Ax2012 Enus Wm Toc

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Table of Contents i Introduction 0-1 Welcome ............................................................................................................ 0-1 Microsoft Dynamics Courseware Contents ........................................................ 0-2 Documentation Conventions .............................................................................. 0-3 Student Objectives ............................................................................................. 0-4 Chapter 1: Overview 1-1 Objectives ........................................................................................................... 1-1 Introduction......................................................................................................... 1-1 Goals of Warehouse Management ..................................................................... 1-2 Terminology and Concepts ................................................................................ 1-4 Workflow in Warehouse Management.............................................................. 1-11 Integration with Other Modules......................................................................... 1-21 Advanced Warehouse Management ................................................................ 1-22 Summary .......................................................................................................... 1-23 Test Your Knowledge ....................................................................................... 1-24 Quick Interaction: Lessons Learned ................................................................. 1-25 Solutions ........................................................................................................... 1-26 Chapter 2: Setting Up Warehouse Management 2-1 Objectives ........................................................................................................... 2-1 Introduction......................................................................................................... 2-1 Basic Setup for Inventory and Warehouse Management ................................... 2-2 Product Setup ..................................................................................................... 2-4 Lab 2.1 - Complete Product Setup ................................................................... 2-17 Inventory Dimension Groups ............................................................................ 2-19 Lab 2.2 - Using Dimensions ............................................................................. 2-24 Lab 2.3 - Create Inventory Dimension Groups ................................................. 2-25 Physical Setup of the Inventory ........................................................................ 2-28 Logical Setup of the Inventory .......................................................................... 2-44 Lab 2.4 - Update Store Areas ........................................................................... 2-49 Pallets and Forklifts .......................................................................................... 2-51 Lab 2.5 - Set Up Warehouse Management ...................................................... 2-57 Lab 2.6 - Set Up a Warehouse for Replenishment ........................................... 2-64 Summary .......................................................................................................... 2-65 Test Your Knowledge ....................................................................................... 2-66 Quick Interaction: Lessons Learned ................................................................. 2-68 Solutions ........................................................................................................... 2-69 Chapter 3: Receipt and Storage 3-1 Objectives ........................................................................................................... 3-1 Introduction......................................................................................................... 3-1 Purchase Order .................................................................................................. 3-2 Lab 3.1 - Create and Receive a Purchase Order ............................................... 3-6 Arrival Overview and Item Arrival Journal .......................................................... 3-8 Lab 3.2 - Manage Item Arrivals ........................................................................ 3-16 Microsoft Official Training Materials for Microsoft Dynamics ® Your use of this content is subject to your current services agreement

Transcript of Ax2012 Enus Wm Toc

Page 1: Ax2012 Enus Wm Toc

Table of Contents

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Introduction 0-1 

Welcome ............................................................................................................ 0-1 Microsoft Dynamics Courseware Contents ........................................................ 0-2 Documentation Conventions .............................................................................. 0-3 Student Objectives ............................................................................................. 0-4 

Chapter 1: Overview 1-1 

Objectives ........................................................................................................... 1-1 Introduction ......................................................................................................... 1-1 Goals of Warehouse Management ..................................................................... 1-2 Terminology and Concepts ................................................................................ 1-4 Workflow in Warehouse Management .............................................................. 1-11 Integration with Other Modules......................................................................... 1-21 Advanced Warehouse Management ................................................................ 1-22 Summary .......................................................................................................... 1-23 Test Your Knowledge ....................................................................................... 1-24 Quick Interaction: Lessons Learned ................................................................. 1-25 Solutions ........................................................................................................... 1-26 

Chapter 2: Setting Up Warehouse Management 2-1 

Objectives ........................................................................................................... 2-1 Introduction ......................................................................................................... 2-1 Basic Setup for Inventory and Warehouse Management ................................... 2-2 Product Setup ..................................................................................................... 2-4 Lab 2.1 - Complete Product Setup ................................................................... 2-17 Inventory Dimension Groups ............................................................................ 2-19 Lab 2.2 - Using Dimensions ............................................................................. 2-24 Lab 2.3 - Create Inventory Dimension Groups ................................................. 2-25 Physical Setup of the Inventory ........................................................................ 2-28 Logical Setup of the Inventory .......................................................................... 2-44 Lab 2.4 - Update Store Areas ........................................................................... 2-49 Pallets and Forklifts .......................................................................................... 2-51 Lab 2.5 - Set Up Warehouse Management ...................................................... 2-57 Lab 2.6 - Set Up a Warehouse for Replenishment ........................................... 2-64 Summary .......................................................................................................... 2-65 Test Your Knowledge ....................................................................................... 2-66 Quick Interaction: Lessons Learned ................................................................. 2-68 Solutions ........................................................................................................... 2-69 

