Get started with Dynamics 365 Supply Chain Management

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 that turn data into insights to support better strategic decisions.

• 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

Get started with inventory management in Dynamics 365 Supply Chain Management

Inventory management in Dynamics 365 Supply Chain Management helps you streamline the tracking, control, and optimization of inventory throughout your organization.

• Inventory management overview
• Configure inventory dimensions
• Configure storage dimensions
• Configure tracking dimensions
• Configure serial and batch numbers
• Configure sites
• Configure warehouses
• Configure inventory policies
• Exercise - Set up inventory policies for an item model group
• Set up item groups and item model groups
• Allocate batch and serial numbers
• Work with consignment inventory
• Lab - Work with inventory management

Work with inventory management operations in Dynamics 365 Supply Chain Management

Working with inventory operations in Dynamics 365 Supply Chain Management is essential for enhancing operational efficiency, reducing costs, meeting customer demands, and maintaining compliance with industry regulations.

• Inventory operations scenarios
• Inventory locations
• Inventory statuses
• Set up disposition codes
• Warehouse layout
• Set up barcodes
• Counting reason codes
• Inventory journals
• Inventory journal approval workflow
• Initialize stock levels in the warehouse
• Transfer orders
• Create and post an inventory journal
• Exercise- Create and post an inventory journal

Set up and work with outbound operations using inventory management in Dynamics 365 Supply Chain Management

Your organization can use outbound operations in Dynamics 365 Supply Chain Management to help streamline order fulfillment processes, improve accuracy and visibility, optimize operations, and scale effectively to meet growing demand.

• Outbound operations
• Outbound setup
• Set up default order settings
• Reserve inventory quantities
• Reserve sales order batch numbers

Set up and work with inbound operations using inventory management in Dynamics 365 Supply Chain Management

This module provides a comprehensive explanation of the Arrival overview page and its role in enhancing the efficiency and accuracy of inbound order management processes in Dynamics 365 Supply Chain Management.

• Inbound operations
• Arrival overview
• Set up an item arrival overview profile
• Set up default order settings
• Exercise - Use the item arrival profile

Set up and work with inventory control in Dynamics 365 Supply Chain Management

This module explores inventory cost methodologies and their impact on value, profits, and price management. You learn about methods, such as FIFO, LIFO, weighted average, standard cost, and their effects on inventory valuation and financial reporting. Additionally, you learn about the inventory close process, its role in settling transactions, and its impact on the general ledger. Then, you examine inventory recalculation, adjustments, and archiving for optimized storage and performance efficiency.

• Inventory cost methodologies
• Inventory closing and adjustment
• Consolidate inventory transactions

Use inventory reports in Dynamics 365 Supply Chain Management

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.

• 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

Create products and product masters in Dynamics 365 Supply Chain Management

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.

• Product information workspace
• Concept of a product
• Create products
• Set up unit conversions
• Batch disposition codes
• Default order settings
• Define products as not stocked
• Create product masters with variants
• Variant specific sales tax groups
• 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

Create bill of materials in Dynamics 365 Supply Chain Management

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.

• Work with the BOM designer
• BOM and formula versions
• BOM line types
• BOM levels
• Exercise - Create a BOM in the BOM Designer

Get started with production control in Dynamics 365 Supply Chain Management

The life cycle of production begins with the creation of the production order, batch order, or kanban. It ends with a finished, manufactured item that is ready for either a customer or another phase of production. Each step in the life cycle requires different kinds of information to complete the process. As each step is completed, the production order, batch order, or kanban shows a change in the production status. Different types of products require different manufacturing processes.

• Core concepts in production control
• Understand unified manufacturing
• Manufacturing principles
• Overview of the production process and production life cycle
• Set up and manage production-related reservations
• Reset the status of a production order
• Batch orders
• Discrete manufacturing
• Process manufacturing
• Lean manufacturing
• Configure production control for unified manufacturing
• Capacity planning
• Integration between the General ledger and the Production control modules
• IoT intelligence and insights
• Describe the value proposition for mixed-reality Guides for production floor workers

Get started with discrete manufacturing in Dynamics 365 Supply Chain Management

If a company only produces several simple products, production can be scheduled manually with the correct bill of materials (BOM) parts arriving on the production floor, at the correct time, and at the proper resource. This module explains what discrete manufacturing is and how it works in Dynamics 365 Supply Chain Management.

• Discrete manufacturing life cycle
• Master planning and planned production orders
• Bills of materials
• Working with BOM and item configurations
• Create a bill of materials
• Production orders
• Exercise - Create a BOM without a version
• Exercise - Create a BOM in the BOM designer
• Exercise - Create a BOM with a version
• Exercise - Create and process a production order

Set up and use production control for discrete manufacturing in Dynamics 365 Supply Chain Management

If a company only produces simple products, they can schedule production manually with the correct bill of materials (BOM) parts arriving on the production floor, at the correct time and at the proper resource. As a functional consultant for manufacturing, you need to know how to set up Dynamics 365 Supply Chain Management for discrete manufacturing so that your customer can perform and control the production life cycle.

