Microsoft Certified Dynamics 365 Supply Chain Management Functional Consultant Expert Training Course Outline
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 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 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: 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 11: 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 12: 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 13: 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 14: Set Up and Use Discrete Manufacturing Resources in Dynamics 365 Supply Chain Management
- Introduction
- Set Up Calendars and Resources
- Set Up Working Time Templates
- Create Calendars
- Resource Capabilities
- Resource Groups
Module 15: 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 16: 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
Module 17: 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 Using the Costing Sheet
Module 18: 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 19: Work with Manufacturing Execution in Dynamics 365 Supply Chain Management
- Introduction
- Understand 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 20: 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 21: 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 22: 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 23: 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 24: Configure Process Manufacturing in Dynamics 365 Supply Chain Management
- Introduction
- Process Manufacturing Item Types
- Production Type Setup
- Set Up Packaging and Batch Attributes
- Shelf Life Related Setup
- Item Model Group, Product Compliance, and Approved Vendors
- Catch Weight
- Transaction Adjustments
- Catch Weight Item Handling Policy
- Supported Scenarios
- Catch Weight Tags
- Configure Approved Vendors
- Exercise - Create an Approved Vendor List
- Exercise - Create and Use a Partial Visibility Catch Weight Item
- Exercise - Use Catch Weight Items
- Exercise - Create Process Activities for Lean Manufacturing
Module 25: Configure Formulas for Process Manufacturing in Dynamics 365 Supply Chain Management
- Introduction
- Formulas, Formula Lines, and Formula Versions
- Formula Features
- Approve and Activate Formulas and Formula Versions
- Use Step Consumption
- Coproducts
- By-products
- Burden Allocation
- Planning Items
- Exercise - Create Co-products and By-products
- Exercise - Create a New Formula with a Version from the Released Products Page
- Exercise - Copy and Modify Formula Versions
- Exercise - Create and Update a Scalable Formula
- Exercise - Create a Percentage-Based Formula
- Exercise - Create a Step Consumption Formula
Module 26: Identify and Configure Batch Attributes for Process Manufacturing in Dynamics 365 Supply Chain Management
- Batch Attributes
- Assign and Reserve Batch Attributes
- Products that Have an Active Ingredient
- Ingredient Types
- The Batch Balancing Process
- Exercise - Create and Assign Batch Attributes
- Exercise - Record Batch Attributes at Batch Creation
- Exercise - Record Batch Attribute Values Using Quality Orders
- Exercise - Reserve Batch Attributes on Sales Orders
Module 27: Work with Commodity Pricing and Compliance in Dynamics 365 Supply Chain Management
- Batch Attributes
- Assign and Reserve Batch Attributes
- Products that Have an Active Ingredient
- Ingredient Types
- The Batch Balancing Process
- Exercise - Create and Assign Batch Attributes
- Exercise - Record Batch Attributes at Batch Creation
- Exercise - Record Batch Attribute Values Using Quality Orders
- Exercise - Reserve Batch Attributes on Sales Orders
Module 28: 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 Using an Engineering Change Order
- Exercise - Release the Changed Product
Module 29: 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 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 30: 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 31: 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 32: 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 Using an Engineering Change Order
- Exercise - Release the Changed Product
Module 33: Manage a Discrete Product BOM and Route for Versioned Products in Dynamics 365 Supply Chain Management
- Introduction
- Create a New Engineering Product
- Set Up a Product Version BOM
- Set Up a Product Version Route
- Release the Product to Operational Companies
- Review and Accept the Product Before Release
- Change a Life Cycle State and Use a Product in Transactions
- Use Readiness Checks
- Exercise - Create and Release an Engineering Product
Module 34: Request and Follow Up with Product Changes in Dynamics 365 Supply Chain Management
- Introduction
- Engineering Change Requests
- Engineering Change Orders
- Exercise – Create an Engineering Change Request
Module 35: Manage Changes in Formulas and Their Ingredients in Dynamics 365 Supply Chain Management
- Introduction
- Engineering Change Management
- Centralised Product Data Management
- Product Versioning
- Formula Lines and Versioning
- Product Life Cycle Management
- Formula Management Process
- Formula Change Management
- Evaluate Business Impact of a Change Request and Send Notifications
- Engineering Change Orders
- Readiness Control
- Enhanced Product Release Functionality
Module 36: Configure Warehouse Management
- Introduction
- Roles in Warehouse Management
- Set Up Warehouse Management
- Configure the Warehouse Layout
- Configure Catch Weight Processing
- Warehouse Processes
- Reservation Hierarchies
- Lab - Configure Warehouse Management
Module 37: Warehouse Implementation Experience
- Introduction
- 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
Module 38: Inbound Warehouse Operations
- 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 39: Outbound Warehouse Operations
- 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 40: Execute Across Warehouse Operations
- Introduction
- Cycle Counting
- Material Handling Equipment Interface
- Exercise - Create a Cycle Counting Plan
Module 41: Warehouse Management Mobile Device Configuration
- 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 42: Use Warehouse Management for Manufacturing
- Production Input Location
- Production Output Location
- Staging and Order Picking
- Release BOM and Formula Lines to the Warehouse
- Automatically Rewave to Add Unfulfilled Lines to New Waves
- Cross-Docking
- Planned Cross Docking
- Visibility into Material Exceptions
- Lab - Work with Warehouse Management in Manufacturing
Module 43: Get Started with Asset 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 44: Set Up Functional Locations in Asset Management
