Create products and product masters in Dynamics 365 Supply Chain Management Introduction 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 Lab – Create a product and product master Check your knowledge

Get started with discrete manufacturing in Dynamics 365 Supply Chain Management Introduction Discrete manufacturing life cycle Master planning and planned production orders Bills of materials Working with BOM and item configurations Create a bill of materials Production orders Exercise – Create a simple BOM without a version Exercise – Create a BOM in the BOM designer Exercise – Create a BOM with a version Exercise – Create and process a production order Check your knowledge

Work with commodity pricing and compliance in Dynamics 365 Supply Chain Management Configure commodity pricing Configure product compliance Exercise – Set up commodity pricing Exercise – Set up pricing calculation Exercise – Create price data and update agreements Exercise – Product compliance Check your knowledge

Configure process manufacturing in Dynamics 365 Supply Chain Management Introduction Process manufacturing item types Production type setup Set up packaging and batch attributes Shelf life related setup Item model group, product compliance, and approved vendors Catch weight Transaction adjustments Catch weight item handling policy Supported scenarios Catch weight tags Configure approved vendors Exercise – Create an approved vendor list Exercise – Create and use a partial visibility catch weight item Exercise – Use catch weight items Exercise – Create process activities for lean manufacturing Check your knowledge

Get started with Engineering Change Management for Dynamics 365 Supply Chain Management Introduction Overview of features End-to-end walkthrough of features Exercise – Set up demo data for the sample scenario Exercise – Create a new engineering product Exercise – Release an engineering product to a local company Exercise – Review and accept the product before you release it in the local company Exercise – Use the product in transactions in the local company Exercise – Add the engineering product to a sales order Exercise – Request changes in the engineering product Exercise – Make changes to the product by using an engineering change order Exercise – Release the changed product Check your knowledge

Set up versioned products in Dynamics 365 Supply Chain Management Introduction Create an engineering organization Create nomenclature for product versions Create product version number rules Create product dimension groups by using the version dimension Create product life cycle states Engineering attributes Product readiness policies Product release policies Create engineering categories Exercise – Create a product readiness policy Check your knowledge

Configure engineering change management for Dynamics 365 Supply Chain Management Introduction Set up engineering change severities Set up severity rule sets Set up product owners Engineering workflows Exercise – Create a severity rule Check your knowledge

Request and follow up with product changes in Dynamics 365 Supply Chain Management Introduction Engineering change requests Engineering change orders Exercise – Create an engineering change request Check your knowledge

Get started with product configuration in Dynamics 365 Supply Chain Management Introduction Overview Elements of a product configuration model Expression constraints and table constraints in product configuration models Validate and test a product configuration model Finalize a model for configuration Set up a product configuration model Calculations for product configuration models Solver strategy for product configuration Reuse product configurations Release a product configuration model Customize a product configuration model Exercise – Build and use a product configuration model Check your knowledge

Work with the costing sheet in Dynamics 365 Supply Chain Management Introduction Costing versions Cost groups Calculation groups Costing sheets BOM calculations BOM Measurements BOM Reports Lab – Analyze BOM costs by using the costing sheet Check your knowledge

Configure formulas for process manufacturing in Dynamics 365 Supply Chain Management Introduction Formulas, formula lines, and formula versions Formula features Approve and activate formulas and formula versions Use step consumption Coproducts By-products Burden allocation Planning items Exercise – Create co-products and by-products Exercise – Create a new formula with a version from the Released products page Exercise – Copy and modify formula versions Exercise – Create and update a scalable formula Exercise – Create a percentage-based formula Exercise – Create a step consumption formula Check your knowledge

Get started with production control in Dynamics 365 Supply Chain Management Introduction Core concepts in production control Understand unified manufacturing Manufacturing principles Overview of the production process and production life cycle Batch orders Discrete manufacturing Process manufacturing Lean manufacturing Configure production control for unified manufacturing Capacity planning Integration between the General ledger and the Production control modules IoT intelligence and insights Describe the value proposition for mixed-reality Guides for production floor workers Lab – Explore production control Check your knowledge

Use warehouse management for manufacturing in Dynamics 365 Supply Chain Management Production input location Production output location Staging and order picking Release BOM and formula lines to the warehouse Cross-docking Planned cross docking Visibility into material exceptions Lab – Work with warehouse management in manufacturing Check your knowledge

