Glossary of Terms
A
ABC Classification
A slotting and inventory prioritization method that classifies SKUs into A (high velocity), B (medium velocity), and C (slow movers) based on demand frequency or value.
Accessorial Charges
Additional transportation fees beyond base freight—such as lift gate, inside delivery, detention, or residential handling.
Activity-Based Labor Metrics
D365 functionality for measuring worker productivity across pick, pack, replenish, and movement tasks.
Advanced Warehouse (WHS)
A Dynamics warehouse method focused on advanced, directed processes and execution on the warehouse floor.
Aisle
A defined travel path between racking structures, typically labeled numerically or alphabetically for predictable navigation.
Application Field Editor
A configuration area used to control how fields behave, validate, and display in ScanWorkX applications.
Application Group
A way ScanWorkX organizes mobile apps by warehouse function area (e.g., Receiving, Picking, Inventory, Admin).
Application Parameters
Per-application settings that control workflow behavior and available options in ScanWorkX.
Application Pool Idle Timeout
A server-side timeout that can cause “Server Timed Out” behavior if all users are idle longer than the configured threshold.
ASN (Advanced Shipping Notice)
A supplier-provided digital file used to accelerate receiving by pre-communicating items, quantities, pallets, and batch/serial numbers.
B
Backflush / Flushing
Automatically consuming raw materials against a production order based on BOM rules when specific events occur (start, finish, quantity produced).
Backorder
An unfulfilled portion of a customer order due to insufficient inventory availability.
Barcode Label Generation
Automated creation of barcode labels to reduce manual labeling errors and misidentification in warehouse operations.
Barcode Scanning
Capturing data with scanners to improve speed and accuracy and reduce manual entry in warehouse transactions.
Basic Warehouse (WMS)
A Dynamics warehouse method aligned to standard warehousing operations and processes.
Batch Number
A traceability identifier used to track groups of items manufactured or received together.
Batch Picking
A picking method where identical items from multiple orders are grouped into a single consolidated pick.
Bay
Vertical section of a rack between uprights.
Blocked Status (DLL)
A DLL file state that can impact execution and is visible as part of troubleshooting/version checks.
Bulk Storage
Floor, pallet, or open-area storage designed for oversized items or high-quantity pallets not suitable for racking.
Business Process Validation
Enforcing required rules and data checks so transactions are executed correctly in the ERP workflow.
C
Capacity Planning
The science of aligning space, labor, racking, and equipment to meet current and future volume needs.
Case Picking
Picking full-case quantities from pallet or rack positions.
Carton Management
A mobile function for managing carton-related handling during warehouse operations.
Change Company
An administrative mobile action that switches the operating legal entity context for the user session.
Change Password
An administrative mobile function that lets users update their credentials (where supported by deployment).
Change Printer
A mobile admin function to update the active printer selection used by warehouse users.
Change User Settings
A mobile admin function to adjust user preferences that affect ScanWorkX behavior.
Cloned Applications
A way to copy an existing ScanWorkX application so you can customize behavior/fields without rebuilding from scratch.
Cluster Picking (WHS Cluster Pick)
A picking method that groups orders into clusters and guides users through an optimized picking path.
Consolidated Pick
A picking approach that groups picks to reduce trips and streamline outbound work.
Containerization
D365 packaging logic that determines which container(s) an order should ship in based on size, weight, and packaging profiles.
Cross-Docking
Receiving goods and immediately routing them to outbound shipping lanes without putting them into storage.
Cycle Counting (WHS Count)
Incremental inventory counting process performed continuously without shutting down operations.
D
D365 (Dynamics 365 for Finance & Operations)
Microsoft’s ERP platform containing modules for warehousing, supply chain, finance, production, and inventory management.
D365 Version
A field used in ScanWorkX lead/demonstration forms to capture which Dynamics version the prospect is running.
Data Governance Model
The principle that ScanWorkX operates within the customer’s ERP controls and does not change ownership or governance of ERP data.
Demand Replenishment
Replenishment created dynamically when picking work cannot be completed due to insufficient forward pick stock.
Directed Count
A counting process that drives users through specified counting tasks (often tied to directed work logic).
Directed Putaway
System-driven logic that assigns the optimal storage location based on location directives.
Dock-to-Stock Time
The total time between receiving goods at the dock and placing them into their storage locations.
E
EDGE Training Method
Explain → Demonstrate → Guide → Enable. A structured training approach is applied throughout this guide.
ERP (Enterprise Resource Planning)
Integrated business management software system. For this guide, ERP refers to D365 F&O.
ERP Integration
Connecting mobile execution directly into ERP warehouse modules to keep transactions and inventory updates real-time.
