Microsoft Dynamics 365 Supply Chain Management Course Outline | MB-330
Module 1: Get Started with Dynamics 365 Supply Chain Management
- Introduction
- Benefits of Supply Chain Management
- Overview of Supply Chain Management
- Cost Accounting
- Cost Management
- Inventory Management and Warehouse Management
- Master Planning
- Procurement and Sourcing
- Vendor Collaboration
- Sales and Marketing
- Customer Portal
- Product Information Management
- Production Control
- Intercompany Trade
- Warehouse Management
- Transportation Management
- Lab - Explore Dynamics 365 Supply Chain Management
Module 2: Get Started with Inventory Management in Dynamics 365 Supply Chain Management
- Introduction
- Inventory Management Overview
- Configure Inventory Dimensions
- Configure Storage Dimensions
- Configure Tracking Dimensions
- Configure Serial and Batch Numbers
- Configure Sites
- Configure Warehouses
- Configure Inventory Policies
- Exercise - Set Up Inventory Policies for An Item Model Group
- Set Up Item Groups and Item Model Groups
- Allocate Batch and Serial Numbers
- Work with Consignment Inventory
- Lab - Work with Inventory Management
Module 3: Work with Inventory Management Operations in Dynamics 365 Supply Chain Management
- Introduction
- Inventory Operations Scenarios
- Inventory Locations
- Inventory Statuses
- Set Up Disposition Codes
- Warehouse Layout
- Set Up Barcodes
- Counting Reason Codes
- Inventory Journals
- Inventory Journal Approval Workflow
- Initialise Stock Levels in The Warehouse
- Transfer Orders
- Create and Post an Inventory Journal
- Exercise - Create and Post an Inventory Journal
Module 4: Set Up and Work with Outbound Operations Using Inventory Management in Dynamics 365 Supply Chain Management
- Introduction
- Outbound Operations
- Outbound Setup
- Set Up Default Order Settings
- Reserve Inventory Quantities
- Reserve Sales Order Batch Numbers
Module 5: Set Up and Work with Inbound Operations Using Inventory Management in Dynamics 365 Supply Chain Management
- Introduction
- Inbound Operations
- Arrival Overview
- Set Up an Item Arrival Overview Profile
- Set Up Default Order Settings
- Exercise - Use the Item Arrival Profile
Module 6: Set Up and Work with Inventory Control in Dynamics 365 Supply Chain Management
- Introduction
- Inventory Cost Methodologies
- Inventory Closing and Adjustment
- Consolidate Inventory Transactions
Module 7: Use Inventory Reports in Dynamics 365 Supply Chain Management
- Introduction
- ABC Inventory Classification
- Physical Inventory by Inventory Dimension Report
- Inventory Value Report
- Inventory On-hand Report Storage
- Inventory On-hand Mobile Workspace
- Exercise - Use the ABC Classification Report
- Exercise - Use the Physical Inventory by Inventory Dimension Report
- Exercise - Export A Report to Microsoft Excel
Module 8: Create Products and Product Masters in Dynamics 365 Supply Chain Management
- Introduction
- Product Information Workspace
- Concept of A Product
- Create Products
- Set Up Unit Conversions
- Batch Disposition Codes
- Default Order Settings
- Define Products as Not Stocked
- Create Product Masters with Variants
- Variant Specific Sales Tax Groups
- Gain Productivity by Using the Variant Suggestions Page
- Create and Set Up Category Hierarchies and Attributes
- Set Up Item Pricing
- Lab - Create A Product and Product Master
Module 9: Create Bill of Materials in Dynamics 365 Supply Chain Management
- Introduction
- Work with The BOM Designer
- BOM And Formula Versions
- BOM Line Types
- BOM Levels
- Exercise - Create A BOM In the BOM Designer
Module 10: Configure Warehouse Management in Dynamics 365 Supply Chain Management
- Introduction
- Roles in Warehouse Management
- Set Up Warehouse Management
- Configure the Warehouse Layout
- Configure Catch Weight Processing for Warehouse Management
- Warehouse Processes
- Reservation Hierarchies
- Lab - Configure Warehouse Management
Module 11: Warehouse Implementation Experience in Dynamics 365 Supply Chain Management
- Introduction
- Enable Warehousing Telemetry
- Warehouse Implementation Workspace
