Description

This training program discusses supply chain management in the Dynamics 365 suite of apps

 

Radiant Teachlearning offers Microsoft Dynamics 365 Supply chain management Training Program in Classroom and Virtual instructor Led/Online mode.

 

Duration: 4 days

 

Learning Objectives

Manage inventory and warehoutilizing in Dynamics 365

Pre-requisite

Audience Profile

Responsibility for capturing requirements, performing discovery, engaging subject matter experts and stakeholders, translating requirements, and configuring the solution and applications taken by Dynamics 365 Operations and Finance Functional Consultant. The Functional Consultant executes a solution utilizing divergent thinking capabilities, codeless extensibility, application and service integrations.

Course Content

Lesson 1: Supply Management

To configure the inventory, professionals should first understand daily operations of the inventory. In this lesson we first discuss outbound inventory operations and inbound. This lesson describes way to configure Inventory components for supply chain management processes in Finance and Operations.

Lessons

  • Introduction
  • Configure serial and batch numbers
  • Configure inventory breakdown
  • Configure inventory and warehoutilize journals
  • Configure inventory dimensions
  • Inventory closing and adjustment
  • Practice Labs
  • Lesson summary

Perform inbound and outbound inventory operations

  • Configure Inventory parameters
  • Configure Tracking number groups
  • Configure inventory breakdown
  • Configure inventory and warehoutilize Journals
  • Configure units

 

Lesson 2: Utilize Inventory Journals

This topic describes way to utilize Inventory journals in Finance and Operations.

Lessons

  • Introduction
  • Utilize inventory journals
  • Practice labs
  • Lesson summary

Utilize movement journals

  • Utilize inventory adjustment journals
  • Utilize transfer journals
  • Utilize counting and tag counting journals
  • Utilize item arrival journals
  • Utilize consignment journals

 

Lesson 3: Utilize Inventory Reports

This topic describes way to utilize Inventory reports for supply chain management processes in Finance and Operations.

Lessons

  • Introduction
  • Understand ABC classification
  • Utilize other inventory inquiries and reports
  • Practice Labs
  • Lesson summary

Understand ABC Classification

  • Utilize Inventory inquires and reports

 

Lesson 4: Create Products and Product Masters

Product information management in Dynamics 365 Finance and Operations is for the creation and maintenance of an Enterprise Products Repository. It provides support to larger organizations in a centralized, structured approach in maintaining and creating core master data such as product definitions. Smaller organizations that need a more decentralized approach can, with some restrictions, maintain and create their respective products while their products are automatically added to the shared products repository. This topic describes way to configure products for supply chain management processes in Finance and Operations.

Lessons

  • Introduction
  • Create products
  • Create product masters with variants
  • Create and configure attributes and category hierarchies
  • Configure item pricing
  • Practice Labs
  • Lesson summary

Create products as type item and service

  • Configure default order settings
  • Create Product masters with predefined variants
  • Create and configure category hierarchies
  • Create product attributes

 

Lesson 5: Create Bill of Materials

A bill of materials is a comprehensive list of all the parts, raw materials, assemblies, components and their quantities that are required to make a finished product. This lesson describes way to craft bill of materials and BOM versions by utilizing BOM designer in Finance and Operations.

Lessons

  • Introduction
  • Utilize BOM designer
  • Practice lab
  • Lesson summary

Create Bill of materials and BOM versions by utilizing BOM designer

 

Lesson 6: Configure and Perform the Procure-to-Purchase Process

This topic describes way to configure and perform the procure-to-purchase process in Finance and Operations.

Lessons

  • Introduction
  • Procurement and sourcing business scenario
  • Create purchase requisition workflow
  • Create purchase requisitions
  • Create request for quotation
  • Utilize procurement policies
  • Practice Labs
  • Lesson summary

Apply the sourcing processes in a business scenario and procurement

  • Utilize procurement policies
  • Create and maintain vendors
  • Create purchase requisitions
  • Create request for quotes

 

Lesson 7: Configure Vendor Collaborations

This topic describes how configure vendor collaborations in Finance and Operations.

Lessons

  • Introduction
  • Configure vendor collaborators
  • Utilize vendor collaboration
  • Practice labs
  • Lesson summary

Configure the Vendor Collaborations

  • Work with vendor collaboration workspace
  • Utilize vendor collaboration as part of procure-to-pay process

 

Lesson 8: Configure and Perform the Purchase-to-Pay Process

The Purchase Orders lesson reviews the process that is required to create and manage purchase orders in Dynamics 365 Finance and Operations. A company utilize purchase orders for recording information about the goods and services they are purchasing from various vendors.

