4603: Warehouse Management Product Setup

Course Type

  • ILT

Duration

  • 4 days

Target Audience

  • EndUsers
  • SuperUsers

Course Description

Warehouse Management System (WMS) helps optimize all warehousing tasks. It facilitates the most agile, productive, and lean distribution operations possible.Through a combination of concepts and hands-on exercises, this curriculum covers the setup and configuration for Warehouse Management System (WMS) Web UI.

Course Notes

  • 10 Lessons

Lesson Details

'4603-01: Warehouse Management Product Setup: Configuration Introduction '

Lesson Objectives

  • Explain WMS configuration through the Web Ul
  • Explain how to access the Online Expert document
  • Identify the Web Ul menu structures and the corresponding pages
  • Explain how to define and edit a warehouse record
  • Identify Web Ul roles and users
  • Describe the key features of the System Administrator menu structure
  • Describe the tasks performed on the Web UI pages
  • Describe the distributed entities of the Extensions menu structure

Lesson Exercises

  • Configuring a warehouse‭
  • Warehouse Configuration- Edit a Warehouse
  • Retrying a Deferred Execution
  • Reprocessing an Integration Transaction
  • Creating a Role‭
  • Creating and Assigning a User to a Role
  • Adding a Role to a Menu Structure‭
2 Hours ILT
4603-02: Warehouse Management Product Setup: Integration

Lesson Objectives

  • Define integration with external applications and systems
  • Explain the uses and benefits of integration with external applications and systems
  • Explain how to configure integration with external applications and systems

Lesson Exercises

  • Configuring General Applications
  • Configuring Label Formats
  • Configuring Document Types
  • Configuring Integration with EMS
  • Configuring Integration with JDA Connect
  • Configuring Integration with Transportation Manager
  • Configuring Integration with WLM
  • Configuring Integration with a New Activity
  • Configuring a Location Transaction
  • Configuring a Movement Transaction
  • Configuring a Transaction Grouping
  • Configuring Tracking Activities
1 Hour ILT
4603-03: Warehouse Management Product Setup: Warehouse Layout

Lesson Objectives

  • Define buildings, areas, and locations
  • Configuring buildings, areas, and locations in WMS
  • Add, delete, and modify building, areas, and locations in WMS

Lesson Exercises

  • Configuring a Building
  • Configuring an Area
  • Configuring Location Types
  • Aisle Configuration- Adding an Aisle
  • Yard Configuration- Adding a Yard Location
  • Yard Configuration- Modifying a Yard Location
  • Dock Configuration- Adding a Dock Location
  • Dock Configuration- Adding a Dock Set
  • Dock Configuration- Maintaining Dock Schedules and Capacity Restrictions
  • Staging Location Configuration- Adding a Staging Location
  • Storage Location Configuration- Adding a Storage Location
  • Storage Location Configuration- Location Range
  • Processing Location Configuration- Adding a Processing Location
  • P&D Location Configuration- Adding a P&D Location
  • P&D Location Configuration- Converting Existing Locations
  • Production Location Configuration- Adding a Production Location
  • Level Type Configuration- Adding Level Types
  • Travel Sequences- Setting a Sequence
  • Storage Sequences- Setting a Storage Sequence
  • Dock Access Group Configuration- Adding a Dock Access Group
  • Location Configuration- Location Attributes
5 Hours ILT
4603-04: Warehouse Management Product Setup: Partners

Lesson Objectives

  • Define suppliers, clients, customers, and carriers
  • Explain the uses and benefits of adding and modifying suppliers, clients, customers, and carriers
  • Add, delete, and modify suppliers, clients, customers, and carriers

Lesson Exercises

  • Supplier Configuration- Adding a Supplier
  • Client Configuration- Adding or Modifying a Client
  • Client Configuration- Adding or Modifying a Client Group
  • Customer Configuration- Adding or Modifying a Customer‭
  • Customer Configuration- Selecting Existing Customer Categories
  • Customer Configuration- Selecting Existing Customer Groups
  • Customer Configuration- Defining Customer's Preference for Distribution Processing
  • Customer Configuration- Selecting the Customer's Preferred Staging Locations
  • Customer Configuration- Maintaining Storage Locations
  • Customer Configuration- Adding or Modifying Customer Types
  • Carrier Configuration- Adding or Modifying a Carrier
  • Carrier Configuration- Entering Carrier Service Levels
  • Carrier Configuration- Adding or Modifying Transport Modes
  • Carrier Configuration- Selecting UOMs
  • Carrier Configuration- Adding or Modifying a Carrier Pro Number
2 Hours ILT
4603-05: Warehouse Management Product Setup: Equipment v2019.1