• Prerequisite setup in production control
• Production groups
• Production control parameters
• Production pools
• Allocation keys
• Set up journal parameters
• Create a production unit

Set up and use discrete manufacturing routes in Dynamics 365 Supply Chain Management

This module describes how to create operations and operation relations, define route groups, routes, and route versions. It also describes how to work with simultaneous operations and primary and secondary routes.

• Create operations and operation relations
• Work with simultaneous operations
• Set up route groups and routes
• Route versions
• Copy routes
• Route networks
• Work with primary and secondary routes
• Exercise - Set up operations and routes

Set up and use discrete manufacturing resources in Dynamics 365 Supply Chain Management

Calendars and resources are two essential components to discrete manufacturing. These components play a crucial role in defining working times and producing the finished items in an efficient way.

• Set up calendars and resources
• Set up working time templates
• Create calendars
• Resource capabilities
• Resource groups

Set up products for production for discrete manufacturing in Dynamics 365 Supply Chain Management

Allocating inventory dimensions, production dimensions, storage dimensions, and tracking dimensions on products for production helps your organization obtain granular tracking and analysis, improved planning and forecasting, enhanced visibility, streamlined operations, and more. With these dimensions, your organization can adapt to diverse requirements, support customization, and enhance overall operational effectiveness.

• Set up inventory dimensions in production
• Set up production dimensions
• Set up storage dimensions
• Set up tracking dimensions

Production costing for discrete manufacturing in Dynamics 365 Supply Chain Management

Manufacturing businesses must be able to calculate costs for labor, materials, surcharges, and overhead so that they know what these items cost while they're producing finished goods. Manufacturers can set up Dynamics 365 Supply Chain Management to compute the bill of materials costs for completed goods throughout production.

• Production cost
• General ledger and manufacturing integration
• Inventory posting profiles, item groups, and item model groups
• End production orders
• Production journals
• Dimension link
• Production reports

Work with the costing sheet in Dynamics 365 Supply Chain Management

Manufacturing companies need to calculate the costs that are related to finished goods that are being produced such as labor, materials, surcharges, and overheads. You can configure Dynamics 365 Supply Chain Management to calculate costs of bill of materials of the finished goods in production. Additionally, you can create costing sheets that are broken out by particular cost categories, incorporate routing costs, and even add surcharges and other indirect costs. Companies can then analyze, summarize, and evaluate cost data so they can make the best possible decisions for price updates, budgets, cost control, and so on.

• Costing versions
• Cost groups
• Calculation groups
• Costing sheets
• BOM calculations
• BOM Measurements
• BOM Reports
• Lab - Analyze BOM costs by using the costing sheet

Work with capacity planning and scheduling in Dynamics 365 Supply Chain Management

The role of the scheduling system in Dynamics 365 Supply Chain Management is to plan the production process so that each operation in the production route is assigned a starting and ending date and time, and that the materials needed for production are available when the operation starts.

• Scheduling options
• Split a production order
• Operations scheduling
• Job scheduling
• Scheduling options from the Gantt chart
• Resource scheduling
• Scrap and waste
• Exercise - Start a discrete production order
• Exercise - Run a resource schedule

Work with manufacturing execution in Dynamics 365 Supply Chain Management

The Manufacturing execution module is intended primarily for manufacturing companies. It can be used to register time and item consumption on production jobs or projects. Before you start to use manufacturing execution for job registrations, you must set up various production parameters that define how and when registrations are posted during the production process. The settings of production parameters affect inventory management, production management, and cost calculation.

• Understand the manufacturing executions
• Identify roles in manufacturing execution
• Planning consideration for manufacturing execution
• Configure manufacturing execution
• Setup time and attendance for manufacturing execution processes
• Control production with manufacturing execution
• Create and process report as finished journals with co-products and by-products
• Calculate and approve raw time registrations
• Report as finished from the job card device
• Lab - Manufacturing execution

Set up configurable products in Dynamics 365 Supply Chain Management

Your organization can use product configuration to create and maintain product configuration models and to reuse components and attribute types in Dynamics 365 Supply Chain Management

• Product configurator concepts and terminology
• Elements of a product configuration model
• Scenario
• Product model components
• Exercise - Set up components
• Create a product configuration model
• Expression constraints
• Calculations for product configuration
• BOMs and routes
• Configuration rules
• Sales price models
• Exercise - Create a product configuration model
• Exercise - Add components and constraints to a configuration model

Validate and release product configuration models in Dynamics 365 Supply Chain Management

Validating and releasing product configuration models in Dynamics 365 Supply Chain Management is essential for maintaining product integrity, enhancing operational efficiency, and ensuring a positive customer experience.

