Boxing Logic in AX 2012 R3

As I have promised in my last post, I am back with another Blog in AX 2012 R3. There’s been a lot of new features that has been added recently in AX 2012 R3 which was not present in AX 2012 R2. I got an opportunity to work on few newly features in R3 and so planned to share with you all. Today in this topic, let’s discuss about the Boxing Logic feature.

Boxing logic is a part of the process of releasing items for picking and grouping items on a picking route. If an item requires packaging, then boxing logic can help determine the smallest box for the items to most efficiently fit into.

For example, if you have 10 items to be shipped to the same address, it may be optimal to pack them all together in a medium-sized box, instead of having them shipped separately in 10 small boxes. A box name will be assigned to the picking route, and the picking routes will be split per box.

Let’s look into the detailed set up and features to set the Boxing logic in AX 2012.

Box Definitions

To box an item by using boxing logic user must define the dimensions of a box on the Box definitions form, and define how the user want the item to be packed.

To activate the boxing logic, navigate the following steps:

1. Click Inventory management > Setup > Inventory and warehouse management parameters.
2. On the General tab, in the Boxing logic group, select the Boxing logic for picking workbench check box.

Once the boxing logic got enabled, user needs to create a Box definition.

1. Navigate to Inventory management > Setup > Boxing logic > Box definitions.
2. Click New and enter a name for the box.
3. Enter a brief description.
4. On the Dimensions Fast Tab, enter the measurements of the box.
5. Select the Active check box to enable boxing logic.

Picking Workbench

The picking workbench is where the picking and packing of items is arranged, which helps streamline the picking process.

1. Navigate to Inventory management > Setup > Picking Workbench > Workbench Profiles
2. Click New and enter a name for the profile.
3. Enter a brief description
4. In the General tab, enter the Group Criteria by the Sales ID

Picking Workbench Set up as per Warehouse

Enter Pick lists per batch and Maximum lines per picking List under the Picking Workbench fast tab in the Warehouse that is going to be used at the time of Sales Order creation.

1. Navigate to Inventory management > Setup > Inventory Break down > Warehouse
2. Select the warehouse.
3. Go into the Picking Workbench fast tab.
4. Enter the numbers in Pick lists per batch and Maximum lines per picking List.

Enable Boxing Logic on Items

Use boxing logic for grouping items on a picking route and for specifying the physical dimensions of the boxes used for packing during the time of sales Order creation. The packing materials, weight, and volume are validated during boxing calculations.

1. Navigate to Product information management > Common > Released products.
2. Select a product. Click Edit.
3. On the Deliver Fast Tab, select the Apply boxing logic for picking work bench check box.

On the Manage inventory Fast Tab, ensure that the user have specified the correct physical dimensions.

Sales Order Creation.

1. Navigate to Sales & Marketing > Common > Sales Order > All Sales Order
2. Create new to create a Sales Order.
3. Enter a Customer ID and Site, Warehouse. Enter the same Warehouse that we have taken above.
4. Click OK.
5. Enter the item (item that has been set for the Boxing Logic) in the Sales Order Lines.

Running a Picking Workbench Session

To run a picking workbench session, follow these steps:

1. Navigate to Inventory management > Common > Picking workbench.
2. Click New to create a new workbench session and enter a description.
3. On the Criteria Fast Tab, enter search criteria. In Select enter “By Sales ID”. In the detailed criteria, select the sales order ID.
4. After you have entered the search criteria, click Generate picking batches.

5. Once Generate picking Batches got generated, respective Sales ID came into the Picking List tab and same will reflect in the Batches fast tab also.

6. If the user needs to take the print of the batches then he can click on the Print Batch.

Report will get generated-

7. Click the completed Check box in order to complete the Picking Workbench process.

8. Once the Status gets completed, go to the Picking List Registration form. Under the General tab of the Picking list registration form, system will show the Box that has been picked as per the criteria and requirement.