Lesson Objectives

  • Define warehouse equipment and hardware devices
  • Set up hardware- Printers, RF Devices, Voice Devices, Workstations
  • Identify the steps to add, delete, and modify warehouse equipment and hardware devices

Lesson Exercises

  • Warehouse Equipment Configuration- Maintain Warehouse Equipment
  • Warehouse Equipment Configuration- Set Up Equipment Access to Locations
  • Warehouse Equipment Configuration- Set Up Limits for Equipment by Work Zone or Work Area
  • Configuring Location Access Groups
  • Configuring Transport Equipment Type
  • Hardware Configuration- Maintain Printers
  • Hardware Configuration- Maintain RF Devices
  • Hardware Configuration- Define Work Areas for RF Devices
  • Hardware Configuration- Define Vendors for RF Devices
  • Hardware Configuration- Maintain Voice Devices
  • Hardware Configuration- Define Voice Device Properties
  • Hardware Configuration- Maintain Workstations
  • Hardware Configuration- Maintain Workstation Properties
  • Hardware Configuration- Manage Hardware Settings
2 Hours ILT
4603-06: Warehouse Management Product Setup: Work

Lesson Objectives

  • Explain work, workflows, and warehouse workflows
  • Explain how to configure work components, workflows, and warehouse workflows

Lesson Exercises

  • Work Configuration- Maintaining Work Areas
  • Work Configuration- Maintaining Work Zones
  • Work Configuration- Maintaining Equipment Limits
  • Work Configuration- Maintaining Work Operations
  • Work Configuration- Adding Users
  • Work Configuration- Adding Warehouse Equipment
  • Work Configuration- Maintaining RF Settings
  • Work Configuration- Maintaining Work Activities
  • Workflow Configuration- Maintaining Workflows
  • Workflow Configuration- Maintaining Workflow Instructions and Actions
  • Workflow Configuration- Configuring Actions Based on Workflow
  • Workflow Configuration- Configuring Sampling Rates
  • Warehouse Workflow Configuration- Maintaining Inbound Workflows
  • Warehouse Workflow Configuration- Maintaining Outbound Workflows
  • Warehouse Workflow Configuration- Maintaining Production Workflows
  • Warehouse Workflow Configuration- Maintaining Warehouse Equipment Workflows
  • Warehouse Workflow Configuration- Maintaining Transport Equipment Workflows
  • Warehouse Workflow Configuration- Maintaining RF Operator Workflows
  • Warehouse Workflow Configuration- Maintaining Background Workflows
2 Hours ILT
4603-07: Warehouse Management Product Setup: Inventory

Lesson Objectives

  • Define the following attributes - Units of Measure (UoM) - Inventory Status - Items - Inventory Moves - RF Settings - Inventory Adjustments - Counting - Replenishments - LPN Handling - Holds - Barcodes
  • Explain the uses and benefits of inventory attributes
  • Identify the steps to configure inventory attributes

Lesson Exercises

  • Configuring UOM
  • Configuring Inventory Statuses
  • Configuring Status Settings
  • Associating Inventory Status to Inventory Location
  • Configuring Aging Profiles
  • Configuring Allocation Profiles
  • Configuring Item Families
  • Item Hierarchy Setup
  • Configuring Item Style Attributes
  • Configuring Alternate Item Types
  • Configuring Serial Number Types
  • Configuring Items
  • Configuring Footprints for Items
  • View Footprint Details
  • Adding Inventory Information
  • Adding Processing Information to an Item
  • Configuring Item Override
  • Configuring Attribute Override
  • Configuring Inventory Move Settings
  • Configuring Inventory Move Release Rules
  • Configuring Inventory RF Settings
  • Configuring General Inventory Adjustment Settings
  • Configuring Inventory Adjustment Reasons
  • Configuring Approval Reasons
  • Configuring Inventory Adjustment Thresholds
  • Configuring Count Types
  • Configuring Count Settings
  • Configuring Count Zones
  • Configuring Count Release Rules
  • Configuring Voice Counting
  • Configuring Pick Methods
  • Configuring Replenishments Search Paths
  • Configuring Replenishment Settings
  • Configuring Voice Replenishments
  • Configuring LPN Handling Settings
  • Configuring Handling Unit Types
  • Configuring Handling Units
  • Configuring LPN Attributes
  • Configuring Existing Holds
  • Configuring Hold Types
  • Configuring Hold Reasons
  • Configuring Barcode Settings
  • Configuring Barcode Templates
2 Hours ILT
4603-08: Warehouse Management Product Setup: Inbound

