Create a location directive [AX 2012]

Updated: October 28, 2015

Applies To: Microsoft Dynamics AX 2012 R3, Microsoft Dynamics AX 2012 R2

NoteNote

This topic applies to features in the Warehouse management module. It does not apply to features in the Inventory management module.

This topic explains how to create location directives. Location directives are user-defined rules that help identify pick and put locations for inventory movement. For example, in a sales order transaction, a location directive determines where the items will be picked and where the picked items will be put.

You can use location directives to do the following:

  • Put away incoming items.

  • Pick and stage items for outbound transactions.

  • Pick and put raw materials for production.

  • Replenish locations.

The following table shows the prerequisites that must be in place before you create a location directive.

Category

Prerequisite

Related setup tasks

To create a location directive, follow these steps:

  1. Click Warehouse management > Setup > Location directives.

  2. In the Work order type field, select the type of inventory transaction for which you want to create a location directive.

  3. On the Location directives FastTab, click New to create a new location directive and specify the details as described in the following table.

    Field

    Description

    Sequence number

    Enter the sequence in which the location directive is processed for the selected work type. You can also modify the sequence, if needed.

    Name

    Enter a name for the location directive. This field is required.

    Work type

    Select the type of work to be performed. The type of work available is based on the type of inventory transaction that you have selected in the Work order type field.

    Site

    Select the site in which the work should be completed. This field is required.

    Warehouse

    Select the warehouse location in which the work should be completed. This field is required.

    Directive code

    Select the directive code to associate to a work template or replenishment template. To configure a directive code with a work template, see Create a work template.

    Disposition code

    Optional: Select a disposition code to redirect the put away of the received items to a location. For more information, see Create disposition codes. This field is available only if you select Purchase orders or Return orders in the Work order type field.

    NoteNote

    If you have Hotfix number 3067743 or AX 2012 Cumulative Update 10 installed, the option is also available for Work orders of type Finished goods put away.

    Multiple SKU

    Optional: Select this check box to use multiple stock keeping units (SKUs).

    NoteNote

    If you use this setting for a location directive of the work type Put, the first location directive line will always be selected by the system irrespective of other restrictions created in the lines.

  4. Optional: Click Edit query to select the locations or to specify any restrictions that apply when you select a specific location directive.

  5. On the Lines FastTab, create one or more lines to specify units and to locate or reserve quantity in a warehouse. Fill in the fields as described in the following table.

    Field

    Description

    Sequence number

    Enter the sequence in which the location directive is processed for the selected work type. You can also modify the sequence, if needed.

    From quantity

    Enter the starting quantity of the items for which work should be performed.

    To quantity

    Enter the ending quantity of the items for which work should be performed.

    Unit

    Select the unit of measure for the items.

    Locate quantity

    Select the method that is used to check whether the quantity is in the range that is set in the From quantity and To quantity fields.

    If the location directive is for an inbound transaction, select one of the following options:

    • License plate quantity ─ The license plate quantity.

    • Unitized quantity ─ The unitized quantity from the specified inventory transaction.

      For example, in a warehouse if you can receive a quantity of 1000 and break it into 10 license plates of 100 each, you can use a quantity of 1000 items instead of the license plate quantity of 100.

    • Remaining quantity ─ The quantity yet to be received that is specified on the purchase order line.

    • Expected quantity ─ The total quantity that is specified on the purchase order line.

  6. Optional: You can select the following additional settings on the Lines FastTab.

    Field

    Description

    Restrict by unit

    Select this check box to allow you to specify the unit of measure. After specifying the unit of measure, only those items with the specified unit of measure can be put in a specific location. For example, if the unit of measure is pallets, then the items in pallets can be put in a specific location. Items in other units of measure will be restricted from being put into the specified location.

    To specify the unit of measure for restriction:

    1. Click Restrict by unit. This button is available only when you press Ctrl+S after you have selected the Restrict by unit check box.

    2. In the Unit field, select the unit of measure to restrict for the pick and put away process.

    Locate packing quantity

    Select this check box if a packing unit quantity is specified in the Sales order form. If you select this check box, only the locations with this packing unit quantity are selected.

    Allow split

    Select this check box to split the quantity across multiple locations.

  7. On the Location Directive Actions FastTab, click New to select the location or range of locations.

  8. In the Sequence number field, the sequence in which the location directive is processed for the selected work type is displayed. You can modify the sequence, if needed.

  9. In the Name field, enter the name for the location directive action.

  10. Optional: Click Edit query to modify the warehouse locations and other criteria.

  11. Optional: You can select the following additional settings for a location directive.

    Field

    Description

    Only use item fixed locations

    Select this check box to include a fixed location for the item that is being put away. For more information about how to assign fixed locations to set up location directives, see the “Optional: Assign a fixed location to an inventory item” section in the Set up parameters to create a warehouse location topic.

    NoteNote

    If you have AX 2012 R3 CU8 installed, this field has been renamed to Only fixed locations for the product, and added as an option in a new field named Fixed location usage. In the field, two additional options are available:

    • Fixed and non-fixed locations – The location directive will consider all locations.

    • Only fixed locations for the product variant – The location directive will consider only fixed locations for product variants.

    Allow negative inventory

    Select this check box to allow negative inventory at the specified warehouse location.

    Batch enabled

    Select this check box to use batch strategies for the items that are batch enabled.

  12. In the Strategy field, select one of the strategies for the specified location directive.

    Option

    Description

    Consolidate

    This strategy is used in Microsoft Dynamics AX to consolidate items in a particular location when similar items are already available.

    Match packing quantity

    This strategy is used to verify whether a pick location has the specified packing quantity.

    FEFO batch reservation

    This strategy is used when inventory is located using a batch expiration date and is allocated for batch reservation. You can only use this strategy for batch enabled items.

    NoteNote

    In Microsoft Dynamics AX 2012 R3 Cumulative Update 9 the FEFO batch reservation strategy is also used when inventory is located using a batch best before date in addition to the expiration date.

    Round up to full LP

    This strategy is used to round up the inventory quantity to match the license plate (LP) quantity that is assigned to the items to be picked. You can only use this strategy for replenishment.

    Empty location with no incoming work

    This strategy is used to locate empty locations. The location is considered empty if it has no physical inventory and no expected incoming work.

    NoteNote

    This option was added in Microsoft Dynamics AX 2012 R3 Cumulative Update 8.

After you create location directives, you can associate each directive code with a work template code for work creation.

Create a work template

If you don't have access to the pages that are used to complete this task, contact your system administrator and provide the information that is shown in the following table.

Category

Prerequisite

Configuration keys

Click System administration > Setup > Licensing > License configuration. Expand the Trade license key, and select the Warehouse and Transportation management configuration key.


Announcements: To see known issues and recent fixes, use Issue search in Microsoft Dynamics Lifecycle Services (LCS).

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