Becoming a Dynamics 365 Supply Chain Management Functional Consultant Associate Optimize and Streamline Supply Chain Management Processes to Improve Outcomes and Reduce Costs
Learn the essential supply chain management concepts and processes within Dynamics 365 Supply Chain Management to become a skilled functional consultant Key Features Learn how to set up and manage core supply chain flows such as procure to pay and order to cash Create robust warehouse and transport...
| Otros Autores: | , , |
|---|---|
| Formato: | Libro electrónico |
| Idioma: | Inglés |
| Publicado: |
Birmingham, England :
Packt Publishing, Limited
[2023]
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| Edición: | First edition |
| Materias: | |
| Ver en Biblioteca Universitat Ramon Llull: | https://discovery.url.edu/permalink/34CSUC_URL/1im36ta/alma991009785405606719 |
Tabla de Contenidos:
- Cover
- Title Page
- Copyright and Credits
- Dedication
- Foreword
- Contributors
- Table of Contents
- Preface
- Chapter 1: Getting Started with Dynamics 365 Supply Chain Management
- Overview of Dynamics 365 Supply Chain Management
- Asset Management
- Inventory management
- Procurement and sourcing
- Master planning
- Product information management
- Production control
- Warehouse management
- Transportation management
- Summary
- Chapter 2: Working with Product Information Management
- Creating and managing products and product variants
- Configuration technologies for product customization
- Released products
- Understanding product types in supply chain management
- Product translation
- Product setup authorization within a legal entity
- Finalizing released products
- Country of origin classification
- Managing hazardous material product information
- Documentation for shipping hazardous materials
- Creating product masters with variants
- Conceptualizing configurable products
- Setting up product masters and predefined product variants
- Product master and dimension-based configured product variants
- Product configuration
- Creating and managing product states in the life cycle of a product
- Establishing product life cycle states
- Product templates
- Designing and creating a BOM
- Working with the BOM designer
- Creating a basic BOM without linking any items or versions
- Selecting a BOM and route
- BOM and formula versions
- BOM line types
- BOM levels
- Product configurator - purpose and advantages
- Configuring catch weights
- Partial visibility
- Full visibility
- Direct delivery products
- Setting up products for direct delivery
- Executing the direct delivery process
- Understanding delivery dates and addresses
- Handling deletions and warehouse requirements
- Summary.
- Chapter 3: Getting Started with the Inventory Management Module
- Introducing Inventory management
- Inbound operations
- Outbound operations
- Internal operations
- Setting up our warehouse and inventory configurations
- Sites
- Warehouse
- Aisles and locations
- Item setup
- ABC classification
- Creating and posting inventory journals
- Inbound operations
- Outbound operations
- Inventory journals
- Working with transfer orders
- Inquiries and reports
- Closing and adjustment
- Summary
- Questions
- Answers
- Chapter 4: Procurement and Sourcing, the Start of the Journey
- Procure-to-purchase process
- Purchase requisition
- Setting up and carrying out an RFQ
- POs
- Vendor collaboration portal
- The PO life cycle on vendor collaboration
- Setting up vendor collaboration
- Processing a PO on the vendor collaboration portal
- Collaboration on RFQs
- Working with vendor rebates
- Setting up
- Rebate program types
- Rebate groups
- Rebate agreement
- Generating rebate claims
- What about consignment inventory?
- Consignment inventory process
- Initial setup
- Replenishment orders
- Ownership change journal
- Tips and recommendations
- Summary
- Questions
- Answers
- Chapter 5: Working with Quality Control Processes - a Hands-On Approach
- The foundation of quality control
- Managing quality management
- Setting up quality management
- Test instruments
- Tests
- Item sampling
- Test groups
- Quality associations
- Example
- Non-conformance in Dynamics 365 Supply Chain Management
- Examples of non-conformance types
- Working with quality orders
- Manual creation of quality orders
- Non-conformances
- Quality reports
- Certificate of analysis
- Quarantine orders
- Summary
- Questions
- Answers
- Chapter 6: Setting up and Managing Sales and Customers
- Order to cash process.
- Sales quotation
- The sales quotation status
- Sales order
- Confirming the order with the customer
- Sales groups and commissions
- Sales groups
- Setting up sales groups
- Intercompany trading
- Intercompany setup
- Summary
- Questions
- Answers
- Chapter 7: Warehouse Management Implementation - Best Practices and Strategies - Part 1
- Warehouse management concepts and configuration
- Storage dimension groups
- Reservation hierarchies
- Unit sequence groups
- Inventory status
- Inventory groups
- Setting up items for warehouse management
- Setting up a warehouse for warehouse management
- Configuring a warehouse for warehouse management
- Wave templates
- Work templates
- Location directives
- Device menu and menu items
- Warehouse management app and device setup
- Installing the warehousing app and setting it up for an environment
- Setting up the application
- Menus items
- Summary
- Questions
- Answers
- Chapter 8: Warehouse Management Implementation - Best Practices and Strategies - Part 2
- Inbound operations
- Purchase order put-away clusters
- Purchase order put-away with quality check
- Purchase order put-away with quality order
- Receive items at a different warehouse
- Internal warehouse processes
- Transfer orders
- Wave templates
- Replenishment
- Warehouse slotting
- Cycle counting
- Outbound warehouse processes
- Sales order picking
- Sales order picking with staging locations
- Packing and containerization
- Outbound sorting
- Cross-docking
- Summary
- Questions
- Answers
- Chapter 9: Transportation Management - From Planning to Execution
- What is TMS?
- Transit hierarchy
- Inbound transportation
- Outbound transportation
- Planning TMS
- Start with the basics - shipping carriers and carrier groups
- Rate masters and rating profile
- Transportation standards.
- Shipping carriers
- Build loads and plan shipments
- Load templates
- Routing
- Load planning workbench
- Appointment scheduling
- Reconciling freight bills and invoices
- Configuring freight bill reconciliation
- Manual reconciliation
- Automatic reconciliation
- Advanced TMS parameters
- Defining constraints
- Transportation tender
- Small parcel shipping
- Tips and tricks
- Summary
- Questions
- Answers
- Chapter 10: Master Planning Implementation - A Guide to Streamlining Operations
- Introduction to master planning
- How can we activate planning optimization?
- Master planning concepts and setup
- Coverage groups
- Associating a coverage group with an item
- Planning parameters on item master
- Configuring a master plan and master planning module
- Action messages
- Running a master plan and working with planned orders
- Running a master plan
- Running a master plan for a subset of items
- Planned orders
- Viewing and editing planned orders
- Planned order inquiries
- Safety stock journals
- Demand forecast lines
- Supply schedule
- Tips and tricks
- Summary
- Questions
- Answers
- Chapter 11: Master Planning Implementation - Advanced Scenarios
- Multi-warehouse and multi-site planning
- Setting up the scenario - coverage groups
- Setting up the scenario - default order settings
- Setting up the scenario - demand forecast
- Executing the scenario - master planning run
- Intercompany planning
- DDMRP
- Strategic inventory positioning
- Buffer profiles and levels
- Dynamic adjustments
- Demand-driven planning
- Visual and collaborative execution
- Summary
- Questions
- Answers
- Index
- About Packt
- Other Books You May Enjoy.