- Wizard-driven Setup of Warehouse Management Parameters
- Wizard-driven Warehouse Configuration
- Simplified Query View of Location Directives
Module 12: Inbound Warehouse Operations Using Dynamics 365 Supply Chain Management
- Introduction
- Inbound Operations
- Inbound Advanced Shipping Notices
- Cross Dock Products from Receiving Warehouse to Stores
- Create A GTIN Code for A Product
- Wizard-driven Setup of Warehouse Management Parameters
- Exercise - Register A Load Where Items Are Missing
Module 13: Outbound Warehouse Operations Using Dynamics 365 Supply Chain Management
- Introduction
- Outbound Operations
- Warehouse Work
- Cluster Picking
- Packing and Containerisation
- Packing Containers with The Warehouse Management Mobile App
- Transfer Orders and Replenishment
- Exercise - Set Up A Cluster Profile
Module 14: Execute Across Warehouse Operations in Dynamics 365 Warehouse Management
- Introduction
- Cycle Counting
- Material Handling Equipment Interface
- Exercise - Create A Cycle Counting Plan
Module 15: Warehouse Management Mobile Device Configuration Using Dynamics 365 Supply Chain Management
- Introduction
- Global Mobile Device Parameters
- Set Up and Deploy GS1 And QR Bar Codes
- Set Up Work Type Menu Items
- Set Up Mobile App Step Instructions
- Set Up Detours for Steps in Mobile Device Menu Items
- Exercise - Set Up A Detour for A Step in A Task Flow
Module 16: Get Started with Engineering Change Management for Dynamics 365 Supply Chain Management
- Introduction
- Overview of Features
- End-to-end Walkthrough of Features
- Exercise - Set Up Demo Data for The Sample Scenario
- Exercise - Create A New Engineering Product
- Exercise - Release an Engineering Product to A Local Company
- Exercise - Review and Accept the Product Before You Release It in The Local Company
- Exercise - Use the Product in Transactions in The Local Company
- Exercise - Add the Engineering Product to A Sales Order
- Exercise - Request Changes in The Engineering Product
- Exercise - Make Changes to The Product by Using an Engineering Change Order
- Exercise - Release the Changed Product
Module 17: Set Up Versioned Products in Dynamics 365 Supply Chain Management
- Introduction
- Create an Engineering Organisation
- Create Nomenclature for Product Versions
- Create Product Version Number Rules
- Create Product Dimension Groups by Using the Version Dimension
- Create Product Life Cycle States
- Engineering Attributes
- Product Readiness Policies
- Product Release Policies
- Create Engineering Categories
- Exercise - Create A Product Readiness Policy
Module 18: Configure Engineering Change Management for Dynamics 365 Supply Chain Management
- Introduction
- Set Up Engineering Change Severities
- Set Up Severity Rule Sets
- Set Up Product Owners
- Engineering Workflows
- Exercise - Create A Severity Rule
Module 19: Convert an Existing Product to An Engineering Product in Dynamics 365 Supply Chain Management
- Introduction
- Enable Change Management on Existing Products
- Enable Engineering Product Categories
- Run the Convert to Engineering Product Wizard
Module 20: Get Started with Production Control in Dynamics 365 Supply Chain Management
- Introduction
- Core Concepts in Production Control
- Understand Unified Manufacturing
- Manufacturing Principles
- Overview of The Production Process and Production Life Cycle
- Set Up and Manage Production-Related Reservations
- Reset the Status of a Production Order
- Batch Orders
- Discrete Manufacturing
- Process Manufacturing
- Lean Manufacturing
- Configure Production Control for Unified Manufacturing
- Capacity Planning
- Integration Between the General Ledger and The Production Control Modules
- IoT Intelligence and Insights
- Describe the Value Proposition for Mixed-reality Guides for Production Floor Workers
- Lab - Explore Production Control
Module 21: Get Started with Discrete Manufacturing in Dynamics 365 Supply Chain Management
- Introduction
- Discrete Manufacturing Life Cycle
- Master Planning and Planned Production Orders
- Bills of Materials
- Working with BOM And Item Configurations
