Course Overview
This course provides students with the necessary tools and resources to complete the system configuration and mobile device setup for the advanced warehouse management process flow. In addition, students will be able perform basic tasks in the advanced warehouse management flow in the rich client and in the mobile device.
Course Outline
Module 00: Course Introduction
Module 01: Overview
Module 02: Warehouse Layout
Module 03: General Warehouse and Product Setup
Module 04: Reservation Hierarchies
Module 05: Location Directives and Work Templates
Module 06: Mobile Device Setup
Module 07: Process Purchase Orders by Using the Mobile Device
Module 08: Outbound Process Setup
Module 09: Sales Order Picking and Shipping
Module 10: Cluster Picking
Module 11: Manual Packing and Containerization
Module 12: Cycle Counting
Module 13: Replenishment
Module 14: Transfer Orders
Module 15: Cross-Docking
Module 16: Manufacturing
Course Objectives
Describe the goals and features of warehouse management by using Microsoft Dynamics AX 2012 R3 CU8.
Introduce concepts and terminology for warehouse management.
Describe the process flow in warehouse management.
Describe the features of warehouse management.
Create a warehouse for warehouse management.
Setup locations types, formats, and profiles.
Create zones and zone groups.
Create locations manually and by using the wizard.
Define storage dimension groups for warehouse management.
Define tracking dimension groups for warehouse management.
Create a unit sequence group.
Define inventory statuses.
Use filters with item groups, released products, customers and vendors.
Create products for use with warehouse management.
Describe the use of reservation hierarchies.
Create a new reservation hierarchy.
Assign reservation hierarchies to released products.
Define concept of location directives.
Create a fixed location.
Define a disposition code.
Create a location directive.
Create a work template.
Create new work classes.
Define the layout of mobile device menus.
Configure the basic look and feel of mobile devices.
Create mobile device users.
Set up label layouts and define settings for printing labels.
Use the mobile device to receive a purchase order.
Use the mobile device to put away a purchase order.
Discuss use the mobile device to pick a purchase order return.
Use the mobile device to put away a Quality order to a specific location.
Create location directives for the outbound process.
Create work templates for the outbound process.
Describe the wave process.
Create a wave template.
Manually process a wave.
Configure parameters for wave processing.
Review the sales order creation process
Discuss the release to warehouse functionality
Work with waves and wave templates
Review Work and how it can be used in Warehouse management
Discuss the mobile device capabilities for picking a sales order
Review the process for confirming a shipment
Work with Location directives and staging
Review work templates
Load a sales order
Anchor with the staging process.
Describe the cluster picking process.
Review the setup flow for cluster picking.
Create cluster profiles.
Configure mobile device menu items for use with cluster picking.
Process sales orders by using the mobile device for cluster picking.
Describe the difference between manual packing and containerization.
Configure location profiles for manual packing.
Create container types.
Configure container closing profile.
Set up packing profiles.
Link a packing profile to a work user.
Manually pack an order.
Configure the set up components for containerization.
Review the process for containerization.
Configure parameters and basic setup for cycle counting.
Perform a guided, blind, and spot check cycle count.
Configure cycle counting by thresholds.
Configure cycle counting plans.
Perform cycle counts by using the mobile device.
Describe the techniques available for replenishment.
Configure warehouse management for replenishment.
Create replenishment templates.
Review the replenishment process.
Replenish inventory by using the mobile device.
Configure warehouse management for transfer orders.
Create and process a transfer order by using the mobile device.
Explain cross-docking.
Describe and create a product package.
Describe and create a location directives for cross-docking.
Describe and create a work template for cross-docking.
Describe the mobile device setup process for cross-docking.
Describe the cross-docking process.
Explain Discrete manufacturing with advanced warehouse management.
Explain Process manufacturing with advanced warehouse management.
Explain Lean manufacturing with advanced warehouse management.
Review the set up required for manufacturing with advanced warehouse management.
Process a production order pick in the mobile device.
Process a production order report as finished in the mobile device.
Complete the setup for batch order processing with the mobile device.
Process batch orders in the mobile device.
Discuss catch weight with advanced warehouse management.
Create and process batch orders with potency.
Create and process batch orders with co-products and by-products.
Complete the setup for processing a Kanban in the mobile device.
Process a Kanban pick in the mobile device.
Process a Kanban put away in the mobile device.
Pre-requisites
Before viewing this training, individuals must have:
General knowledge of Microsoft Windows
General knowledge of Microsoft Dynamics AX 2012
The ability to use Microsoft Dynamics AX 2012 for basic processing
Basic knowledge of warehouse management concepts