Execute Task (AX)
A warehouse process app that guides users through defined tasks in AX standard warehousing contexts.
External Item Lookup
Translating a vendor’s or alternate barcode/item number into your internal item number to reduce relabeling and manual lookup effort.
F
FEFO (First Expired, First Out)
Picking methodology that prioritizes items with the closest expiration date.
Field Editors
Configuration tools used to customize what fields appear, how they validate, and how users interact in mobile workflows.
Field Validation Expression
A configurable expression (commonly Regex) used to enforce input rules for a field.
FIFO (First In, First Out)
Picking methodology that prioritizes the oldest stock first.
Flow-Thru
A receiving strategy where goods are staged temporarily for short periods (hours, not days) before being moved to outbound or production.
Forward Pick Zone
The ergonomic, low-level picking area stocked from reserve storage for fast-moving items.
Full Pallet Pull
A picking strategy where entire pallets are picked instead of case or each picks.
G
Garage Sale Inventory
Informal term used in this guide to describe unorganized, unlabeled, inconsistent inventory storage lacking structure.
H
High-Speed Barcode Scanning
Fast scan performance intended to minimize errors, delays, and repeated handling steps.
High-Velocity Receiving
A structured inbound model focusing on rapid validation, LP creation, flow-thru/cross-dock routing, and minimal touches.
Hold / QC Hold
Inventory status reserved for quality inspection or incomplete evaluation.
I
Inbound
Any activity related to receiving, inspecting, and putting away goods.
Inquiry Applications
Mobile apps designed to look up and display ERP data (items, locations, license plates, etc.) for verification and troubleshooting.
Inventory Accuracy
A measurable outcome (often improved via real-time scanning and automated updates) reflecting how closely ERP inventory matches reality.
Inventory Adjustment
A process for correcting inventory quantities when counts and on-hand values differ.A process for correcting inventory quantities when counts and on-hand values differ.
Inventory Status
D365 inventory attribute indicating availability (Available, Quarantine, Damaged, Quality Hold, etc.).
IoT (Internet of Things)
Sensors and smart devices used for monitoring warehouse temperature, forklift movements, dock doors, etc.
Item Inquiry
A mobile lookup workflow that retrieves item information to confirm identity, status, dimensions, or availability.
J
Job Tracking (Mobile)
Capturing progress and activity on mobile devices so operations gain real-time visibility into warehouse and production work.
L
Label Printing (Direct from Transactions)
Printing labels directly as part of warehouse execution steps to reduce delay and ensure labeling matches the ERP transaction.
Labor Standards
Performance-based time expectations for picking, packing, replenishment, or other warehouse tasks.
Layout
The physical arrangement of racks, aisles, staging lanes, and work areas.
License Plate (LP)
A warehouse tracking identifier used to represent a pallet/container or grouped inventory in advanced warehouse processes.
Load Planning Workbench
A D365 tool used to group shipments, create loads, sequence deliveries, and manage outbound transportation.
Load Shipment
A shipping workflow used to stage and load outbound shipments as part of outbound execution.
Location
A uniquely named physical storage or pick face position.
Location Directive
D365 logic that determines where items should be stored or picked from.
Location Inquiry
A mobile lookup workflow for verifying what inventory is in a specific location and its key attributes.
Location Profile
Attributes assigned to location types (LP-controlled, fixed, bulk, staging, etc.).
M
Master Planning
D365 planning engine that drives purchase orders, transfer orders, and production orders.
Min/Max Replenishment
Forward pick area stocking model based on minimum and maximum stocking thresholds.
Mixed SKU Pallet
A pallet containing more than one item number—often discouraged in structured warehouses.
Mobile Barcode Scanning App
A mobile solution category ScanWorkX positions itself in, focused on warehouse execution using scanning-driven transactions.
Mobile Messaging
A capability used for operational communication to mobile users and/or managing sessions depending on configuration.
Multi-Field Data Capture
Capturing multiple field values from a single scan using configured barcode parsing logic.
Multi-Site Operations
Supporting multiple facilities and warehouse configurations with flexible parameters while maintaining accurate execution.
N
Native, Real-Time Integration
Direct connection to Dynamics that updates ERP data immediately, avoiding delayed sync or third-party “workaround” integrations.
Negative Inventory
A system condition where D365 shows less than zero available inventory. Always indicates a data, scanning, or process failure.
Nested LP
Hierarchy where a pallet LP contains multiple child container LPs.
O
On-Demand Count
A counting workflow initiated as needed (outside scheduled cycle counts) to validate or correct stock.
On-Hand Inventory
Quantity of available inventory stored within D365.
Order Pack / Order Unpack
Shipping preparation workflows for packing or reversing packing steps in outbound operations.