- Introduction
- Functional Location Lifecycle States
- Configure Functional Location Types
- Maintenance Attribute Types
- Exercise – Create a Functional Location Lifecycle State and Model
- Exercise – Create Functional Location Types
Module 45: Set Up Assets in Asset Management
- Introduction
- Create Asset Lifecycle States
- Create Asset Lifecycle Models
- Asset Types
- Create Asset Type Defaults
- Condition Assessments and Templates
- Create Asset Manufacturers and Models
- Asset Counters
- Set Up Asset Management Parameters
- Set Up Asset Service Levels
- Set Up Asset Criticality Types
- Create Asset Document Relations
- Create Assets Based on Purchase Orders
- Create Maintenance Workers and Worker Groups
- Exercise – Set Up Assets
Module 46: Set Up Work Orders in Asset Management
- Introduction
- Maintenance Job Type Categories
- Create a Maintenance Job Type Variant
- Maintenance Job Trade
- Maintenance Checklist Variables
- Maintenance Checklist Template
- Maintenance Job Types
- Create Maintenance Job Type Default Lines and Related Forecasts
- Overview of Maintenance Job Types Related to Assets
- Work Order Lifecycle States and Projects
- Relationships between Work Order Lifecycle Models, Types, and States
- Work Order Lifecycle Models
- Work Order Project Setup
- Service Levels and Descriptions
- Fault Management
- Exercise- Set Up Work Orders
Module 47: Set Up Maintenance Requests in Asset Management
- Introduction
- Create Maintenance Request Lifecycle States
- Create Maintenance Request Lifecycle Models
- Create Maintenance Request Types
- Maintenance Worker Responsibilities
- Exercise – Set Up Maintenance Request Lifecycle States, Models, and Types
Module 48: Get Started with Asset 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 49: Work with Functional Locations in Asset Management
- Introduction
- Create Functional Locations
- Install Assets on Functional Locations
- Exercise – Create a Default Functional Location, and Assign It as the Default
Module 50: Work with Assets in Asset 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 51: Manage Maintenance Requests in Asset 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 52: Create and Manage Work Orders in Asset 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 53: Schedule Work Orders in Asset 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 54: Use Controls and Reports in Asset 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 55: Use Preventive and Reactive Maintenance in Asset 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 56: Work with Capacity Planning in Asset Management
- Introduction
- Calculate Capacity Load
- Calculate an Item Forecast
- Exercise – Run a Capacity Load, and Run an Item Forecast
Module 57: Register and Report Consumption in Asset Management
- Register Consumption
- Create Consumption Reports
- Exercise - Create an Asset Consumption
Module 58: Work with Warranties in Asset Management
- Introduction
- Warranty Agreements
- Warranty on Assets and Asset Types
- Exercise – Set Up a Warranty
Module 59: Work with Maintenance Budgets in Asset Management
- Introduction
- Create Maintenance Budgets
- Update Maintenance Budgets
- Exercise – Create, and Adjust a Maintenance Budget
Module 60: Configure and Perform the Procure-to-Purchase Process
- 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 61: Configure and Manage Vendor Collaboration
- 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 62: Process Purchase Orders in Dynamics 365 Supply Chain Management
- Introduction
- Overview of the Purchase Order Process
- Set Up Purchasing Parameters
- Use Purchase Order Change Management
- 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 63: Set Up and Work with Quality Control and Quality 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 64: 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 65: 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 66: 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 67: Get Started with Lean Manufacturing in Dynamics 365 Supply Chain Management
- Introduction
- Understand Lean Concepts and Terminology
- Lean Manufacturing Techniques and Processes
Module 68: Set Up Lean Manufacturing in Dynamics 365 Supply Chain Management
- Introduction
- Configure Parameters
- Create Value Streams and Production Flow Models
- Create Production Flows
- Set Up Production Flows
- Exercises - Configure Lean Manufacturing
Module 69: Create and Process Fixed Kanbans in Dynamics 365 Supply Chain Management
- Introduction
- Understand Kanban Boards
- Configure a Fixed Kanban Rule
- Process a Fixed Kanban
- Kanban Quantity Calculations and Circulating Kanbans
- Exercise - Configure a Fixed Quantity Kanban Rule
- Exercise - Fixed Kanban Job Processing
Module 70: Create and Process Event Kanban Rules in Dynamics 365 Supply Chain Management
- Introduction
- Configure Event Kanban Rules
- Capable to Promise
- Exercise - Create an Event Kanban from a Sales Order
- Exercise - Set Up a BOM Line Event Kanban Rule
Module 71: Create and Process Scheduled Kanbans in Dynamics 365 Supply Chain Management
- Introduction
- Configure Scheduled Kanban Rules
- Plan Scheduled Kanbans
- Exercise - Set Up Scheduled Kanban Rules
Module 72: Configure Activity-Based Subcontracting and Production Flow Costing
- Overview of Subcontracting and Production Flow Costing
- Subcontracting Capabilities
- Subcontracting a Vendor
- Subcontracting Service
- Create and Process Subcontracting Purchase Orders
- Transfer Activities as Subcontracting Activities
- Subcontracting as an Alternate Resource
- Cost Accounting of Subcontracted Services
- Subcontracting Cost Flow
- Backflush Costing
- Products and Material in Work in Progress
- Standard Cost
- Costing Lean Manufacturing
- Calculation of Standard Cost
- Calculate Unused Quantities
- Calculation of Production Variances to Standard Cost
- Ledger Entries Created from Processing a Production Flow
- Exercise - Set Up a Default Vendor and Create a Purchase Agreement
- Exercise - Create a Work Cell for Subcontracting
- Exercise - Create an Activity-Based Subcontracting Rule
- Exercise - Create and Schedule Kanbans for Subcontracting
- Exercise - Process and Transfer Jobs
Module 73: Set up Master Planning in Dynamics 365 Supply Chain Management
- Introduction
- 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
- Exercise - Firm a planned order
- Exercise - Change a planned order type
- Deprecated master planning
Module 74: 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 75: 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
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