Warehouse Management Product Introduction

Training Overview

Warehouse Management System (WMS) assists in optimizing all warehousing tasks. It facilitates the most agile, productive, & lean distribution operations possible. Through a combination of concepts, hands-on exercises, & demos, this curriculum offers comprehensive functional training on WMS.

Audience Profile

EndUser

SuperUser

Content Outline

Lesson Objectives

  • Log onto the WMS instance
  • Navigate through various applications in WMS

Lesson Exercises

  • Logging into WMS Web UI

Lesson Objectives

  • Identify the users, roles, & system administrators 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 & 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)

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, & 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 & 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 & Storing an Item in a Directed Storage Location (RF)
  • Reviewing Over, Short, Damaged (OSD) Report (Web Ul)
  • Closing & 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 & Storing Unexpected Items in a Directed Storage Location (RF)
  • Identifying UOMs & Storing an Item to a Directed Storage Location (RF)
  • Identifying & Storing an Item with Attributes of a Directed Storage Location (RF)
  • Identifying & Storing a Serialized Item in a Directed Storage Location (RF)
  • Identifying & Storing Date-Controlled Items to a Directed Storage Location (RF)
  • Receiving Damaged Inventory (RF)
  • Identifying & Storing an Item with a New Footprint to a Directed Storage Location (RF)
  • Identifying & Storing a Catch Weight Item to a Directed Storage Location
  • Putaway Inventory Through Work Queue to System-Selected Location (Web Ul)
  • Viewing & Maintaining the Work Queue (Web Ul)
  • Performing Storage through the Work Queue (RF)
  • Reversing an LPN from Received Inventory (RF)
  • Identifying & Storing an Item to an Override Suggested Location (RF)
  • Closing & Dispatching Transportation Equipment (Web Ul)
  • Reviewing & Maintaining Unexpected Items (Web Ul Issues)
  • Direct a User to a Storage Location for an Item on an LPN (Web Ul
  • Issues)
  • Review & 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 & 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 & 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)

Lesson Objectives

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

Lesson Exercises

  • Handle Different Inventory Issues (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 & Add Inventory (Web Ul)
  • Perform Inventory Adjustment Approvals (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)

Lesson Objectives

  • Define outbound order
  • List the different stages involved in the outbound order process workflow

Lesson Exercises

  • View & Maintain an Outbound Order (Web Ul)
  • View & Maintain an Outbound Shipment (Web Ul)
  • Plan Outbound Rush Order (Web Ul)
  • Allocate Outbound Wave (Web Ul)
  • View Outbound Shipment & Picking Information (Web Ul)
  • Create & Plan One Order into an Outbound Load (Web Ul)
  • Directed Pallet Picking (RF/Mobile Ul)
  • Viewing Status & History of an Order (Web Ul)
  • Creating & Checking in Shipping Transportation Equipment (Web Ul)
  • Loading Transportation Equipment through Undirected Work (RF/Mobile Ul)
  • Closing & Dispatching Transportation Equipment (Web Ul)

Lesson Objectives

  • Explain how to view & maintain outbound orders, shipments, & loads
  • Understand how to plan an order into a wave & allocate & 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

  • Plan Several Different Sets of Orders into Several Different Waves (Web Ul)
  • Allocate an Outbound Wave (Web Ul)
  • View Outbound Shipping & Picking Results (Web Ul)
  • Create & Plan Shipments into Stops for an Outbound Load (Web Ul)
  • Plan & Allocate Outbound Loads into a Wave (Web Ul)
  • View & Maintain an Outbound Load (Web Ul)
  • View Outbound Shipment & Picking Information (Web Ul)
  • Change the Carrier for an Order (Web Ul)
  • Manage Shortage & Replenishment Issues (Web Ul)

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 perform pick types: bulk, threshold, & 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 & 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)
  • Performing Carton Picking (RF/Mobile Ul)
  • Performing Work Assignment (RF/Mobile Ul)
  • Cancelling a Pick (RF/Mobile Ul)
  • Viewing Picking Issues (Web Ul)
  • Performing Bulk Picking (RF/Mobile Ul)
  • Performing Threshold Picking (RF/Mobile Ul)

Lesson Objectives

  • Explain how to perform the packing process
  • List the difference between packaging & 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, & dispatching of transportation equipment
  • Explain how to handle shipping issues

Lesson Exercises

  • Creating a Load for a Shipment (Web Ul)
  • Loading Transportation Equipment through Undirected Work (RF)
  • Closing Shipping Equipment (RF)
  • Dispatching Transportation Equipment (RF)
  • Cancelling an Item, Unloading Equipment, & Returning to Stock (RF)

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 a 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 & 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)
  • Exceptions Returning to Stock (RF/Mobile UI)
  • Closing a Work Order (Web Ul)
  • Searching & Viewing a BOM (Web Ul)

FAQs

A: BlueYonder (formerly JDA Software Group) is an American software & consultancy company owned by multinational conglomerate Panasonic. Blue Yonder gives supply chain management, manufacturing planning, retail planning, store operations & category management offerings headquartered in Scottsdale, Arizona.

A: Blue Yonder is partnering with data cloud provider Snowflake. The Blue Yonder Luminate's end-to-end supply chain platform is running on a new cloud-based data foundation.

A: The Blue Yonder Intelligent Fulfillment™ solution delivers integrated, best-of-breed supply chain planning & execution capabilities that holistically & iteratively solve inventory planning, replenishment, & order fulfilment challenges in an Omni channel world.

A: BlueYonder Luminate Logistics provides an end-to-end planning-to-execution platform that enables flexible, fully autonomous distribution networks. Luminate Logistics helps organizations recognize problems before they happen, get AI/ML-based recommendations for action, & minimize risk.

A: Overall, the product & services produced by Blue Yonder is a world-class tier 1 WMS. Great experience working with the Blue Yonder team & software. The level of support received from individuals at the company is excellent.

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