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MB-330T00-A: Conceptualize Supply Chain Management in Microsoft Dynamics 365
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Lesson 1:Configure and manage products and inventory in Dynamics 365 Supply Chain Management
Lesson 1:Configure and manage products and inventory in Dynamics 365 Supply Chain Management
Podcast Lesson 1:Configure and manage products and inventory in Dynamics 365 Supply Chain Management
1.1.1 Introduction
1.1.2 Benefits of Supply Chain Management
1.1.3 Overview of Supply Chain Management
1.1.4 Cost accounting
1.1.5 Cost management
1.1.6 Inventory management and Warehouse management
1.1.7 Master planning
1.1.8 Procurement and sourcing
1.1.9 Vendor collaboration
1.1.10 Sales and marketing
1.1.11 Customer portal
1.1.12 Product information management
1.1.13 Production control
1.1.14 Intercompany trade
1.1.15 Warehouse management
1.1.16 Transportation management
1.1.17 Summary
1.2.1 Introduction
1.2.2 Inventory management overview
1.2.3 Configure inventory dimensions
1.2.4 Configure storage dimensions
1.2.5 Configure tracking dimensions
1.2.6 Configure serial and batch numbers
1.2.7 Configure sites
1.2.8 Configure warehouses
1.2.9 Configure inventory policies
1.2.10 Set up inventory policies for an item model group
1.2.11 Set up item groups and item model groups
1.2.12 Allocate batch and serial numbers
1.2.13 Work with consignment inventory
1.2.14 Summary
1.3.1 Introduction
1.3.2 Inventory operations scenarios
1.3.3 Inventory locations
1.3.4 Inventory statuses
1.3.5 Set up disposition codes
1.3.6 Warehouse layout
1.3.7 Set up barcodes
1.3.8 Counting reason codes
1.3.9 Inventory journals
1.3.10 Inventory journal approval workflow
1.3.11 Initialize stock levels in the warehouse
1.3.12 Transfer orders
1.3.13 Create and post an inventory journal
1.3.14 Exercise- Create and post an inventory journal
1.3.15 Summary
1.4.1 Introduction
1.4.2 Outbound operations
1.4.3 Outbound setup
1.4.4 Set up default order settings
1.4.5 Reserve inventory quantities
1.4.6 Reserve sales order batch numbers
1.4.7 Summary
1.5.1 Introduction
1.5.2 Inbound operations
1.5.3 Arrival overview
1.5.4 Set up an item arrival overview profile
1.5.5 Set up default order settings
1.5.6 Use the item arrival profile
1.5.7 Summary
1.6.1 Introduction
1.6.2 Inventory cost methodologies
1.6.3 Inventory closing and adjustment
1.6.4 Consolidate inventory transactions
1.6.5 Summary
1.7.1 Introduction
1.7.2 ABC inventory classification
1.7.3 Physical inventory by inventory dimension report
1.7.4 Inventory value report
1.7.5 Inventory on-hand report storage
1.7.6 Inventory on-hand mobile workspace
1.7.7 Use the ABC classification report
1.7.8 Use the Physical inventory by inventory dimension report
1.7.9 Export a report to Microsoft Excel
1.7.10 Summary
1.8.1 Introduction
1.8.2 Product information workspace
1.8.3 Concept of a product
1.8.4 Create products
1.8.5 Set up unit conversions
1.8.6 Batch disposition codes
1.8.7 Default order settings
1.8.8 Define products as not stocked
1.8.9 Create product masters with variants
1.8.10 Variant specific sales tax groups
1.8.11 Gain productivity by using the Variant suggestions page
1.8.12 Create and set up category hierarchies and attributes
1.8.13 Set up item pricing
1.8.14 Summary
1.9.1 Introduction
1.9.2 Work with the BOM designer
1.9.3 BOM and formula versions
1.9.4 BOM line types
1.9.5 BOM levels
1.9.6 Create a BOM in the BOM Designer
1.9.7 Summary
Lesson 2: Configure and use discrete manufacturing in Dynamics 365 Supply Chain Management
Lesson 2: Configure and use discrete manufacturing in Dynamics 365 Supply Chain Management
