Warehouse Management System in Microsoft Dynamics AX 2012 Training Course

Course 80544
2 Days

Instructor-Led Live: $1,295
Instructor-Led Remote: $995 - Learn more

Course Overview
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 R2.

Audience
The intended audience of Course 80544: Warehouse Management System in Microsoft Dynamics AX 2012 R2 includes partners and customers who want to learn the basic features and develop a working knowledge of the typical daily procedures required to effectively use Microsoft Dynamics AX 2012 Inventory and Warehouse Management functionality. The class is designed for warehouse workers, warehouse managers, shipping and receiving personnel, and other people in organizations responsible for the setup and administration of warehouse management functionality.

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
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: 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

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

Lab : Create and Receive a Purchase Order
Lab : Inbound Operations

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: Outbound Operations
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
Shipment Process
Outbound Rules
Shipment Reservations
Shipment Templates
Picking Routes
Deliver Picked Items
Shipment Staging

Lab : Set Up Shipment Reservations Combinations
Lab : Set Up Shipment Templates
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 RFID can be used in Microsoft Dynamics AX 2012 to process transactions in warehouse management.
Lessons

RFID Technology
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.
Receive goods by using RFID.
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

Set Up Quarantine
Item Receipt
Quarantine Orders

Lab : Set Up and Use Quarantine Management with Warehouse Management

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

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: Inhouse Warehouse Operations
This module reviews the daily operations known as inhouse warehouse operations. It covers inventory movement and reporting.
Lessons

Pallet Transports
Refill Pallet Transports
Quantity Adjustments
Inquiries
Reports
Role Centers

Lab : Pallet Operations

Create a pallet relocation transport.
Process the pallet transport.

Lab : Set Up and Run the Warehouse Capacity Report

Run master scheduling.
Create a new workload capacity configuration.
Configure the site 2 warehouses.
Run the Scheduling workload periodic job.
Run the Workload capacity report.

Lab : Use Warehouse Management

Create picking locations for the item and the warehouse.
Create a purchase order and a product receipt list.
Create and process the item arrival journal.
Check the pallet transport inquiry.
Process the pallet transports.
Create and process the quarantine order.
Create a sales order and an output order.
Create, process, and finalize the shipment.

After completing this module, students will be able to:

Review operations that are completed internally for Warehouse management.
Review the inquiries that are available for Warehouse management.
Describe the reports that are available for Warehouse management.

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Warehouse Management System in Microsoft Dynamics AX 2012 Training Course

Course 805442 Days

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Course 80544
2 Days