CMDBID: 109234 | Course Code: MB-330T00 | Duration: 4 Days
This course discusses supply chain management in the Dynamics 365 suite of apps.
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.
Use Inventory Journals
Use Inventory Reports
Create Products and Product Masters
Create Bill of Materials
Configure Vendor Collaborations
Configure and Use Agreements
Quality Control and Management Processes
Intercompany Trade Relations
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.
Configure serial and batch numbers
Configure inventory breakdown
Configure inventory and warehouse journals
Configure inventory dimensions
Inventory closing and adjustment
Module 2: Use Inventory Journals
This topic explains how to use Inventory journals in Finance and Operations.
Use inventory journals
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 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
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
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
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
Transfers and replenishment
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
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.
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