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Warehouse Management in Microsoft Dynamics 365 for Finance and Operations

April 1 @ 08:00 - April 3 @ 15:00

|Recurring Event (See all)

One event on April 1, 2019 at 8:00am

One event on September 23, 2019 at 8:00am

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(Last Updated On: December 14, 2018)

Warehouse management is used to monitor and automate warehouse processes. The functionality for Warehouse Management in Microsoft Dynamics 365 for Finance and Operations helps to manage warehouse processes in manufacturing, distribution, and retail companies.

This 3-day class is everyone, who want to learn and master the basic and advanced features and develop a working knowledge of the typical set-up, configuration and daily procedures required to effectively use the Warehouse Management functionality.

We want you to understand, to be able to apply your skills in real life scenarios after the training has ended, not just while at the training location.

This course is about Warehouse Management III, also referred to as “WAX” – the only option for warehouse management in Microsoft Dynamics 365 for Finance and Operations.

After the class, you will understand how to set-up and use Warehouse Management.

Typical participant profiles:

Super users, administrators, consultants, warehouse workers, warehouse managers, shipping and receiving personnel, and other people in organizations responsible for the setup and administration of warehouse management functionality.

Prerequisites

Level:

200-300 (Intermediate-Experienced)

This course is about Warehouse Management III, also referred to as “WAX” – the only warehouse management option in Microsoft Dynamics 365 for Finance and Operations.

On top of our training methodology, Problem-Principle-Procedure, we apply a proven track to ensure a successful training: quizzes

  • The training class itself – plenty of hands-on in-class and optional homework
  • Quizzes – to align skills level and suggest further study
  • Recap of the day – important highlights
  • Question and answer session – final tips and tricks

Outline overview

Topics covered

  • Introduction to Warehouse Management in Microsoft Dynamics 365 for Finance and Operations
  • General Warehouse and Product Setup
  • Warehouse Layout
  • Reservation Hierarchies
  • Location Directives and Work Templates
  • Mobile Device Setup for Warehouse Management
  • Purchase Order Receipts and Put Away
  • Outbound Process Setup
  • Sales Order Picking and Shipping
  • Cluster Picking
  • Manual Packing and Containerization
  • Cycle Counting
  • Replenishment
  • Transfer Orders
  • Cross-Docking
  • Using Warehouse Management in Manufacturing

Topics in details

Introduction to Warehouse Management for Finance and Operations course

  • Review prerequisite knowledge areas of Dynamics 365 for Finance and Operations that related to warehousing
  • Introduce warehousing
  • Explore important terminology and concepts
  • Compare and contrast basic and advanced warehousing features
  • Explore the look and feel of the mobile device experience for warehousing
  • Review instances where basic warehousing and advanced warehousing are appropriate

General Warehouse and Product Setup

  • Define storage dimension groups for warehouse management
  • Define tracking dimension groups for warehouse management
  • Create a unit sequence group
  • Define inventory statuses
  • Use filters with item groups, released products, customers, and vendors
  • Create products for use with warehouse management

Warehouse Layout

  • Describe the features of warehouse management
  • Create a warehouse for warehouse management
  • Set up locations types, formats, and profiles
  • Create zones and zone groups
  • Create locations manually and by using the wizard

Reservation Hierarchies

  • Describe the use of reservation hierarchies
  • Create a new reservation hierarchy
  • Assign reservation hierarchies to released products

Location Directives and Work Templates

  • Define concept of location directives
  • Create a fixed location
  • Define a disposition code
  • Create a location directive
  • Create a work template

Mobile Device Setup for Warehouse Management

  • Create new work classes
  • Define the layout of mobile device menus
  • Configure the basic look and feel of mobile devices
  • Create mobile device users
  • Set up label layouts and define settings for printing labels

Purchase Order Receipts and Put Away

  • Use the mobile device to receive a purchase order
  • Use the mobile device to put away a purchase order
  • Discuss use the mobile device to pick a purchase order return
  • Use the mobile device to put away a quality order to a specific location

Outbound Process Setup

  • Create location directives for the outbound process
  • Create work templates for the outbound process
  • Describe the wave process
  • Create a wave template
  • Manually process a wave
  • Configure parameters for wave processing

