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MB-335T00-A: Augment advance level Supply Chain Management solutions with 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 Exercise - Set up inventory policies for an item model group
1.2.11 Part 1 Set up item groups and item model groups
1.2.11 Part 2 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 Part 1 Counting reason codes
1.3.8 Part 2 Counting reason codes
1.3.9 Part 1 Inventory journals
1.3.9 Part 2 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 Exercise - 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 Exercise - Use the ABC classification report
1.7.8 Exercise - Use the Physical inventory by inventory dimension report
1.7.9 Exercise - 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-Part 1
1.8.4 Create products-Part 2
1.8.5 Set up unit conversions-Part 1
1.8.5 Set up unit conversions-Part 2
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-Part 1
1.8.9 Create product masters with variants-Part 2
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-Part 1
1.8.13 Set up item pricing-Part 2
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 Exercise - 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
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
2.2.5 Working with BOM and item configurations
2.2.6 Create a bill of materials
2.2.7 Production orders
2.2.8 Exercise - Create a BOM without a version
2.2.9 Exercise - Create a BOM in the BOM designer
2.2.10 Exercise - Create a BOM with a version
2.2.11 Exercise - 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 Exercise - 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 Summary
2.10.1 Introduction
2.10.2 Part 1 Understand the manufacturing executions
2.10.2 Part 2 Understand the manufacturing executions
2.10.3 Understand the manufacturing executions
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 Part 1 Control production with manufacturing execution
2.10.7 Part 2 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 Exercise - Set up components
2.11.7 Create a product configuration model
2.11.8 Expression constraints
2.11.9 Calculations for product configuration
2.11.10 BOMs and routes
2.11.11 Configuration rules
2.11.12 Sales price models
2.11.13 Exercise - Create a product configuration model
2.11.14 Exercise - Add components and constraints to a configuration model
2.11.15 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 Exercise - 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 Exercise - Add a configurable product to a sales order line
2.13.7 Summary
Lesson 3: Configure and use process manufacturing in Dynamics 365 Supply Chain Management
Lesson 3: Configure and use process manufacturing in Dynamics 365 Supply Chain Management
Podcast Lesson 3: Configure and use process manufacturing in Dynamics 365 Supply Chain Management
3.1.1 Introduction
3.1.2 Core concepts in production control
3.1.3 Understand unified manufacturing
3.1.4 Manufacturing principles
3.1.5 Overview of the production process and production life cycle
3.1.6 Set up and manage production-related reservations
3.1.7 Reset the status of a production order
3.1.8 Batch orders
3.1.9 Discrete manufacturing
3.1.10 Process manufacturing
3.1.11 Lean manufacturing
3.1.12 Configure production control for unified manufacturing
3.1.13 Capacity planning
3.1.14 Integration between the General ledger and the Production control modules
3.1.15 IoT intelligence and insights
3.1.16 Describe the value proposition for mixed-reality Guides for production floor workers
3.1.17 Summary
3.2.1 Introduction
3.2.2 Process manufacturing item types
3.2.3 Production type setup
3.2.4 Set up packaging and batch attributes
3.2.5 Shelf life related setup
3.2.6 Item model group, product compliance, and approved vendors
3.2.7 Catch weight
3.2.8 Transaction adjustments
3.2.9 Catch weight item handling policy
3.2.10 Supported scenarios
3.2.11 Catch weight tags
3.2.12 Configure approved vendors
