Inventory and Warehouse Management

10
Inventory and Warehouse Management Module: Inventory and Warehouse Management Trained by: Ankit Soni Date-05/03/15 Assignment description : 1. On-Hand 2. Item Transaction 3. Creating Warehouses / Site 4. Creating Transfer Orders 1

Transcript of Inventory and Warehouse Management

Page 1: Inventory and Warehouse Management

Inventory and Warehouse Management

Module: Inventory and Warehouse Management

Trained by: Ankit Soni Date-05/03/15

Assignment description:

1. On-Hand2. Item Transaction3. Creating Warehouses / Site4. Creating Transfer Orders

1

Page 2: Inventory and Warehouse Management

Inventory and Warehouse Management

Screen shots & description

1. To maintain the inventory we go to inventory management. 2. And select to on-hand option.3. In on-hand option we select quantity adjustment maintain.4. Use Product information management to define and create products and product

variants. Products of the types Item and Service are used in the sales, purchase, and operational processes in Microsoft Dynamics AX 2012.

5. When products have been defined and created, you can authorize the products for use by releasing the products to individual legal entities.

2

Page 3: Inventory and Warehouse Management

Inventory and Warehouse Management

3

Page 4: Inventory and Warehouse Management

Inventory and Warehouse Management

4

Page 5: Inventory and Warehouse Management

Inventory and Warehouse Management

In quantity adjustment maintain we select new option. And add the product to our inventory.

5

Page 6: Inventory and Warehouse Management

Inventory and Warehouse Management

Click no inventory management > Periodic > Transfer order to transfer product to one inventory to other.

In transfer order we click on new and create a new transfer order. And select to which warehouse to another warehouse we transfer the product.

6

Page 7: Inventory and Warehouse Management

Inventory and Warehouse Management

Here we click on add tab fill the required filed i.e. item number, transfer quantity ect. And select Reserve item automatically check box.

Now transfer order is created.

7

Page 8: Inventory and Warehouse Management

Inventory and Warehouse Management

Now we navigated on Ship now tab for ship to product on other ware house. In Ship now we fill required filled i.e. which quantity to transfer for ship. How go no to posting tab to post the transfer invoice. Finely our product is ship now.

8

Page 9: Inventory and Warehouse Management

Inventory and Warehouse Management

9

Page 10: Inventory and Warehouse Management

Inventory and Warehouse Management

Summary:

Learn On-Hand in inventory management Use Item Transaction Creating Warehouses / Site Creating Transfer Orders

10