80427 Warehouse Management in Microsoft Dynamics AX 2012 | Microsoft Training, MS Dynamics NAV, CRM, GP, AX, Business Central

This two-day instructor-led course provides students with the necessary tools and resources to perform basic tasks in the warehouse management flow in Microsoft Dynamics AX 2012.

Audience Profile

This course is intended for partners and customers that want to learn the basic features and develop a working knowledge of the typical daily procedures required to effectively use Microsoft Dynamics AX 2012 Warehouse Management functionality.

The class is also intended for warehouse workers, warehouse managers, shipping and receiving personnel, and other people in organizations responsible for the setup and administration of warehouse management functionality.

At Course Completion

After completing this course, students will be able to:

Describe the goals and features of warehouse management by using Microsoft Dynamics AX 2012.
Set up the system for warehouse management.
Use the item arrival process to process inventory receipts.
Create and process pallet transports.
Use output orders, consolidated picking, and picking routes to process sales order picking.
Create outbound rules, and deliver picked items.
Create and process shipments by using the Create Shipment wizard, shipment staging, and shipment templates.
Create shipment reservation combinations and sequences.
Create refill pallet transports.
Describe and use Radio Frequency Identification (RFID) technology for inbound and outbound processing.
Set up and process quarantine orders.
Set up and use quality orders, inventory blocking, and non conformances.
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

Goals of Warehouse Management
Terminology and Concepts
Workflow in Warehouse Management
Integration with Other Modules
Advanced Warehouse Management

After completing this module, students will be able to:

Explain the goals of warehouse management by using Microsoft Dynamics AX 2012.
Define warehouse management key terms and concepts.
Describe the flow of transactions in warehouse management.
Describe the integration between warehouse management and other modules in Microsoft Dynamics AX 2012.
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

Basic Setup for Inventory and Warehouse Management
Product Setup
Inventory Dimension Groups
Physical Setup of the Inventory
Logical Setup of the Inventory
Pallets and Forklifts

Lab : Complete Product Setup

Create a new product.
Add a warehouse item to the product.
Add a barcode to the product.

Lab : Using Dimensions

Use the Dimension display form.

Lab : Create Inventory Dimension Groups

Create a Product Dimension Group
Create a Storage Dimension Group
Create a Product Master and assign the dimension groups

Lab : Update Store Areas

Run the Update Store Area Wizard.

Lab : Set Up Warehouse Management

Create a production warehouse
Set up aisles.
Set up store areas and locations
Set up store zones
Set up pallets
Set up forklifts
Update location setup
Create an assembly warehouse
Use the Location Wizard to create locations

Lab : Set up a Warehouse for Replenishment

Set up a warehouse for replenishment

After completing this module, students will be able to:

Describe the parameters in the Inventory and warehouse management module.
Set up journal names for warehouse management.
Review the additional setup components for released products.
Describe the various types of dimension groups.
Assign dimension groups to a product.
Define the various components that make up the physical setup of the inventory.
Set up sites, warehouses, aisles, and locations.
Set up store areas and store zones.
Describe how pallets are used.
Set up pallets and forklifts.

Module 3: Receipt and Storage

This module reviews the procedures for item receipt by using the Item arrival journal, as well as registration using the Inventory button in the purchase order line.

Lessons

Purchase Orders
Arrival Overview and Item Arrival Journal
Pallet Transports
Receipt Registration Requirements

Lab : Create and Receive a Purchase OrderLab : Manage Item Arrivals

Create a purchase order
View the expected arrivals for today
Start the product arrival
Register the receipt of the products
Generate the product receipt

After completing this module, students will be able to:

Describe the purchase order creation process.
Use the Arrival overview form to start the receipt process.
Create and process an item arrival journal.
Create and process pallet transports.
Register product receipts.

Module 4: Item Picking and Shipping

This module explains how to move items from the warehouse to the customers by using advanced functionality of picking and shipping.

Lessons

Sales Orders
Output Orders
Picking Process
Picking Routes
Deliver Picked Items
Shipment Process
Shipment Staging
Shipment Reservations
Refill Pallet Transports

Lab : Consolidated Picking

Create two sales orders
Create a shipment from a shipment template
Activate the picking and pallet transports
Pick and deliver the items by using the Picking routes form

Lab : Picking and Shipping Items

Create a new sales order
Use output order, shipment, picking routes, and output transports to process the sales order
Update the packing slip for the sales order.

After completing this module, students will be able to:

Review the process for creating and processing a sales order.
Create an output order.
Review the setup for consolidated picking.
Create and use picking routes.
Create outbound rules.
Deliver picked items.
Review the shipment process.
Use the Create Shipment Wizard.
Use the shipment staging feature.
Rearrange and move items.
Reverse the picking for an item.
Create and use shipment templates.
Discuss the reservation methods.
Create shipment reservation combinations and sequences.
Create refill pallet transports

Module 5: RFID in Warehouse Management

This module explains how Radio Frequency Identification (RFID) can be used in Microsoft Dynamics AX 2012 to process transactions in warehouse management.

Lessons

RFID Administration
Receiving with RFID
Picking, Packing, and Shipping with RFID

After completing this module, students will be able to:

Describe Radio Frequency Identification (RFID) technology.
List the benefits of RFID.
Review the set up for RFID.
Received goods by using RFID.
Process picking, packing, and shipping by using RFID.

Module 6: Quarantine Management

This module explains how Quarantine management works along with Warehouse management.

Lessons

Set Up Quarantine
Item Receipt
Quarantine Orders

Lab : Set Up and Use Quarantine Management

Set up products, locations, and warehouse items
Create a purchase order and process the item arrival
Process a pallet transport and quarantine order

After completing this module, students will be able to:

Set up a product by using both quarantine management and warehouse management.
Process and item arrival journal with a quarantine order.
Create a quarantine order manually and automatically.

Module 7: Quality Management

This module reviews the setup for quality management by using inventory blocking, and the creation and processing of non conformances.

Lessons

Quality Management Setup Review
Inventory Blocking
Non Conformances

Lab : Set Up Automatic Quality Order Generation

Create a product
Set up test instruments
Set up tests
Set up test variables
Set up test groups
Set up quality order generation
Create a purchase order

Lab : Block Inventory

Set up automatic inventory blocking for automatic quality order generation.

Lab : Create and Print Non Conformances

Create and receive a purchase order
Enter results for the quality order
Create a non conformance for the quality order
Add related operations and time to the non conformance
Complete the non conformance and correction
Create and print a certificate of analysis

After completing this module, students will be able to:

Review the steps for setting up and using quality orders.
Set up and use inventory blocking.
Create and process non conformances.

Module 8: Inquiries and Reports

This module reviews some of the reports and inquiries that are available in Microsoft Dynamics AX 2012.

Lessons

Inquiries
Reports

Lab : Use Warehouse Management

Create a picking location for a product
Create picking locations and warehouse items
Create a purchase order and generate the product receipt
Create and process the item arrival journal
Process the pallet transport
Create and process the quarantine order
Post the item arrival and start the pallet transport
Create the sales order and output order
Create the shipment
Finalize the shipment and print documents

After completing this module, students will be able to:

Review the inquiries that are available for warehouse management.
Describe the reports that are available for warehouse management.

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