Microsoft Dynamics 365 Supply Chain Management - Functional Consultant MB330 - Taiwan, Province of China

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: 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
• 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 3: Configure and Work with Inventory Management in Dynamics 365 Supply Chain Management

• Introduction
• Inbound Operations
• Outbound Operations
• Configure Inventory Dimensions
• Configure Storage Dimensions
• Configure Tracking Dimensions
• Configure Serial and Batch Numbers
• Allocate Batch and Serial Numbers
• Configure Sites
• Configure Warehouses
• Transfer Orders
• Set Up Bar Codes
• Set Up Default Order Settings
• Inventory Journals
• Work with Journals
• Inventory Journal Approval Workflows
• Work with Reason Codes
• Work with Consignment Inventory
• Configure Item Groups and Item Model Groups
• Inventory Cost Methodologies
• Configure Inventory Policies
• Inventory Closing and Adjustment
• Archive Inventory Transactions
• Work with Reason Codes for Inventory Counting
• Lab - Work with Inventory Management

Module 4: 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 5: 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 6: Set Up Versioned Products in Dynamics 365 Supply Chain Management

• Introduction
• Create an Engineering Organization
• 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 7: 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 8: 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 9: Outbound Warehouse Operations Using Dynamics 365 Supply Chain Management

• Introduction
• Outbound Operations
• Warehouse Work
• Cluster Picking
• Packing and Containerization
• Packing Containers with the Warehouse Management Mobile App
• Transfer Orders and Replenishment
• Exercise - Set Up a Cluster Profile

Module 10: Execute Across Warehouse Operations in Dynamics 365 Warehouse Management

• Introduction
• Cycle Counting
• Material Handling Equipment Interface
• Exercise - Create a Cycle Counting Plan

Module 11: 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 12: 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 - Analyze BOM Costs by Using the Costing Sheet

Module 13: 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
• Exercise - Create a Purchase Agreement
• Exercise - Generate and Process Customer Rebates
• Exercise - Create Trade Agreements

Module 14: 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 15: 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 16: 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 17: 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 18: 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 19: 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 20: 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 Catalogs
• 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 21: 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 22: 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
• 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 23: Configure 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 24: Convert Prospects in Dynamics 365 Sales to Customers in Dynamics 365 Supply Chain Management

• Introduction
• Prerequisites and Mapping Setup
• Sales Quotations
• Sales Orders
• Dual-Write Solution for Sales
• Invoices
• Limitations
• Demonstration - Create and Edit Sales Quotations

Module 25: Configure and Manage the Order to Cash Process in Dynamics 365 Supply Chain Management

• Introduction - Order to Cash Process
• Sales and Marketing Overview
• Create and Confirm Sales Quotations
• Create and Process Sales Orders
• Sales Order Entry Scenarios
• Sales Order Picking Processes
• Configure Order Promising
• Configure Order Hold Codes
• Process Customer Returns
• Sales Order Reservations
• Configure and Use Commissions
• Configure Customer and Item Search
• Lab - Create A Sales Order and Work with Commissions

Module 26: Configure and Use Intercompany Trade in Dynamics 365 Supply Chain Management

• Introduction
• Intercompany Trading
• Set Up Intercompany Trade
• Process Intercompany Chain Orders
• Set Up Intercompany Agreements and Direct Deliveries
• Lab - Configure Intercompany Relations
• Exercise - Process a Purchase Order-Initiated Intercompany Chain
• Exercise - Process a Sales Order-Initiated Intercompany Chain
• Exercise - Process Returns in Intercompany
• Exercise - Process an Intercompany Direct Delivery

Module 27: 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 28: 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 29: 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
• Cross-Docking
• Planned Cross Docking
• Visibility into Material Exceptions
• Lab - Work with Warehouse Management In Manufacturing

Module 30: Configure and Use Built-In Master Planning in Dynamics 365 Supply Chain Management

• Introduction
• Master Planning Considerations and Setup
• Master Planning Parameters Page
• Create a Master Plan
• Demand Forecasting
• Coverage Settings
• Action Messages
• Configure Intercompany Planning
• 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
• Exercise - Create and Run an Intercompany Master Plan

Module 31: Use Planning Optimization in Dynamics 365 Supply Chain Management

• Introduction
• Install the Planning Optimization Add-In
• Integration and Fit Analysis
• Apply Filters to a Plan
• Master Planning with Demand Forecasts
• Planning Optimization Support for Capability-Based Resource Allocation
• Priority-Based Planning
• Master Planning and Purchase Trade Agreements
• 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
• Exercise - Set Up Purchase Trade Agreements for Planning Optimization
• Exercise - Approve a Planned Order

Module 32: Describe Warehouse and Inventory Management Capabilities In Dynamics 365 Supply Chain Management

• Introduction
• Describe Costing Methods
• Describe Item Arrival Journals and Cross-Docking
• Describe Inventory Reservations, Picking and Packing, Replenishment, and Shipments
• Describe Inventory Counting and Inventory On-Hand Concepts
• Describe Quality Management Capabilities
• Describe Use Cases for Warehouse Management Systems (WMS)
• Describe Use Cases for Transportation Management Systems