• Extra configuration model options
• Improve product configuration performance
• Validate and test a product configuration model
• Configuration templates
• Configuration model versions
• Release a product configuration model
• Exercise - Release a product configuration model
• Reuse product configuration

Work with configurable products in Dynamics 365 Supply Chain Management

Product configuration in Dynamics 365 Supply Chain Management helps your organization streamline and customize the sales and production processes. With this capability, your business can efficiently manage complex product variations and tailor configurations to meet specific customer needs, ultimately reducing lead times and improving customer satisfaction.

• Configurable product use cases
• Intercompany and multiple site considerations
• Extend a product configuration model through the API
• Add a configurable product to a sales order line
• Exercise - Add a configurable product to a sales order line

Configure warehouse management in Dynamics 365 Supply Chain Management

Warehouse management in Dynamics 365 Supply Chain Management helps optimize and streamline warehouse processes according to your individual needs. It also provides insight into your inventory and the tools you need to help increase customer satisfaction and reduce costs.

• Roles in warehouse management
• Set up warehouse management
• Configure the warehouse layout
• Configure catch weight processing for warehouse management
• Warehouse processes
• Reservation hierarchies
• Lab - Configure warehouse management

Warehouse implementation experience in Dynamics 365 Supply Chain Management

Implementing new warehouse management applications can be a cumbersome process with several unassisted configuration steps. Now, the implementation time and cost of setting up warehouse operations within Dynamics 365 Supply Chain Management is more straightforward. With the help of setup wizards and streamlined configuration, your organization’s warehouse professionals can set up and use Dynamics 365 Supply Chain Management without the need to consult subject matter experts.

• Enable warehousing telemetry
• Warehouse implementation workspace
• Wizard-driven setup of Warehouse Management parameters
• Wizard-driven warehouse configuration
• Simplified query view of location directives

Inbound warehouse operations using Dynamics 365 Supply Chain Management

Learn about some ways that your organization can complete your inbound warehouse operations from vendor to warehouse.

• Inbound operations
• Inbound advanced shipping notices
• Cross dock products from receiving warehouse to stores
• Create a GTIN code for a product
• Wizard-driven setup of Warehouse Management parameters
• Exercise - Register a load where items are missing

Outbound warehouse operations using Dynamics 365 Supply Chain Management

Learn how to set up and maintain outbound warehouse operations within Dynamics 365 Warehouse Management. Additionally, learn about general setup and more advanced options to optimize your warehouse operations.

• Outbound operations
• Warehouse work
• Cluster picking
• Packing and containerization
• Packing containers with the Warehouse Management mobile app
• Transfer orders and replenishment
• Exercise - Set up a cluster profile

Execute across warehouse operations in Dynamics 365 Supply Chain Management

Two essential components for handling inventory management and warehouse operations are cycle counting and the material handling equipment interface. These practices play a crucial role in maintaining accurate inventory records, optimizing stock levels, and ensuring efficient movement of goods within a facility.

• Cycle counting
• Material handling equipment interface
• Exercise - Create a cycle counting plan

Warehouse management mobile device configuration using Dynamics 365 Supply Chain Management

Learn more about how to use the Warehouse Management mobile device application in Supply Chain Management. From initial parameter setup to creating mobile device menus, this module describes the basics around setting up your warehouse mobile devices to fit your business needs.

• Global mobile device parameters
• Set up and deploy GS1 and QR bar codes
• Set up work type menu items
• Set up mobile app step instructions
• Set up detours for steps in mobile device menu items
• Exercise - Set up a detour for a step in a task flow

Configure warehouse management in Dynamics 365 Supply Chain Management

Warehouse management in Dynamics 365 Supply Chain Management helps optimize and streamline warehouse processes according to your individual needs. It also provides insight into your inventory and the tools you need to help increase customer satisfaction and reduce costs.

• Roles in warehouse management
• Set up warehouse management
• Configure the warehouse layout
• Configure catch weight processing for warehouse management
• Warehouse processes
• Reservation hierarchies
• Lab - Configure warehouse management

Warehouse implementation experience in Dynamics 365 Supply Chain Management

Implementing new warehouse management applications can be a cumbersome process with several unassisted configuration steps. Now, the implementation time and cost of setting up warehouse operations within Dynamics 365 Supply Chain Management is more straightforward. With the help of setup wizards and streamlined configuration, your organization’s warehouse professionals can set up and use Dynamics 365 Supply Chain Management without the need to consult subject matter experts.

