Dynamics 365 Roadmap: Flexibility of Wave Templates in Dynamics 365 for Operations

Dynamics 365 for Operations offers a comprehensive advanced warehouse management system that powerfully manages warehouse processes across operations, from inbound, outbound, cycle count, replenishment, and so on.

One warehouse management feature that we are going to delve into in more detail in this blog post is wave templates, and the flexibility they offer. Wave templates allow sales orders to ship in different waves, with the ability to create multiple wave templates to process multiple different orders.

This blog will describe the necessary setup for creating a wave template by defining complex queries related to your shipments within the system. In essence, a wave template is the entry point to the shipment process. The below steps provide an example of how a different type of SKU executes with the advanced query process through wave templates.

Step 1: Product Filter Codes

There is a feature in the released products section called “Product filter codes” which is available in the system under Product information management > Released products > Warehouse. Product filter codes are used to categorize the inventory items in a warehouse. Additionally, we can set-up and use filter codes to automatically organize inventory items in a warehouse and combine filtered items into filter groups. With product filter codes, we can define and identify which products we want included in a wave shipment.

In the Code 1, Code 2, Code 3, and Code 4 fields, select the filter codes that we want to specify for the product. For the below example, we have specified code1 as “ManAcc”, meaning it should process all the products associated with that code as “ManAcc”.

Step 2: Configure the Wave Template

The next step is to configure the wave template. Now, wave template configuration screen can be accessed through Warehouse management – Setup – Waves – Wave templates. In the below example provided, the below details are needed to validate the wave template:

In the Wave template, the site and warehouse are always mandatory before validating the template. In the general section, set the Automate wave creation option to Yes, process the wave at release to warehouse, and automate wave creation to Yes. These configurations are based on how you want to process your shipments during the release of the order; these configurations can be changed as per your customers’ requirements.

It is most important to apply the correct table relations between the shipment table and the product filter codes. Now, click on Edit query in the wave template, then go to Joins and start adding the relation to get the product filter code.

These are the below table relations that need to be specified in the joins section:

  • Shipments à Sales orders (Order number) à Order lines (Reference) à Items (Item number) à Warehouse item number

Next, click on the range and select the table warehouse item number, select the field as “code1” and criteria as “ManAcc” (these are the criteria we have specified on the product group filter code in the released products).

Step 3: Create a Sales Order

Once the above setups are completed, let’s proceed with creating a sales order, which you can navigate to under Sales & marketing > Sales orders > All sales orders. Create the sales line and provide the item number which we have set-up in the filter codes.

Click Warehouse > Release to warehouse. The wave will be released to the warehouse with the template we created for the product filter code based on our Edit query criteria.

Note: We can manually release the sales order to the warehouse, or it can be released automatically by batch jobs as well. For an automatic release of the sales order to the warehouse, we can set-up a batch job through Warehouse management > Release to warehouse > Automatic release of sales order. This batch job can be set on a recurring basis so that it will process and release those orders in a timely manner.

Scenario #2: Creating a Wave Template based on Ship Date Criteria

Let’s proceed with another scenario based on a sales order’s requested ship date, requested receipt date, confirmed ship date, or confirmed receipt date, which all exist under Sales & marketing > Sales orders > All sales orders > Click on line details > Delivery > Requested ship date.

If a user wants to process the orders based on different ship dates, they would enter the following information this way in the table: Yesterday: Enter “(Day(-1))” , Today: Enter “(Day(0))”, Tomorrow: Enter “(Day(1))”, Last 30 days: Enter “(DayRange(-30,0)), Previous 30 days and future 30 days: Enter “(DayRange(-30,30))”.

Now, go to the wave template and create a different template called “Ship date”, which would only process orders based on the requested ship dates criteria. Wave template type should be set to shipping when processing all the shipment-based orders. Enter all of the below information – such as site, warehouse, and most important, the methods – as per business requirements.

Click on Edit query to add the relations and set the parameters for the shipping date criteria.

In the Edit query, go to Joins and click Add table join and select the relation as Shipment à Sales orders, which as mentioned below means it will only process the orders that are applicable to today’s shipments. But we can specify other criteria as well, if we wish to.

By this way we can accomplish different types of shipments through various wave templates. Wave templates provide the flexibility to use additional criteria in the Edit query so that we can process orders through very specific wave templates.

This article is part of our Dynamics 365 Roadmap series that helps companies stay up to date on the latest Dynamics 365 releases. To see our previous posts, click here to view our roadmap.

For question on how advanced warehouse management features in Dynamics 365 for Operations, please contact Hitachi Solutions today.

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