Contenuti dettagliati del Corso
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.
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 Order
- 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