MS Dynamics 365 F&O (Functional-SCM Module) Training

Create and Manage Products

• 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
• create and configure category hierarchies
• configure catch weights
• create direct-delivery products

Configure Products for Supply Chain Management

• create and manage inventory dimensions
• create item groups and item model groups
• create and print product labels
• create and assign bar codes and Global Trade Identification Number (GTIN) codes
• create product attributes
• configure product unit conversions
• configure default order settings

Manage Inventory Pricing and Costing

• describe inventory costing methods
• configure Costing versions for standard and planned costs
• configure and default purchase prices, default sales prices, and trade agreements

Configure Inventory management

• set up inventory management parameters and journals
• configure and perform quality control and quality management processes
• configure inventory valuation reports
• configure ABC classifications
• configure inventory closing components
• implement inventory breakdowns

Manage and Process Inventory Activities

• create and process journals including bill of materials, item arrival, transfer, movement, inventory adjustment, counting, and tag counting journals
• create and process transfer orders
• process quarantine orders
• process quality orders
• perform inventory closings and adjustments
• apply inventory blocking

Implement Procurement and Sourcing

• create and manage purchase requisitions, requests for quotes (RFQs), and purchase orders (POs)
• configure change management processes
• configure and apply vendor rebates
• implement and manage consignment inventory
• manage over and under deliveries and delivery schedules
• configure procurement categories and purchasing policies
• configure charges

Implement Common Sales and Marketing Features

• configure quotations, sales orders, and return orders
• configure sales groups and commissions
• configure and manage discounts and price groups
• configure customer, product, and prospect searches
• implement and manage leads and prospects
• configure and process inter-company trade relations documents

Configure warehouse management

• 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, load, and work templates
• configure mobile device menus, menu items, and display settings

Perform warehouse management processes

• identify inventory movement processes
• perform cycle counting
• process inbound and outbound orders
• process shipments
• describe the replenishment process including buyers’ push and cross-docking

Implement transportation management

• configure shipping carriers and carrier groups
• perform planning and executing of loads and shipments
• configure and generate freight bills and invoices
• configure rout plans and guides
• configure route and rate engines
• configure and use dock appointment scheduling

Configure master planning and forecasting

• 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
• configure period templates

Run master plans and manage planned orders

• process and view planned orders
• set up and use the Supply Schedule form
• configure and process safety stock journals

Implement additional master planning features

• implement inter-company master planning
• implement demand-base forecasting
• implement planning optimization