jody selects the assembly job she is working on in the Production Floor Execution interface and open the Tracked components page. First, Jody scans the serial number of the speaker, and then the serial numbers of the two tracked components used in the assembly. The association between the serial numbers of the components and the serial number of the speaker is now complete. As Jody completes the assembly job, all the serial numbers Jody registered are automatically deducted from inventory and consumed.

During quality inspection, an issue is discovered with on one of the speakers Jody assembled early that day. Peter, the quality supervisor, opens the Item tracing report and scans the serial number of the affected speaker to trace the component serial numbers used for further inspection.

Additional information
  • Batch and serial numbers can be registered as tracked components in both production and batch orders.
  • This feature is accessible in both the web client and the production floor execution interface. Within the web client, the interface for registering tracked components is accessible from various points such as routes, jobs, picking list journals, start and report as finished dialogs, and the current operations page.
  • Batch and serial numbers can be registered using either the keyboard or barcode scanning operations. The feature supports GS1 barcodes, enhancing efficiency by reducing the number of scans required during the registration process.
  • This feature is prepared for integration to the Traceability add-in for Dynamics 365 Supply Chain Management. The Traceability feature (coming in 2024) seamlessly integrates with the tracked components feature, offering visibility into the genealogy tree, also known as the As-Built BOM structure. This integration enables tracking of the assembly process throughout manufacturing. Furthermore, the feature includes forward and backward search capabilities against the genealogy tree. This empowers manufacturers to not only trace product histories but also manage component associations with greater precision.
Image: Preview – Traceability Feature – coming in 2024

Key Business benefits to utilizing Tracked Components

Benefits of Introducing Tracked Components in Manufacturing for Dynamics 365 Supply Chain Management:

  • Enhanced Efficiency: Tracked Components streamline the process of registering batch and serial numbers for components used in manufacturing processes. This efficiency boost translates into time savings and smoother operations on the production floor.
  • Improved Quality Control: With real-time visibility into the supply chain, manufacturers can ensure that components meet quality standards before they are used in production. This proactive approach minimizes the risk of defects and rework, ultimately improving the overall quality of the finished products.
  • Regulatory Compliance: Tracked Components help manufacturers stay compliant with regulations by providing accurate documentation of component usage and traceability throughout the production process. This ensures that products meet regulatory requirements, reducing the risk of fines or penalties.
  • Risk Mitigation: By enabling quick and accurate tracing of component serial numbers, manufacturers can promptly identify and address any issues that arise during production. This proactive approach minimizes the impact of potential disruptions and reduces the risk of product recalls or warranty claims.
  • Enhanced Productivity: The seamless integration of Tracked Components into existing workflows allows manufacturers to optimize operations and minimize errors. This increased productivity translates into faster production cycles and higher output levels, ultimately improving overall efficiency.
  • Improved Customer Satisfaction: With better quality control and more efficient production processes, manufacturers can deliver products that meet or exceed customer expectations. This leads to higher levels of customer satisfaction and strengthens relationships with clients.
Conclusion

In conclusion, Tracked Components for Dynamics 365 Supply Chain Management offer a significant boost to manufacturing efficiency and transparency. This feature enables seamless batch and serial number registration and tracing, ensuring quality control and enhancing productivity. With real-time visibility and barcode scanning support, it streamlines operations and integrates seamlessly into existing workflows. The integration with the Traceability add-in further enhances functionality, promising improved efficiency and compliance. Overall, Tracked Components revolutionize manufacturing processes, optimizing operations and customer satisfaction.



Learn more about Dynamics 365 Supply Chain Management

Modernize your supply chain to enhance visibility, improve planning, streamline procurement, and optimize fulfilment: Supply Chain Management | Microsoft Dynamics 365

Dynamics 365 increases agility and resilience through supply chain modernization. Plan with confidence, maximize asset uptime and streamline fulfilment to improve overall profitability learn more here with our Supply Chain Modernization Guided Tour

Learn more about how to register and track batch/serial numbers for finished products and their components (preview) – Documentation


The post Introducing Tracked components for Dynamics 365 Supply Chain Management appeared first on Microsoft Dynamics 365 Blog.

Brought to you by Dr. Ware, Microsoft Office 365 Silver Partner, Charleston SC.

Try the agent call quality survey in Dynamics 365 Customer Service

Try the agent call quality survey in Dynamics 365 Customer Service

This article is contributed. See the original author and article here.

The release of Dynamics 365 Customer Service wave 1 2024 in April introduces several compelling features available for early access. This blog post discusses how to enable the agent call quality survey so agents can provide feedback on improvements.