Order Fulfillment Speed
A measurable improvement area ScanWorkX highlights via optimized workflows and mobile scanning.
Outbound
Picking, packing, staging, loading, and shipping operations.
P
Pack Station
A dedicated area used for packing, validation, cartonization, and label printing.
Pallet Position
Standard unit of vertical and horizontal storage capacity – “one pallet’s worth” of space.
Pick Path
The physical route a picker follows; optimized to minimize travel time.
Picking Workbench
A structured picking experience that supports both standard and advanced warehouse processes to improve execution consistency.
Pick-to-Carton / Pick-to-Tote
A picking method where items are picked directly into the final shipping container or tote.
Print Envoy
A Dynamics 365–integrated label printing automation solution that generates barcode/compliance labels from ERP transactions using configurable template and printer selection rules (often via Print Handler/Print Courier services and integrations with labeling platforms like BarTender or Loftware).
Production Staging
Material movement to a location adjacent to a production line.
Q
Quality Order
D365 mechanism for triggering testing, inspection, and sample validations.
Quarantine
Inventory status used to isolate items pending inspection or resolution.
R
Rack Totem Label
Vertical label placed on upright frames identifying aisle, bay, and levels.
Raw Material (RM)
Inventory consumed during production operations.
Real-Time Inventory Updates
Immediate ERP updates driven by scanning and mobile execution, intended to reduce discrepancies and manual reconciliation.
Receiving Work
System-generated tasks for validating, LP labeling, and moving inbound goods.
Regular Expressions (Regex) Validation
Client-side field validation rules that enforce data patterns and reduce bad scans/entries before posting transactions.
Replenishment Work
Tasks generated by D365 to refill forward pick or stage raw materials.
Reserve Storage
High-level or deep-rack storage used for bulk inventory.
Return-to-Stock (RTS)
Returning a sellable returned item to an active stock location.
Return-to-Vendor (RTV)
Returning defective or unacceptable goods back to suppliers.
S
Scan Compliance
Percentage of transactions properly scanned using ScanWorkX devices.
ScanWorkX
A mobile, barcode-driven warehouse execution system integrated with D365 F&O.
Security Roles
Role-based permission sets (including ScanWorkX-specific roles) used to control who can use mobile functions, configuration, and services.
Serial Number
Unique identifier used to track individual units.
Session Management
Administrative control over mobile sessions to support operations, troubleshooting, and access control.
Session State Timeout
A timeout behavior that returns users to the login screen after prolonged idleness to protect sessions and stability.
Slotting
The method of assigning SKUs to their optimal storage locations.
Smart Barcode Recognition / Smart Barcodes
Configured barcode formats that parse a scan into multiple fields (e.g., item + batch + location) in one action.
Staging
Temporary warehouse areas used between picking and loading or receiving and putaway.
Standard Warehousing Operations (WMS)
Standard warehousing processes that ScanWorkX supports alongside advanced WHS workflows.
Stock Keeping Unit (SKU)
Unique identifier for distinct inventory items.
T
Themes (CSS & Images)
UI styling packages that let you brand and modernize the ScanWorkX look-and-feel using CSS and image assets.
Throughput
Rate at which goods flow through the warehouse.
Totem Label
Large, vertical rack label showing location hierarchy.
Transfer Order
D365 document used for moving inventory between warehouses or sites.
Travel Path
Physical route for forklifts or pickers; optimized to prevent congestion.
U
UOM (Unit of Measure)
The defined measurement for quantities of an item (each, case, pallet, kilogram, etc.).
V
Velocity
Movement frequency of an item; used in slotting and replenishment strategies.
Vendor Compliance
A supplier’s adherence to labeling, packaging, and ASN requirements.
W
Warehouse Worker Productivity
A results metric ScanWorkX claims to improve via an intuitive interface and reduced manual steps.
Wave
A group of outbound orders released together to create pick work.
Wave Template
Rule set determining how waves form, release, and allocate inventory.
WES/WCS (Warehouse Execution/Control System)
Systems used to control automation and material handling equipment.
WIP (Work in Process)
Inventory in the middle of production activities.
Work Template
D365 configuration defining pick/put logic, steps, and work classes.
Workflow Optimization
Redesigning warehouse steps into guided mobile flows to reduce touches, errors, and time-to-complete per task.
WHS Execute Work
A mobile execution app that processes tasks like picking, put-away, and inventory movements with step-by-step guidance.
WHS Item Movement
A mobile app for moving inventory between locations using either simple transfers or directed rules.
WMS & WHS Compatibility
Support for both standard WMS and advanced WHS operating models so customers can fit ScanWorkX to their warehouse method.
Z
Zone
Logical grouping of locations; used for picking, putaway, and replenishment.
