Set up work audit templates to automate the updating of warehouse process records

 In this blog post you can read about how to use the Work audit template functionality to automatically process an Outbound shipment confirmation for a Load as soon as all the related work has been processed.

The screenshots in this blog post are taken from the new version of Dynamics AX, but all the content applies to AX2012 R3 as well.

The scenario described below is used to illustrate the process and setup for using a work audit template.


A load has been created containing two load lines that are going to be delivered.


The load will be outbound processed within the warehouse via two work headers.


After a mobile device has been used to complete the first work item, the status of the load is updated to In process. And as soon as the second work item is completed, the status of the load is changed to Loaded. And with the use of the Work audit template, the system will immediately update the load to the status of Shipped.




To enable the scenario above, a Work audit template record has to be created to trigger the event of running the Shipping confirmed update as soon as the status for a load is updated to Loaded. This can be achieved with the setup seen below.


The mobile device menu item that’s used as part of the outbound warehouse work processing has been enabled to use the defined Audit template ID.




The work audit template is used in this case to trigger a ship confirmation update when the status of a load is updated to Loaded. It’s possible to define other triggers, and to define triggers for other events too. We think that work audit templates are a great tool for extending custom logic and triggering automatic events and custom code with specific set of rules, and would love to hear about your experiences with it.

Comments (15)

  1. Oleksandr says:


    There is a known problem with System-directed menu items for this Audit… thing. Is it fixed/addressed in the new AX?

    1. This has been fixed for System directed work through KB 3149681.

  2. Jan says:


    Is there a way to use "Work audit template" when working with "Work List"?

  3. J says:

    Until this Work Audit Template functions for System-directed menu items, it's not very helpful.

    1. Jason Reed says:

      The Work Audit template now works with System Directed Work. The KB number is 3149681.

      1. Jeff says:

        Does this also work with the “Cluster picking” option with this update? I am currently running 2012 R3 CU 10 and it is only working for “User Directed”. Thanks.

  4. P says:

    RE: Known Problem with System-Directed menu items and Work Audit Templates — Can you provide a link to the bug report?  or Connect issue?  I'd like to help escalate this issue…

    1. Jason Reed says:

      A hotfix has been released to allow for Work Audit Templates and system directed work. KB 3149681.

  5. Taylor [MSFT] says:

    A hot fix is currently being developed to enable this functionality for System-Directed work.  I will update this blog when the KB has been released. Stay tuned.

  6. A KB hot fix has been released to accommodate this behavior for System directed work.

    Please download KB 3149681 through Lifecycle Services (LCS) if you need this behavior on System directed work.

    1. Oleksandr says:

      Thanks for the work!

  7. Maria Kristiansen says:

    I have the case where I have a Work that consist of multiple shipments. When I close the work on the mobile device the shipments are not confirmed. This only works if I have 1:1 relation between work and shipment, not if I have 1:n between work and shipments. Is there a hotfix for this?

    1. Oleksandr says:

      Hi Maria,

      You can play with Audit Trigger Fields, probably choose Shipment, or something like that. It works for us

  8. Maria Kristiansen says:

    I have setup my Work audit template to automatically confirm the shipment. But how can I set it up so it also post the packing slip and prints the packing slip?

    1. Oleksandr says:

      Hi Maria,

      It’s not possible out of the box. The only report available for printing is Bill of Lading, if I’m not mistaken

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