• Enable warehousing telemetry
• Warehouse implementation workspace
• Wizard-driven setup of Warehouse Management parameters
• Wizard-driven warehouse configuration
• Simplified query view of location directives

Inbound warehouse operations using Dynamics 365 Supply Chain Management

Learn about some ways that your organization can complete your inbound warehouse operations from vendor to warehouse.

• Inbound operations
• Inbound advanced shipping notices
• Cross dock products from receiving warehouse to stores
• Create a GTIN code for a product
• Wizard-driven setup of Warehouse Management parameters
• Exercise - Register a load where items are missing

Outbound warehouse operations using Dynamics 365 Supply Chain Management

Learn how to set up and maintain outbound warehouse operations within Dynamics 365 Warehouse Management. Additionally, learn about general setup and more advanced options to optimize your warehouse operations.

• Outbound operations
• Warehouse work
• Cluster picking
• Packing and containerization
• Packing containers with the Warehouse Management mobile app
• Transfer orders and replenishment
• Exercise - Set up a cluster profile

Execute across warehouse operations in Dynamics 365 Supply Chain Management

Two essential components for handling inventory management and warehouse operations are cycle counting and the material handling equipment interface. These practices play a crucial role in maintaining accurate inventory records, optimizing stock levels, and ensuring efficient movement of goods within a facility.

• Cycle counting
• Material handling equipment interface
• Exercise - Create a cycle counting plan

Warehouse management mobile device configuration using Dynamics 365 Supply Chain Management

Learn more about how to use the Warehouse Management mobile device application in Supply Chain Management. From initial parameter setup to creating mobile device menus, this module describes the basics around setting up your warehouse mobile devices to fit your business needs.

• Global mobile device parameters
• Set up and deploy GS1 and QR bar codes
• Set up work type menu items
• Set up mobile app step instructions
• Set up detours for steps in mobile device menu items
• Exercise - Set up a detour for a step in a task flow

Use warehouse management for manufacturing in Dynamics 365 Supply Chain Management

Do you want to get the best out of warehouse management to support your manufacturing activities? In this module, you can learn about the manufacturing-specific warehouse management features in Dynamics 365 Supply Chain Management.

• Production input location
• Production output location
• Staging and order picking
• Release BOM and formula lines to the warehouse
• Automatically rewave to add unfulfilled lines to new waves
• Cross-docking
• Planned cross docking
• Visibility into material exceptions
• Lab - Work with warehouse management in manufacturing

Get started with Engineering Change Management for Dynamics 365 Supply Chain Management

Engineering Change Management for Dynamics 365 Supply Chain Management brings structure and discipline to the product data management process and enables products to be defined, released, and revised in a controlled manner supported by workflows. Engineering change management makes it possible to document, assess the impact of, and apply engineering changes throughout the entire lifecycle of a product.

• Overview of features
• End-to-end walkthrough of features
• Exercise - Set up demo data for the sample scenario
• Exercise - Create a new engineering product
• Exercise - Release an engineering product to a local company
• Exercise - Review and accept the product before you release it in the local company
• Exercise - Use the product in transactions in the local company
• Exercise - Add the engineering product to a sales order
• Exercise - Request changes in the engineering product
• Exercise - Make changes to the product by using an engineering change order
• Exercise - Release the changed product

Manage a discrete product BOM and route for versioned products in Dynamics 365 Supply Chain Management

Learn how to create a new engineering product, include the BOM and routes, and handle changes to the product in Microsoft Dynamics 365 Supply Chain Management.

• Create a new engineering product
• Set up a product version BOM
• Set up a product version route
• Release the product to operational companies
• Review and accept the product before release
• Change a life cycle state and use a product in transactions
• Use readiness checks
• Exercise - Create and release an engineering product

Request and follow up with product changes in Dynamics 365 Supply Chain Management

During the life cycle of an engineering product, instances might occur where the product information will need to be updated, removed, or replaced. In this scenario, Engineering Change Management for Dynamics 365 Supply Chain Management provides you with a structured process for making these changes.

• Engineering change requests
• Engineering change orders
• Exercise – Create an engineering change request

Manage changes in formulas and their ingredients in Dynamics 365 Supply Chain Management

The formula change management process allows for an iterative product development process in Dynamics 365 Supply Chain Management by using the Engineering Change Management features. The features that are used in this module will cover formula change management and will help you take advantage of the capabilities within these features.

• Engineering change management
• Centralized product data management
• Product versioning
• Formula lines and versioning
• Product life cycle management
• Formula management process
• Formula change management
• Evaluate business impact of a change request and send notifications
• Engineering change orders
• Readiness control
• Enhanced product release functionality

Configure and perform the procure-to-purchase process in Dynamics 365 Supply Chain Management

Procure-to-purchase is the first step of the procure-to-pay process. Procure-to-purchase involves the procurement agent finding a vendor and requesting a material or service to be purchased.

