Course 80544A:

Warehouse Management System in Microsoft Dynamics AX 2012 R2

Length:2 Days
Published:January 24, 2013
Language(s):English
Audience(s):Information Workers
Level:200
Technology:Microsoft Dynamics AX 2012 R2
Type:Course
Delivery Method:Instructor-led (classroom)
About this Course
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 Profile
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.
At Course Completion
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.
Course OutlineModule 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 OrderLab : 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 CombinationsLab : Set Up Shipment TemplatesLab : 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.
Additional Reading
To help you prepare for this class, review the following resources:


Before attending this course, students must have:

  • General knowledge of Microsoft Windows.
  • Completed the Introduction to Microsoft DynamicsAX 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.
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