Podcast Lesson 2: Configure and use discrete manufacturing in Dynamics 365 Supply Chain Management
2.1.1 Introduction
2.1.2 Core concepts in production control
2.1.3 Understand unified manufacturing
2.1.4 Manufacturing principles
2.1.5 Overview of the production process and production life cycle
2.1.6 Set up and manage production-related reservations
2.1.7 Reset the status of a production order
2.1.8 Batch orders
2.1.9 Discrete manufacturing
2.1.10 Process manufacturing
2.1.11 Lean manufacturing
2.1.12 Configure production control for unified manufacturing
2.1.13 Capacity planning(Part 1)
2.1.13 Capacity planning(Part 2)
2.1.14 Integration between the General ledger and the Production control modules
2.1.15 IoT intelligence and insights
2.1.16 Describe the value proposition for mixed-reality Guides for production floor workers
2.1.17 Summary
2.2.1 Introduction
2.2.2 Discrete manufacturing life cycle
2.2.3 Master planning and planned production orders
2.2.4 Bills of materials Part-1
2.2.4 Bills of materials Part-2
2.2.5 Working with BOM and item configurations Part-1
2.2.5 Working with BOM and item configurations Part-2
2.2.6 Create a bill of materials
2.2.7 Production orders
2.2.8 Create a BOM without a version
2.2.9 Create a BOM in the BOM designer
2.2.10 Create a BOM with a version
2.2.11 Create and process a production order
2.2.12 Summary
2.3.1 Introduction
2.3.2 Prerequisite setup in production control
2.3.3 Production groups
2.3.4 Production control parameters
2.3.5 Production pools
2.3.6 Allocation keys
2.3.7 Set up journal parameters
2.3.8 Create a production unit
2.3.9 Summary
2.4.1 Introduction
2.4.2 Create operations and operation relations
2.4.3 Work with simultaneous operations
2.4.4 Set up route groups and routes
2.4.5 Route versions
2.4.6 Copy routes
2.4.7 Route networks
2.4.8 Work with primary and secondary routes
2.4.9 Set up operations and routes
2.4.10 Summary
2.5.1 Introduction
2.5.2 Set up calendars and resources
2.5.3 Set up working time templates
2.5.4 Create calendars
2.5.5 Resource capabilities
2.5.6 Resource groups
2.5.7 Summary
2.6.1 Introduction
2.6.2 Set up inventory dimensions in production
2.6.3 Set up production dimensions
2.6.4 Set up storage dimensions
2.6.5 Set up tracking dimensions
2.6.6 Summary
2.7.1 Introduction
2.7.2 Production cost
2.7.3 General ledger and manufacturing integration
2.7.4 Inventory posting profiles, item groups, and item model groups
2.7.5 End production orders
2.7.6 Production journals
2.7.7 Dimension link
2.7.8 Production reports
2.7.9 Summary
2.8.1 Introduction
2.8.2 Costing versions
2.8.3 Cost groups
2.8.4 Calculation groups
2.8.5 Costing sheets
2.8.6 BOM calculations
2.8.7 BOM Measurements
2.8.8 BOM Reports
2.8.9 Summary
2.9.1 Introduction
2.9.2 Scheduling options
2.9.3 Split a production order
2.9.4 Operations scheduling
2.9.5 Job scheduling
2.9.6 Scheduling options from the Gantt chart
2.9.7 Resource scheduling
2.9.8 Scrap and waste
2.9.9 Start a discrete production order
2.9.10 Run a resource schedule
2.9.11 Summary
2.10.1 Introduction
2.10.2 Understand the manufacturing executions
2.10.3 Identify roles in manufacturing execution
2.10.4 Planning consideration for manufacturing execution
2.10.5 Configure manufacturing execution
2.10.6 Setup time and attendance for manufacturing execution processes
2.10.7 Control production with manufacturing execution
2.10.8 Create and process report as finished journals with co-products and by-products
2.10.9 Calculate and approve raw time registrations
2.10.10 Report as finished from the job card device
2.10.11 Summary
2.11.1 Introduction
2.11.2 Product configurator concepts and terminology
