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Microsoft Dynamics® AX 2012
Warehouse Management
Content
1. Overview
2. ProductInformationManagement
3. Typesoftransaction
4. InventoryJournal
5. QualityManagement
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
Product
Products can be items or services, and products that
are tracked in the warehouse become inventory.
Inventory
Inventory is the material and supplies a business
carries either for sale or to provide input in the
production process.
• Rawmaterialsandsupplies
• Productsinproduction
• Sub-assemblies
• Finishedproductsreadyforsale
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
• Thecontrolofproductsthroughacompany
• Thequantityofinventorytobeordered• The timing of when a product should beordered
Warehouse Management Key Concepts
Warehouse management is the administration and management of item flow and inventory in a company’s warehousesandstoragefacilities. 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
Warehouse Management Definitions
• Sites
• Warehouses
• Location
• Pallet ID
• Batch and Serial Numbers
Warehouse Management Definitions
Definitions Name
Site An area of ground on which a building or group of buildings is constructed.
Warehouse Storage location, such as a building.
Location Detailed item storage location, such as aisle-rack-shelf-bin. Typically, use this dimension when you operate with Warehouse management.
PalletID ID for a group of products on the same pallet. Only used when operating with Warehouse management.
Warehouse Management Definitions
• Sites
• Warehouses
Location Structure
Location Structure
Warehouse Management Definitions
• Pallet Batchandserial
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.
Inventory and Warehouse Management Processes
Integration with Other Modules
Warehouse management is integrated with the
following modules:
• Accountspayablemodule
• Accountsreceivablemodule
• Inventorymanagementmodule
• Masterplanningmodule
Product Information Management
• Core master data in inventory management
are product records of inventoried items.
• Inventory management controls stock per
item number.
Product Information Management
The objectives are:
• Describe theconceptof products, product
masters and their variants
• Describe production creation process
• Describe the variantconfiguration technology
types
• Discuss inventorydimensiongroups
• Discuss how to finalize a releasedproduct
Product Terms and Concepts
Term Definition
Product A 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.
ProductMaster
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.
ProductVariant
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.
Product Creation Process
Use the following process to create a product:
1. Createanddefinetheproduct.
2. Release to legal entities.
3. Define legal entity specific data.
4. Use the product.
Create and define the product
Demonstration: Create a Product Master
Your instructor will demonstrate how to create a new product.
5 min5 min
Create and define the product
Product Types
• Producttype:• Item• Service
• Productsubtype• 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
Product Dimensions
Microsoft Dynamics AX 2012 offers three product
dimensions:
• Size
• Color
• Configuration
Configuration Types
Configuration Technology
Definition
Predefinedvariant
This type enables the product to be modeled based on the product dimensions, color, configuration, and size.
Dimension-basedconfiguration
A configuration technology that is used to create product variants by selecting values for product dimensions.
Constraint-basedconfiguration
This type enables product to be used in the Product Configurator.
Create and define the product
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:
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.
Storage Dimension Groups
Site
Warehouse
Location
Pallet ID
Tracking Dimension Groups
Serial and batch numbers are inventory tracking dimensions, and can be allocated to products only when the product’s tracking dimension group allows for it.
Serial numbers are assigned to individual items, where batch numbers are assigned to a set of items.
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.
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.
Item Model Groups
The SetupFastTaboftheItemmodelgroupsformhassixfieldgroups.
• Inventory policy
• Negative inventory
• Warehouse management
• Ledger integration
• Physical update
• Reservation
Item Model Groups
Released Products Details Form
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
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
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.
Transaction Process
Procurement
ReleaseP/OAgreement
Prequisition
RFQItemArrival
On-hand
ProductReceipt
INVENTORY
1
2
Quotation
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.
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
changing other dimension values (e.g. adjusting
a serial number).
Transaction Integration
Most of the inventory transactions do not originate in the inventory and warehouse management module, but derive from other parts of Dynamics AX.
=> Have to enter all data required for the inventory
transaction (like warehouse, quantity and price)
at the transaction origin in the other module .
Transaction and Inventory Inquiry
TransactionsForm
Transaction and Inventory Inquiry
In order to see the current quantity on hand of an item, you may click the button View/On-hand hand inventory on the action pane tab Manage inventory of the released product form.
Transaction and Inventory Inquiry
The physical inventory is the total of transactions, which show following status:
• Postedquantity– Invoiced quantity of purchasing deducting sales
• Received – Product receipt in purchasing, adds to posted quantity
• Deducted – Packing slip in sales, deducts from posted quantity
• Registered– Registration and item arrival, adds to posted quantity
• Picked – Picking in sales, deducts from posted quantity
Watching video
5 min5 min
Inventory Journals
The objectives are:
• Create and process inventory adjustment and
movement inventory journals
• Create and process a transfer journal
• Create and process a bill of material (BOM)
journal
• Explain counting journals
Inventory Journals
Inventory journals are used for posting physical inventory transactions including:
• Posting issues and receipts
• Inventory movements
• Creating bills of material
• Reconciliation of physical inventory.
