CORE INVENTORY MANAGEMENT

Transcription

1 RSM TECHNOLOGY ACADEMY Syllabus and Agenda CORE INVENTORY MANAGEMENT FOR MICROSOFT DYNAMICS AX

2 Curse Details 3 Audience 3 At Curse Cmpletin 3 Curse Cancellatin Plicy 4 Guaranteed t Run 4 Travel Guide 6 Hsted Training 6 Client Site Training 6 Payment 6 Prerequisites 7 Envirnment 7 Curse Outline 8 Mdule 1: Inventry Management Setup 8 Mdule 2: Physical Inventry Setup 8 Mdule 3: Inventry Cntrl Cnsideratins (Serial and Batch) 9 Mdule 4: Inventry Adjustment and Mvements 9 Mdule 5: Cycle Cunting 9 Mdule 6: Transfers 10 Mdule 7: Quarantine and Inventry Blcking 10 Mdule 8: Quality Management 10 Mdule 9: Nn Cnfrmances 11 Mdule 10: Reservatins 11 Mdule 11: Inventry Inquiries and Reprts 12 Agenda 13 Prprietary and Cnfidential Page 2 f

3 Curse Details This tw-day instructr-led curse prvides students with the knwledge and skills t recgnize the entire life cycle f inventry tracking frm the way it is setup and stcked t the way that the item is issued t prductin r fr sale. Included in this area is a lk at quality management fr inventry gds. We will be explring the Inventry management mdule within Micrsft Dynamics AX. This curse is eligible fr 14 CPE credits in the Cmputer Science field f study. AUDIENCE This curse is intended fr business rles that need t understand the inventry life cycle in Dynamics AX. AT COURSE COMPLETION After cmpleting this curse, students will be able t: Create, setup, and cnfigure item grups fr psting. Determine psting types that are assciated with item grups. Set up an inventry mdel grup and state the effect f different parameter settings. Define the purpses f inventry dimensin grups. Create jurnal names fr inventry jurnals and their setup. Setup psting fr dimensin grups and inventry jurnals. Create, setup, and cnfigure item grups fr psting. Determine psting types that are assciated with item grups. Set up an inventry mdel grup and state the effect f different parameter settings. Define the purpses f inventry dimensin grups. Create jurnal names fr inventry jurnals and their setup. Setup psting fr dimensin grups and inventry jurnals. Discuss warehuse management parameters. Explain and set up a site. Explain and set up a warehuse. Discuss warehuse lcatins. Intrduce serial and batch numbers. Set up tracking dimensin grup fr serial and batch allcatin. Assign Serial numbers t prducts. Assign Batch numbers t prducts. Set up jurnal names fr inventry jurnals. Cnfigure parameters fr inventry jurnals. Describe the differences between mvement and adjustment jurnals. Create and pst inventry mvement jurnals. Prprietary and Cnfidential Page 3 f

4 Create and pst inventry adjustment jurnals. Explain cunting jurnals. Set up jurnal names fr cunting jurnals. Set up warehuse items and cunting grups. Create and prcess a cunting jurnal. Create and prcess a tag cunting jurnal. Define the Transfer cncept in Dynamics AX. Setup required t prcess a transfer. Create and prcess transfer jurnals. Prcess picking and shipping n a transfer rder. Receiving a transfer rder. Review the quarantine management parameters. Discuss quarantine item management. Demnstrate inventry transactins n quarantine items. Describe the setup f the quality management feature s quality cntrl cmpnent. Set up autmatic quality rder generatin. Explain hw t create and use manual quality rders. Review what nncnfrmance is. Discuss the crrective actins that may be taken as they relate t nncnfrmance. Explain hw estimates f wrk and csts may be assciated with nncnfrmance rders. Intrduce hw and when t use reservatins. Review hw t perfrm manual reservatins. Demnstrate hw t perfrm autmatic reservatins. Discuss view, lck and explsin reservatins. Review the varius inventry inquires. Review the varius inventry reprts. Electrnic cpies f certificates are given ut autmatically upn cmpletin f a curse. If fr sme reasn yu dn t receive a certificate r have special circumstances (multiple participants, physical certificates, etc.), feel free t cntact us at academy@rsmus.cm. COURSE CANCELLATION POLICY RSM reserves the right t cancel curses up t 7 days prir t class cmmencement due t lw enrllment. In the event f a cancellatin, RSM will cntact any enrlled students. GUARANTEED TO RUN All hsted curses are guaranteed t run. RSM reserves the right t cancel curses r t make changes in curse schedules up t 7 days befre the cmmencement f a curse. Prprietary and Cnfidential Page 4 f