2.11.3 Elements of a product configuration model
2.11.4 Scenario
2.11.5 Product model components
2.11.6 Create a product configuration model
2.11.7 Expression constraints
2.11.8 Calculations for product configuration
2.11.9 BOMs and routes
2.11.10 Configuration rules
2.11.11 Sales price models
2.11.12 Create a product configuration model
2.11.13 Add components and constraints to a configuration model
2.11.14 Summary
2.12.1 Introduction
2.12.2 Extra configuration model options
2.12.3 Improve product configuration performance
2.12.4 Validate and test a product configuration model
2.12.5 Configuration templates
2.12.6 Configuration model versions
2.12.7 Release a product configuration model
2.12.8 Release a product configuration model
2.12.9 Reuse product configuration
2.12.10 Summary
2.13.1 Introduction
2.13.2 Configurable product use cases
2.13.3 Intercompany and multiple site considerations
2.13.4 Extend a product configuration model through the API
2.13.5 Add a configurable product to a sales order line
2.13.6 Summary
Lesson 3: Configure and work with warehouse management in Dynamics 365 Supply Chain Management
Lesson 3: Configure and work with warehouse management in Dynamics 365 Supply Chain Management
Podcast Lesson 3: Configure and work with warehouse management in Dynamics 365 Supply Chain Management
3.1.1 Introduction
3.1.2 Roles in warehouse management
3.1.3 Set up warehouse management
3.1.4 Configure the warehouse layout
3.1.5 Configure catch weight processing for warehouse management
3.1.6 Warehouse processes
3.1.7 Reservation hierarchies
3.1.8 Summary
3.2.1 Introduction
3.2.2 Enable warehousing telemetry
3.2.3 Warehouse implementation workspace
3.2.4 Wizard-driven setup of Warehouse Management parameters
3.2.5 Wizard-driven warehouse configuration
3.2.6 Simplified query view of location directives
3.2.7 Summary
3.3.1 Introduction
3.3.2 Inbound operations
3.3.3 Inbound advanced shipping notices
3.3.4 Cross dock products from receiving warehouse to stores
3.3.5 Create a GTIN code for a product
3.3.6 Wizard-driven setup of Warehouse Management parameters
3.3.7 Register a load where items are missing
3.3.8 Summary
3.4.1 Introduction
3.4.2 Outbound operations
3.4.3 Warehouse work
3.4.4 Cluster picking
3.4.5 Packing and containerization
3.4.6 Packing containers with the Warehouse Management mobile app
3.4.7 Transfer orders and replenishment
3.4.8 Exercise - Set up a cluster profile
3.4.9 Summary
3.5.1 Introduction
3.5.2 Cycle counting Part 1
3.5.2 Cycle counting Part 2
3.5.3 Material handling equipment interface
3.5.4 Exercise - Create a cycle counting plan
3.5.5 Summary
3.6.1 Introduction
3.6.2 Global mobile device parameters
3.6.3 Set up and deploy GS1 and QR bar codes
3.6.4 Set up work type menu items
3.6.5 Set up mobile app step instructions
3.6.6 Set up detours for steps in mobile device menu items
3.6.7 Exercise - Set up a detour for a step in a task flow
3.6.8 Summary
Lesson 4: Use warehouse management in manufacturing in Dynamics 365 Supply Chain Management
Lesson 4: Use warehouse management in manufacturing in Dynamics 365 Supply Chain Management
Podcast Lesson 4: Use warehouse management in manufacturing in Dynamics 365 Supply Chain Management
4.1.1 Introduction
4.1.2 Roles in warehouse management
4.1.3 Set up warehouse management
4.1.4 Configure the warehouse layout
4.1.5 Configure catch weight processing for warehouse management
4.1.6 Warehouse processes
4.1.7 Reservation hierarchies
4.1.8 Summary
4.2.1 Introduction
4.2.2 Enable warehousing telemetry
4.2.3 Warehouse implementation workspace
4.2.4 Wizard-driven setup of Warehouse Management parameters
