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Microsoft Axapta Warehouse Management
Course 8372: One day; Instructor-led

Introduction
This course is specifically designed for Microsoft Business Solutions Axapta customers. As an attendee, you will gain an in-depth understanding of the Warehouse Management module. You will become familiar with the components of the module, as well as the different ways that the module allows a company to optimize and streamline item flow through the warehouse. Also, you will gain an understanding of how the module integrates with those others within Microsoft Axapta. You will be asked to complete different exercises to help familiarize you with the product in every way.


Audience
This course is intended for professionals involved with implementing Microsoft Axapta in the Production Warehouse areas or anyone who wants to pursue certification in Warehouse Management. This audience typically includes application consultants who are tasked with assessing customers business needs and advising them on the use, configuration, and customization of the application. Additionally, consultants who are responsible for training or supporting the customer will benefit from the course.

Prerequisites
Before attending this course, students must have:

• Microsoft Axapta Introduction and Production series is recommended.

In addition, it is recommended, but not required, that students have completed:

• Finance 1 & 2 eCourse

• Production Series I eCourse

• As well as having a fair understanding of the Trade and Logistics functionality of Microsoft Axapta.

Microsoft Certified Professional Exams
No Microsoft Certified Professional exams are associated with this course currently.

Course Materials
The student kit includes a comprehensive workbook and other necessary materials for this class.

Course Outline
Chapter 1: Introduction to Warehouse Management

This first chapter will provide students with a better understand of the general functions and need for a software package able to assist companies in tracking of items in warehousing- not only the basic tracking, but also the integration to other modules within Microsoft Axapta. Students will be given a look at the key benefits of the Microsoft Axapta Warehouse Management system, as well as the functionality required for warehouse management and the structure and integration of Microsoft Axapta Warehouse Management with other modules within Microsoft Axapta. Also discussed will be the importance of maintaining sound records of the items leaving and entering a warehouse.

Main Topics

• Overview

• General Microsoft Axapta Warehouse Concepts

• Definitions

• Workflow in Warehouse Management

• Integration with Other Modules in Microsoft Axapta

• Advanced Warehouse Management

• Summary

By the end of this chapter, students should:

• Have a firm grasp on the concepts, definitions, and workflow of Warehouse Management.

• Know how to set up the system based on the way the company wants to handle inventory.

• Comprehend the integration between Warehouse Management and other functionality in Microsoft Axapta.

• Understand the key benefits of the Microsoft Axapta Warehouse Management system.

Chapter 2: Setting up Warehouse Management

In this chapter, the setup process of Microsoft Axapta Warehouse Management will be presented. This lesson attempts to follow the setup flow. However, it is impossible to avoid some jumping back and forth between forms because the forms are interconnected and interrelated. All steps of the basic setup will be covered in detailed description. Set up of inventory dimensions and inventory model groups, set up store areas and zones, and set up of inventory aisles and locations will all be covered.

Lessons

• Inventory Model Groups

• Inventory Dimension Groups

• Physical Setup of Inventory

• Logical Setup of Inventory

• Pallets

• Forklift

Exercises

• Setting up the Warehouse Management module

• Update Store Areas

• Create New Item

By the end of this chapter, students should able to:

• Set up inventory dimensions and inventory model groups.

• Set up store areas and zones.

• Set up inventory aisles and locations.

Chapter 3: Receipt and Storage of Items

This chapter will go over in detail the specific order in which items arrive in Warehouse Management. This chapter will also cover in greater detail the procedures for item receipt using an Arrival Journal, as well as registration using the Inventory button on the purchase order line.

Lessons

• Item Receipt

• Item Storage

Exercises

• Create a purchase order

• Item receipt and storage

By the end of this chapter, students should be able to:

• Create a purchase order.

• Place an item into inventory.

Chapter 4: Item Picking and Shipping

This chapter reviews the order-based picking and shipping of items using the Warehouse Management module. It will provide an in depth look at the process in Microsoft Axapta for shipping items. This lesson will also teach how to pick and ship items, create output orders and picking routes, as well as how to complete shipments.

Lessons

• Output Order

• Picking List

• Shipping

• Completing Shipping

Exercises

• Create a sales order

• Pick and ship items

By the end of this chapter, students should be able to:

• Pick and ship items.

• Create output orders.

• Create picking routes.

• Know the shipping procedure.

• Complete shipments.

Chapter 5: Inventory Model Groups in Warehouse Management

The purpose of this lesson is to explain and define inventory model groups within the relationship of Warehouse Management. Students will learn to set up and run inventory model groups, as well as how to assign items in inventory model groups.

Lessons

• Inventory Model groups – Setup

• Assign Inventory Model Groups

• Create and assign items

Exercises

• Create an Inventory Model Group

• Create a Sales Order

By the end of this chapter, students should be able to:

• Set up inventory model groups.

Chapter 6: Storage Dimensions

This chapter will provide a detailed explanation as to what storage dimensions are as well as what they are used for. Students should learn to set up Location and Pallet ID storage dimensions along with how to use each.

Lessons

• Location

• Pallet IDs

• Inventory Dimension Groups

• Specifying and Viewing Dimensions

Exercises

• Create an Inventory Dimension Group

• Use Dimensions

By the end of this chapter, students should be able to:

• Set up Location and Pallet ID storage dimensions.

• Use the Location and Pallet ID storage dimensions.

Chapter 7: Quarantine Management and Warehouse Management

This chapter will explain how quarantine management works in connection with Warehouse Management. Students will be shown how to set up an item using both quarantine management and warehouse management. Also, they will get information about how to handle quarantine items in Warehouse Management. The chapter will cover in detail how to enter items into quarantine, both manually and automatically. The process for item receipt will be discussed and explained, as well as quarantine orders.

Lessons

• Setup

• Item Receipt

• Quarantine Orders

Exercises

• Set up an Item to Use Both Quarantine Management and Warehouse Management

• Purchase to Quarantine Inventory

By the end of this chapter, students should be able to:

• Set up an item using both quarantine management and Warehouse Management

• Handle quarantine items in Warehouse Management

Chapter 8: Inquiries and Reports

In this final chapter, students will be offered a look at features regarding inquiring and reporting against the data created through the previous chapters. How to view inquiries will be explained along with how to locate the specific inquiries you require. Also explained is how Warehouse Management reports allow you to have a hard copy of various aspects of Warehouse Management.

Lessons

• Inquiries

• Reports

Exercises

• Finale

By the end of this chapter, students should be able to:

• Determine where to locate the final inquiries they require.