Lessons

  • Introduction
  • Create purchase orders
  • Utilize purchase order change management
  • Utilize item orders and arrival
  • Manage over and under delivery and charges
  • Create vendor returns
  • Practice labs
  • Lesson summary

Understand overview of the purchase-to-pay scenario

  • Utilize purchase order change management
  • Create a Purchase order
  • Utilize Item arrivals and Arrival overview
  • Generate and Post the Invoice
  • Create an invoice journal
  • Generate and post the vendor payments
  • Create vendor returns

 

Lesson 9: Configure and Utilize Agreements

This topic describes way to configure and utilize agreement in Finance and Operations.

Lessons

  • Introduction
  • Maintain trade agreements
  • Create sales agreements
  • Create purchase agreements
  • Configure trade allowance
  • Configure brokerage
  • Configure royalties
  • Configure rebates
  • Practice Labs
  • Lesson summary

Maintain trade agreements

  • Configure smart rounding
  • Create Sales agreements
  • Utilize procurement policies
  • Create Purchase agreements
  • Configure trade allowance
  • Configure brokerage
  • Configure royalties
  • Configure rebates

 

Lesson 10: Configure and Utilize the Order-to-Cash Process

This topic describes way to configure and utilize the order-to-cash process in Finance and Operations.

Lessons

  • Introduction
  • Understand the order-to-cash scenario
  • Configure and utilize commissions
  • Configure customer and item search
  • Create and confirm sales quotations and orders
  • Configure order promising
  • Configure order hold codes
  • Print and post picking lists
  • Process customer returns
  • Practice Lab
  • Lesson Summary

Perform the order-to-cash process

  • Configure and utilize commissions
  • Configure customer and item search
  • Create and confirm Sales quotations
  • Create and confirm Sales orders
  • Print and post picking lists
  • Generate and post the invoice
  • Configure order hold codes
  • Process customer returns

 

Lesson 11: Configure and Utilize Quality Control and Management Processes

In this lesson, we explain way to configure and utilize quality control in Finance and Operations, how professionals can utilize quality control functionality, way to define and maintain nonconformances, and way to handle corrections. But initially get to know with the quality management overall processes.

Lessons

  • Introduction
  • Perform quality control and management processes
  • Apply inventory blocking
  • Perform quarantine management
  • Practice labs
  • Lesson summary

Perform Quality Control and Quality Management Processes

  • Apply inventory blocking
  • Perform quarantine management

 

Lesson 12: Configure and Utilize Intercompany Trade Relations

The Intercompany functionality in Operations and Dynamics 365 Finance supply a mechanism for the consolidation of static and dynamic data from multiple companies as separate legal entities in a single database. Intercompany Trade allows globally dispersed manufacturing distribution centers, sites, and sales subsidiaries to act as one unified organization. This topic describes way to configure and utilize the intercompany trade relations and process intercompany orders in Finance and Operations.

Lessons

  • Introduction
  • Understand intercompany trading
  • Setup intercompany trade relations
  • Process intercompany chain orders
  • Setup intercompany agreements and direct deliveries
  • Practice labs
  • Lesson summary

Configure products for Intercompany trade relations

  • Configure intercompany trade relationships
  • Configure intercompany agreements
  • Process Intercompany orders
  • Process Intercompany direct deliveries
  • Process Intercompany charges
  • Understand intercompany return order chain

 

Lesson 13: Configure and Utilize Master Planning

This topic describes way to configure and utilize the master planning in Finance and Operations.

Lessons

  • Introduction
  • Master planning considerations and setup
  • Create master plans
  • Learn about demand and supply forecasts
  • Configure item coverage
  • Brief introduction to intercompany planning
  • Run plans and firm planned orders
  • Practice labs
  • Lesson summary

Define master planning Policies

  • Learn about Demand and Supply Forecasts
  • Configure calculated delays
  • Configure Item coverage
  • Understand brief introduction to intercompany master planning
  • Run plans and firm planned orders

 

Lesson 14: Configure Warehoutilize Management

The Warehoutilize management lesson for Dynamics 365 Finance and Operations lets professionals manage warehoutilize processes in manufacturing, distribution, and retail companies. It has a wide range of features to support the warehoutilize facility at an optimal level, at any time. Warehoutilize management is fully integrated with other business processes in Finance and Operations such as transportation, manufacturing, quality control, purchase, transfer, sales, and returns.