• Procurement scenario
• Overview of the procure-to-purchase process
• Set up procurement categories
• Use procurement catalogs
• Create a purchase requisition
• Create and process a request for quotation
• Create purchase orders
• Vendor categories and catalogs
• Evaluate a vendor and put a vendor on hold
• Use purchasing policies
• Lab - Work with procure-to-purchase processes

Configure and manage vendor collaboration in Dynamics 365 Supply Chain Management

Speed, accuracy, and a digital solution when communicating with vendors is an essential need for a successful business. Dynamics 365 Supply Chain Management offers seamless collaborations with vendors through the Vendor collaboration portal.

• Purchase order statuses with vendor collaboration
• Configure vendor collaboration
• Maintain vendor certification
• Set up vendor collaboration security roles
• Use the Vendor collaboration invoicing workspace
• Define purchase order response information
• Work with purchase orders when vendor collaboration is used
• Purchase order statuses and versions
• Sharing information about consignment inventory
• Inform vendors about vendor collaboration
• Work with request for quotes
• Purchase order confirmation workspace
• Accessing vendor master data in the Vendor information workspace
• Exercise - Set up an external role for a vendor

Process purchase orders in Dynamics 365 Supply Chain Management

Organizations can use purchase orders to record information about the goods and services that they are purchasing from various vendors. Learn about processing purchase orders in Dynamics 365 Supply Chain Management.

• Overview of the purchase order process
• Set up purchasing parameters
• Use purchase order change management
• Use Item arrivals and Arrival overview
• Manage over/under delivery for purchase orders
• Manage charges for purchase orders
• Create vendor returns
• Lab - Create and process a purchase order

Set up and work with quality control and quality management in Dynamics 365 Supply Chain Management

An important factor that impacts a company's reputation in today's market is the quality of their goods and services. By having a standard procedure for checking the quality of products when they arrive from vendors, move through supply chain, and are sent to customers, companies can reduce the number of returns and maintain their reputation in the market.

• Configure quality management
• Perform quality control and management processes
• Describe transactions types and create quality orders
• Apply inventory blocking
• Perform quarantine management
• Exercise - Create and process a quality order
• Exercise - Create and process a nonconformance order

Configure and use agreements in Dynamics 365 Supply Chain Management

Companies negotiate and agree on certain terms to fix the price of items. These agreements help businesses make correct estimations of cost of goods purchased and set a base for sales prices. By purchasing or selling goods, companies might be entitled to receive rebates or gain royalty rewards, which can be converted to a credit note.

• Work with trade agreements
• Create sales agreements
• Create purchase agreements
• Configure trade allowance management
• Configure brokerage contract management
• Configure royalty contract management
• Configure vendor rebates
• Rebate management module
• Service management
• Exercise - Create a purchase agreement
• Exercise - Generate and process customer rebates
• Exercise - Create trade agreements

Set up intercompany trade in Dynamics 365 Supply Chain Management

Large organizations often buy and sell among their subsidiaries. Dynamics 365 Supply Chain Management facilitates intercompany trade so that an organization's legal entities can trade goods while the system automatically generates all documents for the participating legal entities, saving the organization time and money.

• Intercompany trading overview
• Intercompany scenarios
• Set up intercompany trade
• Set up intercompany trade relationships
• Action policies
• Set up charges and posting
• Set up intercompany agreements and direct deliveries
• Lab - Set up intercompany relations

Work with intercompany trade in Dynamics 365 Supply Chain Management

Intercompany trade helps your organization streamline and automate transactions between legal entities. This integration improves efficiency by reducing manual data entry, which ensures consistency in pricing and inventory management. Additionally, it provides a comprehensive view of supply chain operations across different entities in the organization.

• Synced intercompany data
• Create an intercompany sales order
• Process intercompany purchase orders
• Exercise- Process a sales order-initiated intercompany chain
• Return an intercompany sales order
• Customer payments for intercompany orders
• Exercise- Process returns in intercompany
• Create an intercompany purchase order
• Check intercompany order price discrepancies
• Manage intercompany purchase orders
• Exercise- Process a purchase order-initiated intercompany chain

Get started with Asset Management for Dynamics 365 Supply Chain Management

Asset Management is a module for managing assets and maintenance jobs in Dynamics 365 Supply Chain Management. Asset Management enables you to efficiently manage and carry out tasks related to managing and servicing many types of equipment in your company, for example, machines, production equipment, and vehicles. Asset Management supports solutions across numerous industries.

• Overview and benefits
• Asset Management terminology and concepts
• Functional locations and assets
• Assets and work orders
• Use the Asset Management mobile workspace
• Asset Management integration capabilities
• Integrate Asset Management with Dynamics 365 Guides

Set up functional locations in Asset Management for Dynamics 365 Supply Chain Management

Before your organization can start using Asset Management for Dynamics 365 Supply Chain Management, you must first establish the structure. Functional locations are used to identify where your physical assets are installed.

