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See below an end to end scenario for the Small Parcel Shipping feature in D365FSCM. The fixed SPS demo dll package is ready for your to download in the end of the blog post :)
Create Sales order
I navigate to the All sales orders page and create a new sales order for US-027
I add the lines - here item A0002, qty 10 and warehouse 63.
Make sure to reserve the inventory prior to releasing to warehouse. (as we have manual reservation set up) In the Sales order lines, under the inventory tab, select “Reservation”. In the Action pane of the reservation form, select reserve lot. This means we are reserving the entire lot.
As a next step, we navigate to the Header of our Sales order. Under the Delivery fasttab, under Transporation, we select our Demo Carrier under “Shipping carrier". We also select "Demo carrier service" under Carrier service.
As a next step, we can now release the order to our warehouse. Releasing the order creates our load and creates our work based on wave and work templates set up in Advanced Warehousing. Click “release to warehouse” in the Sales order action pane to get this process started.
Note: If you do not have the Warehouse Management App yet, you will need to download such under https://apps.microsoft.com/detail/9PD35CDQCMG3?rtc=1&hl=en-us&gl=US and set such up. I will create a seperate blog herefore shortly as there is a new authtification method for the AWM mobile application.
After releasing the Sales order to the warehouse, you can see work has been created based on the wave template and the work template. You can find such under Navigate to Warehouse management > Work > All work. Here you can see our Work ID that we will need in our AWM app later to execute the work.
We execute the work - means we pick the item and put the item in the Pack location.
We do suc via the AWM mobile app - so we open the warehouse app, copy the WorkID (in this case USMF-000902) from the created work above, navigate to the outbound mobile menu item and choose sales picking.
We will also need a license plate number - we can easily obtain such via Inventory management > Inquiries and reports > On-hand list. Under filters, enter the item number you are using under “Item number”. Under filters, enter the warehouse you are using under “warehouse” and select apply.
In the action pane, select “Dimensions” and check “License plate” and “Location”.
Scroll down to find the pick location we are using from our work template. In this case it is FL-001.
From the above On-hand list, copy the license plate associated with the item and location. In this case 000USMF-0000000024.
Navigate back to the AWM app and enter in the license plate we copied from the On-hand list. Click the check mark on the bottom right of the screen. Enter a unique value for the target license plate. Save this value as we will need it when we create our container later.
Follow the prompts on the AWM mobile app. After inputting the WorkID, License plate, and target license plate, the last step is to “Deliver to put location”. Click the check box to deliver and the work that was created will update to closed.
Now we need to create our container and pack. Navigate to Warehouse management > Packing and containerization > Pack. This will take us to the packing station where we create our container and pack. Enter in the site and warehouse we created. Select the Pack location we created. Select the Demo packing profile.
On the Pack form, enter in the target license plate we created into the “License plate or shipment” field Click New container in the action pane and select a container type.
Scroll down to the “Item packing” Fasttab. You can see under Open lines we have a quantity of 10.00 that needs to be packed. Under “Item packing, select quantity of 10, and under “identifier” select the Item number A0002.
The All lines fasttab should be updated to 10 under “Packed quantity”.
Click “Close container” in the action pane. Under the close container form, enter in a weight value. Once closing the container, new work is created based on our packed container picking Work template. After work has been completed via AWM app, the container should be closed. Navigate to Warehouse management > Packing and containerization > Containers and look for the Container ID or Shipment ID. Here you can see the Container is Closed and shipment is loaded.
Before shipping, lets confirm a Small Parcel Shipping Transaction took place. Navigate to Transportation management > Periodic tasks > Transactions. Here we can see a SPS transaction occurred.
Navigate back to the pack screen where we closed our container. Click on the shipment ID hyperlink. This should take you to the shipment details form. In the action pane, click “Confirm shipment”.
After confirming the shipment, the Load details should be updated to “Shipped” status.
Once complete, we can now create our freight bill invoice. In the action pane of our Load, click “Freight bill details”. In the action pane, click “Generate freight bill invoice”
Give the invoice a unique invoice number. Under the freight invoice details, in the action pane, select “Submit for approval”. Enter a reconciliation reason code and click Ok.
After Invoice has been submitted for approval and in approved status, we need to post the invoice. Navigate to Accounts payable > Invoices > Invoice journal and click on the Journal batch number.
Under the invoice tab, make sure approved by has a value and click Post in the action pane and print if needed.
Note that SPS dll engine had an issue (ws not fetching back the USD currecny code and thus didnt allow for freight invocie creation/processing) - It has been addressed with Microsoft. Find the adjust demo ddll here:
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