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Microsoft

Configure and manage products and inventory in Dynamics 365 Supply Chain Management

Microsoft via Microsoft Learn

Overview

  • Module 1: Dynamics 365 Supply Chain Management empowers employees and organizations with the ability to obtain a unified view of inventory, warehouse, manufacturing, service, and logistics with predictive analytics.
  • In this module, you will:

    • Learn the benefits of Supply Chain Management.
    • Get an overview of distribution and trade features in Supply Chain Management.
  • Module 2: To perform the process of ordering, storing, and using a company's inventory of raw materials, components, and finished products, you need to configure the inventory management functionality in Dynamics 365 Supply Chain Management. Inventory journals are used to post physical inventory transactions of various types, such as the posting of issues and receipts, inventory movements, the creation of bills of material (BOMs), and the reconciliation of physical inventory.
  • In this module, you will learn how to:

    • Understand inbound and outbound inventory operations.
    • Configure inventory parameters.
    • Configure tracking number groups.
    • Configure inventory breakdown.
    • Configure inventory and warehouse journals.
    • Configure inventory dimensions.
    • Configure inventory costing.
    • Understand inventory closing and adjustments.
    • Archive inventory transactions.
    • Use movement journals.
    • Use inventory adjustment journals.
    • Use transfer journals.
    • Use counting and tag counting journals.
    • Use item arrival journals.
    • Work with reason codes for inventory counting.
  • Module 3: One of the factors for a successful business is having visibility into how much inventory exists at any given time. Inventory reports in Dynamics 365 Supply Chain Management will show how much inventory you have in variety of different ways, and will explain how to be more effective in your inventory investments.
  • In this module, you will learn how to:

    • Understand ABC classification.
    • Use the Physical inventory by inventory dimension report.
    • Use the Inventory value reports, and Inventory on-hand report storage.
    • Use the Inventory on-hand mobile workspace.
  • Module 4: Product information is the pillar of supply chain and retail applications across all industries. In the various modules of a business solution, product-specific information and setup are required to manage the business processes that are related to specific products, product families, or product categories.
  • In this module, you will learn how to:

    • Create products as type Item and Service.
    • Set up default order settings.
    • Create product masters with predefined variants.
    • Create and set up category hierarchies.
    • Create product attributes.
  • Module 5: A bill of materials (BOM) defines the components that are required to produce a product. The components can be raw materials, semi-finished products, or ingredients. In some cases, services can be referenced in a BOM. However, BOMs typically describe the material resources that are required. When combined with a route or production flow that describes the operations and resources that are required to build a product, the BOM forms the foundation for calculating the estimated cost of the product.
  • In this module, you will learn how to create bill of materials and BOM versions by using the BOM designer in Supply Chain Management.

Syllabus

  • Module 1: Get started with Dynamics 365 Supply Chain Management
    • Introduction
    • Benefits of Supply Chain Management
    • Overview of Supply Chain Management
    • Cost accounting
    • Cost management
    • Inventory management and Warehouse management
    • Master planning
    • Procurement and sourcing
    • Vendor collaboration
    • Sales and marketing
    • Customer portal
    • Product information management
    • Production control
    • Intercompany trade
    • Warehouse management
    • Transportation management
    • Lab - Explore Dynamics 365 Supply Chain Management
    • Check your knowledge
    • Summary
  • Module 2: Configure and work with inventory management in Dynamics 365 Supply Chain Management
    • Introduction
    • Inbound operations
    • Outbound operations
    • Configure inventory dimensions
    • Configure storage dimensions
    • Configure tracking dimensions
    • Configure serial and batch numbers
    • Allocate batch and serial numbers
    • Configure sites
    • Configure warehouses
    • Set up bar codes
    • Set up default order settings
    • Inventory journals
    • Work with journals
    • Work with reason codes
    • Work with consignment inventory
    • Configure item groups and item model groups
    • Configure inventory policies
    • Inventory closing and adjustment
    • Archive inventory transactions
    • Work with reason codes for inventory counting
    • Lab - Work with inventory management
    • Check your knowledge
    • Summary
  • Module 3: Use inventory reports in Dynamics 365 Supply Chain Management
    • Introduction
    • ABC inventory classification
    • Physical inventory by inventory dimension report
    • Inventory value report
    • Inventory on-hand report storage
    • Inventory on-hand mobile workspace
    • Exercise - Use the ABC classification report
    • Exercise - Use the Physical inventory by inventory dimension report
    • Exercise - Export a report to Microsoft Excel
    • Check your knowledge
    • Summary
  • Module 4: Create products and product masters in Dynamics 365 Supply Chain Management
    • Introduction
    • Concept of a product
    • Create products
    • Default order settings
    • Define products as not stocked
    • Create product masters with variants
    • Gain productivity by using the Variant suggestions page
    • Create and set up category hierarchies and attributes
    • Set up item pricing
    • Lab - Create a product and product master
    • Check your knowledge
    • Summary
  • Module 5: Create bill of materials in Dynamics 365 Supply Chain Management
    • Introduction
    • Work with the BOM designer
    • BOM and formula versions
    • BOM line types
    • BOM levels
    • Exercise - Create a BOM in the BOM Designer
    • Check your knowledge
    • Summary

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