Description
This course reviews the concepts related to configuring and managing products and services in Dynamics 365 for Finance and Operations.
It reviews the concepts related to product data such as attributes and category hierarchies, as well as Inventory Management setup, and how to set up site and warehouse dimensions, boxing logic, and the picking workbench.
You will learn how to process inventory journals and how to set up inventory journals, manage inventory adjustments and inventory movement journals, as well as create transfer, BOM, counting, process cycle counting, and tag counting journals.
The course also reviews how to set up transfer orders, the transfer orders form, and create and pick transfer order lines. Finally, it reviews information on configuring, running, and reviewing reporting in Dynamics 365 for Finance and Operations. This includes running ABC classification reports, determining physical inventory using the Inventory Dimension report, running the Inventory Aging report, and a review of the inventory close process.
This course helps prepare you for assessment Distribution and Trade in Microsoft Dynamics 365 for Finance and Operations.
What are the goals for this course?
- Create item groups
- Create item model groups
- Storage and tracking dimension groups
- Product dimensions
- Inventory Tracking
- Unit of Measure and Conversion
- Owner dimensions
- Released Product
- Released product with Variants
- Set Product Attributes
- Create Product Attributes
- Create and Maintain Category Hierarchies
- Inventory Dimension Setup
- Boxing Logic Setup
- Picking Workbench
- Updating an existing pick
- Set up Inventory Journals
- Manage Inventory Adjustments and Inventory Movement Journals
- Create Transfer, BOM, and Counting journals
- Set up and Manage Cycle Counting Operations
- Create and Process Cycle Counting Journals
- Inventory Blocking
- Set up Item Registration
- Set up Transfer Orders
- Use the Transfer Orders Form
- Transfer Picking, Shipping and Receiving
- Understand, Configure, Run, and Review ABC Classifications
- Determine Physical Inventory Using the Inventory Dimension Report
- Run the Inventory Aging Report
- Manage the Inventory Close Process
- Completed the Introduction to Microsoft Dynamics 365 for Finance and Operations courses
- The ability to use Microsoft Dynamics 365 for Finance and Operations for basic processing
- General knowledge of basic navigation within Dynamics 365 for Finance and Operations
- Basic knowledge of distribution and trade concepts
What are the prerequisites to consume this course?
Module 01: Manage Products and Services
- Item groups
- Item Model Group
- Storage and Tracking Dimensions
- Product Dimension
- Inventory Tracking
- Unit of Measure and Conversion
- Owner Dimensions
- Released Products
- Released Products with Variants
- Key Takeaways
Module 02: Enrich Product Data
- Set Product Attributes
- Create and Maintain Category Hierarchies
Module 03: Basic Inventory Management Setup
- Create a Site
- Create a Warehouse
- Configure Warehouse and Warehouse Items
- Setup Inventory Aisles and Locations
- Boxing Logic
- Picking Workbench Profiles
- Update an Existing Pick
Module 04: Process Inventory Journals
- Module Objectives
- Set Up Inventory Journals
- Manage Inventory Adjustments and Inventory Movement Journals
- Create Transfer Journals
- Create Bill of Material (BOM) Journals
- Counting Journals
- Set Up and Manage Cycle Counting Operations
- Create and Process Cycle Counting Journals
- Create Tag Counting Journals
- Inventory Blocking
- Set Up Item Registration
Module 05: Process Transfer Orders
- Set Up Transfer Orders
- Use the Transfer Orders Form
- Transfer Picking, Shipping and Receiving
Module 06: Configure, Run, and Review Inventory Reporting
- Objectives
- Understand ABC Classifications
- Configure, Run, and Review ABC Classifications
- Determine Physical Inventory Using the Inventory Dimension Report
- Inventory Aging Report
- Review the Inventory Close Process
- Trade and Logistics