4601: Warehouse Management Product Introduction v2019.1

Lesson Objectives

• Log on to the WMS instance
• Navigate through various applications in WMS

Lesson Exercises

Logging into WMS Web UI

Lesson Objectives

Identify the users, roles, and system administrator in WMS

Lesson Exercises

Copying a User

Lesson Objectives

Identify five levels of warehouse layout in WMS

Lesson Exercises

Not Applicable

Lesson Objectives

• Maintain appointments for transportation equipment
• Perform basic yard functions
• Identify the yard audit process

Lesson Exercises

• Add an Appointment to a Dock Set (Web Ul)
• Check in Equipment Without an Appointment (Web Ul)
• Review Yard Activity (Web Ul)‭
• Schedule a Move to Another Door (Web Ul)
• View and Maintain Work (Web Ul)‭
• Perform Directed Movement of Equipment to a Dock Door (RF)
• Unload Inbound Shipment (Web Ul)‭
• Check Out Equipment (Web Ul)‭
• Schedule Equipment Audit (Web Ul)‭
• Yard Audit (RF)‭
• Review and Resolve Exceptions from a Yard Audit (Web Ul)

Lesson Objectives

• Explain the concept of receiving in WMS
• Explain six phases of the receiving process in WMS
• Explain the process of receiving a new order in WMS
• Review Web Ul issues
• Receive items from an inbound order
• Receive items without an order
• Check in, receive, and check out items without equipment
• Receive ASN inventory for a non-trusted supplier

Lesson Exercises

• Viewing an Inbound Shipment (Web Ul)
• Adding/Scheduling an Appointment with Equipment for an Inbound Shipment (Web Ul)
• Checking in an Inbound Shipment with Transportation Equipment to the Yard (Web Ul)
• Moving Transportation Equipment from a Yard Location to a Dock Door Immediately (Web Ul)
• Identifying an Item (Web Ul)
• Identifying an Item and Storing the Inventory in a Receiving Stage Location (RF)
• Viewing Received Items (Web Ul)
• Viewing Inventory (Web Ul)
• Putaway Inventory Immediately to User-Specified Staging Location (Web Ul)
• Putaway Inventory Immediately to System-Selected Location (Web Ul)
• Receiving and Storing an Item to a Directed Storage Location (RF)
• Reviewing Over, Short, Damaged (OSD) Report (Web Ul)
• Closing and Dispatching Transportation Equipment (Web Ul)
• Viewing an Inbound Order (Web Ul)
• Adding an Existing Inbound Order to a Shipment (Web Ul)
• Checking in an Inbound Transportation Equipment Without an Appointment (Web Ul)
• Checking in an Inbound Transportation Equipment Without an Appointment (Web Ul)
• Copying a Basic Item (Web Ul)
• Identifying and Storing Unexpected Item to a Directed Storage Location (RF)
• Identifying UOMs and Storing an Item to a Directed Storage Location (RF)
• Identifying and Storing an Item with Attributes to a Directed Storage Location (RF)
• Identifying and Storing a Serialized Item to a Directed Storage Location (RF)
• Identifying and Storing Date-Controlled Items to a Directed Storage Location (RF)
• Receiving Damaged Inventory (RF)
• Identifying and Storing an Item with a New Footprint to a Directed Storage Location (RF)
• Identifying and Storing a Catch Weight Item to a Directed Storage Location
• Putaway Inventory Through Work Queue to System-Selected Location (Web Ul)
• Viewing and Maintaining the Work Queue (Web Ul)
• Performing Storage through the Work Queue (RF)
• Reversing an LPN from Received Inventory (RF)
• Identifying and Storing an Item to an Override Suggested Location (RF)
• Reviewing and Maintaining Unexpected Items (Web Ul Issues)
• Direct a User to a Storage Location for an Item on an LPN (Web Ul Issues)
• Review and Maintain Items That Are Not Receivable (Web Ul Issues)
• Review Location Overrides That Have Occurred (Web Ul Issues)
• Review the Receiving Overages That Have Occurred (Web Ul Issues)
• Review the Receiving Shortages That Have Occurred (Web Ul Issues)
• Review the Receiving Damages That Have Occurred (Web Ul Issues)
• Receiving an Item from an Inbound Order Only (RF)
• Receiving an Item Without an Order (RF)
• Check in Inbound Shipment Without Transport Equipment (Web Ul)
• Identify and Receive Inventory for an Inbound Shipment (RF)
• Close an Inbound Shipment (Web Ul)
• Check in Inbound Transport Equipment for Non-Trusted Supplier (Web Ul)
• Validate Inventory for a Non-Trusted Supplier (RF)
• Close and Dispatch Inbound Equipment for Non-Trusted Supplier (Web Ul)

