In warehouse operations, understanding system behaviors and troubleshooting common issues with Releasing orders to the warehouse and the created Shipments is key to maintaining efficiency. Below are frequently asked questions (FAQs) related to these topics within the Warehouse Management Module in Microsoft Dynamics 365 Supply Chain Management (D365 SCM).
Why Won’t My Order Released to the Warehouse?
There are several reasons why orders may not have properly released to the Warehouse and created a Shipment, here are the most common:
- Inventory is not reserved for the line being released. Ensure that inventory is Reserved physical, not Ordered reserved.
- The order requires 100% fulfillment, and something on the order is not fully reserved.
- The order is on hold for any of the following:
- Customer Hold – this could be at the account OR invoice account level. Check the Confirmation, delivery and invoicing on hold field on both the Customer and Invoice Account.
- Order Holds
- Manual hold from a user
- Credit Hold
- Customer Hold – this could be at the account OR invoice account level. Check the Confirmation, delivery and invoicing on hold field on both the Customer and Invoice Account.
- If using Commerce, the order was not marked as “Completed.”
Why are Shipments consolidating when there are different Shipping Carriers and/or Services?
The Mode of delivery field on the Shipment consolidation policy is not linked to the Mode of delivery form, but instead just the Mode form. This means that, as long as the Mode for two orders is the same, Consolidation could occur when using default Shipment consolidation setups.
To tell the system to correctly NOT consolidate orders, remove the Mode of delivery setting and Add Shipping carrier AND Carrier service.
Note: the Mode of delivery on the Shipment is also really just the Mode. Use the Shipping carrier and Carrier service fields to do any filtering on the Shipment list pages.
What Fields Will Update the Shipment if Updated on the Sales Order?
Thanks to the Auto Update Shipment configuration within the Warehouse, some information that is changed on a Sales Order will flow directly to the Shipment without needing to delete the Shipment and Re-Release the order to the Warehouse.
As long as the Shipment has NOT been processed on a Wave (Work created), the following will update based on the setting of the Auto update shipment configuration.
- On quantity decrease
- The quantity for an existing line decreases
- Always
- The quantity for an existing line decreases
- The quantity for an exiting line increases
Regardless of whether Work has been created, the following will also update on the Shipment when changed on the Sales order:
- Delivery recipient
- Address
The following fields will NOT update on the Shipment if updated on the Sales order and must be manually updated either at the Shipment or Load level within the Warehouse:
- Mode of delivery
- Shipping carrier
- Carrier service
Why aren’t shipments waving or why do they fall off the wave?
If no work can be created for the shipment (review common Work creation issues here), it drops from the wave so the wave can continue for other shipments.
If some work can be created, the shipment stays on the wave and creates work for what is available.
Why do we get shipments with some work created but not all?
If partial work can be created during the wave process, the shipment remains on the wave with the work that is possible. Items that cannot generate work will remain on the shipment with zero work quantity.
- Items with zero Work quantity need to be re-waved on a new wave or removed from the Shipment in order to complete the Shipment and see it in a Loaded status.
Conclusion
Understanding the nuances in how the system behaves when Releasing orders to the Warehouse and generating Shipments is a key step in efficiently running a warehousing using the D365 Warehouse Management module.
For further insights on how to tailor D365 SCM to your specific needs reach out to a New Arc Solutions expert to Get Started!