• Functional location lifecycle states
• Configure functional location types
• Maintenance attribute types
• Exercise – Create a functional location lifecycle state and functional location lifecycle model
• Exercise – Create functional location types

Set up assets in Asset Management for Dynamics 365 Supply Chain Management

Before your organization can start using Asset Management for Dynamics 365 Supply Chain Management, you must first establish the structure. This module will walk you through the steps on how to set up the key functionalities for assets such as how to create asset types, create condition assessment templates and registrations on those assets, create lifecycle states for assets, establish criticality types, and much more.

• Create asset lifecycle states
• Create asset lifecycle models
• Asset types
• Create asset type defaults
• Condition assessments and Condition assessment templates
• Create asset manufacturers and models
• Asset counters
• Set up asset management parameters
• Set up asset service levels
• Set up asset criticality types
• Create asset document relations
• Create assets based on purchase orders
• Create maintenance workers and worker groups
• Exercise – Set up assets

Set up work orders in Asset Management for Dynamics 365 Supply Chain Management

Work orders are used to track and manage maintenance jobs in Asset Management for Dynamics 365 Supply Chain Management. Before work orders can be used by your organization, they must first be configured based on your organizational structure and processes.

• Maintenance job type categories
• Create a maintenance job type variant
• Maintenance job trade
• Maintenance checklist variables
• Maintenance checklist template
• Maintenance job types
• Create maintenance job type default lines and related forecasts
• Overview of maintenance job types related to assets
• Work order lifecycle states and projects
• Relationships between work order lifecycle models, work order types, and work order lifecycle states
• Work order lifecycle models
• Work order project setup
• Service levels and descriptions
• Fault management
• Exercise- Set up work orders

Set up maintenance requests in Asset Management for Dynamics 365 Supply Chain Management

For your organization to use the Maintenance components of Asset Management for Dynamics 365 Supply Chain Management, you must first set up the framework. This module will show you how to configure maintenance requests and request types, lifecycle states, and establish maintenance worker responsibilities.

• Create maintenance request lifecycle states
• Create maintenance request lifecycle models
• Create maintenance request types
• Maintenance worker responsibilities
• Exercise – Set up maintenance request lifecycle states, models, and types

Get started with Asset Management for Dynamics 365 Supply Chain Management

Asset Management is a module for managing assets and maintenance jobs in Dynamics 365 Supply Chain Management. Asset Management enables you to efficiently manage and carry out tasks related to managing and servicing many types of equipment in your company, for example, machines, production equipment, and vehicles. Asset Management supports solutions across numerous industries.

• Overview and benefits
• Asset Management terminology and concepts
• Functional locations and assets
• Assets and work orders
• Use the Asset Management mobile workspace
• Asset Management integration capabilities
• Integrate Asset Management with Dynamics 365 Guides

Work with functional locations in Asset Management for Dynamics 365 Supply Chain Management

Functional locations in Asset Management for Dynamics 365 Supply Chain Management provides your organization the ability to define and track where your assets are located. The benefit of functional locations not only provides traceability, but improves the reporting relationship to work orders, condition and fault assessments, and production stop registrations.

• Create functional locations
• Install assets on functional locations
• Exercise – Create a default functional location, and assign it as the default

Work with assets in Asset Management for Dynamics 365 Supply Chain Management

Asset Management for Dynamics 365 Supply Chain Management allows your organization to effectively manage your resources, through the identification of asset locations. You can schedule maintenance tasks related to those assets, track usage, and review reports associated with the assets and their locations.

• All assets page
• Create an asset
• Multi-level assets
• Copy an asset or asset structure
• Move, remove, and install an asset
• Create assets based on purchase orders
• Asset bills of materials
• Asset event history
• Asset view
• Asset attribute overview

Manage maintenance requests in Asset Management for Dynamics 365 Supply Chain Management

Maintenance requests in Asset Management for Dynamics 365 Supply Chain Management are fundamental in keeping your valuable assets running efficiently, while managing downtime and protecting your overall productivity. This module defines maintenance requests, how to create maintenance requests, using asset loans, tracking inbound and outbound assets, and reporting.

• View maintenance requests
• Maintenance request lifecycle states
• Create and update maintenance requests
• Create work orders from maintenance requests
• Asset loans
• Inbound and outbound assets
• Maintenance request management workspace
• Work order management workspace
• Maintenance request reports
• Exercise - Create a maintenance request
• Exercise - Create a Maintenance request list report

Create and manage work orders in Asset Management for Dynamics 365 Supply Chain Management

Work orders are used to track and manage maintenance jobs scheduled on assets in Asset Management for Dynamics 365 Supply Chain Management.

