DYNAMICS AX R3DEMO: WAREHOUSE MANAGEMENT

AGENDA Main concepts

Glossary Main warehouse operations supports Inbound process

Demo purchase process Location directive Work template Mobile device

Outbound process Demo sales process Wave Template

MAIN WAREHOUSE OPERATIONS SUPPORT Inbound operations and put away

Purchase Orders Return Orders Transfer Orders Kanban

Outbound operations picking Sales Orders Transfers Orders Productions Orders Kanban

Inventory Operations Movements Replenishment Cycle counting Adjustments Inventory status change - bloking

COMMON AREAS IN LAYOUT OF A WAREHOUSE

Specific LocationExample : 01,24, Refurbished, Refurbished TV, Stage, 01A03R02S01B

Site: 01 Home Screens ProductionWarehouse: 24 Main Screens DC Zone Groups: RefurbishedZone ID: Refurbished TVLocation ID: StageLocation: 01A03R02S01B

MAIN CONCEPTS License Plate – LP – Inbound, Outbound, Inventory Location directive – Inbound, Outbound, Inventory Wave Templates – Outbound Work Templates – Inbound, Outbound, Inventory RF menu configurations – Inbound, Outbound, Inventory Replenishment templates – Inventory Load planning workbench – Inbound, Outbound Inventory Status Dimension – Inbound, Outbound, Inventory

GLOSSARY License Plates: in AX are a unique ID that can be barcoded and assigned to a pallet,

location, forklift, etc. Uses: pallets / containers can be assigned a unique license plate number. When

receiving or putting away an item, items can be assigned to a specific license plate (i.e. to a specific container / pallet). Then, when that container or pallet is transferred, shipped, or received at a new location, the user need only indicate which license plate is being moved, and all of the items stored on that container/pallet will be updated as well, without having to individually identify them.

GLOSSARY Location: The exact and smallest area where an item can we storage inside a

warehouse. In the layout of a warehouse the location is typically have the format of aisle, rack, shelf and bin.

Location Types: are used to describe or define the locations that your warehouse will be using. Example: BAYDOOR, BULK, INBOUND, STAGE, OUTBOUND, TV PICKING. Cellphones Picking.

LOCATION:

Site, Warehouse, Location, Location Profile ID, Zone ID 01,Main DC, 03A 03R 01S 01B, BULK, Spare Part Zone

Aisle: 3 , Rack:3, Shelf:3, Bin:01

GLOSSARY

LOCATION DIRECTIVESLocation directives, as the name suggests, are rules used to direct work transactions to the appropriate locations in the warehouse on a specific point of the business process, like receiving inventory from a PO or taking out inventory from a SO.

WORKWorks are specific task assigned to a user in order to complete a Work ID that englobe a list of works, Examples: Pick, Put, Print, Counting, Adjustments, Status change.

LOCATION DIRECTIVES:

ITEMS A001

LOCT: 00A001R01S

INBOUND

POS:2, W: 70, Z: BULK06, L: 00A001R01S WORK “PUT”

Instruction: All purchase orders arrivals in the warehouse 70, site 2, with item A000, If the quantity is between 1-9 , put the inventory in the Zone Bulk06 on the available locations from 00A001R01S – 00A004R02S

WORK TEMPLATE

Work templates are a tool uses to create work at various points in the system to specific user.

For example, a purchase order has been received, so a work item must be created for somebody to go and pick items from the defaulted receiving dock and follow the location directive action to put the item away in a particular location. The other areas where work is created are reservation/picking, production including lean Kanban processes, inventory transfers, and adjustments.

WORK TEMPLATE Instruction: to all the Purchase Orders arrivals from

the warehouse 70 with the item A001, create the work Pick and Put.

