Configure and manage Products and Inventory | D365 SCM

All staff working with or having an interest in Dynamics 365 Supply Chain Management

Profiles:

• All

Objective

Learn to configure and manage Products and inventory:

• Product information is the pillar of all industries' supply chain and retail applications.
• To order, store, and use a company's inventory of raw materials, components, and finished products, you need to configure the inventory management functionality.
• A bill of materials (BOM) defines the components that are required to produce a product.
• Inventory reports show you in various ways how much inventory you have and explain how to be more effective in your inventory investments.

Topics

Create products and product masters

• 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

Create bills of materials

• Work with the BOM designer
• BOM and formula versions
• BOM line types
• BOM levels

Configure and work with inventory management

• Inbound operations
• Outbound operations
• Configure item groups
• Configure item model groups
• Configure inventory dimensions:
  • Configure storage dimensions
  • Configure tracking dimensions
  • Configure product 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
• Inventory cost methodologies
• Configure inventory policies
• Inventory closing and adjustment
• Archive inventory transactions
• Work with reason codes for inventory counting

Use inventory reports

• ABC inventory classification
• Physical inventory by inventory dimension report
• Inventory value report
• Inventory on-hand report storage
• Inventory on-hand mobile workspace

A high-quality VM is included in the course – complete with Microsoft standard Contoso demo data. It is available during your class and also for practice after the class.

Prepare

Before each course, we ask the students to prepare – for example, by watching a video. This is to ensure that the students have the same or similar understanding of the scope of the upcoming training and the terminology to be used.

Participate

Each live course session is a focused 3-hour live online session led by one of our experienced Microsoft Certified Trainers (MCT).

Practice

Maintain and extend your learning after the live course:
• The live sessions are recorded for review again and again
• Additional videos
• Hands-on labs – with separate suggested step-by-step guidance/solutions
• Support (Q&A).

This is part of the curriculum for the MB-330 exam.