4.2.5 Wizard-driven warehouse configuration
4.2.6 Simplified query view of location directives
4.2.7 Summary
4.3.1 Introduction
4.3.2 Inbound operations-Part-1
4.3.2 Inbound operations-part-2
4.3.3 Inbound advanced shipping notices
4.3.4 Cross dock products from receiving warehouse to stores
4.3.5 Create a GTIN code for a product
4.3.6 Wizard-driven setup of Warehouse Management parameters
4.3.7 Exercise - Register a load where items are missing
4.3.8 Summary
4.4.1 Introduction
4.4.2 Outbound operations
4.4.3 Warehouse work
4.4.4 Cluster picking
4.4.5 Packing and containerization
4.4.6 Packing containers with the Warehouse Management mobile app
4.4.7 Transfer orders and replenishment
4.4.8 Exercise - Set up a cluster profile
4.4.9 Summary
4.5.1 Introduction
4.5.2 Cycle counting Part-1
4.5.2 Cycle counting Part-2
4.5.3 Material handling equipment interface
4.5.4 Exercise - Create a cycle counting plan
4.5.5 Summary
4.6.1 Introduction
4.6.2 Global mobile device parameters
4.6.3 Set up and deploy GS1 and QR bar codes
4.6.4 Set up work type menu items
4.6.5 Set up mobile app step instructions
4.6.6 Set up detours for steps in mobile device menu items
4.6.7 Exercise - Set up a detour for a step in a task flow
4.6.8 Summary
4.7.1 Production input location
4.7.2 Production output location
4.7.3 Staging and order picking
4.7.4 Release BOM and formula lines to the warehouse
4.7.5 Automatically rewave to add unfulfilled lines to new waves
4.7.6 Cross-docking
4.7.7 Planned cross docking
4.7.8 Visibility into material exceptions
4.7.9 Summary
Lesson 5: Manage product version information in Dynamics 365 Supply Chain Management
Lesson 5: Manage product version information in Dynamics 365 Supply Chain Management
Podcast Lesson 5: Manage product version information in Dynamics 365 Supply Chain Management
5.1.1 Introduction
5.1.2 Overview of features
5.1.3 End-to-end walkthrough of features
5.1.4 Set up demo data for the sample scenario
5.1.5 Create a new engineering product
5.1.6 Release an engineering product to a local company
5.1.7 Review and accept the product before you release it in the local company
5.1.8 Use the product in transactions in the local company
5.1.9 Add the engineering product to a sales order
5.1.10 Request changes in the engineering product
5.1.11 Make changes to the product by using an engineering change order
5.1.12 Release the changed product
5.1.13 Summary
5.2.1 Introduction
5.2.2 Create a new engineering product
5.2.3 Set up a product version BOM
5.2.4 Set up a product version route
5.2.5 Release the product to operational companies
5.2.6 Review and accept the product before release
5.2.7 Change a life cycle state and use a product in transactions
5.2.8 Use readiness checks
5.2.9 Exercise - Create and release an engineering product
5.2.10 Summary
5.3.1 Introduction
5.3.2 Engineering change requests
5.3.3 Engineering change orders
5.3.4 Exercise – Create an engineering change request
5.3.5 Summary
5.4.1 Introduction
5.4.2 Engineering change management
5.4.3 Centralized product data management
5.4.4 Product versioning
5.4.5 Formula lines and versioning
5.4.6 Product life cycle management
5.4.7 Formula management process
5.4.8 Formula change management
5.4.9 Evaluate business impact of a change request and send notifications
5.4.10 Engineering change orders
5.4.11 Readiness control
5.4.12 Enhanced product release functionality
5.4.13 Summary
Lesson 6: Configure and manage procurement and vendors in Dynamics 365 Supply Chain Management
Lesson 6: Configure and manage procurement and vendors in Dynamics 365 Supply Chain Management
