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80427A: Warehouse Management in Microsoft Dynamics AX 2012

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 ManagementThis 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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