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