Infor WMS Inventory and Wave Management Training Course

Course overview

Inventory inaccuracies, delayed replenishment, poorly sequenced waves, and exception-heavy picking directly affect warehouse throughput, order service, and working capital. Professionals responsible for Infor WMS need more than screen familiarity: they must understand how inventory statuses, locations, allocation rules, replenishment triggers, and wave criteria interact. This course addresses the operational decisions behind those configurations, helping participants diagnose why inventory is unavailable, why a wave underperforms, or why urgent orders disrupt planned work.

Participants work through Infor WMS inventory control and wave management processes from receipt through allocation and shipment. They learn to maintain inventory attributes and status controls, perform inventory adjustments with audit discipline, configure cycle-count approaches, review replenishment demand, create wave selection criteria, sequence work, and manage short picks and other execution exceptions. The course also covers practical use of inquiry screens, operational reports, and data extracts to measure inventory accuracy, wave release performance, allocation failures, and warehouse work readiness.

Delivery combines instructor-led explanation with guided use of an Infor WMS training environment, scenario-based configuration exercises, and warehouse operating cases. Participants build a documented inventory and wave-management operating design for a sample distribution centre, including location and inventory-control rules, cycle-count parameters, wave templates, release criteria, exception actions, and performance measures. This deliverable gives attendees a structured reference they can adapt to their own warehouse processes and use in discussions with operations, IT, and implementation partners.

The programme is designed for warehouse systems professionals and operational leaders who already work with warehouse processes and need to use Infor WMS more deliberately. It is particularly valuable where a site is stabilising a new deployment, standardising operating procedures, increasing order volumes, or seeking to reduce manual intervention in allocation and wave release.

Course objectives

By the end of this course, participants will be able to:

• Configure inventory status, hold, and attribute controls for saleable, quarantined, damaged, and allocated stock
• Perform controlled inventory adjustments and document transaction reasons for audit-ready stock corrections
• Design cycle-count classes, count triggers, tolerance rules, and recount actions in Infor WMS
• Analyse location, lot, serial, and inventory-balance inquiries to investigate stock availability discrepancies
• Set replenishment parameters and review replenishment demand before wave release
• Build wave selection criteria, order grouping rules, release schedules, and task sequencing logic
• Resolve allocation failures, short picks, and wave exceptions using defined operational decision paths
• Produce an inventory and wave-management operating design with KPIs, controls, and exception procedures

Benefits of attending

Target competencies

Who should attend

• Warehouse Management System Analysts — who configure and support Infor WMS inventory and outbound processes
• Warehouse Operations Managers — who need predictable wave release, replenishment, and order fulfilment performance
• Inventory Control Managers — who own stock accuracy, count governance, adjustment control, and inventory availability
• Distribution Centre Supervisors — who manage daily picking priorities, short-pick responses, and execution exceptions
• Supply Chain Systems Consultants — who translate warehouse operating requirements into Infor WMS configurations
• Continuous Improvement Specialists — who use warehouse transaction data to reduce handling delays and process variation

Requirements and prerequisites

Participants should have practical experience of warehouse operations and understand core concepts such as receiving, putaway, locations, inventory status, replenishment, picking, shipping, and cycle counting. Familiarity with the navigation, inquiry screens, and transaction terminology used in an existing Infor WMS environment is strongly recommended; participants should ideally have at least three to six months of user, supervisor, analyst, or implementation exposure. No programming, database administration, or advanced integration knowledge is required. The course does not assume prior configuration expertise, but it is not intended for people with no warehouse-process knowledge.

Training methodology

The course uses short instructor-led demonstrations followed by guided work in an Infor WMS training environment. Participants trace inventory from receipt and putaway through allocation, replenishment, picking, and shipment, using realistic distribution-centre scenarios. Small groups diagnose inventory availability and wave-release problems from transaction evidence, then defend proposed controls and operating actions. Daily exercises produce configuration notes, decision rules, and KPI definitions. On the final day, each participant consolidates these outputs into an inventory and wave-management application plan for a selected warehouse process.

Course outline

Day 1: Inventory foundations and control architecture

• Infor WMS navigation, menu structure, inquiry screens, and transaction audit trails
• Warehouse, zone, location, and location-type relationships
• Inventory identifiers including item, lot, serial, container, and owner attributes
• Inventory status codes, hold logic, quality restrictions, and availability controls
• Stock balance views and inventory-detail inquiry methods
• Inventory adjustment transactions, reason codes, and approval discipline
• Inventory-control KPIs for accuracy, ageing, holds, and adjustment trends

Workshop: Participants investigate a simulated stock-availability discrepancy and produce an inventory-control map showing the relevant location, status, attribute, and adjustment checks.

Day 2: Counting, replenishment, and inventory availability

• Cycle-count programme design using ABC classification and risk-based count frequency
• Count request creation, blind-count procedures, tolerance limits, and recount workflows
• Physical inventory preparation, count execution, variance review, and posting controls
• Root-cause analysis of inventory variances using transaction history
• Forward-pick location design and minimum-maximum replenishment parameters
• Replenishment demand generation, task prioritisation, and replenishment monitoring
• Managing constrained stock, expiry controls, and lot-selection requirements

Workshop: Participants configure a cycle-count and replenishment approach for a multi-zone warehouse and produce a variance-response and replenishment-priority matrix.

Day 3: Allocation and wave planning

• Order allocation logic and inventory reservation principles
• Allocation criteria for customer priority, ship date, route, inventory status, and lot requirements
• Wave templates, wave selection criteria, and order grouping methods
• Wave release timing, cut-off schedules, and capacity-aware planning
• Pick-method considerations for discrete, batch, zone, and cluster work
• Task generation, task sequencing, and travel-reduction concepts
• Pre-wave readiness checks for inventory, replenishment, orders, and labour capacity

Workshop: Participants build a wave-release design for mixed retail and e-commerce orders and produce documented selection criteria, grouping rules, and release checkpoints.

Day 4: Wave execution and exception management

• Monitoring wave status, task status, and order fulfilment progress
• Short-pick investigation and recovery decision paths
• Allocation failure analysis for insufficient, held, incompatible, or unavailable inventory
• Wave modification, order removal, reallocation, and controlled re-release procedures
• Replenishment escalation during active wave execution
• Priority-order insertion and urgent-order governance
• Operational dashboards and reports for wave completion, shorts, and backlog analysis

Workshop: Participants work through a live wave-exception case and produce an escalation playbook covering short picks, failed allocation, urgent orders, and replenishment delays.

Day 5: Performance control and workplace application

• Inventory-accuracy, count-compliance, and adjustment-rate performance measures
• Wave-performance metrics including release-to-completion time, fill rate, and short-pick rate
• Using Infor WMS inquiries and exports to build operational review packs
• Microsoft Excel pivot-table analysis of inventory and wave transaction extracts
• Control points for segregation of duties, adjustment authorisation, and audit evidence
• Infor ION integration considerations for order, inventory, and exception messages
• Ninety-day improvement planning for inventory and wave-management processes

Workshop: Participants complete and present an inventory and wave-management operating design with control rules, KPIs, exception actions, and a 90-day implementation plan.

Tools & standards covered

Infor WMS, Infor ION, Microsoft Excel, GS1-128

A typical training day

Live online deliveries follow the same structure in the East Africa Time zone, with shorter screen blocks and longer breaks.

What the fee includes

How you can take this course

Certification

Participants who complete the full five days receive the Skillset Development Certificate of Completion, stating the course title, course code, dates and delivery format — suitable for professional-development records and employer reimbursement.

Frequently asked questions