Journal structure
• Inventory adjustment• Movement• Transfer• Bills of materials• Item arrival• Production input• Counting• Tag counting
Movement Journal
The Movement journal can be used to:• Bring in opening inventory balances during
system setup, and offset these adjustments to specific ledger accounts.
• Charge an item to a different department, for example, from Prototyping to Engineering.
• Take items out of inventory to take to a sales show. The inventory value must be reduced and should be considered as an expense from the Sales Department.
Inventory Adjustment Journal
Use the Inventory adjustmentform to enter:• Loss – where items are picked or removed from
inventory• Gain – where they are received in inventory
When you post this kind of journal, an inventory receipt or issue is posted, the inventory level and value are changed, and ledger transactions are generated.
Transfer Journal
Transfer journals are used to move or transfer an item in an Inventory dimension.
• Each transfer minimally identifies an item,
quantity, and the old and new stocking locations.
• Inventory transfers reflect the immediate
movement of material, without a requirement for
tracking in transit inventory
BOM Journal
• Bill of materials journals, provide the possibility
to post a receipt of a finished items while
consuming the components at the same time.
Entering a negative quantity, you may as well
post disassembling of a finished item.
Item arrival journal
• Item arrival journals provide the option to post
item receipts related to purchase orders or
customer returns
Counting Journal
• Calculate the current on-hand inventory level
that is recorded for a group of items, and then
post the actual physical count to make the
adjustments necessary to reconcile their
differences.
• Each warehouse item has its own counting
group, warehouse management, and product
dimension setup.
Tag Counting Details
• The following information should be registered on the tag: • Tag number • Item number • Item quantity
• Each tag must have one of three status values:• Used – item number counted for this tag • Voided – item number voided for this tag• Missing – item number missing for this tag
Quality Management
The objectives are:
• Describe the function of the quality management
• Describe the quality management process
• Explain how to create and use quality orders
Quality Management
Quality management functionality offers full integration for managing quality processes and non conformances. It helps manage, track, and handle quality processes and issues throughout a company.
The quality management functionality consists of two primary components:
• QualityControl
• QualityManagement
Quality Control
The quality control component is used to set up and manage the quality testing requirements for a company.
• Specification of the test instruments that are used to perform the tests
• Identification of test locations where the tests are held
• Definition of the test specifications that determine whether test items meet the quality standards
• Creation of the quality order
Quality control
Quality control can also be used to record the
test results that are associated with a quality
order and create a Certificate of Analysis
(C.O.A.) that will be linked to the quality order
information.
Quality Management
The quality management component is used to manage non conforming products and items, such as damaged or defective goods, and to track and resolve customer or vendor problems, such as product complaints or performance issues.
• Quality management can also be used to tag non conforming items for quarantine.
Quality Management
In Dynamics AX, there are two options to
exclude quantities of an item from available
stock:
• QuarantineManagement
• InventoryBlocking
Inventory blocking
• Inventory blocking generates a temporary
transaction, manually or automatically for
quality inspection.
Inventory Blocking Form
Quarantine Management
Quarantine management is based on quarantine orders, which post a transfer to a quarantine warehouse. You may transfer stock to quarantine either automatically with every item receipt, or manually when required.
Quarantine Management
InboundDirect
Qualitycontrol
QuarantineWarehouse
MainWarehouse
(Manual)
QuarantineOrder
(Automatic)
ReportasFinish
1
2
Quarantine Management
Quarantine management helps a company control incoming items and prevents items from entering a production environment or from being sold while they are waiting to be quality control or are in a controlled status.
Quality Management
If an item is set up for an automatic quarantine, the quarantine order can be created at the following points in time.
Quality Management
Quality Order
A Quality order definesasetofoneormore
teststhatmustbeperformed for an item and a
test quantity of its related order (such as a
purchase, sales, or production order) or a test
quantity of its inventory.
Quality Order
For each test, the quality order defines:
• The quality specifications
• An Acceptable Quality Level (AQL)
• The applicable test instrument
• The documents that describe the test
• ….
Quality Order
A test can be:
• Quantitative (with specifications and test
results expressed as values for a specified unit
of measure)
• Qualitative(with specifications and test results
expressed as user-defined outcomes that reflect
pass or fail).
Quality Management
Batch FixedQuantity
Percentage…
MainWH
TEST
ItemSampling
OK
(Destructivetest?)
NotOK
Returned
…..
Validation Process
After reporting the test results for each test in a
quality order, start a validation process that
assigns a pass or fail status (based on meeting
the overall AQL) and closes the quality order.
Demonstration: Create a Quality order
Your instructor will demonstrate how to create a Quality order.
5 min5 min
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