This course is designed to build your in Dynamics 365 Supply Chain Management application knowledge. This course will cover the most important features and functionalities needed by Dynamics 365 Supply Chain Management functional consultant including: The product information and how to configure, create, and manage your product and inventory. Supply chain management configuration and processing. The transportation management features, and the warehouse management features. Asset Management functionalities. Master planning configuration and processing. Sales and procurement processes.
- Price: $3,475.00
- Duration: 1 day
- Delivery Methods: Virtual
| Date | Time | Price | Option |
|---|---|---|---|
| Please contact us at info@toptalentlearning.com or 469-721-6100 for this course schedule. |
For questions call: (469) 721-6100
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TOPTALENT?
- Get assistance every step of the way from our Texas-based team, ensuring your training experience is hassle-free and aligned with your goals.
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- Benefit from being taught by Professionally Certified Instructors with expertise in their fields and a strong commitment to making sure you learn and succeed.
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CREATE PRODUCTS AND PRODUCT MASTERS IN DYNAMICS 365 SUPPLY CHAIN MANAGEMENT
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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
Gain productivity by using the Variant suggestions page
Create and set up category hierarchies and attributes
Set up item pricing
2
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CREATE BILL OF MATERIALS IN DYNAMICS 365 SUPPLY CHAIN MANAGEMENT
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Work with the BOM designer
BOM and formula versions
BOM line types
BOM levels
3
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GET STARTED WITH DISCRETE MANUFACTURING IN DYNAMICS 365 SUPPLY CHAIN MANAGEMENT
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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
4
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WORK WITH COMMODITY PRICING AND COMPLIANCE IN DYNAMICS 365 SUPPLY CHAIN MANAGEMENT
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Configure commodity pricing
Configure product compliance
5
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CONFIGURE PROCESS MANUFACTURING IN DYNAMICS 365 SUPPLY CHAIN MANAGEMENT
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Process manufacturing item types
Production type setup
Set up packaging and batch attributes
Shelf life related setup
Item model group, product compliance, and approved vendors
Catch weight
Transaction adjustments
Catch weight item handling policy
Catch weight tags
Configure approved vendors
6
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GET STARTED WITH ENGINEERING CHANGE MANAGEMENT FOR DYNAMICS 365 SUPPLY CHAIN MANAGEMENT
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Overview of features
End-to-end walkthrough of features
7
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SET UP VERSIONED PRODUCTS IN DYNAMICS 365 SUPPLY CHAIN MANAGEMENT
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Create an engineering organization
Create nomenclature for product versions
Create product version number rules
Create product dimension groups by using the version dimension
Create product life cycle states
Engineering attributes
Product readiness policies
Product release policies
Create engineering categories
8
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CONFIGURE ENGINEERING CHANGE MANAGEMENT FOR DYNAMICS 365 SUPPLY CHAIN MANAGEMENT
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Set up engineering change severities
Set up severity rule sets
Set up product owners
Engineering workflows
9
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REQUEST AND FOLLOW UP WITH PRODUCT CHANGES IN DYNAMICS 365 SUPPLY CHAIN MANAGEMENT
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Engineering change requests
Engineering change orders up with product changes in Dynamics 365 Supply Chain Management
10
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GET STARTED WITH PRODUCT CONFIGURATION IN DYNAMICS 365 SUPPLY CHAIN MANAGEMENT
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Elements of a product configuration model
Expression constraints and table constraints in product configuration models
Validate and test a product configuration model
Finalize a model for configuration
Set up a product configuration model
Calculations for product configuration models
Solver strategy for product configuration
Reuse product configurations
Release a product configuration model
Customize a product configuration model
11
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WORK WITH THE COSTING SHEET IN DYNAMICS 365 SUPPLY CHAIN MANAGEMENT
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Costing versions
Cost groups
Calculation groups
Costing sheets
BOM calculations
BOM Measurements
BOM Reports
12
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CONFIGURE FORMULAS FOR PROCESS MANUFACTURING IN DYNAMICS 365 SUPPLY CHAIN MANAGEMENT
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Formulas, formula lines, and formula versions
Formula features
Approve and activate formulas and formula versions
Use step consumption
Coproducts
By-products
Burden allocation
Planning items
13
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GET STARTED WITH PRODUCTION CONTROL IN DYNAMICS 365 SUPPLY CHAIN MANAGEMENT
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Core concepts in production control
Understand unified manufacturing
Manufacturing principles
Overview of the production process and production life cycle
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
14
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USE WAREHOUSE MANAGEMENT FOR MANUFACTURING IN DYNAMICS 365 SUPPLY CHAIN MANAGEMENT
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Production input location
Production output location
Staging and order picking
Release BOM and formula lines to the warehouse
Cross-docking
Planned cross docking
Visibility into material exceptions
15
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WORK WITH MANUFACTURING EXECUTION IN DYNAMICS 365 SUPPLY CHAIN MANAGEMENT
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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