Lesson Objectives

• Explain the concept of e-commerce returns in WMS
• Explain how to process an expected return in WMS
• Explain how to process an unexpected return in WMS
• Explain how to process a return against an existing order in WMS

Lesson Exercises

• Receive Return Arrival LPNs (RF)
• View Return Arrival LPNs (Web Ul)
• Process an Expected Return by Using the LPN That Was Returned (Web Ul)
• Process an Expected Return Without Return Arrival LPNs (Web Ul)
• Create an Unexpected Return (Web Ul)
• Process a Return Using Original Shipped Order Information (Web Ul)

Lesson Objectives

• Understand different inventory issues and how to handle them
• Explain how to position inventory in the warehouse
• Demonstrate how to maintain accuracy of inventory the warehouse
• Explain how to maintain condition of inventory in the warehouse

Lesson Exercises

• Handle a Not Pickable Inventory Issue (Web Ul)
• Handle a Not Shippable Inventory Issue (Web Ul)
• Handle a Not Shippable Inventory Issue (Web Ul)
• Handle a Locations in Error Inventory Issue (Web Ul)
• Handle a Mixing Violations Inventory Issue (Web Ul)
• Handle a No Location Inventory Issue (Web Ul)
• Handle a Location Override Inventory Issue (Web Ul)
• Handle an Out of Position Inventory Issue (Web Ul)
• View Dashboard Utilization (Web Ul)
• Perform Undirected Full Inventory Move (RF)
• Perform Undirected Partial Inventory Move (RF)
• Generate Top-Off Replenishment (Web Ul)
• Perform Top-Off Replenishment (RF)
• View Dashboard Adjustment Information (Web Ul)
• Perform Inventory Adjustment and Add Inventory (Web Ul)
• Perform Inventory Adjustment and Add New Inventory (RF)
• Perform Inventory Adjustment Transactions (Web Ul)
• View Dashboard Count Information (Web Ul)
• Schedule a Count (Web Ul)
• Manage Count Templates for Use When Performing Regular Counts on Specific Criteria (Web Ul)
• Perform Cycle Count (RF)
• Perform Audit Count (RF)
• Change Inventory Status (Web Ul)
• Change Inventory Status (RF)
• View Dashboard Hold Information (Web Ul)
• Create a Hold for the Existing or Future Inventory (Web Ul)
• Apply a New Hold to Existing Inventory (Web Ul)
• View the Inventory That Is Placed on Hold (Web Ul)
• Release a Hold Placed on Inventory (Web Ul)
• Handle an Expiring Inventory Issue (Web Ul Issue)
• Handle a Damaged Inventory Issue (Web Ul Issue)

Lesson Objectives

• Explain how to view and maintain outbound orders, shipments, and loads
• Understand how to plan an order into a wave and allocate and monitor the wave
• Explain how to plan for a rush order
• Explain how to plan shipments to a multi-stop outbound load
• Describe the exceptions that can occur in the order planning process

Lesson Exercises

• View and Maintain an Outbound Order (Web Ul)
• View and Maintain an Outbound Shipment (Web Ul)
• Plan Several Different Sets of Orders into Several Different Waves (Web Ul)
• Allocate an Outbound Wave (Web Ul)
• View Outbound Shipping and Picking Results (Web Ul)
• Plan Outbound Rush Order (Web Ul)
• Allocate Outbound Wave (Web Ul)
• View Outbound Shipment and Picking Information (Web Ul)
• Create and Plan One Order into an Outbound Load (Web Ul)
• Plan and Allocate Outbound Loads into a Wave (Web Ul)
• Change the Carrier for an Order (Web Ul)
• Troubleshoot a Wave with Shortage (Web Ul Issues)
• Manage Replenishments Needed for a Wave (Web Ul Issues)