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6 TRAVEL GUIDE Hsted Training Yu are respnsible fr making all arrangements fr travel. We are lcated in the Denver Technlgy Center (DTC). Yu can fly int Denver Internatinal Airprt (DEN) n mst majr airlines. It is recmmended that yu fly the evening befre yur class is scheduled t begin and depart the evening f the last day f class. On average please allw at least ne hur t travel frm ur ffice t the airprt Suth Ulster St. Suite 400 Denver, CO Fr htel accmmdatins yu can refer t ur travel brchure where yu can receive discunted rates at lcal htels. Because we are lcated in the heart f the DTC, rental cars are nt mandatry. They can be useful if yu want t travel arund the greater Denver area t see ne f ur many great turist attractins. Client Site Training If the client wuld like the trainer t fllw a specific travel plicy attach it upn executin f the statement f wrk. Fr clients with a Master Services Agreement (MSA), travel and expenses will be billed after the cnclusin f the training. Fr clients withut an MSA, an estimated amunt will be billed at a fixed fee and must be paid befre the trainer will bk travel. PAYMENT All wrk perfrmed shall be perfrmed n a fixed fee basis. RSM will bill the Client upn executin f the statement f wrk accrding t the Master Services Agreement (MSA). Fr clients withut an MSA, payments must be received befre the beginning f the training. Refund Plicy: Any cancellatins 14 days prir t the scheduled curse will be prvided a 100% refund. Cancellatins 7 days prir t the scheduled curse will be prvided with a 50% refund. Cancellatins within 7 days f curse cmmencement will nt be refunded. Prprietary and Cnfidential Page 6 f

7 Prerequisites ENVIRONMENT If the training will be cnducted in Denver at the RSM ffice, the requirements listed belw will be prvided by RSM. Befre the beginning f the first lessn the fllwing materials and equipment will be required: A LCD Prjectr* Prjectin screen/surface A white bard r Flip chart stand/paper (ptinal) Each attendee will need a Laptp/PC with the fllwing available: Internet cnnectin A VPN cnnectin t RSM (The cnnectin infrmatin will be prvided by the trainer upn the first day f training). RSM Technlgy Academy hsts the training images n a lcal server in ur Denver ffices. The VPN cnnectin is required fr the participants t cnnect t the Hyper-V training image. * The instructr can prvide a prjectr if ne is nt available upn request nly. Prprietary and Cnfidential Page 7 f

8 Curse Outline MODULE 1: INVENTORY MANAGEMENT SETUP Inventry Management Setup in Micrsft Dynamics AX cvers the required setup element item grups and item mdel grups fr prducts. It identifies hw different settings affect accunting fr the prduct. Set up an item grup. Determine psting types Setup up an inventry mdel grup Define inventry dimensin grups Create jurnal names fr inventry jurnals Set up dimensin grups and inventry dimensins fr jurnals Set up psting fr inventry jurnals Create an item grup Create an item mdel grup Create an inventry dimensin grups Create an inventry jurnal MODULE 2: PHYSICAL INVENTORY SETUP The physical inventry setup enables the direct relatinship between a strage dimensin and that f a prduct. By enabling this feature the system will nly stck and fulfill rders based n actual physical gds and will nt allw the use f ut f stck r negative reservatin Explain the Warehuse management parameters. Set up a site and warehuse and attach it t a prduct Hw t set up physical and lgical f the inventry: Sites, warehuse, aisles, lcatins, warehuse items Stre areas, Stre znes Create a site Creating a warehuse Prprietary and Cnfidential Page 8 f