- Create A Bill of Materials
- Production Orders
- Exercise - Create A BOM Without A Version
- Exercise - Create A BOM In the BOM Designer
- Exercise - Create A BOM With A Version
- Exercise - Create and Process A Production Order
Module 22: Set Up and Use Production Control for Discrete Manufacturing in Dynamics 365 Supply Chain Management
- Introduction
- Prerequisite Setup in Production Control
- Production Groups
- Production Control Parameters
- Production Pools
- Allocation Keys
- Set Up Journal Parameters
- Create A Production Unit
Module 23: Set Up and Use Discrete Manufacturing Routes in Dynamics 365 Supply Chain Management
- Introduction
- Create Operations and Operation Relations
- Work with Simultaneous Operations
- Set Up Route Groups and Routes
- Route Versions
- Copy Routes
- Route Networks
- Work with Primary and Secondary Routes
- Exercise - Set Up Operations and Routes
Module 24: Set Up Products for Production for Discrete Manufacturing in Dynamics 365 Supply Chain Management
- Introduction
- Set Up Inventory Dimensions in Production
- Set Up Production Dimensions
- Set Up Storage Dimensions
- Set Up Tracking Dimensions
Module 25: Production Costing for Discrete Manufacturing in Dynamics 365 Supply Chain Management
- Introduction
- Production Cost
- General Ledger and Manufacturing Integration
- Inventory Posting Profiles, Item Groups, And Item Model Groups
- End Production Orders
- Production Journals
- Dimension Link
- Production Reports
Module 26: Work with The Costing Sheet in Dynamics 365 Supply Chain Management
- Introduction
- Costing Versions
- Cost Groups
- Calculation Groups
- Costing Sheets
- BOM Calculations
- BOM Measurements
- BOM Reports
- Lab - Analyse BOM Costs by Using the Costing Sheet
Module 27: Work with Capacity Planning and Scheduling in Dynamics 365 Supply Chain Management
- Introduction
- Scheduling Options
- Split A Production Order
- Operations Scheduling
- Job Scheduling
- Scheduling Options from The Gantt Chart
- Resource Scheduling
- Scrap and Waste
- Exercise - Start A Discrete Production Order
- Exercise - Run A Resource Schedule
Module 28: Work with Manufacturing Execution in Dynamics 365 Supply Chain Management
- Introduction
- Understand the Manufacturing Executions
- Identify Roles in Manufacturing Execution
- Planning Consideration for Manufacturing Execution
- Configure Manufacturing Execution
- Setup Time and Attendance for Manufacturing Execution Processes
- Control Production with Manufacturing Execution
- Create and Process Report as Finished Journals with Co-products And By-products
- Calculate and Approve Raw Time Registrations
- Report as Finished from The Job Card Device
- Lab - Manufacturing Execution
Module 29: Set Up Configurable Products in Dynamics 365 Supply Chain Management
- Introduction
- Product Configurator Concepts and Terminology
- Elements of A Product Configuration Model
- Scenario
- Product Model Components
- Exercise - Set Up Components
- Create A Product Configuration Model
- Expression Constraints
- Calculations for Product Configuration
- BOMs And Routes
- Configuration Rules
- Sales Price Models
- Exercise - Create A Product Configuration Model
- Exercise - Add Components and Constraints to A Configuration Model
Module 30: Validate and Release Product Configuration Models in Dynamics 365 Supply Chain Management
- Introduction
- Extra Configuration Model Options
- Improve Product Configuration Performance
- Validate and Test A Product Configuration Model
- Configuration Templates
- Configuration Model Versions
- Release A Product Configuration Model
- Exercise - Release A Product Configuration Model
- Reuse Product Configuration
Module 31: Work with Configurable Products in Dynamics 365 Supply Chain Management
- Introduction
- Configurable Product Use Cases
- Intercompany and Multiple Site Considerations
- Extend A Product Configuration Model Through The API
- Add A Configurable Product to A Sales Order Line
- Exercise - Add A Configurable Product to A Sales Order Line
Module 32: Configure and Perform the Procure-to-Purchase Process in Dynamics 365 Supply Chain Management
