Location directives in Dynamics 365 for Finance and Operations (D365FO)
Dr. Umesh Pandit
Advisor Solution Architect for Microsoft Dynamics 365, Azure, PPAC, CRM, M365 and AI
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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