← Back to selected workProduction & WMS Implementation
Simple assembly.
Connected warehouse execution.
Helping a customer carry a legacy assembly process into D365 F&O—with clear control over where materials move, when they are consumed, and how finished goods are valued.
Client implementationAX 2012 → D365 F&OAssembly + Advanced WMS
The customer challenge
Preserve the business process.
Make the next solution clear.
Joining a late-stage implementation meant making sense of inherited decisions quickly. The customer used Production Orders, but the real requirement was lightweight assembly: consume components, receive the finished item and carry the material cost into inventory.
I traced a completed AX order through its journals, inventory and costing. That established the business behavior the F&O design needed to support and gave the team a shared starting point.
The design decision
Why a Production Order for assembly?
A BOM journal could handle a simple component-to-finished-item conversion. This customer also needed reservation, warehouse-directed picking, production staging and finished-goods put-away. The Production Order provided the common reference connecting those activities.
01 / WAREHOUSEReserve, pick and stageMove eligible components from storage into production input.
02 / ASSEMBLYConsume and report finishedRecord material use and the finished quantity against the order.
03 / COMPLETIONPut away and settle costMove finished goods to storage and reconcile the production cost.
Staged material is still a business responsibility.If 40 units are staged and 31 consumed, the remaining 9 need an agreed treatment: retain as line-side stock, reserve for later use or return to storage. Defining that ownership is part of implementation.
The warehouse setup, in context
Connect the physical flow.
I brought the location-directive work into the implementation design, translating the source setup into understandable routing rules and target-system validation scenarios.
| Process | Setup intent carried into the design |
|---|
| Purchase receiving | Receive into a defined inbound profile; establish the onward movement into storage. |
| Storage & internal movement | Use product-zone rules and consolidation where appropriate, with capacity and fallback checks. |
| Assembly supply & completion | Stage components at production input and direct finished goods to the designated put-away zone. |
| Sales & transfers | Apply ordered picking sources and appropriate batch rules, then route to packing, dispatch or transfer staging. |
The supplied playbooks cover different source snapshots. Their configuration is a reference for design and testing; exact sequences, units and fallback behavior must be confirmed in the target environment.
Implementation assurance
Prove the flow
with transactions.
I combined setup review with scenario-based validation: component availability, units, warehouse work, assembly confirmation, finished-goods receipt and the resulting inventory balances.
Repeatable Playwright checks supported the production execution flow and captured completion evidence. This work sits within the implementation alongside location-directive design and the assembly process.
The key checks connect physical movement to accounting: material reaching production input, actual component consumption, finished quantity and final material cost.
Customer value
A clearer operating model.
A stronger basis for delivery.
The work translated an inherited process into a shared implementation story: why the Production Order is needed, how warehouse movements connect to assembly, and who owns the exceptions. Configuration playbooks and repeatable checks give the delivery team concrete evidence to review with process owners.
This case describes implementation design and validation work. It does not claim a completed go-live or quantified productivity savings.