Table of Contents

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

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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Table of Contents
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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Warehouse Management in Microsoft Dynamics AX 2012

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Microsoft Official Training Materials for Microsoft Dynamics

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