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Adyson Gorischek, Senior Consultant
Adyson Gorischek, Senior Consultant

Optimizing D365 and the warehouse for your business

Inspecting inbound inventory for potential damage helps ensure quality products will ultimately get into the hands of your customers

As part of your receiving processes, your warehouse teams either accept or reject the inventory before putting it to a stocking location in the warehouse.  

With Microsoft Dynamics 365 for Supply Chain and a mobile deviceyou can easily create quality orders as part of the receiving and putaway processRejecting the inventory can optionally trigger different putaway work to a quality or inspection location, as well as create a quality order all via the mobile device. 

This process reduces the need for shared devices and workstations while maintaining social distancing – all recommendations to protect your warehouse team’s health and safety 

You’ll create faster, more efficient quality processes that streamline putaway procedures by activating receiving staff and using mobile devices to accelerate the quality processes for inventory entering the warehouse.  

Inbound Inventory Inspection

Inventory entering the warehouse is typically received through the same physical location, by the same workers, using the same mobile devices. The inbound quality check process gives the receiving personnel a stake in the quality process. They are the first line of defense to damages and other inventory defects. 

Here’s one example and why this step adds value: 

  • The quality check process occurs per license plate (pallet). This step is performed entirely from the mobile device and decrease the need for shared equipment. 

  • The warehouse team membermust accept or reject each pallet before putaway. This step decrease the chances of damaged inventory sitting on your shelves. 

  • Existing quality orders are not required for this functionality sincethe quality order is created on the mobile device. This step reduces the amount of setup and resources needed to drive the quality process as inventory is received into the warehouse. 

Configuring D365 Supply Chain 

D365 Supply Chain requires a few key configurations to use inbound quality check. These include:   

Quality check template: Drives how and when the quality process is initiated during receiving 

Work classes: Allows for quality putaway work to be driven to mobile device menu items other than those used for receiving. 

Work templates: Allows for specific work templates and label printing options to be leveraged for the quality process. A new work type, Quality check, is introduced to be used in conjunction with the work template. 

Location directives: Allows for specific location directives to be used in conjunction with work templates to identify the ideal putaway location in the inbound quality process 

Mobile device menu items: Enables specific mobile device menu items to trigger the functionality in this post 

Mobile Devices & D365 Supply Chain

A mobile device guides the work for the inbound inventory inspection process. There is no need for a separate workstation or a shared device.

The warehousing app is available for Windows and Android  operating systems. Install it on each device and configure it to connect to D365 Supply Chain.

Pallet Rejection Process

  1. The mobile device user initiates the putaway process per pallet. In this example, the user identifies a quality-related issue. The following steps show you how D365 guides the workflow.

quality-related issue

  1. Confirm the Pick from the inbound location of RECV.

Confirm the Pick

  1. Selects the hamburger menu in the top right. Select Reject. This step identifies a quality-related issue with the pallet.


select hamburger menu

  1. Confirm the ‘Put’ to the quality location.

    Confirm the ‘Put’ to the quality location

D365 Supply Chain

The following steps show how the work performed on the mobile device updates work in D365 Supply Chain.

Work ID USMF-000211 is the original putaway work. When the mobile device user rejects the pallet, D365 cancels this work.

work performed on the mobile device

D365 creates the quality check work. This is work Work ID USMF-000212 and directs the user to the quality location per location directive configurations.

quality check work

A Quality order, 000010, has been created as a result of the Quality check template configurations.

A Quality order - 000010

Pallet Acceptance Process

  1. The mobile device user initiates the putaway process per pallet. In this instance the user finds no quality related issues with the inventory and processes a standard putaway.

no quality related issues

  1. The mobile device user confirms the ‘Pick’ from the inbound location of RECV.

    confirm the ‘Pick’
  2. The mobile device user selects the green check mark to accept the pallet. This means no quality related issues were identified.

accept the pallet

  1. The mobile device user processes the putaway to the recommended stocking location per location directive configurations.

processes the putaway

  1. The following Work ID USMF-000214 is the original putaway work that was completed by the mobile device user to the recommended stocking location per location directive configurations.

original putaway work

Increased Warehouse Efficiencies

The receiving process is the first line of defense to ensuring that the picking process are uninterrupted by potential quality issues. Your team won’t pick damaged products and negatively impact your customers. 

Improving quality as part of your inbound warehouse management processes drives efficiencies in other areas of your facility. A few simple D365 warehouse management configurations help you get this process up and running. Here are some other resources to ensure you are running your warehouse efficiently:  

System Directed Picking with D365

Inventory Optimization with Supply Chain Cloud

Inventory Planning: Forecasting During Uncertainty

Cycle Count Plans in D365

Inbound Inventory Quality with D365

How to Set Work Header Breaks in D365 

Cluster Picking with D365

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