Warehouse Management Desk
The application consolidates key warehouse information and actions, allowing users to view and act on purchase orders, customer orders, and distribution orders - all in one place. It also provides real-time visibility into stock balances and location status. The application supports conditional styling and integrates with H5, providing quick access to related actions.
User stories
Warehouse managers and warehouse administrators use a comprehensive workbench to view workload and perform daily tasks for goods receipt (GR), dispatch, and inventory management. The workbench enables them to monitor operations and manage warehouse activities throughout the day efficiently.
M3 Business Engine configuration
- Set up warehouses in 'Warehouse. Open' (MMS005).
- Ensure that a warehouse is connected to your user in 'User. Open' (MNS150).
See specific configuration per component in the Components section.
Application authorization
To access and run the Experience Designer application, you must be authorized to the M3 Business Engine functions and API transactions used by the application.
| Function or API | Transaction | Information Category | View |
|---|---|---|---|
| CRS610MI | GetBasicData | ||
| CRS620MI | GetBasicData | ||
| LISTMI | ListDataAsCSV | M3_LIST_MITPCE | M3_01_01 |
| LISTMI | ListDataAsCSV | M3_LIST_MITSTA | M3_01_01 |
| LISTMI | ListDataAsCSV | M3_LIST_MPLINE | M3_01_01 |
| LISTMI | ListDataAsCSV | M3_LIST_MITBAL | M3_01_01 |
| LISTMI | ListDataAsCSV | M3_LIST_MHDISH | M3_01_01 |
| MMS005MI | LstWarehouses | ||
| MMS060MI | LstViaItem | ||
| MMS175MI | Update | ||
| MMS200MI | PrtItemLabel | ||
| MMS200MI | GetItmWhsBasic | ||
| MMS200MI | Get | ||
| MNS150MI | GetUserData | ||
| MWS410MI | RelForPick | ||
| MWS410MI | GetHead | ||
| MWS411MI | LstDeliveryLine | ||
| MWS420MI | Confirm | ||
| MWS420MI | LstPack | ||
| PPS001MI | Receipt | ||
| PPS001MI | ConfirmLine | ||
| PPS001MI | FinishMark |
How to use the application
- Application Header
The Warehouse Management Desk application starts with the application header, which displays the current user’s warehouse and ID, together with a date range from a year back to today’s date. The user can change the data in these fields.
- Inbound Purchase Orders
The Inbound Purchase Orders tab includes a data grid, a form, and a button component. The grid shows purchase order lines linked to the warehouse and user, loading data after the application header loads. The form shows order details when a line is selected. The buttons enable users to print, confirm, receive, and close purchase orders.
- Outbound Customer Orders
The Outbound Customer Orders tab has two data grids, a form, and a button. The first grid shows deliveries and loads after the application header loads; the second shows delivery lines and loads when a delivery is selected. The form displays delivery details upon selection. The buttons enable you to release deliveries for picking, report picking lists, packing, and delivery.
- Inbound Distribution Orders
The Inbound Distribution Orders tab has two data grids, a form, and a button. The first grid shows deliveries and loads after the application header loads; the second shows packages and loads when a delivery is selected. The form shows order details upon delivery selection. The buttons enable you to report and reverse receipt, and manage packages and their details.
- Outbound Distribution Orders
The Outbound Distribution Orders tab has two data grids, a form, and a button. The first grid shows deliveries and loads after the application header loads; the second shows delivery lines and loads when a delivery is selected. The form shows delivery details upon selection. The buttons enable you to release deliveries for picking, report picking lists, packing, and delivery.
- Inventory
The Inventory tab has three data grids. The first grid shows item stock balance for the selected warehouse and loads after the application header loads. The second grid shows balance identity and loads when an item is selected. The third grid shows empty locations for the selected warehouse and loads after the application header loads.