3.2.13 Exercise - Create an approved vendor list
3.2.14 Exercise - Create and use a partial visibility catch weight item
3.2.15 Exercise - Use catch weight items
3.2.16 Exercise - Create process activities for lean manufacturing
3.2.17 Summary
3.3.1 Introduction
3.3.2 Formulas, formula lines, and formula versions
3.3.3 Formula features
3.3.4 Approve and activate formulas and formula versions
3.3.5 Use step consumption
3.3.6 Coproducts
3.3.7 By-products
3.3.8 Burden allocation
3.3.9 Planning items
3.3.10 Exercise - Create co-products and by-products
3.3.11 Exercise - Create a new formula with a version from the Released products page
3.3.12 Exercise - Copy and modify formula versions
3.3.13 Exercise - Create and update a scalable formula
3.3.14 Exercise - Create a percentage-based formula
3.3.15 Exercise - Create a step consumption formula
3.3.16 Summary
3.4.1 Batch attributes
3.4.2 Assign and reserve batch attributes
3.4.3 Products that have an active ingredient
3.4.4 Ingredient types
3.4.5 The batch balancing process
3.4.6 Exercise - Create and assign batch attributes
3.4.7 Exercise - Record batch attributes at batch creation
3.4.8 Exercise - Record batch attribute values by using quality orders
3.4.9 Exercise - Reserve batch attributes on sales orders
3.4.10 Summary
3.5.1 Introduction
3.5.2 Configure commodity pricing
3.5.3 Configure product compliance
3.5.4 Exercise - Set up commodity pricing
3.5.5 Exercise - Set up pricing calculation
3.5.6 Exercise - Create price data and update agreements
3.5.7 Exercise - Product compliance
3.5.8 Summary
Lesson 4: Set up engineering change management for Dynamics 365 Supply Chain Management
Lesson 4: Set up engineering change management for Dynamics 365 Supply Chain Management
Podcast Lesson 4: Set up engineering change management for Dynamics 365 Supply Chain Management
4.1.1 Introduction
4.1.2 Overview of features
4.1.3 End-to-end walkthrough of features
4.1.4 Exercise - Set up demo data for the sample scenario
4.1.5 Exercise - Create a new engineering product
4.1.6 Exercise - Release an engineering product to a local company
4.1.7 Exercise - Review and accept the product before you release it in the local company
4.1.8 Exercise - Use the product in transactions in the local company
4.1.9 Exercise - Add the engineering product to a sales order
4.1.10 Exercise - Request changes in the engineering product
4.1.11 Exercise - Make changes to the product by using an engineering change order
4.1.12 Exercise - Release the changed product
4.1.13 Summary
4.2.1 Introduction
4.2.2 Create an engineering organization
4.2.3 Create nomenclature for product versions
4.2.4 Create product version number rules
4.2.5 Create product dimension groups by using the version dimension
4.2.6 Create product life cycle states
4.2.7 Engineering attributes
4.2.8 Product readiness policies
4.2.9 Product release policies
4.2.10 Create engineering categories
4.2.11 Exercise - Create a product readiness policy
4.2.12 Summary
4.3.1 Introduction
4.3.2 Set up engineering change severities
4.3.3 Set up severity rule sets
4.3.4 Set up product owners
4.3.5 Engineering workflows
4.3.6 Exercise - Create a severity rule
4.3.7 Summary
4.4.1 Introduction
4.4.2 Enable change management on existing products
4.4.3 Enable engineering product categories
4.4.4 Run the convert to engineering product wizard
4.4.5 Summary
Lesson 5: Use export control in Dynamics 365 Supply Chain Management
Lesson 5: Use export control in Dynamics 365 Supply Chain Management
Podcast Lesson 5: Use export control in Dynamics 365 Supply Chain Management
5.1.1 Introduction
5.1.2 Advanced export control overview
5.1.3 Turn on and set up advanced export control
5.1.4 Work with advanced export control for products and sales orders
5.1.5 Summary
5.2.1 Introduction
5.2.2 Extend export control sales order functionality
5.2.3 Extend export control rules functionality
5.2.4 Extend export control license functionality
5.2.5 Summary