9 MODULE 3: INVENTORY CONTROL CONSIDERATIONS (SERIAL AND BATCH) This mdule intrduces the serial and batch numbers in Micrsft Dynamics AX. Set up a tracking dimensin grup t allw fr serial and batch number allcatin Allcate serial and batch numbers manually t a prduct Set up a prduct t autmatically have batch and serial numbers allcated Use a transfer rder t edit serial and batch numbers Use the trace inventry dimensin functin t track a prduct's inventry dimensins Setup an item with manual allcatin f serial numbers Setup an item with autmatically allcated serialized prduct MODULE 4: INVENTORY ADJUSTMENT AND MOVEMENTS This mdule explains inventry jurnals by reviewing the initial setup fr adjustments and mvements. Setup inventry jurnal names fr adjustments and mvements. Create and prcess inventry adjustment and mvement inventry jurnals Create a mvement jurnal Create an inventry adjustment jurnal MODULE 5: CYCLE COUNTING This mdule explains the use f cycle cunts t imprve inventry accuracy, lwer hlding csts, and imprving traceability. Explain cunting jurnals. Setup jurnal names fr curting jurnals. Set up warehuse items and cunting grups Create and prcess a cunting jurnal Create and prcess a tag cunting jurnal Create a cunting jurnal Prprietary and Cnfidential Page 9 f

10 MODULE 6: TRANSFERS In this mdule, students gain an understanding f transfers with Dynamics AX. It cvers the transfer jurnal prcess and the transfer rder capabilities. This is a prcess-riented methd t deal with transfer rders between warehuses within the same cmpany. Review the use f Transfer Jurnals vs Transfer Orders Create and pst transfer jurnals. Set Up f Transfer Orders Using the Transfer rder Frm Picking Items Fr a Transfer Order Shipping and Receiving a Transfer Order Create a transfer jurnal Create a transfer rder Pick, ship, and receive a transfer rder MODULE 7: QUARANTINE AND INVENTORY BLOCKING This mdule examines hw Micrsft Dynamics AX uses Quarantine rders. Items can be set aside t await either manual r autmatic apprval, depending n setup. The item may be in quarantine fr a certain perid, fr example, fr quantity cntrl purpses. Quarantine management is part f the Micrsft Dynamics AX Inventry management mdule. Quarantine Warehuse Setup Parameters Quarantine Item Management Inventry Transactins n Quarantine Items Create quarantine inventry Blck an inventry item MODULE 8: QUALITY MANAGEMENT This mdule intrduces the quality management features in Micrsft Dynamics AX. It includes the prduct testing and quality rders f materials. Describe the setup f the quality management feature s quality cntrl cmpnent Set up autmatic quality rder generatin Explain hw t create and use manual quality rders Setup quality management basics Setup autmatic quality rder generatin Create a manual quality rder Prprietary and Cnfidential Page 10 f

11 MODULE 9: NON CONFORMANCES This mdule intrduces the nncnfrmance features in Micrsft Dynamics AX. Fr Quality management managing nncnfrming material invlves the use f nncnfrmance rders. Define nncnfrmance. Shw nncnfrmance tag and nncnfrmance reprt Define crrective actins Discuss estimates f wrk and csts assciated with nncnfrmance Create a nncnfrmance rder MODULE 10: RESERVATIONS This mdule is designed t explain the Reservatins functinality in Micrsft Dynamics AX. Why Perfrm Reservatins and What Yu Can Reserve? Manual Reservatins Autmatic Reservatins Autmatic Reservatins and Selectin f Batch Explsin Reservatins View Reservatins Lck Reservatins Manual reservatin Autmatic reservatin Prprietary and Cnfidential Page 11 f

12 MODULE 11: INVENTORY INQUIRIES AND REPORTS This mdule reviews the inquiries and reprts that are available in rder t utput the current state f inventry cntrl fr Dynamics AX. This cvers the majr items that are used by a variety f industries Basics f Inquiries Arrival Overview Transfer rders Shipments Batches Picking wrkbench Basics f Reprting On hand Transactins Status Analysis Prprietary and Cnfidential Page 12 f

13 CORE INVENTORY MANAGEMENT Agenda Day 1 Day 2 9:00 AM Intrductins and Basic Navigatin Cycle Cunting 10:00 AM 11:00 AM Inventry Management Setup Transfers Quarantine and Inventry Blcking 12:00 PM LUNCH LUNCH 1:00 PM Physical Inventry Setup Quality Management 2:00 PM Nn Cnfrmances 3:00 PM Inventry Cntrl Cnsideratins Reservatins 4:00 PM Inventry Mvement and Adjustments Inventry Inquiries and Reprts 5:00 PM SESSION END SESSION END Prprietary and Cnfidential Page 13 f 14

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