Warehouse Management in Microsoft Dynamics AX 4.0

Course 8642 : 1 day; Instructor-Led

• Microsoft Dynamics AX Introduction and Production series

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 Dynamics AX.

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 provides students with a better understanding of the general functions and need for a software package to assist companies in tracking of items in warehousing – not only the basic tracking, but also the integration to other modules within Microsoft Dynamics AX. Students will be told the key benefits of the Microsoft Dynamics AX Warehouse Management system, as well as the functionality required for warehouse management and the structure and integration of Microsoft Dynamics AX Warehouse Management with other modules within Microsoft Dynamics AX. Also the importance of maintaining sound records of the items leaving and entering a warehouse is discussed.

Lessons

• Overview

• General Microsoft Dynamics AX Warehouse Concepts

• Definitions

• Workflow in Warehouse Management

• Integration with Other Modules in Microsoft Dynamics AX

• Advanced Warehouse Management

• Summary

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

• Explain the key concepts of Warehouse Management using Microsoft Dynamics AX.

• Define Warehouse Management key terms.

• Describe workflow in Warehouse Management.

• Describe the integration between Warehouse Management and the other modules in Microsoft Dynamics AX.

• Identify the difference between advanced Warehouse Management and standard Warehouse Management.

Chapter 2: RFID in Warehouse Management

This chapter provides a high level overview of RFID functionality as it relates to Warehouse Management in Microsoft Dynamics AX. It explains how to receive goods using RFID technology. This chapter also addresses the process for picking, packing and shipping RFID tagged and non-tagged items.

Lessons

• RFID Technology

• Receiving Goods

• Pick/Pack/Ship

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

• Describe Radio Frequency Identification (RFID) technology

• List the benefits of RFID

• Receive Goods

• Pick/Pack/Ship with RFID

Chapter 3: Setting up Warehouse Management

In this chapter, the setup process of Microsoft Dynamics AX Warehouse Management is 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 are 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 discussed.

Lessons

• Inventory Model Groups

• Inventory Dimension Groups

• Physical Setup of Inventory

• Logical Setup of Inventory

• Pallets

• Forklift

Labs

• Lab 3.1: Setting up the Warehouse Management module

• Lab 3.2: Update Store Areas

• Lab 3.3: 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 4: Receipt and Storage of Items

This chapter discusses in detail the specific order in which items arrive in Warehouse Management. This chapter also covers 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

Labs

• Lab 4.1: Create a purchase order

• Lab 4.2: 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 5: Item Picking and Shipping

This chapter reviews the order-based picking and shipping of items using the Warehouse Management module. It provides an in-depth look at the process in Microsoft Dynamics AX for shipping items. This lesson also explains how to pick and ship items, create output orders and picking routes, and how to complete shipments.

Lessons

• Output Order

• Picking List

• Shipping

• Completing Shipping

Labs

• Lab 5.1: Pick and ship items

• Lab 5.2: Create a sales order

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

• Create a sales order

• Create output orders

• Pick and ship items

• Create picking routes

• Complete the shipping procedure

Chapter 6: 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. This chapter discusses how 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

Labs

• Lab 6.1: Create an Inventory Model Group

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

• Set up inventory model groups

• Assign items in inventory model groups

Chapter 7: Storage Dimensions

This chapter provides a detailed explanation as to what storage dimensions are and 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

Labs

• Lab 7.1: Create an Inventory Dimension Group

• Lab 7.2: 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 8: Quarantine Management and Warehouse Management

This chapter explains how quarantine management works in connection with Warehouse Management. It shows how to set up an item using both quarantine management and warehouse management. Also, it provides information about how to handle quarantine items in Warehouse Management. The chapter covers in detail how to enter items into quarantine, both manually and automatically. The process for item receipt is discussed and explained, as well as quarantine orders.

Lessons

• Setup

• Item Receipt

• Quarantine Order

Labs

• Lab 8.1: Set up an Item to Use Both Quarantine Management and Warehouse Management

• Lab 8.2: 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

• Receive quarantine items

• Create quarantine items manually and automatically

Chapter 9: Inquiries and Reports

This chapter discusses the features regarding inquiring and reporting against the data created through the previous chapters. How to view inquiries is explained along with how to locate the specific inquiries required. Also explained is how Warehouse Management reports allow you to have a hard copy of various aspects of Warehouse Management.

Lessons

• Inquiries

• Reports

Lab

• 9.1: Case Study

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

• Determine where to locate the final inquiries they require.

• Find the location to request the desired Reports.

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