Lesson 6: Configure and work with warehouse management in Dynamics 365 Supply Chain Management
Lesson 6: Configure and work with warehouse management in Dynamics 365 Supply Chain Management
Podcast Lesson 6: Configure and work with warehouse management in Dynamics 365 Supply Chain Management
6.1.1 Introduction
6.1.2 Roles in warehouse management
6.1.3 Part 1 Set up warehouse management
6.1.3 Part 2 Set up warehouse management
6.1.4 Part 1 Configure the warehouse layout
6.1.4 Part 2 Configure the warehouse layout
6.1.5 Configure catch weight processing for warehouse management
6.1.6 Warehouse processes
6.1.7 Reservation hierarchies
6.1.8 Summary
6.2.1 Introduction
6.2.2 Enable warehousing telemetry
6.2.3 Warehouse implementation workspace
6.2.4 Wizard-driven setup of Warehouse Management parameters
6.2.5 Wizard-driven warehouse configuration
6.2.6 Simplified query view of location directives
6.2.7 Summary
6.3.1 Introduction
6.3.2 Part 1 Inbound operations
6.3.2 Part 2 Inbound operations
6.3.2 Part 3 Inbound operations
6.3.2 Part 4 Inbound operations
6.3.3 Inbound advanced shipping notices
6.3.4 Cross dock products from receiving warehouse to stores
6.3.5 Create a GTIN code for a product
6.3.6 Wizard-driven setup of Warehouse Management parameters
6.3.7 Exercise - Register a load where items are missing
6.3.8 Summary
6.4.1 Introduction
6.4.2 Outbound operations
6.4.3 Warehouse work
6.4.4 Cluster picking
6.4.5 Packing and containerization
6.4.6 Packing containers with the Warehouse Management mobile app
6.4.7 Transfer orders and replenishment
6.4.8 Exercise - Set up a cluster profile
6.4.9 Summary
6.5.1 Introduction
6.5.2 Part 1 Cycle counting
6.5.2 Part 2 Cycle counting
6.5.2 Part 3 Cycle counting
6.5.3 Material handling equipment interface
6.5.4 Exercise - Create a cycle counting plan
6.5.5 Summary
6.6.1 Introduction
6.6.2 Global mobile device parameters
6.6.3 Set up and deploy GS1 and QR bar codes
6.6.4 Set up work type menu items
6.6.5 Set up mobile app step instructions
6.6.6 Set up detours for steps in mobile device menu items
6.6.7 Exercise - Set up a detour for a step in a task flow
6.6.8 Summary
Lesson 7: Use warehouse management in manufacturing in Dynamics 365 Supply Chain Management
Lesson 7: Use warehouse management in manufacturing in Dynamics 365 Supply Chain Management
Podcast Lesson 7: Use warehouse management in manufacturing in Dynamics 365 Supply Chain Management
7.1.1 Introduction
7.1.2 Roles in warehouse management
7.1.3 Set up warehouse management
7.1.4 Configure the warehouse layout
7.1.5 Configure catch weight processing for warehouse management
7.1.6 Warehouse processes
7.1.7 Reservation hierarchies
7.1.8 Summary
7.2.1 Introduction
7.2.2 Enable warehousing telemetry
7.2.3 Warehouse implementation workspace
7.2.4 Wizard-driven setup of Warehouse Management parameters
7.2.5 Wizard-driven warehouse configuration
7.2.6 Simplified query view of location directives
7.2.7 Summary
7.3.1 Introduction
7.3.2 Part 1 Inbound operations
7.3.2 Part 2 Inbound operations
7.3.2 Part 3 Inbound operations
7.3.2 Part 4 Inbound operations
7.3.3 Inbound advanced shipping notices
7.3.4 Cross dock products from receiving warehouse to stores
7.3.5 Create a GTIN code for a product
7.3.6 Wizard-driven setup of Warehouse Management parameters
7.3.7 Exercise - Register a load where items are missing
7.3.8 Summary
7.4.1 Introduction
7.4.2 Outbound operations
7.4.3 Warehouse work
7.4.4 Cluster picking
7.4.5 Packing and containerization
7.4.6 Packing containers with the Warehouse Management mobile app
7.4.7 Transfer orders and replenishment
7.4.8 Exercise - Set up a cluster profile
7.4.9 Summary
7.5.1 Introduction
7.5.2 Part 1 Cycle counting
7.5.2 Part 2 Cycle counting
7.5.3 Material handling equipment interface
7.5.4 Exercise - Create a cycle counting plan
7.5.5 Summary
7.6.1 Introduction
7.6.2 Global mobile device parameters
7.6.3 Set up and deploy GS1 and QR bar codes
7.6.4 Set up work type menu items
