Course subjects
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 and default purchase prices, default sales prices, and trade agreements.
Lesson
Create and manage products
Configure products for supply chain management
Manage inventory pricing and costing
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.
Lesson
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 initialise 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
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.
Lesson
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
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.
Lesson
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
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 Order Manage inventory blocking.
Lesson
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
Module 6: Implement master planning
This module will introduce you to the following topics: Differentiate between planning optimisation 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 optimisation.
Lesson
Configure master planning and forecasting
Run master plans and manage planned orders
Implement additional master planning features
Lab : Case study 5 Master planning
