D365 Finance & Operations and Dynamics AX Forum

Expand all | Collapse all

Shipment conversions

  • 1.  Shipment conversions

    TOP CONTRIBUTOR
    Posted 30 days ago
    Hi,
    We are currently working on simplifying our shipping process. One of the items brought up was related to the BOL, specifically the quantity, handling quantity, handling unit, package quantity, and package unit.

    When we sell an item, the UoM is a length. When it is shipped, it is boxed up and we have to manually enter in the handling quantity to however many numbers of boxes there are for the given length of the order.

    Does anyone know of a way to set up a conversion that would populate the quantity with the shipment quantity instead of using the quantity from the order (if that makes sense?).


    ------------------------------
    Thank you,
    Justin Cooper
    ------------------------------
    Conference-AXUG_200x200


  • 2.  RE: Shipment conversions

    TOP CONTRIBUTOR
    Posted 25 days ago
    We handled this using a case-pack and/or inner-pack concept. ​ Instead of ordering 120 units of material, the order would be for 6 "cases" of 20 units each.
    Case qty was pre-defined and orders were placed using a case UOM.

    I don't know what your situation is - other options to explore are splitting the inventory pick qty into package qty if lengths are typically non-standard or unique each time, then counting the number of picked lines.


    ------------------------------
    Mark Prouty
    Programmer / Analyst
    ANGI Energy Systems
    Janesville WI
    ------------------------------

    Conference-AXUG_200x200


  • 3.  RE: Shipment conversions

    D365UG/AXUG ALL STAR
    Posted 24 days ago
    Hi Justin,

    Do you have an item conversion set up on the item? What are the UOM set as for Sell, Purchase, BOM, and Inventory?

    ------------------------------
    Kelly Kane
    Business Analyst
    Ellipse Solutions LLC
    Dayton OH
    ------------------------------

    Conference-AXUG_200x200


  • 4.  RE: Shipment conversions

    TOP CONTRIBUTOR
    Posted 22 days ago
    We use a standard UoM that is used for SO's, BOM, and inventory, which is a unit of length.

    ------------------------------
    Thank you,
    Justin Cooper
    ------------------------------

    Conference-AXUG_200x200


  • 5.  RE: Shipment conversions

    TOP CONTRIBUTOR
    Posted 22 days ago
    Do you use Warehouse management? That is a pretty common situation in advanced warehousing where we may sell/buy/inventory/pack in all different units. You would need a unit conversion and to sequence them by smallest to largest unit in the Unit sequence group ID. Your SO could be for a length but you could be asking the warehouse to pick for a box/pallet/license plate.

    ------------------------------
    Andrew Lencsak
    Solution Architect
    DXC Technology
    GA
    ------------------------------

    Conference-AXUG_200x200


  • 6.  RE: Shipment conversions

    TOP CONTRIBUTOR
    Posted 21 days ago
    Hi Andrew,
    I appreciate the response!

    We do not use Advanced warehousing but what you describe sounds like what we are after. We'd like our SO to pull from our standard UoM, but when we pick, to have it done by pallet or box. Is there any chance you have links you could share that has more information about this type of set up? I am fairly new to the D365 F&O world (and ERP systems in general) and I find it quite frustrating that often times there isn't good documentation out there yet.

    ------------------------------
    Thank you,
    Justin Cooper
    ------------------------------

    Conference-AXUG_200x200


If you've found this thread useful, dive deeper into User Group community content by role