This functionality enables contact center managers (or their IT counterparts) to swiftly identify and respond to any issues impacting the agent experience that might go unnoticed by conventional service metrics. By promptly addressing potential pain points, you can enhance call quality, strengthen customer satisfaction, and improve overall business performance. This eliminates the necessity of implementing agent satisfaction CSAT through custom development.

Get early access features

To try the call quality survey feature, you must opt in to get early access updates in your environment.

graphical user interface, text, application

Enable the call quality survey

Once you opt in to early access, you can locate these settings in the Customer Service admin center. Go to Search admin settings and enter the keyword “Survey”. Look for the Workspaces section on the sitemap to access these settings. Alternatively, you can access these settings directly within the Agent Experience under the Workspaces section on the sitemap.

Select Agent call quality survey (preview) and you’ll gain access to the settings provided for this feature, such as the option to opt-in or opt-out, the frequency of survey display expressed as the number of calls before it appears, and the duration for which the survey remains active.

The administrator can set up a general opt-in for the agent survey and determine how frequently the survey appears per a certain number of calls. Additionally, if there’s a need to monitor agent experience for a specific duration, such as after significant changes in voice or telephony settings, the administrator can specify the survey duration with start and end dates.

Another option to access the agent survey configuration is also provided through the Voice workstream configuration settings pane.

Now, let’s explore the agent experience with this functionality. Following each call, the agent receives a prompt to rate the overall quality of the call. If the agent response is less than 5 stars, the agent sees a new survey page with more detailed depth-in questions.

graphical user interface, text, application

Following the submission of the survey form, the agent will have the opportunity to view the acknowledgment of their registered feedback and close the survey form.

Query call quality survey results

Once the agent’s feedback is saved (stored in Azure logs analytics), you can utilize statistics by querying the aggregated data in Azure. Before querying, make sure to enable the Call Survey Logs option in Diagnostics

graphical user interface, text, application, email

Then Administrator can go to “Logs” -> “Queries” and choose Call survey query to execute.

graphical user interface, text, application, email

You can delve deeper into the answered questions regarding call quality and respond to any issues more quickly.

chart, bar chart

In conclusion, the call quality survey provides an easy way for agents to provide feedback. These surveys serve as invaluable tools for gathering immediate feedback from customers regarding their interaction experiences. By analyzing the results of these surveys, agents can identify areas for improvement and ultimately elevate customer satisfaction levels. Moreover, the data collected from these surveys can inform training programs and strategic decision-making within the organization, leading to continuous improvement in service delivery. Ultimately, prioritizing end-of-call quality surveys empowers agents to deliver exceptional customer service, fosters a culture of continuous improvement, and strengthens overall customer relationships.

Learn more

The post Try the agent call quality survey in Dynamics 365 Customer Service appeared first on Microsoft Dynamics 365 Blog.

Brought to you by Dr. Ware, Microsoft Office 365 Silver Partner, Charleston SC.

Try the agent call quality survey in Dynamics 365 Customer Service

Try the agent call quality survey in Dynamics 365 Customer Service

This article is contributed. See the original author and article here.

The release of Dynamics 365 Customer Service wave 1 2024 in April introduces several compelling features available for early access. This blog post discusses how to enable the agent call quality survey so agents can provide feedback on improvements.

This functionality enables contact center managers (or their IT counterparts) to swiftly identify and respond to any issues impacting the agent experience that might go unnoticed by conventional service metrics. By promptly addressing potential pain points, you can enhance call quality, strengthen customer satisfaction, and improve overall business performance. This eliminates the necessity of implementing agent satisfaction CSAT through custom development.

Get early access features

To try the call quality survey feature, you must opt in to get early access updates in your environment.

graphical user interface, text, application

Enable the call quality survey

Once you opt in to early access, you can locate these settings in the Customer Service admin center. Go to Search admin settings and enter the keyword “Survey”. Look for the Workspaces section on the sitemap to access these settings. Alternatively, you can access these settings directly within the Agent Experience under the Workspaces section on the sitemap.

Select Agent call quality survey (preview) and you’ll gain access to the settings provided for this feature, such as the option to opt-in or opt-out, the frequency of survey display expressed as the number of calls before it appears, and the duration for which the survey remains active.

The administrator can set up a general opt-in for the agent survey and determine how frequently the survey appears per a certain number of calls. Additionally, if there’s a need to monitor agent experience for a specific duration, such as after significant changes in voice or telephony settings, the administrator can specify the survey duration with start and end dates.