Lesson Objectives

• Explain how to manage work for pickers
• Explain how to perform different types of picks
• Describe how to handle different picking issues
• Describe pick method release rules
• Explain how to view the status and history of an order
• Explain how to perform pick types- bulk, threshold, and combination of the two
• Explain how to perform pallet build after picking
• Explain how to confirm picks executed outside the application

Lesson Exercises

• Releasing Held Picks (Web Ul)
• Reviewing Picking Dashboard and Managing Replenishments (Web Ul)
• Viewing Work in the Work Queue (Web Ul)
• Changing the Priority of a Wave (Web Ul)
• Assigning Work to a Specific User (Web Ul)
• Directed Pallet Picking (RF)
• Directed Pallet Picking with Order Notes (RF)
• Performing Carton Picking (RF)
• Performing Work Assignment (RF)
• Cancelling a Pick (RF)
• Viewing Picking Issues - Cancelled Picks (Web Ul)
• Viewing Picking Issues - Not Pickable (Web Ul)
• Picking Issues - Orders Not Allocated (Web Ul)
• Viewing Status and History of an Order (Web Ul)
• Performing Bulk Picking (RF)
• Performing Threshold Picking (RF)
• Performing Bulk Threshold Picking (RF)
• Picking a Combination of Pick Types for Multiple Orders (RF)
• Performing Directed Case Picking (RF)
• Performing Undirected Pallet Build (RF) - Confirming Pick (Web Ul)

Lesson Objectives

• Explain how to perform the packing process
• List the difference between packaging and auditing
• Describe how to handle a discrepancy

Lesson Exercises

• Plan Outbound Packing Order into a Wave (Web Ul)
• Perform Picking to a Packing Location (RF)
• Process Packing (Web Ul)

Lesson Objectives

• Explain the shipping process
• Explain how to perform outbound load planning, inventory loading, and dispatching of transportation equipment
• Explain how to handle shipping issues

Lesson Exercises

• Creating and Checking in Shipping Transportation Equipment (Web Ul)
• Loading Inventory Immediately (Web Ul)‭
• Closing and Dispatching Transportation Equipment (Web Ul)
• Creating a Load for a Shipment (Web Ul)‭
• Loading Transportation Equipment through Directed Work (RF)
• Loading Transportation Equipment through Undirected Work (RF)
• Closing Shipping Equipment (RF)‭
• Dispatching Transportation Equipment (RF)
• Canceling an Item, Unloading Equipment, and Returning to Stock (RF)
• Handling Shortage - Shipping Short or Reallocating (Web Ul)
• Handling a Shipping Issue - Not Shippable (Web Ul)
• Handling Shipping Issue - Problem Inventory Web Ul

Lesson Objectives

• Explain how to manage production lines in WMS
• Explain how to manage work orders in WMS
• Explain how to create a work order from Bill of Materials (BOM)

Lesson Exercises

• Viewing Production Lines (Web Ul)
• Viewing a Work Order (Web Ul)
• Assigning a Work Order to a Production Line (Web Ul)
• Allocating a Work Order (Web Ul)
• Picking Work Order (RF)
• Starting with and Stopping a Work Order (Web Ul)
• Transferring Components to the Production Line (RF)
• Monitoring the Progress of a Work Order (Web Ul)
• Receiving Top Level Item (Web Ul)
• Identifying Finished Items from the Production Line (RF)
• Reviewing Work Order Progress (Web Ul)
• Exceptions Entering Quantities (Web Ul)
• Exceptions Returning to Stock (Web Ul)
• Reviewing Work Order Progress (Web Ul)
• Exceptions Entering Quantities (Web Ul)
• Exceptions Returning to Stock (Web Ul)
• Exceptions Returning to Stock (RF)
• Closing a Work Order (Web Ul)
• Adding a BOM (Web Ul)
• Searching and Viewing a BOM (Web Ul)
• Creating a Work Order from a BOM (Web Ul)