7.6.5 Set up mobile app step instructions
7.6.6 Set up detours for steps in mobile device menu items
7.6.7 Exercise - Set up a detour for a step in a task flow
7.6.8 Summary
7.7.1 Production input location
7.7.2 Production output location
7.7.3 Staging and order picking
7.7.4 Part 1 Release BOM and formula lines to the warehouse
7.7.4 Part 2 Release BOM and formula lines to the warehouse
7.7.5 Automatically rewave to add unfulfilled lines to new waves
7.7.6 Cross-docking
7.7.7 Planned cross docking
7.7.8 Visibility into material exceptions
7.7.9 Summary
Lesson 8: Configure and use lean manufacturing in Dynamics 365 Supply Chain Management
Lesson 8: Configure and use lean manufacturing in Dynamics 365 Supply Chain Management
Podcast Lesson 8: Configure and use lean manufacturing in Dynamics 365 Supply Chain Management
8.1.1 Introduction
8.1.2 Core concepts in production control
8.1.3 Understand unified manufacturing
8.1.4 Manufacturing principles
8.1.5 Overview of the production process and production life cycle
8.1.6 Set up and manage production-related reservations
8.1.7 Reset the status of a production order
8.1.8 Batch orders
8.1.9 Discrete manufacturing
8.1.10 Process manufacturing
8.1.11 Lean manufacturing
8.1.12 Configure production control for unified manufacturing
8.1.13 Capacity planning
8.1.14 Integration between the General ledger and the Production control modules
8.1.14 Integration between the General ledger and the Production control modules Part 2
8.1.15 IoT intelligence and insights
8.1.16 Describe the value proposition for mixed-reality Guides for production floor workers
8.1.17 Summary
8.2.1 Introduction
8.2.2 Understand lean concepts and terminology
8.2.3 Lean manufacturing techniques and processes
8.2.4 Summary
8.3.1 Introduction
8.3.2 Configure parameters
8.3.3 Create value streams and production flow models
8.3.4 Create production flows
8.3.5 Set up production flows
8.3.6 Exercises - Configure lean manufacturing
8.3.7 Summary
8.4.1 Introduction
8.4.2 Understand kanban boards-Part 1
8.4.2 Understand kanban boards-Part 2
8.4.3 Configure a fixed kanban rule-Part 1
8.4.3 Configure a fixed kanban rule-Part 2
8.4.3 Configure a fixed kanban rule-Part 3
8.4.4 Process a fixed kanban-Part 1
8.4.4 Process a fixed kanban-Part 2
8.4.5 Kanban quantity calculations and circulating kanbans-Part 1
8.4.5 Kanban quantity calculations and circulating kanbans-Part 2
8.4.5 Kanban quantity calculations and circulating kanbans-Part 3
8.4.6 Exercise - Configure a fixed quantity kanban rule
8.4.7 Exercise - Fixed kanban job processing
8.4.8 Summary
8.5.1 Introduction
8.5.2 Configure event kanban rules
8.5.3 Capable to Promise
8.5.4 Exercise - Create an event kanban from a sales order
8.5.5 Exercise - Set up a BOM line event kanban rule
8.5.6 Summary
8.6.1 Introduction
8.6.2 Configure scheduled kanban rules
8.6.3 Plan scheduled kanbans
8.6.4 Exercise - Set up scheduled kanban rules
8.6.5 Summary
8.7.1 Overview of subcontracting and production flow costing
8.7.2 Subcontracting capabilities
8.7.3 Subcontracting a vendor
8.7.4 Subcontracting service
8.7.5 Create and process subcontracting purchase orders
8.7.6 Transfer activities as subcontracting activities
8.7.7 Subcontracting as an alternate resource
8.7.8 Cost accounting of subcontracted services
8.7.9 Subcontracting cost flow
8.7.10 Backflush costing
8.7.11 Products and material in Work in Progress
8.7.12 Standard cost
8.7.13 Costing lean manufacturing
8.7.14 Calculation of standard cost
8.7.15 Calculate unused quantities
8.7.16 Calculation of production variances to standard cost
8.7.17 Ledger entries created from processing a production flow
8.7.18 Exercise - Set up a default vendor and create a purchase agreement
8.7.19 Exercise - Create a work cell for subcontracting
8.7.20 Exercise - Create and schedule kanbans for subcontracting
8.7.21 Exercise - Process and transfer jobs
8.7.22 Summary
Lesson 9: Configure and manage procurement and vendors in Dynamics 365 Supply Chain Management