• Manually create work orders
• Maintenance forecasts
• Procurement of work order purchase requisitions
• Bill customers for maintenance work
• Manual update of asset counters
• Automatic update of asset counters
• Maintenance checklists
• Maintenance downtime
• Add a fault to a work order
• Work order report
• Work order pools
• Active work order maintenance jobs page
• Work order management workspace
• Exercise - Create and manage work orders

Schedule work orders in Asset Management for Dynamics 365 Supply Chain Management

Schedules for maintenance workers, assets and other tools are created when work orders are scheduled in Asset Management for Dynamics 365 Supply Chain Management.

• Configure workers for work order scheduling
• Schedule and dispatch work orders
• Calculate capacity load on scheduled work orders
• Lab – Set up a preferred worker, and schedule a work order

Use controls and reports in Asset Management for Dynamics 365 Supply Chain Management

To effectively manage your assets in Asset Management for Dynamics 365 Supply Chain Management, you can use controls and reports.

• Cost control for assets calculation
• Work order date control calculation
• Work order hour control calculation
• Asset fault cost control calculation
• Calculate asset KPIs
• Item where used calculation
• Maintenance status calculation
• Exercise - Create a Work order cost control report
• Exercise – Create an Item where used report

Use preventive and reactive maintenance in Asset Management for Dynamics 365 Supply Chain Management

Machinery and equipment used in production and warehouses all require maintenance. It's like taking your car in for service. You take preventive measures and get the oil changed regularly, and you plan for the downtime of when you won't be able to use your vehicle until maintenance is complete. Your organization's success depends on planning maintenance, downtime, and the cost of maintaining your assets. This is where Asset Management for Dynamics 365 Supply Chain Management can help.

• Maintenance plans
• Interval types
• Assign a maintenance plan to an asset
• Schedule maintenance plans
• Maintenance rounds
• Maintenance schedule
• Maintenance schedule cost
• Maintenance downtime
• Exercise - Create a maintenance plan
• Exercise - Update the maintenance schedule

Work with capacity planning in Asset Management for Dynamics 365 Supply Chain Management

Capacity planning helps your organization estimate the capacity of your asset load. This is important because it helps you plan for maintenance, identify work orders assigned to your assets, whether scheduled or unscheduled. This module reviews how to calculate capacity loads for your assets as well as forecasting item consumption for your assets over a period of time.

• Calculate capacity load
• Calculate an item forecast
• Exercise – Run a capacity load, and run an item forecast

Register and report consumption in Asset Management for Dynamics 365 Supply Chain Management

Consumption registrations must be completed when the maintenance job is completed for a work order. The registration feeds the associated costs to the asset and consumption reports in Asset Management for Dynamics 365 Supply Chain Management.

• Register consumption
• Create consumption reports
• Exercise - Create an asset consumption

Work with warranties in Asset Management for Dynamics 365 Supply Chain Management

Protecting your organizational assets begins with maintaining detailed warranty records in Asset Management for Dynamics 365 Supply Chain Management. In this module, we will review the warranty agreement process, and establish warranties on assets and asset types.

• Warranty agreements
• Warranty on assets and asset types
• Exercise – Set up a warranty

Work with maintenance budgets in Asset Management for Dynamics 365 Supply Chain Management

Maintenance budgets provide a place for organizations to forecast expected costs for preventive maintenance on assets.

• Create maintenance budgets
• Update maintenance budgets
• Exercise – Create, and adjust a maintenance budget

Set up landed cost in Dynamics 365 Supply Chain Management

The Landed cost module helps businesses streamline inbound shipping operations by giving users complete financial and logistical control over imported freight, from the manufacturer to the warehouse.

• Landed cost parameters
• Set up voyages and shipping containers
• Set up delivery information
• Set up multi-leg journeys
• Set up shipping information
• Set up costing parameter values
• General ledger integration configuration
• Vendor settings for Landed cost
• Lab - Create a voyage leg

Work with landed cost in Dynamics 365 Supply Chain Management

Landed costs in Dynamics 365 Supply Chain Management help your organization have more efficient inbound shipping operations. Additionally, landed costs allow your users to complete financial and logistical control over imported freight from the manufacturer to the warehouse.

• Create a voyage
• Manage a voyage
• Estimate and manage landed costs
• Track inbound voyages and shipping container journey
• In-transit processing
• Warehouse management and landed cost
• Process over and under transactions
• Update tracking for put away
• Inquiries and reports for landed cost

Set up accounts receivable in Dynamics 365 Finance

Learn to set up the Accounts receivable module in Dynamics 365 Finance to create customer invoices, post packing slips, and use free text invoices that aren't related to sales orders. This module also explains how to receive customer payments by using several different payment types, such as cash, checks, credit cards, and electronic payments.