16
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GET STARTED WITH ASSET MANAGEMENT FOR DYNAMICS 365 SUPPLY CHAIN MANAGEMENT
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Asset Management terminology and concepts
Functional locations and assets
Assets and work orders
Install the Asset Management mobile workspace
Use the Asset Management mobile workspace
Asset Management integration capabilities
Integrate Asset Management with Dynamics 365 Guides
17
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SCHEDULE WORK ORDERS IN ASSET MANAGEMENT FOR DYNAMICS 365 SUPPLY CHAIN MANAGEMENT
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Configure workers for work order scheduling
Schedule and dispatch work orders
Calculate capacity load on scheduled work orders
18
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CONFIGURE AND PERFORM THE PROCURE-TO-PURCHASE PROCESS IN DYNAMICS 365 SUPPLY CHAIN MANAGEMENT
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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
19
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CONFIGURE ACTIVITY-BASED SUBCONTRACTING AND PRODUCTION FLOW COSTING IN DYNAMICS 365 SUPPLY CHAIN MANAGEMENT
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Subcontracting capabilities
Subcontracting a vendor
Subcontracting service
Transfer activities as subcontracting activities
Subcontracting as an alternate resource
Cost accounting of subcontracted services
Subcontracting cost flow
Backflush costing
Products and material in Work in Progress
Standard cost
Costing lean manufacturing
Calculation of standard cost
Calculate unused quantities
Calculation of production variances to standard cost
Ledger entries created from processing a production flow
20
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CONFIGURE AND USE AGREEMENTS IN DYNAMICS 365 SUPPLY CHAIN MANAGEMENT
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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
21
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WORK WITH CAPACITY PLANNING AND SCHEDULING IN DYNAMICS 365 SUPPLY CHAIN MANAGEMENT
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Scheduling options
Split a production order
Operations scheduling
Job scheduling
Scheduling options from the Gantt chart
Resource scheduling
Scrap and waste
22
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CONFIGURE AND USE BUILT-IN MASTER PLANNING IN DYNAMICS 365 SUPPLY CHAIN MANAGEMENT
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Master planning considerations and setup
Master planning parameters page
Create a master plan
Demand forecasting
Coverage settings
Action messages
Configure intercompany planning
Run plans and firm planned orders
Set up and use the Supply schedule page
23
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USE PLANNING OPTIMIZATION IN DYNAMICS 365 SUPPLY CHAIN MANAGEMENT
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Install the Planning Optimization Add-in
Integration and fit analysis
Apply filters to a plan
Master planning with demand forecasts
Planning optimization support for capability-based resource allocation
Priority-based planning
Master planning and purchase trade agreements
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
24
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CREATE AND PROCESS FIXED KANBANS IN DYNAMICS 365 SUPPLY CHAIN MANAGEMENT
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Understand kanban boards
Configure a fixed kanban rule
Process a fixed kanban
Kanban quantity calculations and circulating kanbans
25
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IDENTIFY AND CONFIGURE BATCH ATTRIBUTES FOR PROCESS MANUFACTURING IN DYNAMICS 365 SUPPLY CHAIN MANAGEMENT
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Assign and reserve batch attributes
Products that have an active ingredient
Ingredient types
The batch balancing process
Learning Objectives
Objectives:
Create products as type Item and Service.
Set up product unit conversions.
Set up transfer orders
Set up default order settings.
Create product masters with predefined variants.
Create and set up category hierarchies.
Create product attributes.
Create bill of materials using BOM designer
Discrete manufacturing concepts
Production order statuses
Production stages
Bill of materials (BOM)
Resources
Routes and operations
Configure commodity pricing in Supply Chain Management.
Configure product compliance in Supply Chain Management.
Configure commodity pricing in Supply Chain Management.
Configure product compliance in Supply Chain Management.
Configure process manufacturing.
Create and configure catch weight items.
Configure approved vendors.
Understand the features in engineering change management.
Learn how the end-to-end engineering change management process works.
Set up engineering organizations.
Work with product versioning.
Create dimension groups by using the version dimensions.
Create product life cycle states.
Use engineering categories.
Set up engineering change severities and severity rules.
Set up product owners.
Use a workflow with engineering change management.
Create an engineering change request.
Learn about business impacts.
Create an engineering change order.
Important terminology to help you understand the concepts and processes that are associated with product configuration.
Product configuration end-to-end scenario.
Different areas that span the product configuration process.
The product configuration model.
How to build a product configuration model.
Configure the costing sheet.
Perform BOM calculation and analyze costs by using the costing sheet.
IoT intelligence and insights in Supply Chain Management
This course is designed for the Dynamics 365 Supply Chain Management Functional Consultant Expert or those whose role includes implementing and configuring advanced features of Dynamics 365 Supply Chain Management.
Prior to this course, you should have a strong advanced knowledge of supply chain management operations including production, master planning, and asset management and demonstrates expertise in one or more of the following manufacturing methods: discrete, process, and lean. General knowledge of supply chain management General knowledge of inventory procedures Basic knowledge of warehouse procedures Ability to use Microsoft Dynamics 365 Supply Chain Management for basic processing
