Fill Entire Shipment in Dynamics AX Warehouse Management

by | Updated August 15, 2016 | Dynamics AX, Inventory, Procurement and Sourcing

What does the Fill Entire Shipment check box on the customer in Dynamics AX do and how does it work?

When you’re on the Warehouse Management FastTab on the Customers form, you’ll see a Fill entire shipment check box in the Shipment processing field group. (Accounts receivable > Common > Customers > All customers > Warehouse management FastTab).

If the Fill entire shipment check box is selected, this means that if the location directives for any work related to a shipment for this customer fail, no work will be created for the entire shipment. In other words, if the check box is selected, the shipment must fully allocate when the work transactions are created.

Warehouse Management Shipment Processing

Here are a couple of examples to show how the Fill entire shipment check box works.

Example 1: Fill entire shipment check box is not selected

In this scenario:

  • A sales order for a quantity of 150 ea is entered for item number 000001
  • There is a total Available physical quantity of 200 ea in the Pick and Bulk locations in the warehouse
  • The location directive is set up to only pick from “picking” locations, not bulk
  • Demand replenishment is not being used

 

Item number: 000001
Quantity on hand in the warehouse:
Pick-001: 50 ea

On Hand by Location

 

Bulk-001: 150 ea

On Hand by Location

 

In this example, location directive failures are enabled. (Warehouse management > Setup > Work > Location directive failures). The Stop work on location directive failure check box is selected for sales orders. This means that if any of the location directives fail and can’t find a location to pick from, then no work will be created for that quantity to be picked.

Note: There’s a great blog post about location directive failures and how they work on the Microsoft Dynamics AX Community site that you can find here.

Location Directive Failure

The Fill entire shipment checkbox is not selected on customer US-005 – Contoso Retail Seattle.

Warehouse Management Shipment Processing

 

A sales order is entered for item number 000001 for a quantity of 150 ea and 150 ea are automatically reserved.

Sales Order

 

When the sales order is released to the warehouse, an Infolog is displayed.
It tells you that:

  • Shipment USMF-000204 was not fully allocated
  • Work has been created

 

Infolog in Dynamics AX

 

If we go in and look at the work that was created (Warehouse management > Common > Work > All work), the work quantity is for 50 ea, not 150 ea.

Warehouse Management

 

The Work creation history log (Inquiries > History > Work creation history log) shows us that a pick from location Pick-001 for a quantity of 50 ea succeeded, the Put to location Stage and the Put to location Baydoor for 50 ea both succeeded, and item allocation for 100 ea failed.

Work Creation History Log

Since the Fill entire shipment check box wasn’t selected, AX still created work for the quantity of 50 ea that was available in the Pick-001 location.

 

Here’s what would happen in the same scenario if the Fill entire shipment check box is selected:

Example 2: Fill entire shipment check box is selected
In this scenario:

  • A sales order for a quantity of 150 ea is entered for item number 000001
  • There is a total Available physical quantity of 200 ea in the Pick and Bulk locations in the warehouse
  • The location directive is set up to only pick from “picking” locations, not bulk
  • Demand replenishment is not being used

In this example, location directive failures are enabled. (Warehouse management > Setup > Work > Location directive failures). The Stop work on location directive failure check box is selected for sales orders. This means that if any of the location directives fail and can’t find a location to pick from, then no work will be created for that quantity to be picked.

Location Directive Failure Sales Order

The Fill entire shipment checkbox is selected on customer US-005 – Contoso Retail Seattle.

Shipment Processing

 

A sales order for a quantity of 150 ea is entered and 150 ea are automatically reserved.

Sales Order

 

When the sales order is released to the warehouse, the following Infolog is displayed:
It tells you that:

  • Shipment USMF-000205 was not fully allocated
  • Shipment USMF-000205 has not been processed because one or more lines could not be allocated
  • No work was created

 

Infolog in Dynamics AX

If we go in and look at the work that was created (Warehouse management > Common > Work > All work), no work was created even though we know 50 ea out of the 150 ea ordered are available in location Pick-001.

Warehouse Management

The Work creation history log (Inquiries > History > Work creation history log) shows that the location Pick-001 for a quantity of 50.00 succeeded, item allocation for 100 ea failed, and then Shipment USMF-00025 was not processed because one or more lines could not be allocated.

Work Creation History Log

Since the shipment couldn’t fully allocate the entire shipment for a quantity of 150 ea, no work was created.

 

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2 Comments

  1. Paul

    the logic is clear, but as inventory in reserved while the transaction fails, ultimately nothing is moving while goods start ageing on the shelves where they are and your service performance towards the customer goes down.
    So then what’s the process to prevent the deadlock? Would the system then not issue another order to transfer (needed) quantities from the bulk to the pick location? What governance is the system offering (if you dant want to handhold and babysit every individual transaction manually?)

  2. Brandon Carmichael

    Hey Paul,

    After talking with Wendy, my recommendation, in this case, would be to leave the fill entire shipment check box unmarked and not use this functionality. You can use the Fulfillment rate and/or Location directive failure configuration to control what will release to the warehouse in any backorder scenarios. In example, when all the item quantities are NOT available to ship.

    Hope this helps,
    Brandon

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