Microsoft Dynamics 365 Supply Chain Management (SCM Basics)
Modules and topics to be covered in SCM Basics
1. Supply Chain Management Fundamentals
- Introduction to D365 FO SCM
- SCM business processes
- End-to-end supply chain process
- Enterprise structure
- Sites and warehouses
- Inventory dimensions
- Master data concepts
- SCM integration with Finance
2. Product Information Management (PIM)
Product Setup
- Products
- Released products
- Product masters
- Product variants
- Product categories
- Category hierarchies
- Product attributes
- Product dimensions
- Storage dimensions
- Tracking dimensions
- Units of measure
- Unit conversions
- Item groups
- Item model groups
- Default order settings
- Product lifecycle states
3. Procurement & Sourcing
Procurement Setup
- Procurement categories
- Purchasing policies
- Purchase requisitions
- Purchase agreements
- Vendor catalogs
- Approved vendor lists
- Procurement workflows
Purchase Process
- Purchase requisition
- Request for quotation (RFQ)
- Vendor quotation
- Purchase order
- Purchase confirmation
- Product receipt
- Vendor invoice
- Purchase returns
- Purchase charges
Vendor Management
- Vendor collaboration
- Vendor performance
- Vendor evaluation
- Vendor compliance
- Supply risk assessment
Advanced
- Purchase order workflows
- Three-way matching
- Price/discount management
- Purchase agreements
- Consignment inventory
4. Inventory Management
Inventory Setup
- Inventory dimensions
- Sites
- Warehouses
- Locations
- Inventory statuses
- Inventory policies
- Item groups
- Model groups
Inventory Transactions
- Movement journals
- Inventory adjustment
- Inventory transfer
- Transfer orders
- Counting journals
- Tag counting
- Inventory blocking
- Registration
- Picking
- Packing
Inventory Visibility
- On-hand inventory
- Available physical
- Physical reserved
- Ordered
- Available-to-promise concepts
- Inventory transactions
- Lot/serial tracking
Inventory Closing
- Inventory close
- Cost settlement
- Inventory recalculation
- Closing adjustments
5. Warehouse Management (WMS)
Warehouse Setup
- Warehouse parameters
- Warehouses
- Locations
- Location profiles
- Location directives
- Work templates
- Work pools
- Unit sequence groups
- License plates
Inbound Process
- Load receiving
- Mobile device receiving
- License plate receiving
- Put-away work
- Location directives
- Work templates
Outbound Process
- Wave templates
- Work templates
- Picking methods
- Cluster picking
- Packing
- Containerization
- Shipment confirmation
Advanced WMS
- Cycle counting
- Replenishment
- Cross-docking
- Mobile device menu items
- Warehouse Management mobile app
- Barcode scanning
- Batch/serial tracking
- Work exceptions
6. Master Planning & Planning Optimization
Planning Setup
- Master plans
- Coverage groups
- Coverage settings
- Item coverage
- Safety stock
- Lead times
- Default order settings
- Planning parameters
Planning Process
- Demand
- Supply
- Net requirements
- Planned purchase orders
- Planned production orders
- Planned transfer orders
- Action messages
- Delay messages
Planning Optimization
- Planning Optimization overview
- Planning runs
- Firm planned orders
- Planned order processing
- Supply schedule
- Demand forecasting
- Intercompany planning
- Multisite planning
7. Sales & Marketing / Order Fulfillment
Sales Setup
- Customer/item sales setup
- Sales groups
- Sales agreements
- Trade agreements
- Sales prices
- Discounts
- Charges
Sales Process
- Sales order creation
- Order confirmation
- Inventory reservation
- Picking
- Packing slip
- Shipment
- Sales invoice
- Sales returns
- Return orders
Advanced
- Direct delivery
- Intercompany sales
- Backorders
- Partial deliveries
- Delivery schedules
- Sales order holds
- Available-to-promise