Podcast Lesson 6: Configure and manage procurement and vendors in Dynamics 365 Supply Chain Management
6.1.1 Introduction
6.1.2 Procurement scenario
6.1.3 Overview of the procure-to-purchase process
6.1.4 Set up procurement categories
6.1.5 Use procurement catalogs
6.1.6 Create a purchase requisition
6.1.7 Create and process a request for quotation
6.1.8 Create purchase orders
6.1.9 Vendor categories and catalogs
6.1.10 Evaluate a vendor and put a vendor on hold
6.1.11 Use purchasing policies
6.1.12 Summary
6.2.1 Introduction
6.2.2 Purchase order statuses with vendor collaboration
6.2.3 Configure vendor collaboration
6.2.4 Maintain vendor certification
6.2.5 Set up vendor collaboration security roles
6.2.6 Use the Vendor collaboration invoicing workspace
6.2.7 Define purchase order response information
6.2.8 Work with purchase orders when vendor collaboration is used
6.2.9 Purchase order statuses and versions
6.2.10 Sharing information about consignment inventory
6.2.11 Inform vendors about vendor collaboration
6.2.12 Work with request for quotes
6.2.13 Purchase order confirmation workspace
6.2.14 Accessing vendor master data in the Vendor information workspace
6.2.15 Set up an external role for a vendor
6.2.16 Summary
6.3.1 Overview of the purchase order process
6.3.2 Set up purchasing parameters
6.3.3 Use purchase order change management
6.3.4 Use Item arrivals and Arrival overview
6.3.5 Manage over/under delivery for purchase orders
6.3.6 Manage charges for purchase orders
6.3.7 Create vendor returns
6.3.8 Summary
6.4.1 Introduction
6.4.2 Configure quality management
6.4.3 Perform quality control and management processes
6.4.4 Describe transactions types and create quality orders
6.4.5 Apply inventory blocking
6.4.6 Perform quarantine management
6.4.7 Summary
6.5.1 Introduction
6.5.2 Work with trade agreements
6.5.3 Create sales agreements
6.5.4 Create purchase agreements
6.5.5 Configure trade allowance management
6.5.6 Configure brokerage contract management
6.5.7 Configure royalty contract management
6.5.8 Configure vendor rebates
6.5.9 Rebate management module
6.5.10 Service management
6.5.11 Exercise - Create a purchase agreement
6.5.12 Exercise - Generate and process customer rebates
6.5.13 Exercise - Create trade agreements
6.5.14 Summary
6.6.1 Introduction
6.6.2 Intercompany trading overview
6.6.3 Intercompany scenarios
6.6.4 Set up intercompany trade
6.6.5 Set up intercompany trade relationships
6.6.6 Action policies
6.6.7 Set up charges and posting
6.6.8 Set up intercompany agreements and direct deliveries
6.6.9 Summary
6.7.1 Introduction
6.7.2 Synced intercompany data
6.7.3 Create an intercompany sales order
6.7.4 Process intercompany purchase orders
6.7.5 Exercise- Process a sales order-initiated intercompany chain
6.7.6 Return an intercompany sales order
6.7.7 Customer payments for intercompany orders
6.7.8 Exercise- Process returns in intercompany
6.7.9 Create an intercompany purchase order
6.7.10 Check intercompany order price discrepancies
6.7.11 Manage intercompany purchase orders
6.7.12 Exercise- Process a purchase order-initiated intercompany chain
6.7.13 Summary
Lesson 7: Configure Asset Management for Dynamics 365 Supply Chain Management
Lesson 7: Configure Asset Management for Dynamics 365 Supply Chain Management
Podcast Lesson 7: Configure Asset Management for Dynamics 365 Supply Chain Management
7.1.1 Overview and benefits
7.1.2 Asset Management terminology and concepts
7.1.3 Functional locations and assets
7.1.4 Assets and work orders
7.1.5 Use the Asset Management mobile workspace
7.1.6 Asset Management integration capabilities
7.1.7 Integrate Asset Management with Dynamics 365 Guides
7.1.8 Summary
