Agenda

• Get started with Dynamics 365 Supply Chain Management
• 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
• Create products and product masters in Dynamics 365 Supply Chain Management
• 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
• Configure and work with inventory management in Dynamics 365 Supply Chain Management
• 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
• Configure warehouse management in Dynamics 365 Supply Chain Management
• Roles in warehouse management
• Set up warehouse management
• Configure the warehouse layout
• Configure catch weight processing for warehouse management
• Warehouse processes
• Reservation hierarchies
• Create bill of materials in Dynamics 365 Supply Chain Management
• Work with the BOM designer
• BOM and formula versions
• BOM line types
• BOM levels
• Set up versioned products in Dynamics 365 Supply Chain Management
• 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
• Warehouse implementation experience in Dynamics 365 Supply Chain Management
• Enable warehousing telemetry
• Warehouse implementation workspace
• Wizard-driven setup of Warehouse Management parameters
• Wizard-driven warehouse configuration
• Simplified query view of location directives
• Inbound warehouse operations using Dynamics 365 Supply Chain Management
• 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
• Outbound warehouse operations using Dynamics 365 Supply Chain Management
• Outbound operations
• Warehouse work
• Cluster picking
• Packing and containerization
• Packing containers with the Warehouse Management mobile app
• Transfer orders and replenishment
• Execute across warehouse operations in Dynamics 365 Warehouse Management
• Cycle counting
• Material handling equipment interface
• Warehouse management mobile device configuration using Dynamics 365 Supply Chain Management
• 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
• Work with the costing sheet in Dynamics 365 Supply Chain Management
• Costing versions
• Cost groups
• Calculation groups
• Costing sheets
• BOM calculations
• BOM Measurements
• BOM Reports
• Configure and use agreements in Dynamics 365 Supply Chain Management
• 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
• Use inventory reports in Dynamics 365 Supply Chain Management
• ABC inventory classification
• Physical inventory by inventory dimension report
• Inventory value report
• Inventory on-hand report storage
• Inventory on-hand mobile workspace
• Configure and work with quality control and quality management in Dynamics 365 Supply Chain Management
• Configure quality management
• Perform quality control and management processes
• Describe transactions types and create quality orders
• Apply inventory blocking
• Perform quarantine management
• Work with assets in Asset Management for Dynamics 365 Supply Chain Management
• All assets page
• Create an asse
• 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
• Use preventive and reactive maintenance in Asset Management for Dynamics 365 Supply Chain Management
• Maintenance plans
• Interval types
• Assign a maintenance plan to an asset
• Schedule maintenance plans
• Maintenance rounds
• Maintenance schedule
• Maintenance schedule cost
• Maintenance downtime
• Create and manage work orders in Asset Management for Dynamics 365 Supply Chain Management
• 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
• Schedule work orders in Asset Management for Dynamics 365 Supply Chain Management
• Configure workers for work order scheduling
• Schedule and dispatch work orders
• Calculate capacity load on scheduled work orders
• Configure and perform the procure-to-purchase process in Dynamics 365 Supply Chain Management
• 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
• Process purchase orders in Dynamics 365 Supply Chain Management
• 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
• Configure and manage vendor collaboration in Dynamics 365 Supply Chain Management
• 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
• Set up accounts receivable in Dynamics 365 Finance
• 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
• Convert prospects in Dynamics 365 Sales to customers in Dynamics 365 Supply Chain Management
• Prerequisites and mapping setup
• Sales quotations
• Sales orders
• Dual-write solution for Sales
• Invoices
• Limitations
• Demonstration - Create and edit sales quotations
• Configure and manage the order to cash process in Dynamics 365 Supply Chain Management
• Sales and marketing overview
• Create and confirm sales quotations
• Create and process sales orders
• Sales order entry scenarios
• Sales order picking processes
• Configure and use intercompany trade in Dynamics 365 Supply Chain Management
• Intercompany trading
• Set up intercompany trade
• Process intercompany chain orders
• Set up intercompany agreements and direct deliveries
• Set up landed cost in Dynamics 365 Supply Chain Management
• 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
• Manage transportation management in Dynamics 365 Supply Chain Management
• 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
• Use warehouse management for manufacturing in Dynamics 365 Supply Chain Management
• Production output location
• Staging and order picking
• Release BOM and formula lines to the warehouse
• Cross-docking
• Planned cross docking
• Visibility into material exceptions
• Set up Master Planning in Dynamics 365 Supply Chain Management
• Master planning considerations and set up
• 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
• Use master planning in Dynamics 365 Supply Chain Management
• 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
• Safety margins
• Coverage time fences
• Approved planned orders
• Generate planned production orders
• Analyze and approve planned orders
• Auto-firming
• Planning with negative on-hand quantities
• View history and planning logs
• Cancel a planning job
• Describe warehouse and inventory management capabilities in Dynamics 365 Supply Chain Management
• 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