Use quality management, Intercompany trading and master planning in Dynamics 365 for Finance and Operations

Use quality management, Intercompany trading and master planning in Dynamics 365 for Finance and Operations

Overview

Duration : 1 Day

Organizations use Dynamics 365 for Finance and Operations to automate and streamline your supply chain, by modernizing business logistics, delivering timely customer response, getting ahead with predictive insights, streamlining procurement, and unifying processes from sales to fulfillment. 

This course discusses how to use quality management, intercompany trading and master planning in Dynamics 365 for Finance and Operations.

Objectives

In this module you learned to:
  • Perform Quality Control and Quality Management Processes
  • Apply inventory blocking
  • Perform quarantine management
  • Configure products for Intercompany trade relations
  • Configure intercompany trade relationships
  • Configure intercompany agreements
  • Process Intercompany orders
  • Process Intercompany direct deliveries
  • Process Intercompany charges
  • Understand Intercompany Return Order Chain
  • Define master planning Policies
  • Learn about Demand and Supply Forecasts
  • Configure calculated delays
  • Configure Item coverage
  • Understand brief introduction to intercompany master planning
  • Run plans and firm planned orders

Course Outline

Module 1: Configure and Use Quality Control and ManagementProcesses

In this module, we describe how to configure and use qualitycontrol in Finance and Operations, how you can use quality controlfunctionality, how to define and maintain non conformances, and how to handlecorrections. But let’s first get familiar with the quality management overallprocesses.

Lessons

  • Introduction

  • Perform quality control and management processes

  • Apply inventory blocking

  • Perform quarantine management

  • Practice labs

  • Module summary

Module 2: Configure and Use Intercompany Trade Relations

The Intercompany functionality in Dynamics 365 for Finance andOperations provides a mechanism for the consolidation of static and dynamicdata from multiple companies as separate legal entities in a single database. IntercompanyTrade enables globally dispersed manufacturing sites, distribution centers, andsales subsidiaries to act as one unified organization. This topic explains howto configure and use the intercompany trade relations and process intercompanyorders in Finance and Operations.

Lessons

  • Introduction

  • Understand intercompany trading

  • Setup intercompany trade relations

  • Process intercompany chain orders

  • Setup intercompany agreements and direct deliveries

  • Practice labs

  • Module summary

 

Module 3: Configure and Use Master Planning

This topic explains how to configure and use the master planningin Finance and Operations.

Lessons

  • Introduction

  • Master planning considerations and setup

  • Create master plans

  • Learn about demand and supply forecasts

  • Configure item coverage

  • Brief introduction to intercompany planning

  • Run plans and firm planned orders

  • Practice labs

  • Module summary

 

Module 4: Course Conclusion

Final assessment and course summary, as well as a post-coursesurvey for the course.

Lessons

  • Final assessment

  • Course summary

  • Post-course survey

Basic understanding of ERP, CRM concepts.
Course ID:
MB-330T02-A


Show Schedule for: