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On-demand course

Access: 90 days

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CHAPTER 1: OVERVIEW 5 Lessons

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1.1 Objectives

1.2 Introduction

1.3 Distribution and Trade

1.4 Summary

1.9 New or updated in this course (SCM2)

CHAPTER 2A: OVER/UNDER DELIVERY 5 Lessons

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2A.1 Objectives

2A.2 Introduction

2A.3 Over/Under Delivery

2A.4 Lab – Over/Under Delivery with Purchase Orders

2A.5 Lab – Use Under Delivery with Sales

CHAPTER 2B: CHARGES 12 Lessons

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2B.1 Charges

2B.2 Methods of Adding Charges

2B.3 Price Charges

2B.4 Charges Codes

2B.5 Lab – Create a Charges Code

2B.6 Manual Charges

2B.7 Lab – Manual Setup of Charges

2B.8 Automatic Charges

2B.9 Posting charges when doing product receipt

2B.10 Lab – Create a Customer Charges Group

2B.11 Lab – Set Up of Automatic Charges

2B.12 Summary

CHAPTER 3: CUSTOMER AND VENDOR AGREEMENTS 13 Lessons

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3.1 Objectives

3.2 Introduction

3.3 Activate Trade Agreements

3.4 Set Up Trade Agreements

3.5 Lab – Customer Trade Agreement Setup

3.6 Lab – Set Up Smart Rounding

3.7 Lab – Using Smart Rounding

3.8 Trade Agreement Parameters

3.9 Supplementary Items

3.10 Lab – Supplementary Items

3.11 Purchase and Sales Agreements

3.12 Lab – Setting Up and Following Up a Sales Agreement

3.13 Summary

CHAPTER 4: ITEM ARRIVAL AND REGISTRATION 6 Lessons

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4.1 Objectives

4.2 Introduction

4.3 Item Registration Setup

4.4 Item Arrival

4.5 Lab – Manage an Item Arrival

4.6 Summary

CHAPTER 5: QUARANTINE MANAGEMENT 8 Lessons

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5.1 Objectives

5.2 Introduction

5.3 Quarantine Warehouse Setup Parameters

5.4 Lab – Create Quarantine Inventory

5.5 Quarantine Item Management

5.6 Lab – Purchase to Quarantine Inventory

5.7 Inventory Transactions on Quarantined Items

5.8 Summary

CHAPTER 6: VENDOR RETURNS 7 Lessons

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6.1 Objectives

6.2 Introduction

6.3 Create Vendor Returns

6.4 Create Vendor Returns for Serialized Items

6.5 Lab – Working with Vendor Returns

6.6 Lab – Complete a Vendor Return Using Returned Order Type

6.7 Summary

CHAPTER 7: SALES QUOTATIONS 9 Lessons

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7.1 Objectives

7.2 Introduction

7.3 Sales Quotation Setup

7.4 Working with Quotations

7.5 Lab – Create a Sales Quotation and Convert it to a Sales Order

7.6 Lab – Create a Sales Quotation Template

7.7 Lab – Mass Create Sales Quotations

7.8 Additional Sales Quotation Features

7.9 Summary

CHAPTER 8: ITEM RESERVATIONS 15 Lessons

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8.1 Objectives

8.2 Introduction

8.3 Why Perform Reservations and What Can You Reserve?

8.4 Manual Reservations

8.5 Lab – Manual Reservations

8.6 Automatic Reservations

8.7 Lab – Automatic Reservations

8.8 Automatic Reservation and Selection of Batch

8.9 Explosion Reservation

8.10 View Reservations

8.11 Lock Reservations

8.12 Cancel Reservations

8.13 Batch Reservations

8.14 Picking Reserved Items

8.15 Summary

CHAPTER 9: SALES ORDER PICKING 11 Lessons

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9.1 Objectives

9.2 Introduction

9.3 Enable Sale Order Picking and Setup

9.4 Release Sales Order Picking

9.5 Automatic Registration of a Pick

9.6 Manual Registration of a Pick

9.7 Item Pick Registration of Serialized and Batch Inventory

9.8 Lab – Item Picking Registration of Serialized Inventory

9.9 Edit, Reverse, and Split a Pick

9.10 Lab – Edit, Reverse, and Split a Pick

9.11 Summary

CHAPTER 10: CUSTOMER RETURNS 11 Lessons

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10.1 Objectives

10.2 Introduction

10.3 Set Up Customer Returns

10.4 Create a Return Order

10.5 Lab – Create a Return Order

10.6 Item Arrival and Receipt Registration

10.7 Lab – Process a Return Order

10.8 Lab – Generate the Packing Slip and Invoice for a Return Order

10.9 Quarantine Orders

10.10 Replacement Orders

10.11 Summary

CHAPTER 11: COMMISSIONS 8 Lessons

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11.1 Objectives

11.2 Introduction

11.3 Set Up a Commission

11.4 Lab – Commission Calculations

11.5 View Commission Transactions

11.6 Lab – Commission Transactions

11.7 Commission Transactions for Return Items

11.8 Summary

CHAPTER 12: TRANSFER ORDERS 9 Lessons

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12.1 Objectives

12.2 Introduction

12.3 Set Up of Transfer Orders

12.4 Using the Transfer Orders Form

12.5 Lab – Create a Transfer Order

12.6 Picking Items for a Transfer Order

12.7 Shipping and Receiving a Transfer Order

12.8 Lab – Pick, Ship and Receive a Transfer Order

12.9 Summary

CHAPTER 13: REPORTS 8 Lessons

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13.1 Objectives

13.2 Introduction

13.3 ABC Inventory Classifications

13.4 Lab – Run ABC Classification Reports

13.5 Inventory Reports

13.6 Forecasting Reports

13.7 Lab – Reports

13.8 Summary

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Supply Chain Management Part 2 | D365FO | On-demand | 90 days access

Description

Course Content

Supply Chain Management Part 2 | D365FO | On-demand | 90 days access

Description

Course Content

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