Supply Management

To configure the inventory, one should first understand daily operations of the inventory. In this lesson we first discuss inbound and outbound inventory operations.

This module explains how 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 warehouse journals
• Configure inventory dimensions
• Inventory closing and adjustment
• Practice Labs
• Module summary

In this module, students learned how to:

• Perform inbound and outbound inventory operations
• Configure Inventory parameters
• Configure Tracking number groups
• Configure inventory breakdown
• Configure inventory and warehouse Journals
• Configure Units
• Configure Inventory dimensions
• Configure inventory costing
• Setup Distribution

Understand inventory closing and adjustments

Use Inventory Journals

This topic explains how to use Inventory journals in Finance and Operations.

Lessons

• Introduction
• Use inventory journals
• Practice labs
• Module summary

In this module, students learned to:

• Use movement journals
• Use inventory adjustment journals
• Use transfer journals
• Use counting and tag counting journals
• Use item arrival journals
• Use consignment journals

Use Inventory Reports

This topic explains how to use Inventory reports for supply chain management processes in Finance and Operations.

Lessons

• Introduction
• Understand ABC classification
• Use other inventory inquiries and reports
• Practice Labs
• Module summary

In this module, students learned to:

• Understand ABC Classification
• Use Inventory inquires and reports

Create Products and Product Masters

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

This topic explains how 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
• Module summary

In this module, students learned how to:

• 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

Create Bill of Materials

A bill of materials (BOM) is a comprehensive list of all the components, parts, raw materials, assemblies and their quantities that are required to make a finished product. This module explains how create BOMs and BOM versions by using BOM designer in Finance and Operations.

Lessons

• Introduction
• Use BOM designer
• Practice lab
• Module summary

In this module, students learned how to:

• Create BOMs and BOM versions by using BOM designer

Configure and Perform the Procure-to-Purchase Process

This topic explains how 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
• Use procurement policies
• Practice Labs
• Module summary

In this module, students learned how to:

• Apply the procurement and sourcing processes in a business scenario
• Use procurement policies
• Create and maintain vendors
• Create purchase requisitions

Create request for quotes