Location directives in Dynamics 365 for Finance and Operations (D365FO) (2024)

Location directives in Dynamics 365 for Finance and Operations (D365FO) (1)

Dr. Umesh Pandit Location directives in Dynamics 365 for Finance and Operations (D365FO) (2)

Dr. Umesh Pandit

Advisor Solution Architect specializing in Microsoft Azure, Dynamics 365, ERP, AI and ML

Published Mar 21, 2024

Location directives in Dynamics 365 for Finance and Operations (D365FO) are rules that help identify pick and put locations for inventory movement. They play a crucial role in the Warehouse Management System (WMS) functionality. Here's a detailed explanation:

What are Location Directives?

In a sales order transaction, a location directive determines where the items will be picked, and where the picked items will be put. Location directives consist of a header and associated lines. They are created for specific work order types.

What can you do with Location Directives?

You can use location directives to perform the following tasks:

- Put away incoming items.

- Pick and stage items for outbound transactions.

- Pick and put raw materials for production.

- Replenish locations.

Prerequisites for Creating a Location Directive

Before you can create a location directive, you must ensure that the prerequisites are in place. These include:

- Making sure that the required license key is turned on.

- Creating a warehouse and setting the Use warehouse management processes option to Yes.

- Creating locations, location types, location profiles, and location formats.

- Creating sites, zones, and zone groups.

Location Directive Scopes Feature

The Location directive scopes feature gives you more freedom when you design location directives and helps reduce redundant configurations. It adds a Scopes option, which replaces the previous Multiple SKU option. This feature must be turned on for your system.

Work Order Types for Location Directives

Many of the fields that can be set for location directives are common to all work order types.

Work Templates

Work templates define the steps we want the warehouse mobile application user to take when work gets generated from the work template. In most cases with simple processes, the work template will consist of a “Pick” and a “Put” step.

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Umesh Pandit's Notes Location directives in Dynamics 365 for Finance and Operations (D365FO) (6)

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Location directives in Dynamics 365 for Finance and Operations (D365FO) (2024)

FAQs

What is location directive in Dynamics 365? ›

Location directives are 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. Location directives consist of a header and associated lines.

How do I create a location in D365 F&O? ›

In this article
  1. Go to Warehouse management > Setup > Warehouse > Location profiles.
  2. Select New.
  3. In the Location profile ID field, type a value.
  4. In the Name field, type a value.
  5. In the Location format field, enter or select a value.
  6. In the Location type field, enter or select a value.
Jan 30, 2023

What are the location types in d365fo? ›

Warehouse, rack, aisle, bin position, etc. Location type: there is picking location, bulk location, inbound dock, outbound dock, production input location, inspection location, etc.

How can location be hierarchy defined in D365? ›

The hierarchy can be based on geographical locations, divisions, departments, or any other relevant organizational structure. The organizational hierarchy is typically defined using entities called Organizational Units, which can be created and configured in D365.

What is functional location in Dynamics 365? ›

Functional locations in Asset Management for Dynamics 365 Supply Chain Management provides your organization the ability to define and track where your assets are located.

What is location profile in D365? ›

Location profiles can be used as filtering options to control the different warehouse management processes. As a minimum, you must create a user location profile in order to enable the warehouse management processes. Click New . In the Location profile ID field, type a value. In the Name field, type a value.

How do I set up location directive? ›

Add a location directive action line
  1. Select New. This is the sequence in which the location directive action lines are processed for the selected work type. ...
  2. In the Name field, type a value. ...
  3. In the Fixed location usage field, select an option. ...
  4. In the Strategy field, select an option. ...
  5. Select Save.

What is F&O in D365? ›

Dynamics 365 Finance & Operations is a cloud-based Enterprise Resource Planning (ERP) system well-suited for large or diversified companies. It offers you the ability to keep track of all your finances and inventory.

What is the inventory location? ›

Inventory locations are used with basic warehousing (WMS I) to determine where items are stored and where items are picked from in a WMS I warehouse.

What are location types? ›

The location type describes one or more locations within a organization. Each location type indicates the location category (store, warehouse, or vendor), and can also provide additional information, such as “East Coast Stores” or “Outlet Stores.”

What are the posting layers in D365FO? ›

What are Posting Layers? Posting layers in Dynamics 365 Finance and Operations control the posting of financial transactions. They enable organisations to segregate transactions based on predefined criteria, facilitating better control over the financial reporting and auditing processes.

What is a functional location? ›

Functional locations are elements of a technical structure, such as the functional units in a system. Functional locations are created hierarchically, and you install assets on them. The setup of functional locations in your company depends on the company's requirements.

What is the difference between site and warehouse in D365? ›

A site is a grouping of business resources, such as warehouses and production units, which share interrelated transactions, are located at a particular geographic location, and belong to a single legal entity. A single site cannot be shared by multiple legal entities.

How do I block a location on D365? ›

How to block inventory location for transaction in dynamics 365?
  1. Inventory management > Setup > Inventory > Blocking causes. ...
  2. Inventory management > Setup > Inventory breakdown > Inventory locations. ...
  3. Inventory management > journal entries > items > movement journal.

What is the tracking dimension group in D365? ›

The tracking dimension is a lower-level assortment of products, irrespective of whether it is a serial number for electronic inventory items or a batch number.

What is localization in D365? ›

Localization is the process of adapting software to meet country-specific laws or regulations. Many of Sunrise customers manage sites in North America, Europe, and Asia so out-of-the-box global capabilities make Microsoft Dynamics 365 a great option for global companies.

Does Dynamics 365 use Active Directory? ›

Until now, we've had to handle security directly within Dynamics 365. Now, we have the ability to have an Azure Active Directory (for that is what AAD stands for) group, and reference it within Dynamics 365.

What is the difference between Dynamics NAV and Dynamics 365? ›

1. MS Dynamics 365 is only available in the cloud, whereas NAV is available both on-premise and in the cloud. 2. Microsoft Dynamics 365 encompasses a variety of services, whilst MS Dynamics NAV is just an Enterprise Resource Planning (ERP) system.

What is CSU in D365? ›

In this article

This article provides an introduction to Commerce Scale Unit (CSU) Core in Microsoft Dynamics 365 Commerce. CSU Core is the next-generation, high-performance platform that Dynamics 365 Commerce offers to host the headless commerce engine.

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