Lesson Objectives

  • Define inbound activities
  • Identify configuring factors of inbound activities
  • Explain how to configure rules for inbound activities

Lesson Exercises

  • Receiving Configuration- Inbound Optimal Door Assignment
  • Receiving Configuration- Optimal Door Assignment Properties
  • Receiving Configuration- Inbound Shipments
  • Receiving Configuration- Inbound Identification
  • Receiving Configuration- Over Receiving
  • Receiving Configuration- Reverse Receiving
  • Receiving Configuration- Close Inbound Shipment
  • Receiving Configuration- Inbound Customs
  • Receiving Configuration- Inbound Pallet Build
  • Storage Configuration- Storage Zones
  • Storage Configuration- Consolidating Storage Zones
  • Storage Configuration- Mixing Restrictions
  • Storage Configuration- Building Sequence
  • Storage Configuration- Storage Settings
  • Storage Configuration- Search Paths
  • Storage Configuration- Location Preference Rules
  • Storage Configuration- Pallet Stack Methods
  • Storage Configuration- Override Reasons
  • Storage Configuration- Velocity
  • Storage Configuration- Voice Putaway
  • Configuring Returns
  • Configuring Cross Docking
6 Hours ILT
4603-09: Warehouse Management Product Setup: Outbound

Lesson Objectives

  • Define outbound activities
  • Explain the uses and benefits of outbound activities
  • Configure outbound activities, such as order processing, allocation, picking, movement, packing, RF outbound audit, distribution, and shipping

Lesson Exercises

  • Order Processing Configuration- Outbound Order Settings
  • Order Processing Configuration- Order Consolidation‭
  • Order Processing Configuration- Order Types‭
  • Order Processing Configuration- Note Types‭
  • Allocation Setup- Pick Zones‭
  • Allocation Setup- Building Sequence‭
  • Allocation Setup- Search Paths‭
  • Allocation Setup- Manual Settings
  • Allocation Setup- Automatic
  • Allocation Setup- Inventory Selection
  • Allocation Setup- Post Allocation
  • Picking Configuration- Pick Release
  • Picking Configuration- Pick Labels
  • Picking Configuration- Pick Cancellation
  • Picking Configuration- Bulk Picking
  • Picking Configuration- Pick Canonization
  • Picking Configuration- Work Assignments
  • Picking Configuration- Pick Pre-Validation Scheme
  • Picking Configuration- Pick Methods
  • Picking Configuration- Pick Verification
  • Picking Configuration- Voice Picking
  • Picking Configuration- Pick RF Settings
  • Movement Configuration- Movement Zones
  • Movement Configuration- Movement Path Criteria
  • Movement Configuration- Processing Location Reservation
  • Movement Configuration- Processing Location Reservation
  • Packing Configuration- General Settings‭
  • Packing Configuration- Pack Station
  • Configuring RF Outbound Audit
  • Distribution Configuration- Rule Sets
  • Distribution Configuration- Distribution Types
  • Distribution Configuration- Outbound Routes
  • Shipping Configuration- Dock Lane Assignment
  • Shipping Configuration- Parcel
  • Shipping Configuration- Outbound Loading
  • Shipping Configuration- Outbound Paperwork
  • Shipping Configuration- Carrier Selection
  • Shipping Configuration- Voice Loading
  • Shipping Configuration- Outbound Cartonization
  • Shipping Configuration- Outbound Customs
  • LPN Mixing Restrictions
6 Hours ILT
4603-10: Warehouse Management Product Setup: Production

Lesson Objectives

  • Explain the uses of configuring production
  • Understand configuring production lines, bill of materials, work order types, and the various production settings

Lesson Exercises

  • Production Configuration- Production Lines
  • Production Configuration- Bill of Materials‭
  • Production Configuration- Work Order Types
  • Production Configuration- Production Settings
2 Hours ILT
'4603-DL: Warehouse Management Product Setup: Additional Resources '

Lesson Objectives

  • Hands-on Exercises (with exercises from all the lessons covered in this curriculum)
  • Appendices on Jobs and Tasks, Reasons, and Client UI and Navigation
1 Hour ILT