Create and manage products
- Create and release products and product variants
- Create and apply product templates
- Create BOMs and BOM versions
- Create and configure category hierarchies
- Create and manage product states during the life cycle of a product
- Create product attributes
Configure prerequisites for products
- Configure storage, tracking, and product dimension groups
- Create item model groups
- Describe use cases for item groups
- Configure reservation hierarchies
- Configure unit sequence groups
Configure additional product details
- Create and assign bar codes and Global Trade Item Number (GTIN) codes
- Configure product unit conversions
- Configure default order settings
- Configure product filter codes for warehouse operations
Manage inventory pricing and costing
- Describe costing versions for standard and planned costs
- Describe how price groups constrain pricing
- Configure items with standard costs
- Configure default item prices, purchase prices, and discounts in trade agreements
Configure inventory management
- Create and manage inventory dimensions
- Configure Inventory management parameters and journals
- Configure inventory value reports
- Configure ABC classifications
Manage and process inventory activities
- Create and process journals, including bill of materials, item arrival, transfer, movement, inventory adjustment, and counting, journals
- Create and process transfer orders
- Describe the inventory closing and adjustment process
- Configure and perform inventory closings and adjustments
- Apply inventory blocking manually
- Create batch disposition codes
Manage quality
- Configure and process nonconformances
- Configure quality associations
- Configure components for the quality control process
- Process quality orders
- Process quarantine orders
- Describe use cases for inventory blocking using a quality order
Configure asset management
- Create and manage work orders
- Create and configure assets
- View and manage capacity for work orders
- Configure work order settings
- Schedule preventive maintenance
- Reactive maintenance
Implement procurement and sourcing
- Create and maintain vendors
- Describe use cases for procurement workflows
- Create and manage purchase requisitions, requests for quotation (RFQs), and purchase orders (POs)
- Finalize the Purchase Order- D365 Finance and Operations
- Create purchase agreements and vendor rebates
- Configure and process consignment inventory
- Manage over and under deliveries and delivery schedules
- Configure procurement categories, charge codes, and purchasing policies
- Configure vendor collaboration features
- Create and process vendor returns
Implement landed cost
- Describe landed cost concepts and terminology
- Identify use cases for transportation management module and landed cost modules
Implement common sales and marketing features
- Create and maintain customers
- Describe sales order reservations and order promising
- Configure sales agreements
- Configure and process sales quotations, sales orders, and sales returns
- Configure sales groups, commissions
- Configure and manage discounts and price groups
- Configure and process intercompany orders
- Configure customer rebates
Configure warehouse management
- Create sites, warehouses, locations, location formats, location profiles, location types, and zones
- Create and manage warehouse workers
- Configure work policies and work breaks
- Implement location directives
- Configure inventory statuses
- Configure wave, load, and work templates
- Configure mobile device menus, menu items, and display settings
- Create and print labels, including product, wave, and license plate labels
Perform warehouse management processes
- Describe the replenishment process and cross-docking
- Describe the capabilities of the load planning workbench
- Configure and process inventory movements
- Create cycle counting work and perform cycle counting
- Process inbound and outbound orders
- Update inventory statuses
- Configure containerization and packaging options
Implement transportation management
- Configure shipping carriers and carrier groups
- Perform planning and executing of loads and shipments
- Configure and generate freight bills and invoices
- Configure route plans and guides
- Configure route and rate engines
- Configure and use dock appointment scheduling
- Reconcile freight by using manual or automatic processes
Configure master planning and forecasting
- Describe the various types of forecasting available
- Configure Planning Optimization Add-in for Microsoft Dynamics 365 Supply Chain Management
- Describe planning optimization fit analysis results
- Set up coverage groups and item coverage
- Configure and maintain master planning parameters, master plans, and forecast plans
- Define positive and negative days
- Define action messages, delay messages, and time fences
- Configure period templates
Manage master plans
- Run master planning
- View and process planned orders
- Set up and use the Supply Schedule form
- Configure safety margins
- Configure and process safety stock journals