7.2.1 Introduction
7.2.2 Functional location lifecycle states
7.2.3 Configure functional location types
7.2.4 Maintenance attribute types
7.2.5 Exercise – Create a functional location lifecycle state and functional location lifecycle model
7.2.6 Exercise – Create functional location types
7.2.7 Summary
7.3.1 Introduction
7.3.2 Create asset lifecycle states
7.3.3 Create asset lifecycle models
7.3.4 Asset types
7.3.5 Create asset type defaults
7.3.6 Condition assessments and Condition assessment templates
7.3.7 Create asset manufacturers and models
7.3.8 Asset counters
7.3.9 Set up asset management parameters
7.3.10 Set up asset service levels
7.3.11 Set up asset criticality types
7.3.12 Create asset document relations
7.3.13 Create assets based on purchase orders
7.3.14 Create maintenance workers and worker groups
7.3.15 Exercise – Set up assets
7.3.16 Summary
7.4.1 Introduction
7.4.2 Maintenance job type categories
7.4.3 Create a maintenance job type variant
7.4.4 Maintenance job trade
7.4.5 Maintenance checklist variables
7.4.6 Maintenance checklist template
7.4.7 Maintenance job types
7.4.8 Create maintenance job type default lines and related forecasts
7.4.9 Overview of maintenance job types related to assets
7.4.10 Work order lifecycle states and projects
7.4.11 Relationships between work order lifecycle models, work order types, and work order lifecycle states
7.4.12 Work order lifecycle models
7.4.13 Work order project setup
7.4.14 Service levels and descriptions
7.4.15 Fault management
7.4.16 Exercise- Set up work orders
7.4.17 Summary
7.5.1 Introduction
7.5.2 Create maintenance request lifecycle states
7.5.3 Create maintenance request lifecycle models
7.5.4 Create maintenance request types
7.5.5 Maintenance worker responsibilities
7.5.6 Exercise – Set up maintenance request lifecycle states, models, and types
7.5.7 Summary
Lesson 8: Work with Asset Management for Dynamics 365 Supply Chain Management
Lesson 8: Work with Asset Management for Dynamics 365 Supply Chain Management
Podcast Lesson 8: Work with Asset Management for Dynamics 365 Supply Chain Management
8.1.1 Overview and benefits
8.1.2 Asset Management terminology and concepts
8.1.3 Functional locations and assets
8.1.4 Assets and work orders
8.1.5 Use the Asset Management mobile workspace
8.1.6 Asset Management integration capabilities
8.1.7 Integrate Asset Management with Dynamics 365 Guides
8.1.8 Summary
8.2.1 Introduction
8.2.2 Create functional locations
8.2.3 Install assets on functional locations
8.2.4 Exercise – Create a default functional location, and assign it as the default
8.2.5 Summary
8.3.1 Introduction
8.3.2 All assets page
8.3.3 Create an asset
8.3.4 Multi-level assets
8.3.5 Copy an asset or asset structure
8.3.6 Move, remove, and install an asset
8.3.7 Create assets based on purchase orders
8.3.8 Asset bills of materials
8.3.9 Asset event history
8.3.10 Asset view
8.3.11 Asset attribute overview
8.3.12 Summary
8.4.1 Introduction
8.4.2 View maintenance requests
8.4.3 Maintenance request lifecycle states
8.4.4 Create and update maintenance requests
8.4.5 Create work orders from maintenance requests
8.4.6 Asset loans
8.4.7 Inbound and outbound assets
8.4.8 Maintenance request management workspace
8.4.9 Work order management workspace
8.4.10 Maintenance request reports
8.4.11 Exercise - Create a maintenance request
8.4.12 Exercise - Create a Maintenance request list report
8.4.13 Summary
8.5.1 Introduction
8.5.2 Manually create work orders
8.5.3 Maintenance forecasts
8.5.4 Procurement of work order purchase requisitions
8.5.5 Bill customers for maintenance work
8.5.6 Manual update of asset counters