- Introduction
- Procurement Scenario
- Overview of The Procure-to-Purchase Process
- Set Up Procurement Categories
- Use Procurement Catalos
- Create A Purchase Requisition
- Create and Process A Request for Quotation
- Create Purchase Orders
- Vendor Categories and Catalogs
- Evaluate A Vendor and Put A Vendor on Hold
- Use Purchasing Policies
- Lab - Work with Procure-to-Purchase Processes
Module 33: Configure and Manage Vendor Collaboration in Dynamics 365 Supply Chain Management
- Introduction
- Purchase Order Statuses with Vendor Collaboration
- Configure Vendor Collaboration
- Maintain Vendor Certification
- Set Up Vendor Collaboration Security Roles
- Use the Vendor Collaboration Invoicing Workspace
- Define Purchase Order Response Information
- Work with Purchase Orders When Vendor Collaboration Is Used
- Purchase Order Statuses and Versions
- Sharing Information About Consignment Inventory
- Inform Vendors About Vendor Collaboration
- Work with Request for Quotes
- Purchase Order Confirmation Workspace
- Accessing Vendor Master Data in The Vendor Information Workspace
- Exercise - Set Up an External Role for A Vendor
Module 34: Process Purchase Orders in Dynamics 365 Supply Chain Management
- Overview of The Purchase Order Process
- Set Up Purchasing Parameters
- Use Purchase Order Change Management
- Use Item Arrivals and Arrival Overview
- Manage Over/Under Delivery for Purchase Orders
- Manage Charges for Purchase Orders
- Create Vendor Returns
- Lab - Create and Process A Purchase Order
Module 35: Configure and Work with Quality Control and Quality Management in Dynamics 365 Supply Chain Management
- Introduction
- Configure Quality Management
- Perform Quality Control and Management Processes
- Describe Transactions Types and Create Quality Orders
- Apply Inventory Blocking
- Perform Quarantine Management
- Exercise - Create and Process A Quality Order
- Exercise - Create and Process a Nonconformance Order
Module 36: Configure and Use Agreements in Dynamics 365 Supply Chain Management
- Introduction
- Work with Trade Agreements
- Create Sales Agreements
- Create Purchase Agreements
- Configure Trade Allowance Management
- Configure Brokerage Contract Management
- Configure Royalty Contract Management
- Configure Vendor Rebates
- Rebate Management Module
- Service Management
- Exercise - Create A Purchase Agreement
- Exercise - Generate and Process Customer Rebates
- Exercise - Create Trade Agreements
- Module 37: Set Up Intercompany Trade in Dynamics 365 Supply Chain Management
- Introduction
- Intercompany Trading Overview
- Intercompany Scenarios
- Set Up Intercompany Trade
- Set Up Intercompany Trade Relationships
- Action Policies
- Set Up Charges and Posting
- Set Up Intercompany Agreements and Direct Deliveries
- Lab - Set Up Intercompany Relations
Module 38: Work with Intercompany Trade in Dynamics 365 Supply Chain Management
- Introduction
- Synced Intercompany Data
- Create an Intercompany Sales Order
- Process Intercompany Purchase Orders
- Exercise - Process A Sales Order-initiated Intercompany Chain
- Return an Intercompany Sales Order
- Customer Payments for Intercompany Orders
- Exercise - Process Returns in Intercompany
- Create an Intercompany Purchase Order
- Check Intercompany Order Price Discrepancies
- Manage Intercompany Purchase Orders
- Exercise - Process A Purchase Order-initiated Intercompany Chain
Module 39: Get Started with Asset Management for Dynamics 365 Supply Chain Management
- Overview and Benefits
- Asset Management Terminology and Concepts
- Functional Locations and Assets
- Assets and Work Orders
- Use the Asset Management Mobile Workspace
- Asset Management Integration Capabilities
- Integrate Asset Management with Dynamics 365 Guides
Module 40: Work with Functional Locations in Asset Management for Dynamics 365 Supply Chain Management
- Introduction
- Create Functional Locations
- Install Assets on Functional Locations
- Exercise – Create A Default Functional Location, And Assign It as The Default
