Detour process for inbound operations Dynamics 365 F&O

The year has passed, bringing with it a wealth of lessons, valuable experiences, and a mix of cherished and challenging memories.

The resolution for the new year is to write a book for the Dynamics community!        

A warehouse worker needs to received 100 PO's at a time it's very difficult to maintain the record.

Dynamics 365 F&O provides the functionality of Detours that can be used to increase the efficiency of the warehouse workers.it would be useful to configure a lookup that shows the purchase orders, order lines or any lookup information that is required and can copy that to the mobile device menu to proceed work.

Warehouse worker to see the upcoming PO information and the ability to copy the PO information back to the menu items for creation of work and receipt.        

Configurations:

A menu item for the purchase order receipt and put away depending on the business requirement.

A menu item for the Look that is required information.

Path: Warehouse management > Setup > Mobile device > Mobile device menu items

A menu item called ‘Lookup PO lines’ for the lookup of the purchase order lines. The following settings are important:

Mode > Indirect
Activity code > Data inquiry
Table name > Purchtable        

In the field list add the fields that are required to show in the process. This field list important for the detours in Mobile device setup.

Path: Warehouse management > Setup > Mobile device steps

Follow this path to setup the detours in lookup.

Add the Menu item in relevant field as in this case is "Purchase order Number"

After this add the Mobile device menu item to the Mobile device Menu.

Demo

Create a new PO.

Enter the items and other information as required.

Open the Mobile device.

In the Mobile device select the Po receiving menu item.

The user click on the menu item and select the look up field.

After clicking on the PO inquiry it will take to the list form where worker will select the Relevant po and system will will copy that po number to create the inbound work for the PO.

After Clicking on okay Pick work will be completed.

he user can confirm the entered values and click on the ‘Confirm button’

Cheers!

This looks a simple process to configure but it's very important in companies dealing with FMCG businesses specially and Ecommerce where inbound and out bound activates are much more.