Sales Order Picking and Shipping

  • Review the sales order creation process
  • Discuss the release to warehouse functionality
  • Work with waves and wave templates
  • Review work and how it can be used in Warehouse management
  • Discuss the mobile device capabilities for picking a sales order
  • Review the process for confirming a shipment
  • Work with location directives and staging
  • Review work templates
  • Load the sales order
  • Anchor with the staging process

Cluster Picking

  • Describe the cluster picking process
  • Review the setup flow for cluster picking
  • Create cluster profiles
  • Configure mobile device menu items for use with cluster picking
  • Process sales orders by using the mobile device for cluster picking

Manual Packing and Containerization

  • Describe the difference between manual packing and containerization
  • Configure location profiles for manual packing
  • Create container types
  • Configure container closing profile
  • Set up packing profiles
  • Link a packing profile to a work user
  • Manually pack an order
  • Configure the setup components for containerization
  • Review the process for containerization

Cycle Counting

  • Configure parameters and basic setup for cycle counting
  • Perform a guided, blind, and spot check cycle count
  • Configure cycle counting by thresholds
  • Configure cycle counting plans
  • Perform cycle counts by using the mobile device

Replenishment

  • Describe the techniques available for replenishment
  • Configure Warehouse management for replenishment
  • Create replenishment templates
  • Review the replenishment process
  • Replenish inventory by using the mobile device

Transfer Orders

  • Configure Warehouse management for transfer orders
  • Create and process a transfer order by using the mobile device

Cross-Docking

  • Explain cross-docking
  • Describe product packages and demonstrate their setup
  • Describe and create a location directive
  • Describe and create a work template
  • Describe the mobile device setup process
  • Demonstrate the cross-docking process

Using Warehouse Management in Manufacturing

  • Explain discrete manufacturing with warehouse management
  • Explain process manufacturing with warehouse management
  • Perform necessary setup
  • Process a production pick
  • Process a production report as finished
  • Set up for batch orders
  • Process batch orders
  • Review batch orders with potency
  • Review batch orders with co-products and by-products

We think that your options should be flexible and cost-efficient. Don’t pay for services that you don’t really need.

Choose between

  • Standard – the cost-efficient option
    • Price for this course includes training manuals, training environment, food and beverages during the training, and participation in the exam itself, MB6-895 Financial Management in Microsoft Dynamics 365 for Finance and Operations.
  • All-Inclusive – the hassle-free option
    • All of the Standard benefits as above plus
      • Transport service from and to the airport, hotel accommodation, other meals (high-quality breakfast and evening dinner at your hotel – sumptuous lunch buffet is served at the training location)

Standard

Price for this course includes training manuals, training environment, and food and beverages during the training.

Training manuals
Training manuals are provided printed and/or as files.
Each student will receive copies to annotate and keep.

Training environment
During the training, each student will have access to their personal copy of Microsoft Dynamics 365 for Finance and Operations training environment (with standard Contoso demo data) free of charge. Your training environment is available 24 hours a day even outside the classroom, should you want to study outside normal class hours.

After the training, you could continue to have access to your personal training environment – including your labs. A nominal fee might apply for this optional service.

To ensure the best possible learning environment, a world-class technical instructor and solution architect with loads of real-life technical experience in D365FO, D365O, as well as AX 7 and previous versions of AX is in place, and the number of participants is limited to 10 students.

Food and beverages
Food and beverages are provided during the training hours.
•Light breakfast before the start
•Morning break
•Sumptuous lunch buffet of high quality and variety
•Afternoon break
•Water, coffee/tea, soft drinks, fruits throughout the day.

(Actual offerings and vary depending on the actual training location. For special food requirements, please ask well in advance of the class start date)

Not included
Travel
Accommodation

All-Inclusive

As above Standard plus

  • Transport service from and to the airport
  • Superior hotel room accommodation within walking distance of the training location
  • Meals (high-quality breakfast and evening dinner at your hotel – sumptuous lunch buffet is served at the training location)

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  1. Finn Nielsen-Friis

    New!

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