Return material adjustment (RMA) processing through the mobile device

This blog post assumes a working knowledge of the new
Warehouse management module released in Microsoft Dynamics AX 2012 R3.

 

The process of receiving a Return material adjust (RMA)
using the new WMS mobile device functionality is very similar to processing an
inbound transaction such as a purchase order. The following steps are intended
as a walkthrough of the necessary setup and actions required to complete the
process. They are completed against the USMF Contoso dataset on a CU8 installation.

1)     
Setup a Return order work template

1. Warehouse > Work > Work Templates
2. Change the Work order type to “Return orders”
3. Create a new work template by clicking the New
   

1. Create new work type lines by clicking the New
   button on the low section of the grid
2. Create two lines

                                                              
i.     
The first

                                                            
ii.     
Work type = Pick

                                                           
iii.     
Mandatory = Checked

                                                          
iv.     
Work class ID = Return

                                                            
v.     
The second

                                                          
vi.     
Work type = Put

                                                         
vii.     
Mandatory = Checked

                                                       
viii.     
Work class ID = Return

                                                          
ix.     
Close the form

2)     
Setup a Disposition code and link it to an
inventory status

1. Warehouse management > Mobile device >
   Disposition codes
2. Create a new Disposition code by clicking the
   New button
3. The new Disposition code will need the following
   fields

                                                              
i.     
Disposition code: The name of the disposition
code.

                                                            
ii.     
Inventory status: An inventory status which will
define the blocking strategy assigned to the returned item.

                                                           
iii.     
Work template code: The work template to which
this disposition code should be linked.

                                                          
iv.     
Return disposition code: A traditional
disposition code that contains the disposition action.

1. *Note*: Any disposition code that has an action
   of “Return to customer” will not generate work as of CU8
2. Create the record with the following values

                                                              
i.     
Disposition code = Customer return

                                                            
ii.     
Inventory status = Available

                                                           
iii.     
Work template code = 51 Return Order

                                                          
iv.     
Return disposition code = 11

                                                            
v.     
Close the form

3)     
Create a location directive to manage the Return
order process in the warehouse

1. Warehouse management > Setup > Location
   directives
2. Change work order type to “Return orders”
3. In the Location directives fast tab click New

                                                              
i.     
Sequence number = 1

                                                            
ii.     
Name = 51

                                                           
iii.     
Work type = Put

                                                          
iv.     
Site = 5

                                                            
v.     
Warehouse = 51

                                                          
vi.     
Disposition code = Customer return (the
disposition code must be specified or the location directive will not be
found).

1. In the Lines fast tab click New

                                                              
i.     
Sequence number = 1

                                                            
ii.     
From quantity = 1

                                                           
iii.     
To quantity = 999,999

                                                          
iv.     
Locate quantity = None

1. In the Location Directives Actions Click New

                                                              
i.     
Sequence number = 1

                                                            
ii.     
Name = Put

                                                           
iii.     
Fixed location usage = Fixed and non-fixed
locations

                                                          
iv.     
Strategy = None

1. In the Location Directive Actions fast tab click
   Edit Query
2. Set the Location Criteria = Bulk-001

1. Click OK to close the form
2. Close the Location directives form

4)     
Create a menu item on the Mobile device

1. Warehouse management > Setup > Mobile
   device > Mobile device menu items
2. Click New to create a new menu item

                                                              
i.     
Menu item name = RMA Process

                                                            
ii.     
Title = RMA Process

                                                           
iii.     
Mode = Work

                                                          
iv.     
Work creation process = Return order receiving

                                                            
v.     
Close the form

5)     
Add the new mobile device menu item to the
mobile device

1. Warehouse management > Setup > Mobile
   device menu
2. In the Available menus and menu items section
   find the RMA process and add it to the menu structure by clicking the “<”
   button

6)     
Create a return order

1. Sales and marketing > Common > Return
   orders > All return orders
2. In the panel click Return orders> New >
   Return order

                                                              
i.     
Customer account = US-004

                                                            
ii.     
Click OK to create the return orders

1. Add a line to the return order

                                                              
i.     
Item number = A0001

                                                            
ii.     
Site = 5

                                                           
iii.     
Warehouse = 51

                                                          
iv.     
Unit price = 5

                                                            
v.     
Quantity = -1

                                                          
vi.     
Copy the RMA number on the Return order header
(General fast tab)

 

7)     
Open the Emulator in the AOT and receive the RMA
to create the work

1. AOT > FORMS > WHSWorkExecute > Right
   click > Open

                                                              
i.     
User ID: = 51

                                                            
ii.     
Password = 1

1. In the main menu select RMA Process
2. Enter the RMA number click OK

1. Item = A0001
2. LP = TestLp
3. Qty = 1
4. Disposition code = Customer return

1. Click OK

8)     
Navigate back to the Return order and open the
sales order to view the work

1. On the RMA select the sales order number to open
   the sales order for the RMA

1. On the Sales order in the Sales order lines
   section click Warehouse > Work details
2.  Notice
   the work has been created. The pick in the receipt location and the put away is
   set to the location specified in the location directive