Another option to access the agent survey configuration is also provided through the Voice workstream configuration settings pane.

Now, let’s explore the agent experience with this functionality. Following each call, the agent receives a prompt to rate the overall quality of the call. If the agent response is less than 5 stars, the agent sees a new survey page with more detailed depth-in questions.

graphical user interface, text, application

Following the submission of the survey form, the agent will have the opportunity to view the acknowledgment of their registered feedback and close the survey form.

Query call quality survey results

Once the agent’s feedback is saved (stored in Azure logs analytics), you can utilize statistics by querying the aggregated data in Azure. Before querying, make sure to enable the Call Survey Logs option in Diagnostics

graphical user interface, text, application, email

Then Administrator can go to “Logs” -> “Queries” and choose Call survey query to execute.

graphical user interface, text, application, email

You can delve deeper into the answered questions regarding call quality and respond to any issues more quickly.

chart, bar chart

In conclusion, the call quality survey provides an easy way for agents to provide feedback. These surveys serve as invaluable tools for gathering immediate feedback from customers regarding their interaction experiences. By analyzing the results of these surveys, agents can identify areas for improvement and ultimately elevate customer satisfaction levels. Moreover, the data collected from these surveys can inform training programs and strategic decision-making within the organization, leading to continuous improvement in service delivery. Ultimately, prioritizing end-of-call quality surveys empowers agents to deliver exceptional customer service, fosters a culture of continuous improvement, and strengthens overall customer relationships.

Learn more

The post Try the agent call quality survey in Dynamics 365 Customer Service appeared first on Microsoft Dynamics 365 Blog.

Brought to you by Dr. Ware, Microsoft Office 365 Silver Partner, Charleston SC.

Early adopters of Microsoft Copilot in Dynamics 365 Guides recognize the potential for productivity gains

Early adopters of Microsoft Copilot in Dynamics 365 Guides recognize the potential for productivity gains

This article is contributed. See the original author and article here.

In this era of rapid technological advancement, our industrial landscape is undergoing a significant transformation that affects many processes and people—from the way operational technology (OT) production data is leveraged to how frontline workers perform their jobs. While 2.7 billion skilled individuals keep manufacturing operations going, their attrition and retirement rates are on the rise. This heightened turnover is contributing to an ever-widening skills gap, pressuring organizations to look beyond traditional working and skilling to extend capabilities and ensure growth.

Microsoft developed Dynamics 365 Guides to address these challenges. The integration of Microsoft Copilot into Guides brings generative AI to this mixed reality solution. Copilot in Dynamics 365 Guides transforms frontline operations, putting AI in the flow of work, giving skilled and knowledge workers access to relevant information where and when they need it. This powerful combination—mixed reality together with AI—provides insight and context, allowing workers to focus on what truly matters.

Generative AI represents an enormous opportunity for manufacturers

With 63% of workers struggling to complete the repetitive tasks that take them away from more meaningful work, many are looking eagerly to technology for assistance. Generative AI addresses these realities by equipping skilled assembly, service, and knowledge workers with the information necessary to keep manufacturing moving. Integrating Copilot into Guides furthers Microsoft’s commitment to this underserved group within enterprises. Workers are using Copilot in Dynamics 365 Field Service to complete repair and service work orders faster, boosting overall productivity. Copilot is already creating efficiencies for organizations worldwide, though still in private preview, we’re excited to see how Guides unlocks frontline operations and use cases.

Copilot makes information and insight readily available. Generative AI enables Guides to put these details in context against neighboring machine components and functions, enabling technicians to repair and service faster. Copilot removes the guesswork or need to carry around those dusty old manuals. Users can ask questions using their natural language and simple gestures. Copilot summarizes relevant information to provide timely virtual guidance overlaid on top of their environment.

Manufacturers will see this innovation firsthand at Hannover Messe 2024. Partnering with Volvo Penta and BMW Group, Microsoft will illustrate generative AI’s potential on service and manufacturing frontlines. Read what we have planned at Hannover with Volvo and BMW, and what other private preview customers are doing with Copilot.

Volvo Penta is focused on transforming training in the field

Volvo Penta, a global leader in sustainable power solutions, is always looking for ways to utilize new technology to increase efficiency and accuracy and has recently been utilizing augmented reality (AR) capabilities that enhance worker training and productivity. As an early adopter of Guides and Microsoft HoloLens 2, Volvo Penta was eager to participate in the private preview for Copilot in Dynamics 365 Guides. For Volvo Penta, Copilot is another technology with the potential to unlock further value for their stakeholders.