• Payment schedule
• Terms of payment and payment days
• Cash discounts
• Payment fees
• Set up the credit card payment service
• Methods of payment and payment control
• Set up a payment calendar and payment calendar rules
• Create and maintain customers
• Set up customer posting profiles
• Configure accounts receivable charges
• Lab - Configure customer posting profiles and create a new customer

Get started with accounts receivable daily procedures in Dynamics 365 Finance

Learn how to create free text invoices, record customer payments, distribute funds, configure recurring invoices, and reimburse a customer.

• Create free text invoices
• Exercise - Create and process a free text invoice
• Recurring free text invoices
• Create and handle payments of customer invoices for sales orders
• Exercise - Work with invoices from sales orders
• Settle transactions and undo settlements
• Exercise - Process an invoice and settle it against a payment
• Reimburse a customer

Set up credit and collections in Dynamics 365 Finance

Although most customers pay their invoices on time, you must be able to process invoices that aren't paid by their due date. Accounts receivable collections information is managed in one central view by using the Collections page in Dynamics 365 Finance. Credit and collections managers can use this central view to manage collections.

• Set up accounts receivables for credit and collections
• Set up credit and collections components
• Set up interest rates for an interest code
• Waive, reinstate, or reverse interest fees
• Set up and manage collection letters
• Exercise - Set up credit and collections in Finance
• Exercise - Create a write-off journal for a customer

Process credit and collections in Dynamics 365 Finance

Although most customers pay their invoices on time, you need to be able to process invoices that aren't paid by their due date. This module shows you how Dynamics 365 Finance helps companies to process collections for delinquent customers

• Customer account statement
• Working with collections
• Collections coordinator workspace
• Manage customer credit and collections
• Credit management
• Lab - Work with credit and collections

Manage transportation management in Dynamics 365 Supply Chain Management

The Transportation management module in Dynamics 365 Supply Chain Management helps you find the most efficient way to deliver goods to your customers. Transportation management calculates the least expensive and fastest way of delivering goods and lets you identify vendor and routing solutions for inbound and outbound orders.

• Planning transportation management
• Configure transportation management
• Routing and transportation flows
• Load building strategy
• Transportation management engines
• Bill of lading
• Plan freight transportation routes with multiple stops
• Reconcile freight in transportation management
• Lab - Explore transportation management

Set up Master Planning in Dynamics 365 Supply Chain Management

In every industry, whether it's retail, manufacturing, distribution, services, or public sector entities, the ability to effectively anticipate and manage demand and supply for goods and services is crucial for both short-term and long-term operations. Familiarize yourself with the Master Planning feature within Dynamics 365 Supply Chain Management to simplify your planning process. When you use predefined criteria, this tool enables you to efficiently strategize your procurement, transfers, and manufacturing requirements for materials.

• Master planning considerations and set up
• Master planning parameters page
• Create a master plan
• Coverage settings
• Action messages
• Demand Forecasting
• Run plans and firm planned orders
• Set up and use the Supply schedule page
• Exercise - Firm a planned order
• Exercise - Change a planned order type
• Deprecated master planning

Use master planning in Dynamics 365 Supply Chain Management

The master planning features enables the calculation of a master plan to occur outside Dynamics 365 Supply Chain Management and its SQL database. The master planning features also improve performance and has minimal impact on the SQL database during the planning runs. Therefore, it can be run during normal office hours and provide immediate results based on the most recent activity.

• Set up master planning add-in
• Apply filters to a plan
• Master planning with demand forecasts
• Master planning support for capability-based resource allocation
• Priority-based planning
• Master planning and purchase trade agreements
• Set up supply chain calendars
• Safety margins
• Coverage time fences
• Approved planned orders
• Generate planned production orders
• Analyze and approve planned orders
• Auto-firming
• Planning with negative on-hand quantities
• View history and planning logs
• Cancel a planning job
• Use item substitution for bill of materials
• Exercise - Set up purchase trade agreements
• Exercise - Approve a planned order

Demand Driven Material Requirements Planning in Dynamics 365 Supply Chain Management

Material Requirements Planning (MRP) has become an increasingly challenging area for supply chain management due to a multitude of factors. For instance, the growing use of materials from overseas has greatly affected lead times for those materials. Furthermore, market fluctuation and an increasingly shorter lead time requested by customers has led many businesses to misjudge their stock and experience understocked situations. Demand Driven Material Requirements Planning (DDMRP) helps alleviate these problems by enforcing buffers on various items that you can define min, max, and resupply amounts for. This module explores the benefits and applications of DDMRP.

• Demand Driven Material Requirements Planning (DDMRP) Overview
• Inventory positioning
• Buffer profile and levels
• Demand-driven planning
• Visual and collaborative implementation