8.5.7 Automatic update of asset counters
8.5.8 Maintenance checklists
8.5.9 Maintenance downtime
8.5.10 Add a fault to a work order
8.5.11 Work order report
8.5.12 Work order pools
8.5.13 Active work order maintenance jobs page
8.5.14 Work order management workspace
8.5.15 Exercise - Create and manage work orders
8.5.16 Summary
8.6.1 Introduction
8.6.2 Configure workers for work order scheduling
8.6.3 Schedule and dispatch work orders
8.6.4 Calculate capacity load on scheduled work orders
8.6.5 Summary
8.7.1 Introduction
8.7.2 Cost control for assets calculation
8.7.3 Work order date control calculation
8.7.4 Work order hour control calculation
8.7.5 Asset fault cost control calculation
8.7.6 Calculate asset KPIs
8.7.7 Item where used calculation
8.7.8 Maintenance status calculation
8.7.9 Exercise - Create a Work order cost control report
8.7.10 Exercise – Create an Item where used report
8.7.11 Summary
8.8.1 Introduction
8.8.2 Maintenance plans
8.8.3 Interval types
8.8.4 Assign a maintenance plan to an asset
8.8.5 Schedule maintenance plans
8.8.6 Maintenance rounds
8.8.7 Maintenance schedule
8.8.8 Maintenance schedule cost
8.8.9 Maintenance downtime
8.8.10 Exercise - Create a maintenance plan
8.8.11 Exercise - Update the maintenance schedule
8.8.12 Summary
8.9.1 Introduction
8.9.2 Calculate capacity load
8.9.3 Calculate an item forecast
8.9.4 Exercise – Run a capacity load, and run an item forecast
8.9.5 Summary
8.10.1 Introduction
8.10.2 Register consumption
8.10.3 Create consumption reports
8.10.4 Exercise - Create an asset consumption
8.10.5 Summary
8.11.1 Introduction
8.11.2 Warranty agreements
8.11.3 Warranty on assets and asset types
8.11.4 Exercise – Set up a warranty
8.11.5 Summary
8.12.1 Introduction
8.12.2 Create maintenance budgets
8.12.3 Update maintenance budgets
8.12.4 Exercise – Create, and adjust a maintenance budget
8.12.5 Summary
Lesson 9: Set up and work with landed cost in Dynamics 365 Supply Chain Management
Lesson 9: Set up and work with landed cost in Dynamics 365 Supply Chain Management
Podcast Lesson 9: Set up and work with landed cost in Dynamics 365 Supply Chain Management
9.1.1 Introduction
9.1.2 Landed cost concepts and terminology
9.1.3 Landed cost parameters
9.1.4 Set up voyages and shipping containers
9.1.5 Set up delivery information
9.1.6 Set up multi-leg journeys
9.1.7 Set up shipping information
9.1.8 Set up costing parameter values
9.1.9 General ledger integration configuration
9.1.10 Vendor settings for Landed cost
9.1.11 Summary
9.2.1 Introduction
9.2.2 Create a voyage
9.2.3 Manage a voyage
9.2.4 Estimate and manage landed costs
9.2.5 Track inbound voyages and shipping container journey
9.2.6 In-transit processing
9.2.7 Warehouse management and landed cost
9.2.8 Process over and under transactions
9.2.9 Update tracking for put away
9.2.10 Inquiries and reports for landed cost
9.2.11 Summary
Lesson 10: Work with accounts receivable in Dynamics 365 Finance
Lesson 10: Work with accounts receivable in Dynamics 365 Finance
Podcast Lesson 10: Work with accounts receivable in Dynamics 365 Finance
10.1.1 Introduction
10.1.2 Payment schedule
10.1.3 Terms of payment and payment days
10.1.4 Cash discounts
10.1.5 Payment fees
10.1.6 Set up the credit card payment service
10.1.7 Methods of payment and payment control
10.1.8 Set up a payment calendar and payment calendar rules
10.1.9 Create and maintain customers
10.1.10 Set up customer posting profiles
10.1.11 Configure accounts receivable charges
10.1.12 Summary
10.2.1 Introduction
10.2.2 Create free text invoices
10.2.3 Exercise - Create and process a free text invoice
10.2.4 Recurring free text invoices