Module 41: Work with Assets in Asset Management for Dynamics 365 Supply Chain Management
- Introduction
- All Assets Page
- Create an Asset
- Multi-level Assets
- Copy an Asset or Asset Structure
- Move, Remove, And Install an Asset
- Create Assets Based on Purchase Orders
- Asset Bills of Materials
- Asset Event History
- Asset View
- Asset Attribute Overview
- Lab - Work with Assets
Module 42: Manage Maintenance Requests in Asset Management for Dynamics 365 Supply Chain Management
- Introduction
- View Maintenance Requests
- Maintenance Request Lifecycle States
- Create and Update Maintenance Requests
- Create Work Orders from Maintenance Requests
- Asset Loans
- Inbound and Outbound Assets
- Maintenance Request Management Workspace
- Work Order Management Workspace
- Maintenance Request Reports
- Exercise - Create A Maintenance Request
- Exercise - Create A Maintenance Request List Report
Module 43: Create and Manage Work Orders in Asset Management for Dynamics 365 Supply Chain Management
- Introduction
- Manually Create Work Orders
- Maintenance Forecasts
- Procurement of Work Order Purchase Requisitions
- Bill Customers for Maintenance Work
- Manual Update of Asset Counters
- Automatic Update of Asset Counters
- Maintenance Checklists
- Maintenance Downtime
- Add A Fault to A Work Order
- Work Order Report
- Work Order Pools
- Active Work Order Maintenance Jobs Page
- Work Order Management Workspace
- Exercise - Create and Manage Work Orders
Module 44: Schedule Work Orders in Asset Management for Dynamics 365 Supply Chain Management
- Introduction
- Configure Workers for Work Order Scheduling
- Schedule and Dispatch Work Orders
- Calculate Capacity Load On Scheduled Work Orders
- Lab – Set Up A Preferred Worker, And Schedule A Work Order
Module 45: Use Controls and Reports in Asset Management for Dynamics 365 Supply Chain Management
- Introduction
- Cost Control for Assets Calculation
- Work Order Date Control Calculation
- Work Order Hour Control Calculation
- Asset Fault Cost Control Calculation
- Calculate Asset KPIs
- Item Where Used Calculation
- Maintenance Status Calculation
- Exercise - Create A Work Order Cost Control Report
- Exercise – Create an Item Where Used Report
Module 46: Use Preventive and Reactive Maintenance in Asset Management for Dynamics 365 Supply Chain Management
- Introduction
- Maintenance Plans
- Interval Types
- Assign A Maintenance Plan to An Asset
- Schedule Maintenance Plans
- Maintenance Rounds
- Maintenance Schedule
- Maintenance Schedule Cost
- Maintenance Downtime
- Exercise - Create A Maintenance Plan
- Exercise - Update the Maintenance Schedule
Module 47: Work with Capacity Planning in Asset Management for Dynamics 365 Supply Chain Management
- Introduction
- Calculate Capacity Load
- Calculate an Item Forecast
- Exercise – Run A Capacity Load, And Run an Item Forecast
Module 48: Register and Report Consumption in Asset Management for Dynamics 365 Supply Chain Management
- Introduction
- Register Consumption
- Create Consumption Reports
- Exercise - Create an Asset Consumption
Module 49: Work with Warranties in Asset Management for Dynamics 365 Supply Chain Management
- Introduction
- Warranty Agreements
- Warranty on Assets and Asset Types
- Exercise – Set Up A Warranty
Module 50: Work with Maintenance Budgets in Asset Management for Dynamics 365 Supply Chain Management
- Introduction
- Create Maintenance Budgets
- Update Maintenance Budgets
- Exercise – Create, And Adjust A Maintenance Budget
Module 51: Set Up Accounts Receivable in Dynamics 365 Finance
- Introduction
- Payment Schedule
- Terms of Payment and Payment Days
- Cash Discounts
- Payment Fees
- Set Up the Credit Card Payment Service
- Methods of Payment and Payment Control
- Set Up A Payment Calendar and Payment Calendar Rules
- Create and Maintain Customers
- Set Up Customer Posting Profiles
- Configure Accounts Receivable Charges
- Lab - Configure Customer Posting Profiles and Create A New Customer
Module 52: Get Started with Accounts Receivable Daily Procedures in Dynamics 365 Finance
- Introduction
- Create Free Text Invoices
