80259: Warehouse Management in Microsoft Dynamics NAV 2009 (1 Day)
About this Course
This one-day course explores the Warehouse Management functionality of Microsoft Dynamics NAV 2009 from a user's perspective. Modules in this hands-on classroom experience include functionality available in the standard edition of Microsoft Dynamics NAV. Application functionality covered in the course includes receiving, internal processes, shipping, and item tracking in the warehouse.A thorough understanding of these topics allows you to help companies meet their daily challenges in setting up and using the most extended way of warehousing in Microsoft Dynamics NAV.
Audience Profile
This course is intended for partners selling and implementing Warehouse Management Systems (WMS) in Microsoft Dynamics NAV2009.This audience typically includes application consultants who are tasked with assessing a customer’s business needs and advising them on the use, configuration, and customization of the application. Additionally, consultants who are responsible for training or supporting the customer will benefit from the course.
At Course Completion
After completing this course, students will be able to:
- Set up a company for use with Warehouse Management Systems
- Receive and put away items.
- Set up and use cross-docking to direct items directly to the ship zone.
- Perform internal warehousing operations including movements, internal picks, and internal put-aways.
- Use warehouse journals to adjust or reclassify an item.
- Set up and use counting of physical inventory.
- Pick and ship items.
- Ship cross-docked items.
- Use Break-bulk functionality to break items stored in larger units of measure into smaller ones.
- Set up and use item tracking when receiving, moving, and shipping items.
Course Outline
Module 1: Setting Up Warehouse Management Systems
This module explains how users can set up a company for use with WMS including features such as locations, bins, put-away templates, and warehouse classes.
Lessons
- Warehouse Setup
- Locations Setup
- Put-away Template Setup
- Item Setup
- Zone Setup
- Bin Types Setup
- Creating Bins
- Warehouse Class Setup
Lab : Creating Zones and Bins
Lab : Setting Up Zone and Bins with Special Conditions
After completing this module, students should be able to do the following:
- Set up a warehouse.
- Set up locations.
- Set up put-away templates.
- Set up items.
- Set up zones.
- Set up bin types.
- Set up bin rankings.
- Create bins.
- Use bin creation worksheet template.
- Create bin content.
- Create warehouse classes.
- Assign warehouse classes to zones, bins, and items.
Module 2: Receiving Orders
Thismodule explains how the Warehouse Management Systems (WMS) functionality in Microsoft Dynamics NAV 2009 helps companies to manage the receipt of inbound orders and handle the process of putting the items away in an efficient way.
Lessons
- Receive and Put-away
- Cross-Docking
Lab : Receiving and Putting Items AwayLab : Cancelling the Receipt After completing this module, students should be able to do the following:
- Receive and put away items on different zones of a location.
- Cancel a posted receipt.
- Perform cross-docking for a warehouse receipt.
Module 3: InternalWarehouse Processes
This module describes how to use internal warehouse operations. By moving items within the warehouse, the use of space can be optimized. Movements, internal picks and put-aways are used for that purpose.
Similarly to the Inventory module, where inventory and item ledger entries are created, changed, and counted, the Warehouse Management Systems also work with a set of journals: warehouse item journal, warehouse reclassification journal, and warehouse physical inventory journal. All these aspects are covered in this chapter.
Lessons
- Item Movements
- Internal Pick and Put-away
- Journals
- Counting
- Working with Warehouse Entries
Lab : MovementLab : Use Internal Pick After completing this module, students should be able to do the following:
- Move items between different zones and bins.
- Replenish bins.
- Block item movements.
- Perform internal picks and put-aways.
- Perform automatic flushing.
- Adjust items and change storage information by using warehouse journals.
- Post quantity adjustments for bins.
- Set up Warehouse physical inventory counting periods.
- Count physical inventory.
- Perform cycle counting.
- Compress warehouse entries.
- Delete warehouse documents.
Module 4: Shipping
Warehouse Management Systems (WMS) provides the functionalities for handling items, such as shipping cross-docked items and breakbulking items. These features of WMS along with shipping ordinary items are covered in this chapter.
Lessons
- Shipping the Items
- Shipping Cross-Docked Items
- Breakbulk
Lab : Shipping the Items
Lab : Shipping Cross-Docked Items
Lab : Breakbulk
After completing this module, students should be able to do the following:
- Pick and ship items.
- Ship cross-docked items.
- Breakbulk the item.
Module 5: Serial/Lot Numbers
Warehouse Management Systems (WMS) provides item tracking functionality which is helpful when items are associated with warranties or have expiration dates, or when dealing with hazardous products.
The Item Tracking granule in Microsoft Dynamics NAV provides a company with an easy-to-use tracking system, which can take into account information about each unique piece of merchandise, such as:
When it was received
Where it was placed
When it expires
Which customer bought it and when
The functionality is based on using serial and lot numbers and allows for the receipt and shipment of multiple quantities with serial and lot numbers from a single order line entry. Item tracking entries, which represent the transaction history of each individual item with serial and/or lot numbers, are the records used to trace an item along its movement through the supply chain.
Lessons
- Preparing Warehouse Management Systems for Item Tracking
- Receiving Items with Item Tracking Information
- Moving Items with Item Tracking Information
- Shipping Items with Item Tracking Information
- Pick according to FEFO
Lab : Item Tracking with WMS
After completing this module, students should be able to do the following:
- Get prepared for item tracking.
- Receive item-tracked items.
- Move item-tracked items.
- Ship item-tracked items.
- Pick according to FEFO.
Before attending this course, students must have:
- General knowledge of Windows
- Completed the Introduction in Microsoft Dynamics NAV 2009 training or on-line Tutorials
- Completed the Inventory Management in Microsoft Dynamics NAV 2009 training
In addition, it is recommended, but not required, that students have:
- Completed the Trade in Microsoft Dynamics NAV 2009 training