book

Becoming a Dynamics 365 Supply Chain Management Functional Consultant Associate

by Juan Bravo Vargas, Mariano Martínez Melo

November 2023

Beginner

422 pages

10h 23m

English

Packt Publishing

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ForewordContributorsAbout the authorsAbout the reviewer
Who this book is forWhat this book coversDownload the imagesConventions usedGet in touchShare Your ThoughtsDownload a free PDF copy of this book
Overview of Dynamics 365 Supply Chain ManagementAsset ManagementInventory managementProcurement and sourcingMaster planningProduct information managementProduction controlWarehouse managementTransportation managementSummary
Creating and managing products and product variantsConfiguration technologies for product customizationReleased productsUnderstanding product types in supply chain managementProduct translationProduct setup authorization within a legal entityFinalizing released productsCountry of origin classificationManaging hazardous material product informationDocumentation for shipping hazardous materialsCreating product masters with variantsConceptualizing configurable productsSetting up product masters and predefined product variantsProduct master and dimension-based configured product variantsProduct configurationCreating and managing product states in the life cycle of a productEstablishing product life cycle statesProduct templatesDesigning and creating a BOMWorking with the BOM designerCreating a basic BOM without linking any items or versionsSelecting a BOM and routeBOM and formula versionsBOM line typesBOM levelsProduct configurator – purpose and advantagesConfiguring catch weightsPartial visibilityFull visibilityDirect delivery productsSetting up products for direct deliveryExecuting the direct delivery processUnderstanding delivery dates and addressesHandling deletions and warehouse requirementsSummary
Introducing Inventory managementInbound operationsOutbound operationsInternal operationsSetting up our warehouse and inventory configurationsSitesWarehouseAisles and locationsItem setupABC classificationCreating and posting inventory journalsInbound operationsOutbound operationsInventory journalsWorking with transfer ordersInquiries and reportsClosing and adjustmentSummaryQuestionsAnswers
Procure-to-purchase processPurchase requisitionSetting up and carrying out an RFQPOsVendor collaboration portalThe PO life cycle on vendor collaborationSetting up vendor collaborationProcessing a PO on the vendor collaboration portalCollaboration on RFQsWorking with vendor rebatesSetting upRebate program typesRebate groupsRebate agreementGenerating rebate claimsWhat about consignment inventory?Consignment inventory processInitial setupReplenishment ordersOwnership change journalTips and recommendationsSummaryQuestionsAnswers
The foundation of quality controlManaging quality managementSetting up quality managementTest instrumentsTestsItem samplingTest groupsQuality associationsExampleNon-conformance in Dynamics 365 Supply Chain ManagementExamples of non-conformance typesWorking with quality ordersManual creation of quality ordersNon-conformancesQuality reportsCertificate of analysisQuarantine ordersSummaryQuestionsAnswers
Order to cash processSales quotationThe sales quotation statusSales orderConfirming the order with the customerSales groups and commissionsSales groupsSetting up sales groupsIntercompany tradingIntercompany setupSummaryQuestionsAnswers
Warehouse management concepts and configurationStorage dimension groupsReservation hierarchiesUnit sequence groupsInventory statusInventory groupsSetting up items for warehouse managementSetting up a warehouse for warehouse managementConfiguring a warehouse for warehouse managementWave templatesWork templatesLocation directivesDevice menu and menu itemsWarehouse management app and device setupInstalling the warehousing app and setting it up for an environmentSetting up the applicationMenus itemsSummaryQuestionsAnswers
Inbound operationsPurchase order put-away clustersPurchase order put-away with quality checkPurchase order put-away with quality orderReceive items at a different warehouseInternal warehouse processesTransfer ordersWave templatesReplenishmentWarehouse slottingCycle countingOutbound warehouse processesSales order pickingSales order picking with staging locationsPacking and containerizationOutbound sortingCross-dockingSummaryQuestionsAnswers

What is TMS?Transit hierarchyInbound transportationOutbound transportationPlanning TMSStart with the basics – shipping carriers and carrier groupsRate masters and rating profileTransportation standardsShipping carriersBuild loads and plan shipmentsLoad templatesRoutingLoad planning workbenchAppointment schedulingReconciling freight bills and invoicesConfiguring freight bill reconciliationManual reconciliationAutomatic reconciliationAdvanced TMS parametersDefining constraintsTransportation tenderSmall parcel shippingTips and tricksSummaryQuestionsAnswers
Introduction to master planningHow can we activate planning optimization?Master planning concepts and setupCoverage groupsAssociating a coverage group with an itemPlanning parameters on item masterConfiguring a master plan and master planning moduleAction messagesRunning a master plan and working with planned ordersRunning a master planRunning a master plan for a subset of itemsPlanned ordersViewing and editing planned ordersPlanned order inquiriesSafety stock journalsDemand forecast linesSupply scheduleTips and tricksSummaryQuestionsAnswers
Multi-warehouse and multi-site planningSetting up the scenario – coverage groupsSetting up the scenario – default order settingsSetting up the scenario – demand forecastExecuting the scenario – master planning runIntercompany planningDDMRPStrategic inventory positioningBuffer profiles and levelsDynamic adjustmentsDemand-driven planningVisual and collaborative executionSummaryQuestionsAnswers
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Content preview from Becoming a Dynamics 365 Supply Chain Management Functional Consultant Associate

6 Setting up and Managing Sales and Customers

The sales and marketing process is one of the most vibrant and dynamic components. It is the lifeblood of any organization, driving revenue, fostering customer relationships, and ensuring the steady flow of products and services to the market. At the heart of this process lies the dual responsibility of customer management and sales order processing. When executed effectively, these elements can elevate a business to new heights of success and customer satisfaction.

Dynamics 365 Supply Chain Management offers a comprehensive suite of tools to streamline and optimize these crucial processes. As we delve into this chapter, we aim to equip you with the knowledge and best practices to harness the full ...

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Becoming a Dynamics 365 Finance and Supply Chain Solution Architect

Publisher Resources

ISBN: 9781804618004

Becoming a Dynamics 365 Supply Chain Management Functional Consultant Associate

by Juan Bravo Vargas, Mariano Martínez Melo

6

Setting up and Managing Sales and Customers

Become an O’Reilly member and get unlimited access to this title plus top books and audiobooks from O’Reilly and nearly 200 top publishers, thousands of courses curated by job role, 150+ live events each month,
and much more.

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6

Setting up and Managing Sales and Customers

Become an O’Reilly member and get unlimited access to this title plus top books and audiobooks from O’Reilly and nearly 200 top publishers, thousands of courses curated by job role, 150+ live events each month,and much more.

You might also like

Becoming a Dynamics 365 Finance and Supply Chain Solution Architect

Mastering Microsoft Dynamics 365 Business Central: A Comprehensive Guide to Successful Implementation

Extending Microsoft Dynamics 365 Finance and Supply Chain Management Cookbook - Second Edition

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Publisher Resources

Become an O’Reilly member and get unlimited access to this title plus top books and audiobooks from O’Reilly and nearly 200 top publishers, thousands of courses curated by job role, 150+ live events each month,
and much more.