Microsoft Dynamics AX 2012 Microsoft Dynamics ® AX 2012 Warehouse Management

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Transcript of Microsoft Dynamics AX 2012 Microsoft Dynamics ® AX 2012 Warehouse Management

  • Slide 1
  • Microsoft Dynamics AX 2012 Microsoft Dynamics AX 2012 Warehouse Management
  • Slide 2
  • Content 1.Overview 2.Product Information Management 3.Types of transaction 4.Inventory Journal 5.Quality Management
  • Slide 3
  • Overview Inventory and Inventory Management concept General Warehouse Management Concepts Warehouse Management Definitions Quality Management Inventory and Warehouse Management Processes Integration with Other Modules in Microsoft Dynamics AX 2012
  • Slide 4
  • Product Products can be items or services, and products that are tracked in the warehouse become inventory.
  • Slide 5
  • Inventory Inventory is the material and supplies a business carries either for sale or to provide input in the production process. Raw materials and supplies Products in production Sub-assemblies Finished products ready for sale
  • Slide 6
  • Inventory Management Inventory management is planning and controlling inventory from the raw material stage to the customer. Companies must consider inventory at every planning level. The most important products to keep in inventory The control of products through a company The quantity of inventory to be ordered The timing of when a product should be ordered
  • Slide 7
  • Warehouse Management Key Concepts Warehouse management is the administration and management of item flow and inventory in a companys warehouses and storage facilities. It provides insight into your inventory and the tools to help increase customer satisfaction and reduce costs. Optimize Your Warehouse Layout Increase Your Warehouse Efficiency Improve Visibility into your Supply Chain Complete Inventory Overview
  • Slide 8
  • Warehouse Management Definitions Sites Warehouses Location Pallet ID Batch and Serial Numbers
  • Slide 9
  • Warehouse Management Definitions DefinitionsName SiteAn area of ground on which a building or group of buildings is constructed. WarehouseStorage location, such as a building. LocationDetailed item storage location, such as aisle- rack-shelf-bin. Typically, use this dimension when you operate with Warehouse management. Pallet IDID for a group of products on the same pallet. Only used when operating with Warehouse management.
  • Slide 10
  • Warehouse Management Definitions Sites Warehouses
  • Slide 11
  • Location Structure
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  • Slide 13
  • Warehouse Management Definitions Pallet Batch and serial
  • Slide 14
  • Quality Management Quality management makes sure that all products are of a constant quality by enforcing strict guidelines to controlling the product and using routine checks and test.
  • Slide 15
  • Inventory and Warehouse Management Processes
  • Slide 16
  • Integration with Other Modules Warehouse management is integrated with the following modules: Accounts payable module Accounts receivable module Inventory management module Master planning module
  • Slide 17
  • Product Information Management Core master data in inventory management are product records of inventoried items. Inventory management controls stock per item number.
  • Slide 18
  • Product Information Management The objectives are: Describe the concept of products, product masters and their variants Describe production creation process Describe the variant configuration technology types Discuss inventory dimension groups Discuss how to finalize a released product
  • Slide 19
  • Product Terms and Concepts TermDefinition ProductA product is a uniquely identifiable product. It serves as a core product that does not vary and therefore no product dimensions can be associated with the definition. Product Master A standard or functional product representation that is the basis for configuring product variants. The variations are configured by selecting a configuration technology. This can be either a set of predefined product dimensions or by using product configurations in sales scenarios. Product Variant A product variant is the configuration of a product master. Based on the choice of the configuration technology, the variant can be either predefined by using the product dimensions of its master or configured by using a configurator tool.
  • Slide 20
  • Product Creation Process Use the following process to create a product: 1.Create and define the product. 2.Release to legal entities. 3.Define legal entity specific data. 4.Use the product.
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  • Create and define the product
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  • Demonstration: Create a Product Master Your instructor will demonstrate how to create a new product. 5 min
  • Slide 23
  • Create and define the product
  • Slide 24
  • Product Types Product type: Item Service Product subtype Products Identifiable products No associated variations Product masters Templates or models for variants Predefined or manually created in sales scenarios Associated with one or more product dimensions
  • Slide 25
  • Product Dimensions Microsoft Dynamics AX 2012 offers three product dimensions: Size Color Configuration
  • Slide 26
  • Configuration Types Configuration Technology Definition Predefined variant This type enables the product to be modeled based on the product dimensions, color, configuration, and size. Dimension-based configuration A configuration technology that is used to create product variants by selecting values for product dimensions. Constraint-based configuration This type enables product to be used in the Product Configurator.
  • Slide 27
  • Create and define the product
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  • Finalizing Released Products A product must be finalized in each legal entity where it was released. The following fields must be set up, but can be entered manually or by using a template:
  • Slide 29
  • Inventory Dimension Groups Inventory dimensions are used to define the physical characteristics of inventory items. They control how items are stored and drawn from inventory and enable inventory to be managed on a detailed level. Inventory dimensions are split into: Storage dimensions Tracking dimensions.
  • Slide 30
  • Storage Dimension Groups Site Warehouse Location Pallet ID
  • Slide 31
  • Tracking Dimension Groups Serial and batch numbers are inventory tracking dimensions, and can be allocated to products only when the products tracking dimension group allows for it. Serial numbers are assigned to individual items, where batch numbers are assigned to a set of items.
  • Slide 32
  • Item Groups Item groups serve three main purposes: Defining sets of ledger accounts for accounting entries, of a collection of products that are classified in the item group. Using item groups to report detailed financial information and queries. Creating other reports that are related to products.
  • Slide 33
  • Item Model Groups Item model groups determine the following stock and inventory policy: Whether the product is stocked or not stocked. The cost flow assumption and cost measurement method for valuing inventory of stocked products. If physical and financial negative inventory is permitted. If inventory transactions should be posted to the General Ledger. The workflow that is used when you send or receive items. The reservation rules.
  • Slide 34
  • Item Model Groups The Setup FastTab of the Item model groups form has six field groups. Inventory policy Negative inventory Warehouse management Ledger integration Physical update Reservation
  • Slide 35
  • Item Model Groups
  • Slide 36
  • Released Products Details Form
  • Slide 37
  • Inventory Transactions The objectives are: Define types of transaction Describe and explain the transaction process Discuss the transaction integration Discussion the transaction and inventory inquiry
  • Slide 38
  • Types of Transactions In order to change the quantity on hand, you need to post an item transaction. Depending on the direction of the item transactions, you may distinguish three different types: Item receipts Inward transactions Item issues Outward transactions Inventory transfers
  • Slide 39
  • Item receipt Item receipts increase the quantity on hand. They include: Product receipts in purchasing Customer returns in sales Reporting as finished in production Positive inventory counting adjustments Manual journals in inventory.
  • Slide 40
  • Transaction Process Procurement Release P/O Agreement Prequisition RFQ Item Arrival On-hand Product Receipt INVENTORY 1 2 Quotation
  • Slide 41
  • Item Issue Item issues include: Vendor returns in purchasing Packing slips in sales Picking lists in production Negative inventory counting adjustments Manual journals in inventory.
  • Slide 42
  • Inventory transfer Inventory transfers include: Transfer orders: support the transfer of items form one warehouse to another, providing the option to post and print picking lists. Transfer journals: not only available for transfers from one warehouse to another, but also for chang