Lesson 9: Configure and manage procurement and vendors in Dynamics 365 Supply Chain Management
Podcast Lesson 9: Configure and manage procurement and vendors in Dynamics 365 Supply Chain Management
9.1.1 Introduction
9.1.2 Procurement scenario
9.1.3 Overview of the procure-to-purchase process
9.1.4 Set up procurement categories
9.1.5 Use procurement catalogs
9.1.6 Create a purchase requisition
9.1.7 Create and process a request for quotation
9.1.8 Create purchase orders
9.1.9 Vendor categories and catalogs
9.1.10 Evaluate a vendor and put a vendor on hold
9.1.11 Use purchasing policies
9.1.12 Summary
9.2.1 Introduction
9.2.2 Purchase order statuses with vendor collaboration
9.2.3 Configure vendor collaboration
9.2.4 Maintain vendor certification
9.2.5 Set up vendor collaboration security roles
9.2.6 Use the Vendor collaboration invoicing workspace
9.2.7 Define purchase order response information
9.2.8 Work with purchase orders when vendor collaboration is used
9.2.9 Purchase order statuses and versions
9.2.10 Sharing information about consignment inventory
9.2.11 Inform vendors about vendor collaboration
9.2.12 Work with request for quotes
9.2.13 Purchase order confirmation workspace
9.2.14 Accessing vendor master data in the Vendor information workspace
9.2.15 Exercise - Set up an external role for a vendor
9.2.16 Summary
9.3.1 Overview of the purchase order process
9.3.2 Set up purchasing parameters
9.3.3 Use purchase order change management
9.3.4 Use Item arrivals and Arrival overview
9.3.5 Manage over/under delivery for purchase orders
9.3.6 Manage charges for purchase orders
9.3.7 Create vendor returns
9.3.8 Summary
9.4.1 Introduction
9.4.2 Part 1 Configure quality management
9.4.2 Part 2 Configure quality management
9.4.3 Perform quality control and management processes
9.4.4 Part 1 Describe transactions types and create quality orders
9.4.4 Part 2 Describe transactions types and create quality orders
9.4.5 Apply inventory blocking
9.4.6 Perform quarantine management
9.4.7 Exercise - Create and process a quality order
9.4.8 Exercise - Create and process a nonconformance order
9.4.9 Summary
9.5.1 Introduction
9.5.2 Work with trade agreements
9.5.3 Create sales agreements
9.5.4 Create purchase agreements
9.5.5 Configure trade allowance management
9.5.6 Configure brokerage contract management
9.5.7 Configure royalty contract management
9.5.8 Configure vendor rebates
9.5.9 Configure vendor rebates
9.5.10 Service management
9.5.11 Exercise - Create a purchase agreement
9.5.12 Exercise - Generate and process customer rebates
9.5.13 Exercise - Create trade agreements
9.5.14 Summary
9.6.1 Introduction
9.6.2 Intercompany trading overview
9.6.3 Intercompany scenarios
9.6.4 Set up intercompany trade
9.6.5 Set up intercompany trade relationships
9.6.6 Action policies
9.6.7 Set up charges and posting
9.6.8 Set up intercompany agreements and direct deliveries
9.6.9 Summary
9.7.1 Introduction
9.7.2 Synced intercompany data
9.7.3 Create an intercompany sales order
9.7.4 Process intercompany purchase orders
9.7.5 Exercise- Process a sales order-initiated intercompany chain
9.7.6 Return an intercompany sales order
9.7.7 Customer payments for intercompany orders
9.7.8 Exercise- Process returns in intercompany
9.7.9 Create an intercompany purchase order
9.7.10 Check intercompany order price discrepancies
9.7.11 Manage intercompany purchase orders
9.7.12 Exercise- Process a purchase order-initiated intercompany chain
9.7.13 Summary
Lesson 10: Configure and manage sales, and customers in Dynamics 365 Supply Chain Management
Lesson 10: Configure and manage sales, and customers in Dynamics 365 Supply Chain Management
Podcast Lesson 10: Configure and manage sales, and customers in Dynamics 365 Supply Chain Management
10.1.1 Introduction
10.1.2 Sales and marketing workspaces
10.1.3 Order to cash business processes
10.1.4 Relationship management
10.1.5 Relationship management
10.1.6 Trade and Sales agreements
