During implementation, several questions must be answered:
Who defines which batch is picked? The seller or the 3PL warehouse?
- Seller:
Make sure the relevant mapping is in place on the 'Warehouse - Picking list to XML' message.
Usual questions in this scenario are:
- Do you use reservations?
Make sure the reservation mapping is in place on the 'Warehouse - Picking list to XML' message.
- What if the batch in the picking list registration differs from the one defined on the picking list?
You are advised to use staging. So, you can set up validations that define how to manage batch deviations.
- 3PL warehouse:
Usual questions in this scenario are:
- Do you allow splitting lines?
If you allow splitting lines, make sure the key fields in the field mapping of the 'Warehouse - XML to Picking list registration' message or a custom 'XML picking list registration to EDI inventory order' message support this.
- How do you use batches?
Questions to be answered can be: On picking list registration, must the batch already exist in Dynamics 365 for Finance and Operations? What to do if no batch number is received on picking list registration? Do you allow batch number creation? Do you use external or internal batch numbers? How to manage expiry dates?
Make sure that the way you use batches is supported by the field mapping of the 'Warehouse - XML to Picking list registration' message or a custom 'XML picking list registration to EDI inventory order' message. Consider to, additionally, use staging and validations to support your batch scenario.
Do you allow over/under delivery?
- You are advised to use staging. So, you can set up validations that define how to manage over/under deliveries.
How are lines communicated?
- With InventTransId/LotId (advised) or with line number + order number
Make sure the mapping of all inbound and outbound messages supports your choice of line communication.
Note: line number + order number can result in errors if you allow splitting lines.
Use staging in the picking list registration process?
- Yes: Set up and use the custom 'XML picking list registration to EDI inventory order' and 'EDI inventory order to picking list registration' messages. With these messages, you can get the data into and out off the EDI inventory order journal. You can also use validations on the EDI inventory order journal.
- No: Use the 'Warehouse - XML to Picking list registration' message.