Volvo Penta is part of a conceptual innovation exploration, to evaluate how Copilot can help optimize the training of entry-level technicians by enhancing self-guided instruction. As Volvo Penta’s Director of Diagnostics put it, “Copilot makes it feel as though a trainer is always on hand to answer questions in the context of your workflow.” Locating 10 to 15 sensors used to take new technicians an hour or more, and now it only takes five minutes. This time savings has the potential to significantly increase productivity and learning retention, helping Volvo Penta, its customers, and dealers, accomplish more. The company continues to innovate with AI and mixed reality solutions to modernize service and streamline frontline operations.

At Hannover Messe 2024, the company is showcasing how Copilot could serve their customers to improve uptime and productivity. In the demo scenario, Volvo Penta envisions its ferry captains using Copilot to address a filter issue prior to departure. Left without a service technician onboard, the captain troubleshoots replacing the filter, using Copilot and HoloLens 2 to do so with step-by-step guidance.

Overhead view of a person looking at a large piece of equipment.

Volvo Penta

See how Volvo Penta streamlines frontline operations with Copilot in Dynamics 365 Guides

BMW Group is pushing the boundaries of vehicle design and development

BMW Group is improving its product lifecycle, incorporating generative AI, human-machine interactions, and software-hardware integrations for better predictability, optimization, and vehicle innovation. As a global HoloLens 2 customer, BMW Group has spent the last couple years developing its own immersive experiences and metaverse using mixed reality. Now participating in the private preview for Copilot in Dynamics 365 Guides, they are exploring how the combination of mixed reality and generative AI, together, can push the boundaries of innovation.

In private preview, BMW Group’s Digitization and virtual reality (VR) Team within research and development (R&D) is the first to evaluate Copilot’s potential on design and development. With Copilot, product designers and engineers are simulating how the use of different materials and components impact vehicle design and their environmental footprint. The insights gained through this approach will help BMW Group optimize engineering and production processes. The organization believes generative AI will also benefit its Aftersales frontline workers, providing them access to expert knowledge and guidance, whenever and where it is needed.

This joint collaboration will ultimately enable BMW Group to spark innovation and target the use cases that drive its own digital transformation forward.

Chevron is exploring the potential impact on frontline operations

AI, automation, and mixed reality solutions are poised to reshape industries everywhere. Within energy, a focus on safety and the desire to accelerate skilling has Chevron looking to advance the capabilities of its frontline workers for the future. Copilot in Dynamics 365 Guides offers Chevron the opportunity to optimize these operations, empower its workers, and infuse informed decisions throughout its value chain. AI and mixed reality, together enables Chevron to define energy in human terms.

Through the private preview for Copilot in Dynamics 365 Guides, Chevron is exploring new use cases at its El Segundo Refinery that could unlock further enhancements in worker skilling and safety.

Get started with Copilot in Dynamics 365 Guides

Interested customers can get started by deploying Dynamics 365 Guides and Dynamics 365 Remote Assist on either HoloLens 2 or mobile devices as the first step. If you want to see how AI can transform your workforce, learn how you can start implementing Microsoft Copilot today.

The post Early adopters of Microsoft Copilot in Dynamics 365 Guides recognize the potential for productivity gains appeared first on Microsoft Dynamics 365 Blog.

Brought to you by Dr. Ware, Microsoft Office 365 Silver Partner, Charleston SC.

Streamlining Shipment Processes with Automatic re-allocation of non-allocated shipment lines.   

Streamlining Shipment Processes with Automatic re-allocation of non-allocated shipment lines.   

This article is contributed. See the original author and article here.

Editor: Denis Conway

Introduction:

The introduction of the Automatic re-waving of shipment lines failed to be allocated is solving issue where failed lines needed to be handled manually in the “Maintain shipments” form. This feature empowers warehouse managers to schedule checks for incomplete shipments to be re-waved and completed. In the past, this would have been a manual task for a warehouse manager to manage, actively going through a list of incomplete shipment lines and manually reprocessing them for the shipments to be completed. This process was time-consuming every time an exception happened, and lines did not manage to allocate inventory.  
A scenario where this could occur would be if inventory levels in a specific picking location were not available. If that was the case, the system would previously add that failed shipment to a list of incomplete shipments, which a warehouse manager would then have to manually manage.  