ITEMS A001

LOCT: 00A001R01S

INBOUND

POS:2, W: 70, WORK “PICK” S:2, W: 70, WORK “PUT”

ITEMS A001

PRACTICE SECTION – INBOUND PO

Receiving Documen

tLocation directive

Work Template

Create Work

Complete Work

Goods Arrived

GoodsOn

hand

PO WITH WAREHOUSE MANAGEMENT AND ITEM

ENTER TO THE DEVICE AND SELECT PO

ITEMS A001

ITEMS A001

WORK CREATED WITH 2 INSTRUCTIONS PICK & PUT

PUT AWAY FROM A PO – WORK PICK

ITEMS A001

ITEMS A001

ITEMS A001Location

01A09R03S02B

VERIFY INVENTORY ON HAND

ITEMS A001Location

01A09R03S02B

OUTBOUND – SALES ORDERS - WM

To ship sales order details, Warehouse Management for Microsoft Dynamics AX creates shipments and loads.

A shipment can be one or multiple sales orders going to the same destination. A shipment is a group of sales orders for the same customer or for the same destination.

A load is a group of sales orders grouped together and typically going out on a single truck, rail car, or other mode of delivery.

A load can have one or many shipments, and a shipment can have one or many sales orders.

LOCATION DIRECTIVES FOR SO AND PICK WORK

LOCATION DIRECTIVES FOR SO AND PUT WORK

WORK TEMPLATE FOR SO ON 70 WAREHOUSE

WAVE TEMPLATES

A sales order is created, which will create a shipment. Typically, shipments refer to the same destination location. Multiple shipments can be created based on multiple sales orders.

A wave template takes the shipments and creates the work which can create loads.

Wave templates are used to define the wave execution process and setup criteria for when waves are created, executed, and released.

WAVE TEMPLATE

PRACTICE SECTION – OUTBOUND SO

Load planning

workbenchWaves

Assign lines to waves

Execute the wave

Release the wave

Start and complete

workReport as shipped

Sales Order Line

Goods

Shipped

CHECK INVENTORY ON HAND BY LOCATION

CREATE SO FOR A QUANTITY OF 4

RESERVE THE INVENTORY FOR THE SO

RELEASE SO TO WM, SHIPMENT, WAVE AND WORK WILL BE CREATED

VERIFY THAT THE SHIPMENT WAS CREATED

THE WORKS HAS BEEN CREATED

MOBIL DEVICE – LOG ON AND SELECT THE WORK ID

ENTER THE LICENSE PLATE IN WHICH THE INVENTORY IS AVAILABLE IN THAT LOCATION. TYPICALLY, YOU WILL SCAN THE LP BAR CODE.

VERIFY THAT THE WORK IS CLOSED AND IN THE FINAL LOCATION

SHIPMENT CLOSED

CYCLE COUNTING Warehouse Management can create cycle counting work. Cycle count work is its

own “type” of work which can be executed through the mobile device and verified through the client. Depending on the configuration, there are different ways to create and execute cycle counting work in order to verify a warehouse’s inventory.

Threshold cycle counting by quantity

THRESHOLD CYCLE COUNTING BY PERCENTAGE

SELECT ITEM AND LOCATION

CASE TEST OF CYCLE COUNTING THRESHOLD QTYVerify the inventory on hand of an Item in a specific location

ITEM: A0001, Site: 2, Warehouse: 70, Location: 01A01R1S1B, Qty: 10

CREATE DE CYCLE COUNTING THRESHOLD AND SET THE QTY

CREATE THE SO THAT OVERPASS THE THRESHOLD LIMIT

RELEASE THE SO TO WAREHOUSE ACTIONS

IF INVENTORY BLOCKING IS SELECTED, THE ITEM CANNOT BE SHIPPED OR SPECIFIED ON A SALES ORDER, TRANSFER ORDER, OR PRODUCTION BOM. IN ADDITION, THE INVENTORY IS NOT CONSIDERED AVAILABLE FOR RESERVATION. IT IS STILL AVAILABLE IN THE LOCATION LEVEL, SO THAT THE INVENTORY CAN BE MOVED IN THE WAREHOUSE.

INVENTORY STATUS

EXAMPLE: CHANGE INVENTORY STATUS AT THE TIME OF RECEIVING ON A PO, FROM AVAILABLE TO DAMAGE