10.2.5 Create and handle payments of customer invoices for sales orders Part-1
10.2.5 Create and handle payments of customer invoices for sales orders Part-2
10.2.6 Exercise - Work with invoices from sales orders
10.2.7 Settle transactions and undo settlements
10.2.8 Exercise - Process an invoice and settle it against a payment
10.2.9 Reimburse a customer
10.2.10 Summary
10.3.1 Introduction
10.3.2 Set up accounts receivables for credit and collections
10.3.3 Set up credit and collections components
10.3.4 Set up interest rates for an interest code
10.3.5 Waive, reinstate, or reverse interest fees
10.3.6 Set up and manage collection letters
10.3.7 Exercise - Set up credit and collections in Finance
10.3.8 Exercise - Create a write-off journal for a customer
10.3.9 Summary
10.4.1 Introduction
10.4.2 Customer account statement
10.4.3 Working with collections
10.4.4 Collections coordinator workspace
10.4.5 Manage customer credit and collections
10.4.6 Credit management part-1
10.4.6 Credit management part-2
10.4.7 Summary
Lesson 11: Configure and work with transportation management in Dynamics 365 Supply Chain Management
Lesson 11: Configure and work with transportation management in Dynamics 365 Supply Chain Management
Podcast Lesson 11: Configure and work with transportation management in Dynamics 365 Supply Chain Management
11.1.1 Introduction
11.1.2 Planning transportation management
11.1.3 Configure transportation management
11.1.4 Routing and transportation flows
11.1.5 Load building strategy
11.1.6 Transportation management engines
11.1.7 Bill of lading
11.1.8 Plan freight transportation routes with multiple stops
11.1.9 Reconcile freight in transportation management
11.1.10 Summary
Lesson 12: Master planning in Dynamics 365 Supply Chain Management
Lesson 12: Master planning in Dynamics 365 Supply Chain Management
Podcast Lesson 12: Master planning in Dynamics 365 Supply Chain Management
12.1.1 Introduction
12.1.2 Master planning considerations and set up
12.1.3 Master planning parameters page
12.1.4 Create a master plan
12.1.5 Coverage settings
12.1.6 Action messages
12.1.7 Demand Forecasting
12.1.8 Run plans and firm planned orders
12.1.9 Set up and use the Supply schedule page
12.1.10 Exercise - Firm a planned order
12.1.11 Exercise - Change a planned order type
12.1.12 Deprecated master planning
12.1.13 Summary
12.2.1 Introduction
12.2.2 Set up master planning add-in
12.2.3 Apply filters to a plan
12.2.4 Master planning with demand forecasts
12.2.5 Master planning support for capability-based resource allocation
12.2.6 Priority-based planning
12.2.7 Master planning and purchase trade agreements
12.2.8 Set up supply chain calendars
12.2.9 Safety margins
12.2.10 Coverage time fences
12.2.11 Approved planned orders
12.2.12 Generate planned production orders
12.2.13 Analyze and approve planned orders
12.2.14 Auto-firming
12.2.15 Planning with negative on-hand quantities
12.2.16 View history and planning logs
12.2.17 Cancel a planning job
12.2.18 Use item substitution for bill of materials
12.2.19 Exercise - Set up purchase trade agreements
12.2.20 Exercise - Approve a planned order
12.2.21 Summary
12.3.1 Introduction
12.3.2 Demand Driven Material Requirements Planning (DDMRP) Overview
12.3.3 Inventory positioning
12.3.4 Buffer profile and levels
12.3.5 Demand-driven planning
12.3.6 Visual and collaborative implementation
12.3.7 Summary
Resources
MB330T00 - Blueprint
MB330T00 - Detailed Curriculum
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MB-330T00-A: Conceptualize Supply Chain Management in Microsoft Dynamics 365
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