 With the Auto Add to Shipments feature, failed shipment lines will be automatically re-added to a new wave, ending the need for manual exception handling.  
Warehouse administrators have the flexibility to configure this as a batch job. This type of exception management allows our outbound processes to continue even when unforeseen accidents or events occur, without need for hours of manual labor spent on reprocessing the failed waves.  

Image: Warehouse Manager reviewing inventory

In this image, we get a screenshot of the Auto add shipments to wave menu, where the user can do a variety of things, but most importantly we can set up the recurrence for how often we want our failed shipments to be re-run.  

Product Screen Shot  Left image: Auto add shipments to wave menu.
Right image: Define Auto add shipments to wave Recurrence menu.
Left image: Auto add shipments to wave menu.
Right image: Define Auto add shipments to wave Recurrence menu.

As we can see on the Auto add shipments to wave menu, there is a field named WHS rewave counter and has a default setting of 5. This means that we will only be able to re-wave our shipments a maximum of 5 times. If there is a scenario where we would like this shipment to be re-waved even after the fifth attempt, users can add a shipment ID manually through this page, which enables these previously failed shipment lines for another five re-wave attempts.  

 We can see on the image below that in the form “WHSWaveProcessingRemovedShipment” that one shipment line has failed, and we receive an error message that gives us a hint on why this happened. As we can see, the Shipment status is still “open”, which means the shipment will not be removed from the table. In the WHS rewave counter column there is a 0, which tells us we have not yet tried to re-run that shipment. In the Wave ID field, we can also see the Wave that was affected.

Image: Wave processing removed shipment line form in FnO.

In the image below, we get a snapshot of what the set up for the removal of re-waved shipment lines from the earlier mentioned form looks like. On this screen, users can set up when and how often the re-waving cleanup job should run.

Image: Wave processing removed shipment cleanup menu.

How does the cleanup job work?

The cleanup job was introduced to this feature to avoid failed shipment lines being stuck in the “WHSWaveProcessingRemovedShipmentCleanup” form if they could not be re-waved. Users do not have to set up a cleanup job for the Auto add to shipments feature, however, that means that the staging form will hold lots of shipment lines that have not been re-waved successfully after the maximum number of attempts. The cleanup job will remove lines from the form either via the Cleanup wave threshold field or the Last update older than given number field. This allows users to choose whether they want to remove that line from the form either through a re-wave threshold or after a certain number of days have passed.

In the Cleanup rewave threshold field, users can select how many times they want their shipment lines to be re-waved before they are removed from the ‘WHSWaveProcessingRemovedShipment‘ form.
That means, even as we have the default setting of five attempted re-waves, the cleanup job can remove shipments from the ‘WHSWaveProcessingRemovedShipment’ form earlier than after 5 attempts, by selecting a number lower than 5.
This can be useful if you would only like failed shipment lines to be re-waved a maximum of let’s say 3 times, before they are removed from the ‘WHSWaveProcessingRemovedShipment‘ form.

In the Last update older than given number field, users can select to remove failed shipment lines based on this criterion as well. Setting this to 30 means cleanup job will run and remove all failed shipment lines with the last update being older than the given number. This means, if we select 30 as our number, if we have a shipment line that was last updated 31 days ago, when the cleanup job runs, that line will be removed from the ‘WHSWaveProcessingRemovedShipment‘ form.

Areas of use:

Conceptually, this feature is suited for all kinds of industries, and can aid your outbound processes in more ways, but primarily focuses on scenarios that require exception management related to failed allocation of inventory from a picking zone. This mainly occurs when we allow inventory reservations for e.g., sales orders that are not stored in a picking location or your inventory due that inbound receiving and put-away has not been completed yet, or that production facility has reported inventory after production has been completed but not yet conducted finished goods put-away.

By enabling the re-waving feature for Dynamics 365 Warehouse Management, users reduce time consumption by handling uncompleted shipments, avoiding manual exception handling, and making sure that all shipment lines not allocated will be automatically re-waved and not forgotten.

Take your warehouse to the next level and achieve more with Microsoft Dynamics 365!

More details

Learning articles can be found at: Automatic rewaving of nonallocated shipment lines – Supply Chain Management | Dynamics 365 | Microsoft Learn

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Dynamics 365 Supply Chain Management capabilities

Modernize your supply chain to enhance visibility, improve planning, streamline procurement, and optimize fulfilment – Learn More


The post Streamlining Shipment Processes with Automatic re-allocation of non-allocated shipment lines.    appeared first on Microsoft Dynamics 365 Blog.

Brought to you by Dr. Ware, Microsoft Office 365 Silver Partner, Charleston SC.