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Table of Contents

Introduction
Microsoft Dynamics Courseware Overview.........0-3
Student Objectives.....0-4

Module 1: WAREHOUSE MANAGEMENT INTRODUCTION


Lesson 1: Goals of Warehouse Management ......................................................................................1-3
Lesson 2: Terminology and Concepts.....................................................................................................1-5
Lesson 3: Workflow in Warehouse Management ........................................................................... 1-12
Lesson 4: Integration with Other Modules ........................................................................................ 1-21
Lesson 5: Advanced Warehouse Management................................................................................ 1-22
Lesson 6: Test Your Knowledge ............................................................................................................. 1-23

Module 2: SETTING UP WAREHOUSE MANAGEMENT


Lesson 1: Scenario ..........................................................................................................................................2-2
Lesson 2: Basic Setup for Inventory and Warehouse Management ...........................................2-2
Lesson 3: Product Setup ..............................................................................................................................2-4
Lab A: Complete Product Setup............................................................................................................. 2-17
Lesson 4: Inventory Dimension Groups .............................................................................................. 2-18
Lab B: Using Dimensions .......................................................................................................................... 2-24
Lab C: Create Inventory Dimension Groups ...................................................................................... 2-25
Lesson 5: Physical Setup of the Inventory.......................................................................................... 2-27
Lesson 6: Logical Setup of the Inventory ........................................................................................... 2-43
Lab D: Update Store Areas ....................................................................................................................... 2-48
Lesson 7: Pallets and Forklifts ................................................................................................................. 2-49
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Warehouse Management System in Microsoft Dynamics AX 2012 R2


Lab E: Set Up Warehouse Management ............................................................................................. 2-56
Lab F: Set Up a Warehouse for Replenishment ................................................................................ 2-62
Lesson 8: Test Your Knowledge ............................................................................................................. 2-64

Module 3: INBOUND OPERATIONS


Lesson 1: Scenario ..........................................................................................................................................3-3
Lesson 2: Purchase Order ............................................................................................................................3-3
Lab A: Create and Receive a Purchase Order.......................................................................................3-7
Lesson 3: Arrival Overview and Item Arrival Journal ........................................................................3-8
Lab B: Inbound Operations ...................................................................................................................... 3-17
Lesson 4: Pallet Transports....................................................................................................................... 3-19
Lesson 5: Receipt Registration Requirements................................................................................... 3-23

Module 4: OUTBOUND OPERATIONS


Lesson 1: Scenario ..........................................................................................................................................4-3
Lesson 2: Sales Orders ..................................................................................................................................4-3
Lesson 3: Output Orders........................................................................................................................... 4-10
Lesson 4: Picking Process ......................................................................................................................... 4-13
Lesson 5: Shipment Process .................................................................................................................... 4-21
Lesson 6: Outbound Rules ....................................................................................................................... 4-25
Lesson 7: Shipment Reservations .......................................................................................................... 4-26
Lab A: Set Up Shipment Reservation Combinations ...................................................................... 4-34
Lesson 8: Shipment Templates ............................................................................................................... 4-35
Lab B: Set Up Shipment Templates....................................................................................................... 4-39
Lesson 9: Picking Routes .......................................................................................................................... 4-40
Lesson 10: Deliver Picked Items............................................................................................................. 4-42

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Table of Contents
Lesson 12: Shipment Staging ................................................................................................................. 4-46
Lab C: Consolidated Picking .................................................................................................................... 4-51
Lab D: Picking and Shipping Items ....................................................................................................... 4-54

Module 5: RFID IN WAREHOUSE MANAGEMENT


Lesson 1: Scenario ..........................................................................................................................................5-2
Lesson 2: RFID Technology .........................................................................................................................5-2
Lesson 3: RFID Administration...................................................................................................................5-4
Lesson 4: Receiving with RFID ................................................................................................................ 5-12
Lesson 5: Picking, Packing, and Shipping with RFID ...................................................................... 5-18

Module 6: QUARANTINE MANAGEMENT WITH PALLETS


Lesson 1: Scenario ..........................................................................................................................................6-2
Lesson 2: Set Up Quarantine ......................................................................................................................6-2
Lesson 3: Item Receipt ..................................................................................................................................6-5
Lesson 4: Quarantine Orders .....................................................................................................................6-8
Lab A: Set Up and Use Quarantine Management with Warehouse Management ............. 6-14

Module 7: INHOUSE WAREHOUSE OPERATIONS


Lesson 1: Scenario ..........................................................................................................................................7-2
Lesson 2: Pallet Transports..........................................................................................................................7-2
Lesson 3: Refill Pallet Transports ..............................................................................................................7-7
Lab A: Pallet Operations...............................................................................................................................7-9
Lesson 4: Quantity Adjustments ............................................................................................................ 7-10

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Warehouse Management System in Microsoft Dynamics AX 2012 R2


Lesson 5: Inquiries ....................................................................................................................................... 7-12
Lesson 6: Reports......................................................................................................................................... 7-20
Lab B: Set Up and Run the Warehouse Capacity Report .............................................................. 7-43
Lesson 7: Role Centers ............................................................................................................................... 7-47
Lab C: Use Warehouse Management ................................................................................................... 7-55
Lesson 8: Test Your Knowledge ............................................................................................................. 7-64

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