2. 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
3. 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
4. COMMON AREAS IN LAYOUT OF A WAREHOUSE
Specific Location
Example : 01,24, Refurbished, Refurbished TV, Stage, 01A03R02S01B
Site: 01 Home Screens Production
Warehouse: 24 Main Screens DC
Zone Groups: Refurbished
Zone ID: Refurbished TV
Location ID: Stage
Location: 01A03R02S01B
6. 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.
7. 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
8. GLOSSARY
LOCATION DIRECTIVES
Location 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.
WORK
Works 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.
9. LOCATION DIRECTIVES:
ITEMS
A001
LOCT: 00A001R01S
INBOUND
PO
S: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
10. 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.
11. 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
PO
S:2, W: 70, WORK “PICK” S:2, W: 70, WORK “PUT”
ITEMS
A001
12.
13. PRACTICE SECTION – INBOUND PO
Receiving
Document
Location
directive
Work
Template
Create
Work
Complete
Work
Goods
Arrived
Goods
On hand
19. 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.
23. 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.
25. PRACTICE SECTION – OUTBOUND SO
Load
planning
workbench
Waves
Assign
lines to
waves
Execute
the wave
Release
the wave
Start and
complete
work
Report as
shipped
Sales
Order
Line
Goods
Shipp
ed
36. 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
39. CASE TEST OF CYCLE COUNTING THRESHOLD QTY
Verify the inventory on hand of an Item in a specific location
ITEM: A0001, Site: 2, Warehouse: 70, Location: 01A01R1S1B, Qty: 10
43. 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
