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Describe the goals and features of warehouse management by using Microsoft Dynamics AX 2012 R2.
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Set up the system for warehouse management.
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Use the item arrival process to process inventory receipts.
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Create and process pallet transports.
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Use output orders, consolidated picking, and picking routes to process sales order picking.
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Create outbound rules, and deliver picked items.
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Create and process shipments by using the Create Shipment wizard, shipment staging, and shipment templates.
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Create shipment reservation combinations and sequences.
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Create refill pallet transports.
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Describe and use Radio Frequency Identification (RFID) technology for inbound and outbound processing.
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Set up and process quarantine orders.
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Set up and use quality orders, inventory blocking, and non conformances.
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Review the reports and inquiries that are available for warehouse management.
Course Outline
Module 1: Overview
This module explains describes the basic warehouse management features that are available in Microsoft Dynamics AX 2012. In addition, terminology and concepts of warehouse management are discussed.
Lessons
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Goals of Warehouse Management
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Terminology and Concepts
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Workflow in Warehouse Management
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Integration with Other Modules
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Advanced Warehouse Management
After completing this module, students will be able to:
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Explain the goals of warehouse management by using Microsoft Dynamics AX 2012.
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Define warehouse management key terms and concepts.
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Describe the flow of transactions in warehouse management.
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Describe the integration between warehouse management and other modules in Microsoft Dynamics AX 2012.
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Identify the difference between advanced warehouse management and standard warehouse management.
Module 2: Setting Up Warehouse Management
This module explains how to set up warehouse management for use in Microsoft Dynamics AX 2012.
Lessons
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Basic Setup for Inventory and Warehouse Management
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Product Setup
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Inventory Dimension Groups
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Physical Setup of the Inventory
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Logical Setup of the Inventory
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Pallets and Forklifts
Lab : Complete Product Setup
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Create a new product.
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Add a warehouse item to the product.
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Add a barcode to the product.
Lab : Using Dimensions
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Use the Dimension display form.
Lab : Create Inventory Dimension Groups
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Create a Product Dimension Group.
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Create a Storage Dimension Group.
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Create a Product Master and assign the dimension groups.
Lab : Update Store Areas
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Run the Update Store Area Wizard.
Lab : Set Up Warehouse Management
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Create a production warehouse.
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Set up aisles.
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Set up store areas and locations.
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Set up store zones.
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Set up pallets.
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Set up forklifts.
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Update location setup.
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Create an assembly warehouse.
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Use the Location Wizard to create locations.
Lab : Set up a Warehouse for Replenishment
After completing this module, students will be able to:
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Describe the parameters in the Inventory and warehouse management module.
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Set up journal names for warehouse management.
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Review the additional setup components for released products.
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Describe the various types of dimension groups.
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Assign dimension groups to a product.
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Define the various components that make up the physical setup of the inventory.
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Set up sites, warehouses, aisles, and locations.
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Set up store areas and store zones.
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Describe how pallets are used.
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Set up pallets and forklifts.
Module 3: Inbound Operations
This module reviews the procedures for item receipt by using the Item arrival journal, and also registration by using the Inventory button in the purchase order line.
Lessons
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Purchase Orders
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Arrival Overview and Item Arrival Journal
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Pallet Transports
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Receipt Registration Requirements
Lab : Create and Receive a Purchase OrderLab : Inbound Operations
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Create a purchase order.
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View the expected arrivals for today.
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Start the product arrival.
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Register the receipt of the products.
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Generate the product receipt.
After completing this module, students will be able to:
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Describe the purchase order creation process.
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Use the Arrival overview form to start the receipt process.
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Create and process an item arrival journal.
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Create and process pallet transports.
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Register product receipts.
Module 4: Outbound Operations
This module explains how to move items from the warehouse to the customers by using advanced functionality of picking and shipping.
Lessons
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Sales Orders
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Output Orders
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Picking Process
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Shipment Process
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Outbound Rules
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Shipment Reservations
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Shipment Templates
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Picking Routes
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Deliver Picked Items
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Shipment Staging
Lab : Set Up Shipment Reservations CombinationsLab : Set Up Shipment TemplatesLab : Consolidated Picking
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Create two sales orders.
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Create a shipment from a shipment template.
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Activate the picking and pallet transports.
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Pick and deliver the items by using the Picking routes form.
Lab : Picking and Shipping Items
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Create a new sales order.
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Use output order, shipment, picking routes, and output transports to process the sales order.
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Update the packing slip for the sales order
After completing this module, students will be able to:
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Review the process for creating and processing a sales order.
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Create an output order.
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Review the setup for consolidated picking.
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Create and use picking routes.
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Create outbound rules.
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Deliver picked items.
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Review the shipment process.
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Use the Create Shipment Wizard.
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Use the shipment staging feature.
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Rearrange and move items.
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Reverse the picking for an item.
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Create and use shipment templates.
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Discuss the reservation methods.
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Create shipment reservation combinations and sequences.
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Create refill pallet transports.
Module 5: RFID in Warehouse Management
This module explains how RFID can be used in Microsoft Dynamics AX 2012 to process transactions in warehouse management.
Lessons
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RFID Technology
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RFID Administration
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Receiving with RFID
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Picking, Packing, and Shipping with RFID
After completing this module, students will be able to:
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Describe Radio Frequency Identification (RFID) technology.
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List the benefits of RFID.
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Review the set up for RFID.
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Receive goods by using RFID.
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Process picking, packing, and shipping by using RFID.
Module 6: Quarantine Management with Pallets
This module explains how Quarantine management works together with Warehouse management and pallet functionality.
Lessons
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Set Up Quarantine
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Item Receipt
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Quarantine Orders
Lab : Set Up and Use Quarantine Management with Warehouse Management
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Set up products, locations, and warehouse items.
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Create a purchase order and process the item arrival.
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Process a pallet transport and quarantine order.
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Return the items to the standard warehouse.
After completing this module, students will be able to:
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Set up a product by using both quarantine management and warehouse management.
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Process and item arrival journal with a quarantine order.
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Create a quarantine order manually and automatically.
Module 7: Inhouse Warehouse Operations
This module reviews the daily operations known as inhouse warehouse operations. It covers inventory movement and reporting.
Lessons
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Pallet Transports
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Refill Pallet Transports
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Quantity Adjustments
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Inquiries
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Reports
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Role Centers
Lab : Pallet Operations
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Create a pallet relocation transport.
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Process the pallet transport.
Lab : Set Up and Run the Warehouse Capacity Report
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Run master scheduling.
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Create a new workload capacity configuration.
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Configure the site 2 warehouses.
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Run the Scheduling workload periodic job.
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Run the Workload capacity report.
Lab : Use Warehouse Management
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Create picking locations for the item and the warehouse.
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Create a purchase order and a product receipt list.
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Create and process the item arrival journal.
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Check the pallet transport inquiry.
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Process the pallet transports.
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Create and process the quarantine order.
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Create a sales order and an output order.
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Create, process, and finalize the shipment.
After completing this module, students will be able to:
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Review operations that are completed internally for Warehouse management.
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Review the inquiries that are available for Warehouse management.
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Describe the reports that are available for Warehouse management.
