Dock Door Shipment Setup & Diagnostics (Without OTM)

STEP 1: Setup
Create an item using item template @Finish Goods and assign to WMS enabled organization
Inventory Super User -> Inventory -> Items -> Master Items

Assign Item to WMS enabled Inventory organization Tools -> Organization Assignments

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Dock Door Shipment Setup & Diagnostics (Without OTM)

Define Dock Door
Warehouse Manager -> Setup -> Warehouse Configuration -> Warehouse -> Stock Locator Create a dock door locator and stage lane under staging sub-inventory

Define Staging Lane

Warehouse Manager -> Setup -> Warehouse Configuration -> Warehouse -> Stock Locator

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Dock Door Shipment Setup & Diagnostics (Without OTM)

Create Dock Door to Staging Lane Relationship
Warehouse Manager -> Setup -> Warehouse Configuration -> Warehouse -> Dock Door to Staging Lane Assignment

Define Shipping Parameters

Warehouse Manager -> Setup -> Warehouse Configuration -> Warehouses -> Shipping Parameters Make sure Transportations Enabled flag is not checked

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Dock Door Shipment Setup & Diagnostics (Without OTM)

STEP 2: Data Preparation
Create item on-hand using Miscellaneous Receipt (GUI/Mobile)
Inventory -> Transactions -> Miscellaneous Transaction -> Miscellaneous Receipt

Create a sales order (Destination Warehouse should be WMS enabled)

Order Management -> Orders, Returns -> Sales Order

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Dock Door Shipment Setup & Diagnostics (Without OTM)

Select WMS Destination organization in Others Tab

Enter order lines. Verify the destination organization from shipping tab, book the order

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Dock Door Shipment Setup & Diagnostics (Without OTM)

STEP 3: Simulation & Diagnostics of Dock Door Shipment
Release sales order with Auto Pick Confirm set to No
Warehouse manager -> Outbound Logistics -> Release Pick Wave

Set Auto Allocation to Yes (Inventory) and Auto Pick Confirm to No (Shipping)

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Dock Door Shipment Setup & Diagnostics (Without OTM)

Press Concurrent/Execute Now to start complete release. Verify the completion of concurrent requests.

Identify the move order number created by pick release process Warehouse manager -> Outbound Logistics -> Shipment Planning & Transactions Find Sales order Status to Release to Warehouse

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Dock Door Shipment Setup & Diagnostics (Without OTM)

Verify picking tasks from Warehouse Control Board Warehouse manager -> Warehouse Control Board

Create Trip for released sales order Warehouse manager -> Outbound Logistics -> Shipment Planning & Transactions Go to delivery tab and select Auto-create trip to create a Trip

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Dock Door Shipment Setup & Diagnostics (Without OTM)

Note down the Delivery number and Associated Trip number from Path to Trip tab

Create Dock Assignment for Trip Warehouse manager -> Outbound Logistics -> Dock Assignment

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Dock Door Shipment Setup & Diagnostics (Without OTM)

Complete the Order picking task from mobile Whse Mgmt -> Tasks -> Outbound -> Manifest Picking -> Enter Order Number

Note down the LPN number. Drop LPN in Stage Lane. You can change Stage Lane (Optional)

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Dock Door Shipment Setup & Diagnostics (Without OTM)

Verify the LPN status associated with Trip Warehouse manager -> Outbound Logistics -> Shipment Planning & Transactions Search with Trip Number and get details from Content by Line/LPN tab. LPN Status should be Picked

Start Dock Door Shipment Warehouse manager -> Outbound Logistics -> Shipment Planning & Transactions Whse Mgmt -> Outbound -> Shipping -> Load Dock

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Dock Door Shipment Setup & Diagnostics (Without OTM)

Verify the LPN status associated with Trip Warehouse manager -> Outbound Logistics -> Shipment Planning & Transactions Search Trip Number and check from Content by Line/LPN tab. LPN Status should be Loaded to Dock

Select Continue/Ship to complete Ship Confirm

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Dock Door Shipment Setup & Diagnostics (Without OTM)

Verify the Trip Status Warehouse manager -> Outbound Logistics -> Shipment Planning & Transactions Search Trip Number and check from Content by Line/LPN tab. LPN Status should be Closed

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