Work with manufacturing execution in Dynamics 365 Supply Chain Management Introduction Understand the manufacturing executions Identify roles in manufacturing execution Planning consideration for manufacturing execution Configure manufacturing execution Setup time and attendance for manufacturing execution processes Control production with manufacturing execution Create and process report as finished journals with co-products and by-products Calculate and approve raw time registrations Report as finished from the job card device Lab – Manufacturing execution Check your knowledge

Get started with Asset Management for Dynamics 365 Supply Chain Management Overview and benefits Asset Management terminology and concepts Functional locations and assets Assets and work orders Install the Asset Management mobile workspace Use the Asset Management mobile workspace Asset Management integration capabilities Integrate Asset Management with Dynamics 365 Guides Check your knowledge

Schedule work orders in Asset Management for Dynamics 365 Supply Chain Management Introduction Configure workers for work order scheduling Schedule and dispatch work orders Calculate capacity load on scheduled work orders Lab – Set up a preferred worker, and schedule a work order Check your knowledge

Configure and perform the procure-to-purchase process in Dynamics 365 Supply Chain Management Introduction Procurement scenario Overview of the procure-to-purchase process Set up procurement categories Use procurement catalogs Create a purchase requisition Create and process a request for quotation Create purchase orders Vendor categories and catalogs Evaluate a vendor and put a vendor on hold Use purchasing policies Lab – Work with procure-to-purchase processes Check your knowledge

Configure activity-based subcontracting and production flow costing in Dynamics 365 Supply Chain Management Overview of subcontracting and production flow costing Subcontracting capabilities Subcontracting a vendor Subcontracting service Transfer activities as subcontracting activities Subcontracting as an alternate resource Cost accounting of subcontracted services Subcontracting cost flow Backflush costing Products and material in Work in Progress Standard cost Costing lean manufacturing Calculation of standard cost Calculate unused quantities Calculation of production variances to standard cost Ledger entries created from processing a production flow Exercise – Set up a default vendor and create a purchase agreement Exercise – Create a work cell for subcontracting Exercise – Create an activity-based subcontracting rule Exercise – Create and schedule kanbans for subcontracting Exercise – Process and transfer jobs Check your knowledge

Configure and use agreements in Dynamics 365 Supply Chain Management Introduction Work with trade agreements Create sales agreements Create purchase agreements Configure trade allowance management Configure brokerage contract management Configure royalty contract management Configure vendor rebates Rebate management module Exercise – Create a purchase agreement Exercise – Generate and process customer rebates Exercise – Create trade agreements Check your knowledge

Work with capacity planning and scheduling in Dynamics 365 Supply Chain Management Introduction Scheduling options Split a production order Operations scheduling Job scheduling Scheduling options from the Gantt chart Resource scheduling Scrap and waste Exercise – Start a discrete production order Exercise – Run a resource schedule Check your knowledge

Configure and use built-in master planning in Dynamics 365 Supply Chain Management Introduction Master planning considerations and setup Master planning parameters page Create a master plan Demand forecasting Coverage settings Action messages Configure intercompany planning Run plans and firm planned orders Set up and use the Supply schedule page Exercise – Firm a planned order Exercise – Change a planned order type Exercise – Create and run an intercompany master plan Check your knowledge

Use Planning Optimization in Dynamics 365 Supply Chain Management Introduction Install the Planning Optimization Add-in Integration and fit analysis Apply filters to a plan Master planning with demand forecasts Planning optimization support for capability-based resource allocation Priority-based planning Master planning and purchase trade agreements Safety margins Coverage time fences Approved planned orders Generate planned production orders Analyze and approve planned orders Auto-firming Planning with negative on-hand quantities View history and planning logs Cancel a planning job Exercise – Set up purchase trade agreements for Planning Optimization Exercise – Approve a planned order Check your knowledge

Create and process fixed kanbans in Dynamics 365 Supply Chain Management Introduction Understand kanban boards Configure a fixed kanban rule Process a fixed kanban Kanban quantity calculations and circulating kanbans Exercise – Configure a fixed quantity kanban rule Exercise – Fixed kanban job processing Check your knowledge

Identify and configure batch attributes for process manufacturing in Dynamics 365 Supply Chain Management Batch attributes Assign and reserve batch attributes Products that have an active ingredient Ingredient types The batch balancing process Exercise – Create and assign batch attributes Exercise – Record batch attributes at batch creation Exercise – Record batch attribute values by using quality orders Exercise – Reserve batch attributes on sales orders Check your knowledge