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Microsoft AX 2012 Warehouse Management

Description

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.  

 

The intended audience 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 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.

 

After completing this course, students will be able to:

 

·      Describe the goals and features of warehouse management by using Microsoft Dynamics AX 2012 R2.

·      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.

Prerequisites

Before attending this course, students must have:

 

·      General knowledge of Microsoft Windows.

·      Completed the Introduction to Microsoft Dynamics AX 2012 course.

·      Completed the Supply Chain Foundation in Microsoft Dynamics AX 2012 course.

·      Completed the Distribution and Trade in Microsoft Dynamics AX 2012 course.

·      The ability to use Microsoft Dynamics AX 2012 for basic processing.

·      Basic knowledge of warehouse management concepts.

Curriculum

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

Lab : Using Dimensions

Lab : Create Inventory Dimension Groups

Lab : Update Store Areas

Lab : Set Up Warehouse Management

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

 

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

Lab : Picking and Shipping Items

 

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

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

Lab : Set Up and Run the Warehouse Capacity Report

Lab : Use Warehouse Management

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

What's included?
 

  • Authorized Courseware
  • Intensive Hands on Skills Development with an Experienced Subject Matter Expert
  • Hands on practice on real Servers and extended lab support 1.800.482.3172
  • Examination Vouchers  & Onsite Certification Testing- (excluding Adobe and PMP Boot Camps) 
  • Academy Code of Honor: Test Pass Guarantee
  • Optional: Package for Hotel Accommodations, Lunch and Transportation

Training Formats

With several convenient training delivery methods offered, The Academy makes getting the training you need easy. Whether you prefer to learn in a classroom or an online live learning virtual environment, training videos hosted online, and private group classes hosted at your site. We offer expert instruction to individuals, government agencies, non-profits, and corporations. Our live classes, on-sites, and online training videos all feature certified instructors who teach a detailed curriculum and share their expertise and insights with trainees. No matter how you prefer to receive the training, you can count on The Academy for an engaging and effective learning experience.

Methods

Instructor Led (the best training format we offer)
Live Online Classroom – Online Instructor Led
Self-Paced Video

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