Microsoft Dynamics 365 Supply Chain Management MB-330T00-A

After completing this course, students will be able to:

• Manage inventory and warehousing in Dynamics 365

The supply of this course by DDLS is governed by the booking terms and conditions. Please read the terms and conditions carefully before enrolling in this course, as enrolment in the course is conditional on acceptance of these terms and conditions.

• Supply Management
• Use Inventory Journals
• Use Inventory Reports
• Create Products and Product Masters
• Create Bill of Materials
• Configure Vendor Collaborations
• Configure and Use Agreements
• Order-to-Cash Process
• Quality Control and Management Processes
• Intercompany Trade Relations
• Master Planning
• Configure Warehouse Management

Module 1: Supply Management

To configure the inventory, you should first understand daily operations of the inventory. In this lesson we first discuss inbound and outbound inventory operations. This module explains how to configure Inventory components for supply chain management processes in Finance and Operations.

Lessons

• Introduction
• Configure serial and batch numbers
• Configure inventory breakdown
• Configure inventory and warehouse journals
• Configure inventory dimensions
• Inventory closing and adjustment
• Practice Labs

Module 2: Use Inventory Journals

This topic explains how to use Inventory journals in Finance and Operations.

• Use inventory journals
• Practice labs

Module 3: Use Inventory Reports

• This topic explains how to use Inventory reports for supply chain management processes in Finance and Operations.

• Understand ABC classification
• Use other inventory inquiries and reports

Module 4: Create Products and Product Masters

Product information management in Dynamics 365 for Finance and Operations is for the creation and maintenance of an Enterprise Products Repository. It supports larger organizations in a centralized, structured approach in creating and maintaining core master data such as product definitions. Smaller organizations that require a more decentralized approach can, with some restrictions, create and maintain their respective products while their products are automatically added to the shared products repository. This topic explains how to configure products for supply chain management processes in Finance and Operations.

• Create products
• Create product masters with variants
• Create and configure attributes and category hierarchies
• Configure item pricing

Module 5: Create Bill of Materials

A bill of materials is a comprehensive list of all the components, parts, raw materials, assemblies and their quantities that are required to make a finished product. This module explains how create bill of materials and BOM versions by using BOM designer in Finance and Operations.

• Use BOM designer
• Practice lab

Module 6: Configure and Perform the Procure-to-Purchase Process

This topic explains how to configure and perform the procure-to-purchase process in Finance and Operations.

• Procurement and sourcing business scenario
• Create purchase requisition workflow
• Create purchase requisitions
• Create request for quotation
• Use procurement policies

Module 7: Configure Vendor Collaborations

This topic explains how configure vendor collaborations in Finance and Operations.

• Configure vendor collaborators
• Use vendor collaboration

Module 8: Configure and Perform the Purchase-to-Pay Process

The Purchase Orders module reviews the process that is required to create and manage purchase orders in Dynamics 365 for Finance and Operations. A company uses purchase orders to record information about the goods and services they are purchasing from various vendors.

• Create purchase orders
• Use purchase order change management
• Use item orders and arrival
• Manage over and under delivery and charges
• Create vendor returns

Module 9: Configure and Use Agreements

This topic explains how to configure and use agreement in Finance and Operations.

• Maintain trade agreements
• Create sales agreements
• Create purchase agreements
• Configure trade allowance
• Configure brokerage
• Configure royalties
• Configure rebates

Module 10: Configure and Use the Order-to-Cash Process

This topic explains how to configure and use the order-to-cash process in Finance and Operations.

• Understand the order-to-cash scenario
• Configure and use commissions
• Configure customer and item search
• Create and confirm sales quotations and orders
• Configure order promising
• Configure order hold codes
• Print and post picking lists
• Process customer returns
• Practice Lab

Module 11: Configure and Use Quality Control and Management Processes

In this module, we describe how to configure and use quality control in Finance and Operations, how you can use quality control functionality, how to define and maintain nonconformances, and how to handle corrections. But let's first get familiar with the quality management overall processes.

• Perform quality control and management processes
• Apply inventory blocking
• Perform quarantine management

Module 12: Configure and Use Intercompany Trade Relations

The Intercompany functionality in Dynamics 365 for Finance and Operations provides a mechanism for the consolidation of static and dynamic data from multiple companies as separate legal entities in a single database. Intercompany Trade enables globally dispersed manufacturing sites, distribution centers, and sales subsidiaries to act as one unified organization. This topic explains how to configure and use the intercompany trade relations and process intercompany orders in Finance and Operations.

• Understand intercompany trading
• Setup intercompany trade relations
• Process intercompany chain orders
• Setup intercompany agreements and direct deliveries

Module 13: Configure and Use Master Planning

This topic explains how to configure and use the master planning in Finance and Operations.

• Master planning considerations and setup
• Create master plans
• Learn about demand and supply forecasts
• Configure item coverage
• Brief introduction to intercompany planning
• Run plans and firm planned orders

Module 14: Configure Warehouse Management

The Warehouse management module for Dynamics 365 for Finance and Operations lets you manage warehouse processes in manufacturing, distribution, and retail companies. It has a wide range of features to support the warehouse facility at an optimal level, at any time. Warehouse management is fully integrated with other business processes in Finance and Operations such as transportation, manufacturing, quality control, purchase, transfer, sales, and returns.

• Configure warehouse management setup
• Understand reservation hierarchies
• Location directives and work templates

Module 15: Configure Mobile Devices for Warehouse Management

• This topic explains how to configure Mobile device setup for Warehouse Management in Finance and Operations.

• Configure mobile devices

Module 16: Use Warehouse Management

Before you can use the Mobile device for Warehouse management you need to install the application. This topic explains how to use warehouse management processes in Finance and Operations.

• Configure mobile device
• Inbound operations
• Cycle counting
• Transfers and replenishment
• Outbound operations
• Cluster picking
• Packing and containerization

Module 17: Configure Transportation Management

This module gives an overview of the Transportation management functionality in Microsoft Dynamics 365 for Finance and Operations and teaches you how to configure and use Transportation management.

• Planning and configuring transportation management
• Procedures
• Routing and transportation flows
• Transportation engines and freight management

Module 18: Course Conclusion

Final assessment and course summary, as well as a post-course survey for the course.

• Final assessment
• Course summary
• Post-course survey