Create a storage dimension group in Dynamics 365

Create a storage dimension group

As a warehouse manager in USMF, you need to create a new storage dimension group to use with warehouse management.

1. In company USMF, go to Product information management > Setup > Dimension and variant groups > Storage dimension groups.
2. Select New in the Action Pane to create a new storage dimension group.
3. Type LASD in the Name field.
4. Type Los Angeles storage dimension in the Description field.
5. Enable the Use warehouse management processes option to enable warehouse management in the Warehouse specific setup FastTab.
6. Select Save in the Action Pane and verify that the Site, Warehouse, Location, Inventory status, and License plate dimensions are active.
7. Close the page.

Create a tracking dimension group

As a warehouse manager in USMF, you need to create a new tracking dimension group that will not track serial numbers or batch numbers.

1. Open Product information management > Setup > Dimension and variant groups > Tracking dimension groups.
2. Select New in the Action Pane to create a new Tracking dimension group.
3. Type LABT in the Name field.
4. Type Los Angeles batch tracking in the Description field.
5. Ensure that None is selected in the Capture serial number field in the Serial numbers FastTab.
6. Select Save in the Action Pane and the Tracking dimensions will appear in the Tracking dimensions FastTab.
7. Ensure that the Active check box is not selected for Batch number, Serial number and Owner dimensions.
8. Close the page.

Create a warehouse and assign a name and site

As a warehouse manager in USMF, you need to configure a new warehouse named "MainDC" in Site 1 for use within company USP2.

1. Open Warehouse management > Setup > Warehouse > Warehouses.
2. Select New to create a new warehouse.
3. Type MainDC for the warehouse.
4. Select Site 1 to relate the warehouse to.

Assign warehouse management attributes

1. Expand the Master planning FastTab and select the Calendar "Production" for the warehouse.
2. Expand the Warehouse FastTab.
3. Set the Use warehouse management processes slider to yes.
4. Set the Allow license plate moves during cycle counting slider to yes.
5. Set the Decrement load line slider to yes.
6. Select Save and close the page.

Create location types

As a warehouse manager in USMF, you need to create new location types for the warehouse, which you will name "RCV," "PICKING," and "FRESH."

1. Open Warehouse management > Setup > Warehouse > Location types.
2. Select New to create a new location type.
3. Type PICKING as the identifier in the Location type field.
4. Type Picking in the Description field.
5. Select New to create another new location type.
6. Type RCV as the identifier in the Location type field.
7. Type Receiving in the Description field.
8. Select New to create another new location type.
9. Type FRESH as the identifier in the Location type field.
10. Type Fresh in the Description field.
11. Select Save and close the page.

Create location formats and add segments

As a warehouse manager in USMF, you need to create a new location format for Aisle-Rack-Shelf, and Rack-Shelf.

1. Open Warehouse management > Setup > Warehouse > Location formats.
2. Select New to create a new location format.
3. Type ARS in the Location format field.
4. Type Aisle - Rack - Shelf in the Name field.
5. On the Details FastTab, we will specify the first line.
6. In the Segment description field, type Aisle Prefix.
7. Type 1 in the Length field.
8. On the Details FastTab, select New to create a second line.
9. In the Segment description field, type Aisle Number.
10. Type 2 in the Length field.
11. On the Details FastTab, select New to create a third line.
12. In the Segment description field, type Rack Number.
13. Type 2 in the Length field.
14. On the Details FastTab, select New to create a fourth line.
15. In the Segment description field, type Shelf Prefix.
16. Type 1 in the Length field.
17. On the Details FastTab, select New to create a fifth line.
18. In the Segment description field, type Shelf Number.
19. Type 2 in the Length field.
20. Select Save in the Action Pane.
21. Select New in the Action Pane to create a second location format.
22. Type RS in the Location format field.
23. Type Rack - Shelf in the Name field.
24. On the Details FastTab, specify the first line.
25. In the Segment description field, type Rack Prefix.
26. Type 1 in the Length field.
27. Select Save in the Action Pane.
28. Close the page.

Create a dock management profile

As a warehouse manager in USMF, you need to set up a new dock management profile.

1. Open Warehouse management > Setup > Warehouse > Dock management profiles.
2. Select New in the Action Pane to create a dock management profile.
3. Type SHIPSTAGE in the Dock management profile ID field.
4. Type Staging locations unique per shipment in the Description field.
5. Select Shipment ID in the Inventory types that should not be mixed field.
6. Tab to the Assume empty location for new wave column and use the space bar to select the check box. This ensures that the location is empty before adding new items to the location.
7. Select Save and close the page.

Create new location profiles

As a warehouse manager in USMF, you need to create new location profiles for picking, staging, receiving, bulk, and fresh.

1. Open Warehouse management > Setup > Warehouse > Location profiles.
2. Select New in the Action Pane to create a new Location profile.
3. In the Location profile ID field, enter PICKING.
4. In the Name field, enter Picking Locations.
5. On the General FastTab, select ARS in the Location format field.
6. On the General FastTab, select Picking from the Location type field.
7. Set the Use license plate tracking slider to yes.
8. Set the Allow mixed items slider to yes.
9. Set the Allow cycle counting slider to yes.
10. Select New to create a new Location profile.
11. In the Location profile ID, enter STAGING.
12. In the Name field, enter Staging locations.
13. On the General FastTab, select Baydoor in the Location format field.
14. On the General FastTab, select Stage in the Location type field.
15. Set the Use license plate tracking slider to yes.
16. Set the Allow mixed items slider to yes.
17. Select New to create a new Location profile.
18. In the Location profile ID field, enter RECEIVING.
19. In the Name field, enter Receiving locations.
20. On the General FastTab, select Baydoor in the Location format field.
21. On the General FastTab, select Recv in the Location type field.
22. Set the Use license plate tracking slider to yes.
23. Set the Allow mixed items slider to yes.
24. Select New to create a new Location profile.
25. In the Location profile ID field, enter BULK-OS.
26. In the Name field, enter Bulk Overstock.
27. On the General FastTab, select RS in the Location format field.
28. Set the Use license plate tracking slider to yes.
29. Set the Allow mixed items slider to yes.
30. Select New to create a new Location profile.
31. In the Location profile ID field, enter FRESH.
32. In the Name field, enter Fresh locations.
33. On the General FastTab, select ARS in the Location format field.
34. On the General FastTab, select Fresh in the Location type field.
35. Set the Use license plate tracking slider to yes.
36. Set the Allow mixed items slider to yes.
37. Close the pages.