Lagerstyring i Microsoft Dynamics 365 for Finance and Operations

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1 Kursus 3 dage DKK Nr P ekskl. moms Dato Sted Taastrup Lagerstyring i Microsoft Dynamics 365 for Finance and Operations Kurset er for alle, der ønsker at lære om og mestre den grundlæggende og avancerede lagerstyringsfunktionalitet, og som ønsker at opnå en praktisk funderet viden indenfor den anbefalede typiske opsætning og konfiguration, samt de daglige procedurer for at opnå effektiv anvendelse af lagerstyringsfunktionerne. Lagerstyring bruges til at styre, overvåge og automatisere processerne på lageret. Funktionaliteten lagerstyring hjælper virksomheder indenfor f.eks. fremstilling distribution og detailhandel med lagerstyringsprocesserne. Vi bestræber os på at få deltagerne til at forstå funktionaliteten og at kunne anvende forståelsen til at bruge lagerstyringen i konkrete problemstillinger, ikke bare i træningsforløbet på kursusstedet. Dette kursus er om Warehouse Management III, der ofte omtales som "WAX". Forudsætninger Du har deltaget på kurserne Introduktion til Microsoft Dynamics 365 for Finance and Operations og Distribution and Trade in Microsoft Dynamics 365 for Finance and Operations eller har en viden der svarer dertil. Deltagerprofil Superbrugere, systemadministratorer, konsulenter, teamledere, lagerchefer, projektledelse, superbrugere, controllere, der ønsker at lære om og mestre den grundlæggende og avancerede lagerstyringsfunktionalitet.

2 Udbytte Efter kursus vil du ha forstået og vil kunne konfigurere og anvende Lagerstyring i Microsoft Dynamics 365 for Finance and Operations. Indhold Outline overview 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 in Microsoft Dynamics 365 for Finance and Operations 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

3 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

4 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

5 Review batch orders with potency Review batch orders with co-products and by-products Materiale Vi anvender kursusmateriale, der er udviklet af vores samarbejdspartner og supplerer med relevante materialer fra Microsoft. Kursusmaterialet kan være på dansk og/eller engelsk. Underviser Vores instruktører, der har specialiseret sig i undervisning i Microsoft Dynamics, har blandt andet deltaget i en række projekter i små som store virksomheder og gennem årene skrevet bøger og udviklet kursusmaterialer til Microsoft ERP. Instruktørerne har praktisk erfaring med projekter og undervisning indenfor Microsoft Dynamics 365 for Finance and Operations / AX / Axapta fra en lang række større danske og internationale virksomheder. Kurserne kan blive afholdt på enten engelsk eller dansk. Ønsker du at vide, hvilket sprog der undervises i, på en specifik afholdelse, er du velkommen til at kontakte os. Har du faglige spørgsmål så kontakt Jette Ravn Merkel jetm@teknologisk.dk