Lecture Notes: Warehouse Management in Dynamics 365

Introduction

• Series on Warehouse Management Module in Dynamics 365 Finance and Operations
• Topics covered:
  • Standard and Advanced Warehouse Management
  • Mobile app applications
  • Configuration and usage in D365
  • Concepts on inventory and transportation management

Episode 1: Overview of Warehouse Management

• Focus: Understanding warehouse management processes and their importance in manufacturing, retail, and distribution.
• Key functionalities at a high level.

Agenda

• Introduction to Warehouse Management (WMS)
• Warehouse management processes
• Capabilities of WMS in Dynamics 365
• Difference between Standard and Advanced Warehouse Management

What is Warehouse Management?

• Definition: Management of receiving, storing, tracking, moving, picking, packaging, and shipping inventory.
• Important for manufacturing, distribution, and retail companies.
• Integrated with other business processes: procurement, production control, quality control, inventory transfers, sales orders, etc.

Warehouse Management Processes

• Inbound Operations:
  • Receiving and storing materials
  • Performing gate entry and putaway
• Warehouse Operations:
  • Moving materials based on constraints
  • Stock adjustments and inspections
  • Tracking and control (quality, cycle counting, etc.)
• Outbound Operations:
  • Picking, packing, and shipping materials
  • Ensuring timely delivery to customers

Capabilities of WMS in Dynamics 365

• Integration with sales orders, return orders, and transfer orders
• Enhance inventory control with:
  • Inventory status and license plate control
  • Batch and serial item support
  • Multiple picking methods and advanced counting
  • Label routing and device scanning
• Quality control and cross-docking features

Standard vs. Advanced Warehouse Management

• Decision Factors:
  1. Implementation cycle speed
  2. Learning curve
  3. Process automation capability
  4. Inventory control efficiency
  5. Configuration complexity
  6. Scalability for large transactions
  7. Budget considerations
  8. Scope for integrations with third-party apps
  9. Mobile device control
• Recommendation: Based on the above factors and organizational needs.

Conclusion

• Episode 1 provided an overarching view of warehouse management and its importance.
• Future episodes will delve into key terminologies and basic configurations.
• Follow the speaker's profiles for regular updates and further learning.

Next Episode Preview:

• Key terminologies in Warehouse Management
• Basic configurations to start using WMS

Stay Connected:

• LinkedIn: Sham Sankran
• YouTube: Sham S Shankar and D365 Talks

Action Items:

• Consider organizational needs when choosing between Standard and Advanced Warehouse Management.
• Follow upcoming episodes for deeper insights into WMS.