Lessons

  • Introduction
  • Configure warehoutilize management setup
  • Understand reservation hierarchies
  • Location directives and work templates
  • Practice Labs
  • Lesson summary

Configure Warehoutilize management parameters

  • Create warehouses and locations
  • Configure work pools, zones, location format, and profiles
  • Create reservation hierarchies
  • Configure location directives
  • Configure Waves
  • Configure Loads
  • Configure Inventory statuses
  • Configure cycle counting
  • Configure packing and containerization
  • Set up and generate labels

 

Lesson 15: Configure Mobile Devices for Warehoutilize Management

This topic describes way to configure Mobile device setup for Warehoutilize Management in Finance and Operations.

Lessons

  • Introduction
  • Configure mobile devices
  • Practice Lab
  • Lesson summary

Create new work classes

  • Configure mobile devices
  • Configure menu items for activities and inquiries
  • Configure menu items to create work for another worker or process
  • Configure menu items to process existing work
  • Define the layout of mobile device menus
  • Configure the basic look and feel of mobile devices
  • Create mobile device users
  • Set up label layouts and define settings for printing labels

 

Lesson 16: Utilize Warehoutilize Management

Before professionals can utilize the Mobile device for Warehoutilize management professionals need to install the application. This topic describes way to utilize warehoutilize management processes in Finance and Operations.

Lessons

  • Introduction
  • Configure mobile device
  • Inbound operations
  • Cycle counting
  • Transfers and replenishment
  • Outbound operations
  • Cluster picking
  • Packing and containerization
  • Practice Labs
  • Lesson summary

Inbound operations

  • Outbound operations
  • Cluster Picking
  • Packing and containerization
  • Cycle counting
  • Transfers and replenishment

 

Lesson 17: Configure Transportation Management

This lesson gives an overview of the Transportation management functionality in Microsoft Dynamics 365 Finance and Operations and teaches professionals way to configure and utilize Transportation management.

Lessons

  • Introduction
  • Planning and configuring transportation management
  • Procedures
  • Routing and transportation flows
  • Transportation engines and freight management
  • Practice Labs
  • Lesson summary

Transportation planning

  • Routing
  • Rating
  • Inbound operations
  • Load processes
  • Outbound operations

 

Lesson 18: Training program Conclusion

Final assessment and training program summary, as well as a post-training program survey for the training program.

Lessons

  • Final assessment
  • Training program summary
  • Post-training program survey

Professionals will have completed the training program.

FAQs

Q: What is the function of a supply chain?

 

A: The functions in a supply chain include product development, marketing, operations, distribution, finance, and customer service. Supply chain management mainly results in less costs and a quick production cycle.

 

Q: What are the 5 basic steps of supply chain management?

 

A: Essential stages in developing a successful supply chain:-

  • Plan  generally involves a wide range of activities
  • Source. 
  • Make
  • Deliver
  • Return

 

Q: What are the four 4 stages of supply chains?

 

A: There are four stages to the evolution of such a supply chain network:

  • Supply Management.
  • Supply Chain Management
  • Supply Chain Integration
  • Demand-Supply Network Collaboration

 

Q: What are the flows within a supply chain?

 

A: There are three main flows of supply chain management: the product flow, the information flow, and the finances flow. The product flow generally involves the movement of goods from a supplier to a customer. This supply chain management flow mainly concerns customer returns as well as service needs.

Q: How I will be accessing the labs?

 

A: Radiant Techlearning has a data center containing the Virtual Training environment for the purpose of participant’s hand-on-practice. 

Participants can easily access these labs over Cloud with the help of remote desktop connection. 

Radiant virtual labs provides you the flexibility to learn from anywhere in the world and in any time zone. 

Q: What kind of projects are included as a part of training?

 

A: The learners will be enthralled as we engage them the real world and industry Oriented projects during the training program. These projects will improve your skills and knowledge and you will gain better experience. These real time projects, they will help you a lot in your future tasks and assignments.

 

Q: How is the Radiant Techlearning verified certificate awarded?

 

A: Radiant awards course completion certificate to all the participants who have completed the training program which includes various real time projects, assignments, quizzes and some other tasks.  Once the course is done you would be assigned with a project which you would have to submit in 2 weeks’ time. 

Radiant Techlearning experts will be evaluating the project on various parameter. To be eligible for the verified certificate you would have to score more than 60% marks. 

Only after completion of these criteria you would be awarded with Radiant verified certificate and which the participants can use for their future job purpose. 

Participants will be awarded with grades according to the following criteria:

90% – 100% – AAA+

80% – 90% – AA+

70% – 80% – A+

60% – 70% – A

 

Q: Is there any job assistant guarantee?

 

A: No. These training programs are helpful to improve your skills & knowledge on the technology which would help you to land in your dream job by learning them. 

Our training program will maximize your ability and chances of getting a successful job. You have to select job according to your convenience. Your performance in the training program and interview is crucial for getting good job.

 

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