Chapter 3: Receipt and Storage 3-1 

Objectives ........................................................................................................... 3-1 Introduction ......................................................................................................... 3-1 Purchase Order .................................................................................................. 3-2 Lab 3.1 - Create and Receive a Purchase Order ............................................... 3-6 Arrival Overview and Item Arrival Journal .......................................................... 3-8 Lab 3.2 - Manage Item Arrivals ........................................................................ 3-16 

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Warehouse Management in Microsoft Dynamics® AX 2012

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Pallet Transports .............................................................................................. 3-19 Receipt Registration Requirements .................................................................. 3-24 Summary .......................................................................................................... 3-28 Test Your Knowledge ....................................................................................... 3-29 Quick Interaction: Lessons Learned ................................................................. 3-30 Solutions ........................................................................................................... 3-31 

Chapter 4: Item Picking and Shipping 4-1 

Objectives ........................................................................................................... 4-1 Introduction ......................................................................................................... 4-1 Sales Orders ...................................................................................................... 4-3 Output Orders ..................................................................................................... 4-9 Picking Process ................................................................................................ 4-11 Picking Routes ................................................................................................. 4-18 Deliver Picked Items ......................................................................................... 4-21 Shipment Process ............................................................................................ 4-23 Shipment Staging ............................................................................................. 4-27 Lab 4.1 - Consolidated Picking ......................................................................... 4-31 Shipment Reservations .................................................................................... 4-34 Lab 4.2 - Picking and Shipping Items ............................................................... 4-44 Refill Pallet Transports ..................................................................................... 4-47 Summary .......................................................................................................... 4-49 Test Your Knowledge ....................................................................................... 4-50 Quick Interaction: Lessons Learned ................................................................. 4-51 Solutions ........................................................................................................... 4-52 

Chapter 5: RFID in Warehouse Management 5-1 Objectives ........................................................................................................... 5-1 Introduction ......................................................................................................... 5-1 RFID Technology ............................................................................................... 5-2 RFID Administration ........................................................................................... 5-4 Receiving with RFID ......................................................................................... 5-11 Picking, Packing, and Shipping with RFID ....................................................... 5-16 Summary .......................................................................................................... 5-18 Test Your Knowledge ....................................................................................... 5-19 Quick Interaction: Lessons Learned ................................................................. 5-20 Solutions ........................................................................................................... 5-21 

Chapter 6: Quarantine Management 6-1 

Objectives ........................................................................................................... 6-1 Introduction ......................................................................................................... 6-1 Set Up Quarantine .............................................................................................. 6-2 Item Receipt ....................................................................................................... 6-6 Quarantine Orders .............................................................................................. 6-7 Lab 6.1 - Set Up and Use Quarantine Management with Warehouse Management .................................................................................................... 6-13 Summary .......................................................................................................... 6-17 Test Your Knowledge ....................................................................................... 6-18 Quick Interaction: Lessons Learned ................................................................. 6-20 Solutions ........................................................................................................... 6-21 

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Chapter 7: Quality Management 7-1 

Objectives ........................................................................................................... 7-1 Introduction ......................................................................................................... 7-1 Quality Management Setup Review ................................................................... 7-2 Lab 7.1 - Set Up Automatic Quality Order Generation ....................................... 7-9 Inventory Blocking ............................................................................................ 7-15 Lab 7.2 - Block Inventory .................................................................................. 7-18 Non Conformances .......................................................................................... 7-20 Lab 7.3 - Create and Print Non Conformances ................................................ 7-28 Summary .......................................................................................................... 7-33 Test Your Knowledge ....................................................................................... 7-34 Quick Interaction: Lessons Learned ................................................................. 7-35 Solutions ........................................................................................................... 7-36 

Chapter 8: Inquiries and Reports 8-1 

Objectives ........................................................................................................... 8-1 Introduction ......................................................................................................... 8-1 Inquiries .............................................................................................................. 8-2 Reports ............................................................................................................. 8-13 Lab 8.1 - Use Warehouse Management........................................................... 8-20 Summary .......................................................................................................... 8-29 Test Your Knowledge ....................................................................................... 8-30 Quick Interaction: Lessons Learned ................................................................. 8-32 Solutions ........................................................................................................... 8-33 

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Microsoft Official Training Materials for Microsoft Dynamics®

Your use of this content is subject to your current services agreement