Outline
Module 1: Implement Product Information Management
This module will introduce you to the following topics: create and release products and product variants; create and apply product templates; create bills of materials (BOMs); identify the purpose and capabilities of the product configuration models; configure catch weights; configure direct-delivery products; create and manage inventory dimensions; configure item groups; create and assign bar codes and Global Trade Identification Number (GTIN) codes; configure category hierarchies and product attributes; configure product unit conversions; configure default order settings; describe inventory costing methods & model groups; configure costing versions for standard and planned costs; configure default purchase prices, default sales prices, and trade agreements.
Lessons
- Create and Manage Products
- Configure Products for Supply Chain Management
- Manage Inventory Pricing and Costing
After completing this module, students will be able to:
- Implement Product Information Management
Module 2: Implement Inventory Management
This module will introduce you to the following areas: set up inventory management parameters and journals; configure inventory breakdown structure; Configure ABC classifications; configure inventory valuation reports; create and process journals including bill of materials, item arrival, transfer, movement, inventory adjustment, counting, and tag counting journals; create and process transfer orders; perform inventory closings and adjustments.
Lessons
- Configure Inventory Management
- Manage and Process Inventory Activities
Lab: Case Study 1 Implement Inventory Management
- Exercise #1: Add products to a new warehouse using basic inventory management.
- Exercise #2: Create a standard cost version that uses a specific model group.
- Exercise #3: Add and releasing new products to a warehouse.
- Exercise #4: Use the inventory movement journal to initialize stock levels in a warehouse.
- Exercise #5: Use the inventory transfer journal to move items to a new location in the warehouse.
- Exercise #6: Adjust stock levels using the inventory adjustment journal.
- Exercise #7: Use the inventory counting journal to compare D365 inventory amounts to manually counted.
- Exercise #8: Create a BOM in the BOM designer.
After completing this module, students will be able to:
- Implement Inventory Management
Module 3: Implement and Manage Supply Chain Processes
This module will introduce you to the following topics: create and manage purchase requisitions, requests for quotes (RFQs), and purchase orders (POs); configure change management processes; configure and apply vendor rebates; introduction to vendor collaboration; manage consignment inventory; manage over and under deliveries; configure procurement categories and purchasing policies; configure charges; configure quotations, sales orders, and return orders; configure sales groups and commissions; configure customer, product, and prospect searches; configure and process inter-company trade relations documents; introduction to D365 Guides; authoring of D365 Guides; operating of D365 Guides.
Lessons
- Implement Procurement and Sourcing
- Implement Common Sales and Marketing Features
- Using Microsoft Guides
Lab: Case Study 2A Procurement and Sourcing
- Exercise #1: Create, submit, and approve a purchase requisition.
- Exercise #2: Create, reply, and accept a request for quotation.
- Exercise #3: Create purchase requisition and purchasing policies.
- Exercise #4: Create a purchase order for delivery to multiple sites.
- Exercise #5: Create a charges code.
- Exercise #6: Create a vendor charges group and assign to vendors.
- Exercise #7: Create an automatic charge.
- Exercise #8: Approve purchase orders prior to confirmation.
- Exercise #9: Create trade agreements for vendors.
- Exercise #10: Create a purchase order based on a trade agreement.
Lab: Case Study 2B Sales and Marketing
- Exercise #1: Enter and confirm sales order.
- Exercise #2: Create and review a sales order for commission.
- Exercise #3: Create a customer trade agreement.
After completing this module, students will be able to:
- Implement and Manage Supply Chain Processes
Module 4: Implement Warehouse Management and Transportation Management
This module will introduce you to the following topics: create sites, warehouses, locations, location formats, location profiles, location types, and zones; implement location directives; configure inventory statuses, unit sequence groups, and reservation hierarchies; implement wave and work templates ; implement wave load building template; configure mobile device menus, menu items, and display settings; manage inventory stock movement processes; perform cycle counting; process inbound and outbound orders; process shipments; describe the replenishment process; cross-docking introduction; configure shipping carriers and carrier groups; perform planning and executing loads and shipments; configure and generate freight bills and invoices; configure route plans and guides; configure route and rate engines; configure and use dock appointment scheduling.
Lessons
- Configure Warehouse Management
- Perform Warehouse Management Processes
- Implement Transportation Management
Lab: Case Study 3 Warehouse Management and Transportation Management
- Exercise #1: Configure warehouse management.
- Exercise #2: Create a reservation hierarchy.
- Exercise #3: Create disposition codes and inbound location directives.
- Exercise #4: Configure mobile devices.
- Exercise #5: Configure purchase orders.
- Exercise #6: Configure wave processing.
- Exercise #7: Configure cycle counting.
- Exercise #8: Define cycle counting.
- Exercise #9: Define a partial location cycle counting process.
- Exercise #10: Transfer orders and replenishments.
- Exercise #11: Setup replenishment.
- Exercise #12: Configure outbound processing.
- Exercise #13: Configure cluster picking.
- Exercise #14: Setup manual packing.
- Exercise #15: Configure carriers.
- Exercise #16: Configure rate masters.
- Exercise #17: Setup route plans and route guides.
- Exercise #18: Process inbound shipments.
- Exercise #19: Process outbound shipments.
- Exercise #20: Configure freight reconciliation.
After completing this module, students will be able to:
- Implement Warehouse Management and Transportation Management
Module 5: Configure and Manage Quality Control and Quality Management
This module will introduce you to the following topics: configure quality control; configure quality management; manage quality orders and quarantine orders; manage inventory blocking.
Lessons
- Configure Quality Control and Quality Management
- Manage Quality Control and Quality Management
Lab: Case Study 4 Quality Control and Quality Management
- Exercise #1: Enable quality management process.
- Exercise #2: Create a manual quality order with a specification.
- Exercise #3: Define conditions to work with non-conformance issues.
- Exercise #4: Use non-conformance order to repair an item and a faulty machine.
- Exercise #5: Run non-conformance reports.
After completing this module, students will be able to:
- Configure and Manage Quality Control and Quality Management
Module 6: Implement Master Planning
This module will introduce you to the following topics: differentiate between planning optimization and master planning; set up coverage groups and item coverage; configure master planning parameters, master plan, forecast plans, and continuity plans; differentiate between action messages, delay messages, time fences, and negative days; process and view planned orders; set up and use the Supply Schedule form; configure and process safety stock journals; set up and implement inter-company master planning; implement demand-base forecasting; implement planning optimization.
Lessons
- Configure Master Planning and Forecasting
- Run Master Plans and Manage Planned Orders
- Implement Additional Master Planning Features
Lab: Case Study 5 Master Planning
- Exercise #1: Process and view planned orders.
- Exercise #2: Create and run intercompany master plans.
After completing this module, students will be able to:
- Implement Master Planning