- Exercise - Create and Process A Free Text Invoice
- Recurring Free Text Invoices
- Create and Handle Payments of Customer Invoices for Sales Orders
- Exercise - Work with Invoices from Sales Orders
- Settle Transactions and Undo Settlements
- Exercise - Process an Invoice and Settle It Against A Payment
- Reimburse A Customer
Module 53: Set Up Credit and Collections in Dynamics 365 Finance
- Introduction
- Set Up Accounts Receivables for Credit and Collections
- Set Up Credit and Collections Components
- Set Up Interest Rates for An Interest Code
- Waive, Reinstate, Or Reverse Interest Fees
- Set Up and Manage Collection Letters
- Exercise - Set Up Credit and Collections in Finance
- Exercise - Create A Write-off Journal for A Customer
Module 54: Process Credit and Collections in Dynamics 365 Finance
- Introduction
- Customer Account Statement
- Working with Collections
- Collections Coordinator Workspace
- Manage Customer Credit and Collections
- Credit Management
- Lab - Work with Credit and Collections
Module 55: Set Up Order to Cash in Dynamics 365 Supply Chain Management
- Introduction
- Overview
- Order to Cash Business Processes
- Relationship Management
- Trade Agreements
- Sales Quotation Setup
- Sales Order Setup
- Order Promising Concepts
- Set Up Order Promising
- Set Up Order Hold Codes
- Set Up Commissions
- Set Up Customer and Item Search
Module 56: Work with Order to Cash in Dynamics 365 Supply Chain Management
- Introduction
- Sales Order Entry Scenarios
- Create and Process Sales Orders
- Sales Order Picking Process
- Process Customer Returns
- Sales Order Reservations
- Lab - Create A Sales Order and Work with Commissions
Module 57: Set Up Landed Cost in Dynamics 365 Supply Chain Management
- Introduction
- Landed Cost Concepts and Terminology
- Landed Cost Parameters
- Set Up Voyages and Shipping Containers
- Set Up Delivery Information
- Set Up Multi-Leg Journeys
- Set Up Shipping Information
- Set Up Costing Parameter Values
- General Ledger Integration Configuration
- Vendor Settings for Landed Cost
- Lab - Create A Voyage Leg
Module 58: Work with Landed Cost in Dynamics 365 Supply Chain Management
- Introduction
- Create A Voyage
- Manage A Voyage
- Estimate and Manage Landed Costs
- Track Inbound Voyages and Shipping Container Journey
- In-transit Processing
- Warehouse Management and Landed Cost
- Process Over and Under Transactions
- Update Tracking for Put Away
- Inquiries and Reports for Landed Cost
Module 59: Manage Transportation Management in Dynamics 365 Supply Chain Management
- Introduction
- Planning Transportation Management
- Configure Transportation Management
- Routing and Transportation Flows
- Load Building Strategy
- Transportation Management Engines
- Bill of Lading
- Plan Freight Transportation Routes with Multiple Stops
- Reconcile Freight in Transportation Management
- Lab - Explore Transportation Management
Module 60: Configure Warehouse Management in Dynamics 365 Supply Chain Management
- Introduction
- Roles in Warehouse Management
- Set Up Warehouse Management
- Configure the Warehouse Layout
- Configure Catch Weight Processing for Warehouse Management
- Warehouse Processes
- Reservation Hierarchies
- Lab - Configure Warehouse Management
Module 61: Warehouse Implementation Experience in Dynamics 365 Supply Chain Management
- Introduction
- Enable Warehousing Telemetry
- Warehouse Implementation Workspace
- Wizard-Driven Setup of Warehouse Management Parameters
- Wizard-Driven Warehouse Configuration
- Simplified Query View of Location Directives
Module 62: Inbound Warehouse Operations Using Dynamics 365 Supply Chain Management
- Introduction
- Inbound Operations
- Inbound Advanced Shipping Notices
- Cross Dock Products from Receiving Warehouse to Stores
- Create a GTIN Code for A Product
- Wizard-Driven Setup of Warehouse Management Parameters
- Exercise - Register a Load Where Items Are Missing
Module 63: Outbound Warehouse Operations Using Dynamics 365 Supply Chain Management
- Introduction
- Outbound Operations
- Warehouse Work
- Cluster Picking
- Packing and Containerisation
