In diesem Training lernen Sie die Grundlagen der Dynamics 365 Supply Chain Management-Anwendung kennen. Es werden die wichtigsten Features und Funktionalitäten behandelt, die ein Functional Consultant für Dynamics 365 Supply Chain Management benötigt. Dazu zählen: Produktinformationen und das Konfigurieren, Erstellen und Verwalten Ihrer Produkte und Ihres Lagers. Das Konfigurieren und Verarbeiten von Supply Chain Management. Die Features für Transport- und Lagerverwaltung. Funktionen für Qualitätsmanagement und Qualitätskontrolle. Konfiguration und Verarbeitung des Produktprogrammplans. Dieser Training umfasst Lektionen und verschiedene praktische Übungen. Die Übungen werden Ihnen in Form einer Fallstudie vorgestellt, die einem Functional Consultant für Dynamics 365 Supply Chain Management vorgelegt wird. Jede Übung basiert auf einem Geschäftsszenario, gefolgt von einer Frage oder Diskussion und einer Schrittanleitung zum Ausführen der systembezogenen Schritte.
Dieser Training richtet sich an den Functional Consultant für Dynamics 365 Supply Chain Management. Der Functional Consultant für Dynamics 365 Supply Chain Management entwickelt und konfiguriert Anwendungen so, dass sie den Anforderungen des Kunden entsprechen. Er analysiert die geschäftlichen Anforderungen und setzt diese in Form von Geschäftsprozessen und Lösungen um, die branchenübliche Best Practices implementieren. Functional Consultants spezialisieren sich auf eine oder mehrere der folgenden Featuregruppen in Dynamics: Finanzen, Fertigung oder Supply Chain Management. Gemeinsam mit Architekten, Entwicklern, Administratoren und anderen Beteiligten arbeitet ein Functional Consultant an Lösungen, die die Anforderungen der Kunden erfüllen oder übertreffen.
Get started with Dynamics 365 Supply Chain Management
- 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
Create products and product masters in Dynamics 365 Supply Chain Management
- 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
Configure and work with inventory management in Dynamics 365 Supply Chain Management
- 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
- Transfer orders
- Set up bar codes
- Set up default order settings
- Inventory journals
- Work with journals
- Inventory journal approval workflows
- Work with reason codes
- Work with consignment inventory
- Configure item groups and item model groups
- Inventory cost methodologies
- Configure inventory policies
- Inventory closing and adjustment
- Archive inventory transactions
- Work with reason codes for inventory counting
Configure warehouse management in Dynamics 365 Supply Chain Management
- Roles in warehouse managemen
- Set up warehouse management
- Configure the warehouse layout
- Configure catch weight processing for warehouse management
- Warehouse processes
- Reservation hierarchies
Create bill of materials in Dynamics 365 Supply Chain Management
- Work with the BOM designer
- BOM and formula versions
- BOM line types
- BOM levels
Set up versioned products in Dynamics 365 Supply Chain Management
- 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
Warehouse implementation experience in Dynamics 365 Supply Chain Management
- 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
- 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
Outbound warehouse operations using Dynamics 365 Supply Chain Management
- Outbound operations
- Warehouse work
- Cluster picking
- Packing and containerization
- Packing containers with the Warehouse Management mobile app
- Transfer orders and replenishment
Execute across warehouse operations in Dynamics 365 Warehouse Management
- Cycle counting
- Material handling equipment interface
Warehouse management mobile device configuration using Dynamics 365 Supply Chain Management
- 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
Work with the costing sheet in Dynamics 365 Supply Chain Management
- Costing versions
- Cost groups
- Calculation groups
- Costing sheets
- BOM calculations
- BOM Measurements
- BOM Reports
Configure and use agreements in Dynamics 365 Supply Chain Management
- 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
Use inventory reports in Dynamics 365 Supply Chain Management
- ABC inventory classification
- Physical inventory by inventory dimension report
- Inventory value report
- Inventory on-hand report storage
- Inventory on-hand mobile workspace
Configure and work with quality control and quality management in Dynamics 365 Supply Chain Management
- Configure quality management
- Perform quality control and management processes
- Describe transactions types and create quality orders
- Apply inventory blocking
- Perform quarantine management
Work with assets in Asset Management for Dynamics 365 Supply Chain Management
- All assets page
- Create an asse
- 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
Use preventive and reactive maintenance in Asset Management for Dynamics 365 Supply Chain Management
- Maintenance plans
- Interval types
- Assign a maintenance plan to an asset
- Schedule maintenance plans
- Maintenance rounds
- Maintenance schedule
- Maintenance schedule cost
- Maintenance downtime
Create and manage work orders 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
Schedule work orders 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
Configure and perform the procure-to-purchase process in Dynamics 365 Supply Chain Management
- 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
Process purchase orders in Dynamics 365 Supply Chain Management
- 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
Configure and manage vendor collaboration in Dynamics 365 Supply Chain Management
- 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
- Work with request for quotes
- Purchase order confirmation workspace
- Accessing vendor master data in the Vendor information workspace
Set up accounts receivable in Dynamics 365 Finance
- 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
Convert prospects in Dynamics 365 Sales to customers in Dynamics 365 Supply Chain Management
- Prerequisites and mapping setup
- Sales quotations
- Sales orders
- Dual-write solution for Sales
- Invoices
- Limitations
- Demonstration – Create and edit sales quotations
Configure and manage the order to cash process in Dynamics 365 Supply Chain Management
- Sales and marketing overview
- Create and confirm sales quotations
- Create and process sales orders
- Sales order entry scenarios
- Sales order picking processes
Configure and use intercompany trade in Dynamics 365 Supply Chain Management
- Intercompany trading
- Set up intercompany trade
- Process intercompany chain orders
- Set up intercompany agreements and direct deliveries
Set up landed cost in Dynamics 365 Supply Chain Management
- Landed cost concepts and terminology
- 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
Manage transportation management in Dynamics 365 Supply Chain Management
- 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
Use warehouse management for manufacturing in Dynamics 365 Supply Chain Management
- Production output location
- Staging and order picking
- Release BOM and formula lines to the warehouse
- Cross-docking
- Planned cross docking
- Visibility into material exceptions
Set up Master Planning in Dynamics 365 Supply Chain Management
- 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
Use master planning in Dynamics 365 Supply Chain Management
- 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
- 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
Describe warehouse and inventory management capabilities in Dynamics 365 Supply Chain Management
- Describe costing methods
- Describe item arrival journals and cross-docking
- Describe inventory reservations, picking and packing, replenishment, and shipments
- Describe inventory counting and inventory on-hand concepts
- Describe quality management capabilities
- Describe use cases for Warehouse Management Systems (WMS)
- Describe use cases for Transportation Management Systems
https://www.etc.at/seminare/MB-330T00