Components
| Component | Component details |
|---|---|
| Application header | Component ID: AppHeader_Warehouse
Purpose: Displays the main application header with warehouse, user, and date filters. M3BE data used: 'User. Open' (MNS150) Data services used: Get_UserData |
| Purchase Order Lines data grid | Component ID: DataGrid_POLines
Purpose: Displays purchase order lines linked to warehouse and user. M3BE data used: 'Purchase Order. Open Lines' (PPS201) Data services used: List_POLines Comment: You must activate the MPLINE table for search in M3 Function Search administration. |
| Button group Actions | Component ID: ButtonGroup_InboundDeliveries
Purpose: Provides actions to print, confirm, receive, and close purchase orders. |
| Order Information form | Component ID: Form_SupplierInfo
Purpose: Shows detailed order information for a selected purchase order line. M3BE data used: 'Supplier. Open' (CRS620), 'Item. Open' (MMS001) Data services used: Get_SupplierData |
| Deliveries data grid | Component ID: DataGrid_OutboundCO
Purpose: Displays outbound deliveries. M3BE data used: 'Delivery. Open Toolbox' (MWS410) Data services used: LISTMI_OutboundCO Comment: You must activate the MHDISH table for search in M3 Function Search administration. |
| Delivery Lines data grid | Component ID: DataGrid_DeliverLines
Purpose: Shows delivery lines for selected delivery. M3BE data used: 'Delivery. Open Line Toolbox' (MWS411) Data services used: List_CODeliveryLines |
| Delivery Information form | Component ID: Form_DeliveryInfo
Purpose: Displays details of the selected outbound delivery. M3BE data used: 'Customer. Open' (CRS610), 'Delivery. Open Toolbox' (MWS410) Data services used: Get_DeliveryInfo |
| Button group Actions | Component ID: ButtonGroup_Outbound
Purpose: Enables releasing picking, reporting picking, packing, and delivery. M3BE data used: 'Delivery. Open Toolbox' (MWS410), 'Picking List. Report' (MWS420) Data services used: Release_PickList_CO, Confirm_DispatchCO |
| Inbound Deliveries data grid |
Component ID: DataGrid_InboundDO Purpose: Displays inbound distribution deliveries. M3BE data used: 'Delivery. Open Toolbox' (MWS410) Data services used: LISTMI_InboundDO Comment: You must activate the MHDISH table for search in M3 Function Search administration. |
| Packages data grid | Component ID: DataGrid_DOInboundDeliveryLines
Purpose: Shows packages for selected inbound delivery. M3BE data used: 'Goods Receipt DO/RO. Report' (MWS440) Data services used: List_PackagesInboundDO |
| Order Information form | Component ID: Form_InboundDODeliveryInfo
Purpose: Displays inbound delivery order info. M3BE data used: 'Delivery. Open Toolbox' (MWS410) Data services used: Get_DeliveryInfo_InboundDO |
| Button group Actions | Component ID: ButtonGroup_InboundDOActions
Purpose: Reports receipt, reverse receipt, and works with packages. |
| Stock Balance data grid | Component ID: DataGrid_StockBalance
Purpose: Shows stock balance overview. M3BE data used: 'Item. Connect Warehouse' (MMS002) Data services used: List_StockBalance Comment: You must activate the MITBAL table for search in M3 Function Search administration. |
| Detailed Stock Balance data grid | Component ID: DataGrid_DetStockBal
Purpose: Displays detailed stock balance by location. M3BE data used: 'Balance Identity. Display' (MMS060) Data services used: List_DetStockBalance |
| Empty Locations data grid | Component ID: DataGrid_ListEmptyLocations
Purpose: Lists empty warehouse locations. M3BE data used: 'Stock Location. Open' (MMS010) Data services used: List_EmptyLocations Comment: You must activate the MITPCE table for search in M3 Function Search administration. |
| Outbound DO Deliveries data grid | Component ID: DataGrid_OutboundDO
Purpose: Shows outbound distribution deliveries. M3BE data used: 'Delivery. Open Toolbox' (MWS410) Data services used: LISTMI_OutboundDO Comment: You must activate the MHDISH table for search in M3 Function Search administration. |