- Packing Containers with the Warehouse Management Mobile App
- Transfer Orders and Replenishment
- Exercise - Set Up A Cluster Profile
Module 64: Execute Across Warehouse Operations in Dynamics 365 Warehouse Management
- Introduction
- Cycle Counting
- Material Handling Equipment Interface
- Exercise - Create A Cycle Counting Plan
Module 65: Warehouse Management Mobile Device Configuration Using Dynamics 365 Supply Chain Management
- Introduction
- Global Mobile Device Parameters
- Set Up and Deploy GS1 and QR Bar Codes
- Set Up Work Type Menu Items
- Set Up Mobile App Step Instructions
- Set Up Detours for Steps in Mobile Device Menu Items
- Exercise - Set Up A Detour for A Step in A Task Flow
Module 66: Use Warehouse Management for Manufacturing in Dynamics 365 Supply Chain Management
- Production Input Location
- Production Output Location
- Staging and Order Picking
- Release BOM and Formula Lines to the Warehouse
- Automatically Rewove to Add Unfulfilled Lines to New Waves
- Cross-Docking
- Planned Cross Docking
- Visibility into Material Exceptions
- Lab - Work with Warehouse Management in Manufacturing
Module 67: Set Up Master Planning in Dynamics 365 Supply Chain Management
- Introduction
- Master Planning Considerations and Setup
- Master Planning Parameters Page
- Create A Master Plan
- Coverage Settings
- Action Messages
- Demand Forecasting
- Run Plans and Firm Planned Orders
- Set Up and Use the Supply Schedule Page
- Exercise - Firm A Planned Order
- Exercise - Change A Planned Order Type
Module 68: Use Master Planning in Dynamics 365 Supply Chain Management
- Introduction
- Set Up Master Planning Add-In
- Apply Filters to A Plan
- Master Planning with Demand Forecasts
- Master Planning Support for Capability-Based Resource Allocation
- Priority-Based Planning
- Master Planning and Purchase Trade Agreements
- Set Up Supply Chain Calendars
- Safety Margins
- Coverage Time Fences
- Approved Planned Orders
- Generate Planned Production Orders
- Analyse and Approve Planned Orders
- Auto-Firming
- Planning with Negative On-Hand Quantities
- View History and Planning Logs
- Cancel A Planning Job
- Use Item Substitution for Bill of Materials
- Exercise - Set Up Purchase Trade Agreements
- Exercise - Approve A Planned Order
Module 69: Demand Driven Material Requirements Planning in Dynamics 365 Supply Chain Management
- Introduction
- Demand Driven Material Requirements Planning (DDMRP) Overview
- Inventory Positioning
- Buffer Profile and Levels
- Demand-Driven Planning
- Visual and Collaborative Implementation
Module 70: Describe Dynamics 365 Supply Chain Management Core Capabilities
- Introduction
- Describe Use Cases for Dynamics 365 Supply Chain Management
- Describe Products and Released Products
- Describe Product Master Records, Product Variants, and Product Dimensions
- Describe Pricing and Discounts
- Describe Intercompany Capabilities
Module 71: Describe the Sales and Procurement Processes in Dynamics 365 Supply Chain Management
- Introduction
- Describe the Order-To-Cash Process
- Describe the Sales Order Creation Process
- Describe the Fulfilment Process
- Describe the Procure-To-Pay Process
- Describe Purchase Requisitions
- Describe the Purchase Order Creation Process
- Describe Purchase Order Receipts
Module 72: Describe Inventory and Warehousing Capabilities in Dynamics 365 Supply Chain Management
- Introduction
- Describe Costing Methods
- Describe On-Hand Inventory Capabilities
- Identify Types of Inventory Journals
- Describe Quality Management Capabilities
- Describe Use Cases for Warehouse Management Systems (WMS)
- Describe Use Cases for Transportation Management Systems
- Describe Use Cases for Landed Cost
Module 73: Describe the Manufacturing Process in Dynamics 365 Supply Chain Management
- Introduction
- Describe Lean, Discrete, and Process Manufacturing
- Describe Manufacturing Strategies
- Describe Bills of Materials (BOMs), Routes, and Operations
- Identify the Production Lifecycle Stages
- Describe Shop Floor Management
- Describe Master Planning and Planning Optimisation