D365 F&O Custom Work Types

TL;DR: Create custom work types in D365 SCM to capture data during picking or make updates to data.

D365 F&O offers you the possibilty to customize many processes in your warehouse. One possibility to do it is using custom work types. Typically you would use for the picking work template, work types of ‘Pick’ and ‘Put’. But you can added the type ‘Custom’. Such step would allow the warehouser worker to record information or updating some information.

Custom Work Type

You can find the custom work types under: Warehouse amanagement -> Setup -> Work -> Custom work types

There you can add new a custom work type for your system. The checkbox Capute data indicates if there should be an user input on that work type and Mobile device menu label is the text that is displayed on the form.

Under Custom method you can add your custom method that should be executed.

Custom method

Below you can see a example code for a custom work type. You need to implement WhsIWorkTypeCustomProcessor and do not forget to decorate the class with WhsWorkTypeCustomProcessorFactor and add as the parameter the custom method name of the corresponding custom work type you created or going to create. And then you can add your code that should be executed in the process function. You can read out over _parameters different data. Like for example the workline or the captured data from the work only if you checked Capture data.

Have fun

[WhsWorkTypeCustomProcessorFactory('SampleUpdateWorkType')]
public class SampleUpdateWorkType implements WhsIWorkTypeCustomProcessor
{
    #WHSRF

    public void process(WhsWorkTypeCustomProcessParameters _parameters)
    {
        WHSWorkId currentWorkId = _parameters.workLine.WorkId;
        var userId              = _parameters.pass.lookup(#UserId);
        str notes               = _parameters.data;

        //DO SOMETHING WITH THE DATA
        
    }

}

Originally published August 12, 2023 | View revision history

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MS Dynamics AX / D365 FO developer with experience in administration, developing new and adjusting the existing solutions in the Dynamics AX 2009, AX 2012, D365 FO. Ability to support all phases of implementation of project, starting with design, development, final deployment and administration. Responsible team member always looking for new challenges with experience from international projects in Austria, Germany and Switzerland. Experience in implementation of external service to MS Dynamcis AX / D365, like cash registers and warehouse automations. More about the author →