| Outbound DO Delivery Lines data grid | Component ID: DataGrid_DODeliveryLines
Purpose: Displays delivery lines for selected outbound DO. M3BE data used: 'Delivery. Open Line Toolbox' (MWS411) Data services used: List_DODeliveryLines |
| Delivery Information form | Component ID: Form_OutboundDOInfo
Purpose: Shows details for selected outbound distribution delivery. M3BE data used: 'Delivery. Open Toolbox' (MWS410) Data services used: Get_DeliveryInfo_OutboundDO |
| Button group Actions | Component ID: ButtonGroup_OutboundDOAction
Purpose: Actions to release picking, report picking, packing, and delivery. M3BE data used: 'Delivery. Open Toolbox' (MWS410), 'Picking List. Report' (MWS420) Data services used: Release_PickList_DO, Confirm_DispatchDO |
Links and bookmarks
| Link ID | Type | Purpose |
|---|---|---|
| Link_PackageDetailsInboundDO | M3 Automation | Opens 'Goods Receipt DO/RO. Report Packages Det' (MWS444) with warehouse and delivery parameters. |
| Link_PackagesInboundDO | M3 Bookmark | Opens 'Goods Receipt DO/RO. Report Packages' (MWS443) with package details filtered by warehouse and delivery. |
| Link_PrintPO | M3 Automation | Opens 'Purchase Order. Print Document' (PPS600) to print a purchase order using the purchase order number. |
| Link_ReportPacking | M3 Bookmark | Opens 'Delivery. Connect Packages' (MWS423) filtered by delivery line and company. |
| Link_ReportPacking_DO | M3 Bookmark | Opens 'Delivery. Connect Packages' (MWS423) filtered by delivery line and company. |
| Link_ReportPicking | M3 Bookmark | Opens 'Picking List. Report' (MWS420) for distribution orders filtered by warehouse, delivery, and company. |
| Link_ReportPicking_DO | M3 Bookmark | Opens 'Picking List. Report' (MWS420) for distribution orders filtered by warehouse, delivery, and company. |
| Link_ReportReceiptInboundDO | M3 Automation | Opens 'Goods Receipt DO/RO. Open Toolbox' (MWS442) for inbound distribution orders with delivery and warehouse data. |
| Link_ReverseReceiptInboundDO | M3 Automation | Opens 'Goods Receipt DO/RO. Open Toolbox' (MWS442) for inbound distribution orders with delivery and warehouse data. |
Dialogs
| Dialog ID | API program | Purpose |
|---|---|---|
| SimpleDialog_ReceivePO | PPS001MI/Receipt | Dialog for reporting receipt of a purchase order line. |
| SimpleDialog_ClosePO | PPS001MI/FinishMark | Dialog for closing a purchase order line. |
| SimpleDialog_ChangeLocation | MMS175MI/Update | Dialog for changing warehouse location details. |
| SimpleDialog_ConfirmPO | PPS001MI/ConfirmLine | Dialog for confirming a purchase order line. |
Conditional styles
| Component | Condition name | Target field | Condition | Styling |
|---|---|---|---|---|
| Purchase Order Lines data grid | Condition_LateOrders | IBDWDT | IBDWDT earlier than today | Text color: #DA1217 - red |
| Purchase Order Lines data grid | Condition_LateOrders | IBCODT | IBCODT earlier than today | Background color: #FBE7E8 – light red
Text color: #DA1217 - red |
| Outbound CO Deliveries data grid | Condition_U09XHF | OQPGRS | OQPGRS=02 | Text color: #DA1217 - red
Icon: alert Icon color: #DA1217 - red |
| Outbound CO Deliveries data grid | Condition_MDVY5E | OQDSDT | OQDSDT earlier than today | Text color: #DA1217 - red |
| Inbound DO Deliveries data grid | Condition_PCGD38 | OQDSDT | OQDSDT earlier than today | Text color: #DA1217 - red |
| Outbound DO deliveries data grid | Condition_WIHMA2 | OQDSDT | OQDSDT earlier than today | Text color: #DA1217 - red |
| Outbound DO deliveries data grid | Condition_FK0102 | OQPGRS | OQPGRS=2 | Text color: #DA1217 - red
Icon: alert |
| Stock Balance data grid | Condition_SU8HBO | MBSTQT | MBSTQT<MBSSQT | Text color: #DA1217 - red
Text weight: bold |
| Balance Identity Details data grid | Condition_QX3QXE | STAS | STAS=1 | Text color: #BB5500- orange
Icon: monitoring Icon color: #BB5500- orange |