10.1.7 Sales quotation setup
10.1.8 Sales order setup
10.1.9 Order promising concepts
10.1.10 Set up order promising
10.1.11 Set up order hold codes
10.1.12 Set up commissions
10.1.13 Set up customer and item search
10.1.14 Summary
10.2.1 Introduction
10.2.2 Part 1 Sales order entry scenarios
10.2.2 Part 2 Sales order entry scenarios
10.2.3 Create and process sales orders
10.2.4 Sales order picking process
10.2.5 Part 1 Process customer returns
10.2.5 Part 2 Process customer returns
10.2.5 Part 3 Process customer returns
10.2.6 Sales order reservations
10.2.7 Summary
10.3.1 Introduction
10.3.2 Work with trade agreements
10.3.3 Create sales agreements
10.3.4 Create purchase agreements
10.3.5 Configure trade allowance management
10.3.6 Configure brokerage contract management
10.3.7 Configure royalty contract management
10.3.8 Configure vendor rebates
10.3.9 Rebate management module
10.3.10 Service management-Part 1
10.3.10 Service management-Part 2
10.3.11 Exercise - Create a purchase agreement
10.3.12 Exercise - Generate and process customer rebates
10.3.13 Exercise - Create trade agreements
10.3.14 Summary
10.4.1 Introduction
10.4.2 Intercompany trading overview
10.4.3 Intercompany scenarios
10.4.4 Set up intercompany trade
10.4.5 Set up intercompany trade relationships
10.4.6 Action policies
10.4.7 Set up charges and posting
10.4.8 Set up intercompany agreements and direct deliveries
10.4.9 Summary
10.5.1 Introduction
10.5.2 Synced intercompany data
10.5.3 Create an intercompany sales order
10.5.4 Process intercompany purchase orders
10.5.5 Exercise- Process a sales order-initiated intercompany chain
10.5.6 Return an intercompany sales order
10.5.7 Customer payments for intercompany orders
10.5.8 Exercise- Process returns in intercompany
10.5.9 Create an intercompany purchase order
10.5.10 Check intercompany order price discrepancies
10.5.11 Manage intercompany purchase orders
10.5.12 Exercise- Process a purchase order-initiated intercompany chain
10.5.13 Summary
Lesson 11: Master planning in Dynamics 365 Supply Chain Management
Lesson 11: Master planning in Dynamics 365 Supply Chain Management
Podcast Lesson 11: Master planning in Dynamics 365 Supply Chain Management
11.1.1 Introduction
11.1.2 Master planning considerations and set up
11.1.3 Master planning parameters page
11.1.4 Create a master plan
11.1.5 Coverage settings
11.1.6 Action messages
11.1.7 Demand Forecasting
11.1.8 Run plans and firm planned orders
11.1.9 Set up and use the Supply schedule page
11.1.10 Exercise - Firm a planned order
11.1.11 Exercise - Change a planned order type
11.1.12 Deprecated master planning
11.1.13 Summary
11.2.1 Introduction
11.2.2 Set up master planning add-in
11.2.3 Apply filters to a plan
11.2.4 Master planning with demand forecasts
11.2.5 Master planning support for capability-based resource allocation
11.2.6 Priority-based planning
11.2.7 Master planning and purchase trade agreements
11.2.8 Set up supply chain calendars
11.2.9 Safety margins
11.2.10 Coverage time fences
11.2.11 Approved planned orders
11.2.12 Generate planned production orders
11.2.13 Analyze and approve planned orders
11.2.14 Auto-firming
11.2.15 Planning with negative on-hand quantities
11.2.16 View history and planning logs
11.2.17 Cancel a planning job
11.2.18 Use item substitution for bill of materials
11.2.19 Exercise - Set up purchase trade agreements
11.2.20 Exercise - Set up purchase trade agreements
11.2.21 Summary
11.3.1 Introduction
11.3.2 Demand Driven Material Requirements Planning (DDMRP) Overview
11.3.3 Inventory positioning
11.3.4 Buffer profile and levels
11.3.5 Demand-driven planning
11.3.6 Visual and collaborative implementation
11.3.7 Summary
Resources
MB-335T00-A: Blueprint
MB-335T00-A: Detailed Curriculum
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MB-335T00-A: Augment advance level Supply Chain Management solutions with Microsoft Dynamics 365
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