MS Learn Highlights – 7/4/2025

Advanced load building during wave

This article explains advanced wave load building in Dynamics 365 Supply Chain Management, a feature that automatically assigns outbound shipments to existing waves during wave execution to optimize load building.

Overview

• Wave loads group shipments for efficient picking and loading.
• Advanced load building dynamically assigns shipments to waves in progress based on load-building rules.
• Helps optimize loading efficiency and resource utilization.
• Occurs during wave execution, allowing incremental shipment assignments.

How advanced load building works

1. Wave execution starts for a set of shipments.
2. The system evaluates shipments not yet in any wave.
3. Shipments that meet load-building criteria are automatically assigned to active waves.
4. Load-building criteria include:
   • Load mix groups
   • Load build templates
   • Load capacities and constraints

Key concepts

Benefits of advanced load building

• Maximizes utilization of transport loads.
• Reduces manual wave management.
• Improves warehouse throughput.
• Supports dynamic planning with changing shipment volumes.

Prerequisites and setup

• Create and configure load mix groups appropriate for your shipment types.
• Define load build templates to specify how shipments can be combined.
• Enable advanced load building in wave templates/settings.

Enable advanced load building

1. Go to Warehouse management > Setup > Wave templates.
2. Select or create a wave template.
3. Configure the Load building section:
   • Enable Advanced load building.
   • Select applicable load mix groups and load build templates.
4. Save changes.
5. Use this wave template when releasing waves.

Considerations

• Advanced load building runs during wave execution and may impact system performance depending on shipment volumes.
• Regularly review and adjust load build templates to match operational requirements.
• Monitor wave processing to ensure shipments are correctly assigned.

Related links

• Load build template setup
• Load mix group configuration
• Wave planning and release in Dynamics 365

For detailed guidance and configuration examples, see the official Microsoft documentation:

Advanced load building during wave - Supply Chain Management | Dynamics 365

Release to warehouse process

This article explains the release to warehouse process in Dynamics 365 Supply Chain Management, describing how to initiate it and the available options.

Overview

The release to warehouse process moves a work order or shipment from the sales order or transfer order stage into warehouse processes. It initiates warehouse work creation, enabling warehouse workers to pick, pack, and ship goods. The process ensures warehouse activities align with sales or transfer order fulfillment requirements.

Key Concepts

• Release to warehouse: Marks orders or shipments as ready for warehouse processing.
• Warehouse work creation: Generates specific work tasks for warehouse personnel based on released orders.
• Sales orders, transfer orders, and outbound shipments can all be released to warehouse.

Options to initiate the release to warehouse process

You can start the release to warehouse process using several methods depending on business needs and system setup:

1. From the sales order or transfer order form
   • Use action buttons to release the selected order to the warehouse.
2. From the warehouse management mobile app
   • Release orders directly from warehouse mobile devices.
3. Batch jobs
   • Schedule automated release of orders to the warehouse.
4. Outbound shipment orders
   • Release shipment orders for warehouse processing.

Process steps for releasing to warehouse

1. Identify orders ready for release
   • Confirm orders or shipments meet criteria (e.g., sales order confirmation).
2. Initiate release
   • Manually or automatically select and release the order.
3. System creates warehouse work
   • Work orders are generated based on release parameters and templates.
4. Warehouse processes the work
   • Picking, packing, and staging tasks are performed by warehouse personnel.
5. Post-processing
   • Update order statuses based on warehouse execution (e.g., shipped, invoiced).

Considerations and configurations

• Proper setup of work templates and location directives enables accurate work creation.
• Release procedures vary depending on order types (sales vs transfer orders).
• Configure batch jobs for high-volume or scheduled release automation.
• Roles and permissions affect who can release orders to the warehouse.

Summary

The release to warehouse process in Dynamics 365 Supply Chain Management is a critical step to bridge order management and warehouse operations. It triggers the creation of work tasks, enabling warehouses to fulfill orders efficiently. Multiple initiation methods allow flexibility to accommodate diverse business practices.

For detailed procedural guidance and setup configurations, refer to the official documentation.

Original article:
https://learn.microsoft.com/en-us/dynamics365/supply-chain/warehousing/release-to-warehouse-process

Summary: Plan loads and shipments using the outbound load planning workbench

This article explains how to use the outbound load planning workbench in Dynamics 365 Supply Chain Management to create and manage loads for sales orders. It includes step-by-step instructions on creating sales orders and then planning shipments efficiently by grouping sales order lines into loads for transportation.

Key Steps to Use the Outbound Load Planning Workbench

1. Create Sales Orders

• Navigate to Sales and marketing > Sales orders.
• Create a new sales order by entering customer and order details.
• Add products and specify quantities.
• Confirm the sales order to make it ready for shipment planning.

2. Access the Outbound Load Planning Workbench

• Go to Warehouse management > Loads > Outbound load planning workbench.
• Use filtering options to find relevant sales order lines waiting for shipment.

3. Select Sales Order Lines for Loading

• Review the list of sales order lines eligible for loading.
• Select the lines to be included in a new load.

4. Create Loads

• Click Create load to group selected sales order lines into a load.
• Specify load parameters such as trailer or container type if applicable.
• Confirm and save the load.

5. Manage and Review Loads

• Check load details and ensure correct sales orders are grouped.
• Adjust load contents if needed by adding/removing order lines.
• Use the workbench to oversee shipment preparation and optimize load consolidation.

Additional Details

• The outbound load planning workbench helps optimize logistics by enabling grouping of multiple sales orders into fewer loads, reducing transport costs.
• It supports filtering and sorting to find specific orders or prioritize shipments based on business rules.
• Load templates and vehicle capacity information can be integrated to improve planning accuracy.

Reference

Original article:
https://learn.microsoft.com/en-us/dynamics365/supply-chain/warehousing/tasks/use-load-planning-workbench-plan-loads-shipments

This article presents an example scenario illustrating how to pack containers using the Warehouse Management mobile app in Dynamics 365 Supply Chain Management.

Scenario Overview

• The scenario demonstrates a common warehouse operation: packing items into containers to prepare them for shipment.
• The process supports enhanced efficiency and accuracy in warehouse packing by utilizing the mobile app.

Prerequisites

• Users must have appropriate security roles and permissions to use the Warehouse Management mobile app.
• Warehouse setup must include container and packing profile configurations.
• Relevant work must be created and available for packing.
• Mobile device and app should be properly configured for warehouse operations.

Steps to Pack Containers Using the Warehouse Management Mobile App

1. Access Work on Mobile Device

   • Open the Warehouse Management mobile app and sign in.
   • Select or scan the shipment or work order to be packed.

2. Select Packing Profile

   • Choose a packing profile that defines how items are packed into containers.

3. Pick Items for Packing

   • Perform picking work as required before starting packing.
   • Confirm picked items in the mobile app.

4. Assign Items to Containers

   • Scan or select container IDs to assign items.
   • Add items into containers as per required quantities.

5. Verify Packed Containers

   • Confirm that container contents are accurate according to shipment requirements.
   • Adjust packing if necessary.

6. Complete Packing Work

   • Finalize the packing process in the app.
   • Confirm that packing work is closed and containers are ready for shipment.

Benefits

• Streamlines container packing with mobile device guidance.
• Ensures correct packing adherence to profiles and policies.
• Integrates packing status directly with warehouse management workflows.

For full procedural details, interface screenshots, and setup recommendations, please refer to the original Microsoft documentation.

Original article: Pack containers with the Warehouse Management mobile app - Supply Chain Management | Dynamics 365