D365 Supply Chain Management Functional(T&L)

Duration8 weeks

Mode of TrainingOnline

LevelAdvanced

Introduction

Microsoft Dynamics 365 for Finance and Operations is a small business management solution that Whole your view of worldwide economic and business operations, automates and streamlines business tactics, and helps you manipulate your corporation and make speedy, informed choices. Finance and Operations assist companies to adapt quickly to changing market needs and force fast commercial enterprise boom.

What is 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.
On this module, you may recognize:
The specific industries which Finance and Operations focus on,
Financial control,
Worker control,
Deliver chain management

This course provides a solid foundation for Financials in Microsoft Dynamics-365 and will enable the student to be successful in more advanced financial courses.

D365 Supply chain management Functional(T&L) Course Curriculum

Introduction, Basics, Journals and Inventory

Introduction

Introduction to ERP and its features
Administration Module setups >> Users
Understanding the information Flow in Microsoft Dynamics 365

Basic

Legal entities
Operating units
Number sequences
Currencies
Calendar
Chart of accounts
Account structure
Ledger

Journals

Creating journal names with various journal types
Create and post General journal

Inventory

Item Group
Item Model Group
Dimension Groups
Inventory Parameters
Creating Items
Units of measure and setting up unit conversion
Inventory Management
Setting Purchase, Cost and Sales Pricing of Items

Procurement, Sales basic setups

Procurement basic setups

Terms of payment
Method of payment
Vendor group
Vendor
Vendor posting profile

Sales basic setups

Customer group
Customer
Customer posting profile

Working with Purchase and Sales Orders

Purchase order - Simple view
Create Purchase Order lines
Post Purchase orders
Purchase Orders - Advanced view
Purchase Order Types
Sale Order Simple and Advanced view
Sales Order types
Purchase and Sales Parameters
Multiple ship to functionality
Enhanced delivery date control
Direct delivery
Create and post Invoice Journals
Create Free text invoice

Payment Process, Quotations and Procurement category

Vendor payments and its setup
Customer payments and its setup

Quotations

Setup a Sales Quotation
Work with Quotations
Various Quotation functions
Request for quotation

Procurement category

Category and its significance
Purchasing, Policies
Purchase requisition process

Serial and Batch Numbers

Setting up Serial and Batch Numbers as Inventory Dimensions
Manually allocating Serial and / or Batch Numbers
Automatically allocating Serial and / or Batch Numbers
Creating Number groups Automatic allocation
Understanding Tracing
Tracing the Receipts and Issue Serialized Items
Trace inventory dimensions
Transfer Journal

Over/ Under Delivery and Miscellaneous Charges

Over/Under delivery Setup
Parameter Setup
Item Setup
Over/Under delivery Transactions
Miscellaneous, Fixed Charges
Miscellaneous Charges Codes
Setting Up Manual Miscellaneous Charges
Setting Up Automatically Miscellaneous Charges
Editing Automatic Miscellaneous Charges
Miscellaneous charges Transactions
Landed Cost Miscellaneous Charges

Quarantine Management, Trade & Logistic Item Registration

Quarantine Management Setup
Quarantine Warehouse Setup
Quarantine Parameters
Quarantine Item Management
Quarantine Processing
Manual Quarantine Orders
Automatic Quarantine Management
Quarantine Order Processing Options
Inventory Transactions on Quarantine Items

Trade & Logistic Item Registration

Item Registration Setup
Automatic and Manual Registration of a Pick
Item registration of serialized and batch inventory

Reservations

Reservation, Dimensions and Transactions
Reservation parameters
Manual Reservations
Automatic Reservations
View Reservations
Lock Reservations
Cancel Reservations
Batch Reservations
Picking Reserved Items

Item Returns, Customer and Vendor Trade Agreements

Vendor Returns
Vendor Returns with serialized Items
Customer Returns, Customer serialized Returns
Disposition codes

Customer and Vendor Trade Agreements

Setup Trade Agreements
Activate Trade Agreements
Trade Agreement Parameters
Make adjustments to Agreements
Supplementary Items

Inventory Journal

Inventory Journal general setup
Journal Names
Dimensions and more
Posting, Profit/Loss(Adjustment) and movement Journal
Transfer Journal
Bills of Material Journal
Counting Journals Setup
Warehouse Items
Counting groups
Creating and processing a counting journal
Tag counting Journal

Transfer Orders, Inventory Closing

Setup for transfer orders
Using the Transfer orders form
Picking items for a transfer order
Shipping and receiving a transfer order

Commission

Commission setup
Commission posting
Commission customer group and commission
Item Group, Commission sales group
Commission calculation
Viewing commission transactions

Inventory Closing

The fundamental Costing issue
Standard Cost Price
Estimated Inventory values before closing
Packing slip updates and inventory value
Inventory models used for closing
Inventory and inventory closing
Pre- closing actions, Closing Inventory, Inventory recalculation
Manual inventory adjustments
Inventory costing and adjusting reports

Other important Functional Process/features

Workflow creation
Purchase requisition
Functional requirement Document samples
Identifying the GAPS >> GAPS Document
Creation of Sample Functional Design specs
Sure step Methodology – Explanation
Implementation Process
Test Case Document/Sample and example
User Manuals