Microsoft - Dynamics 365 Distribution and Trade for Finance and Operations

Lehrplan

Manage customer and vendor relationships

Manage Customer Relationships

• Create and maintain customer records in Microsoft Dynamics 365
• Configure and manage customer trade agreements including agreements with supplementary items
• Set up customer groups and posting profiles
• Configure credit limits
• Configure additional customer parameters including delivery and payment terms
• Create a customer using default data and financial dimensions

Manage vendor relationships

• Create and maintain vendor records
• Configure and manage vendor trade agreements
• Set up vendor groups and posting profiles
• Configure vendor collaboration workspaces

Manage the sales process

Control and manage sales

• Create charge codes
• Create customer charges groups
• Create item charge groups
• Create delivery charges groups
• Create auto charges on items, customers and vendors
• Create terms of payment

Manage sales commissions

• Create commission customer groups
• Create commission item groups
• Create commission sales groups
• Set up commission calculations
• Setup commissions for return items

Create sales quotations

• Create and Update sales quotations

Perform the sales process

• Create sales orders
• Copy sales orders
• Create order events
• Configure order holds
• Add order notes
• Create customer sales agreements
• Update charge
• Implement items lists
• Implement full text search

Configure delivery settings

• Set up enhanced delivery date control
• Configure coverage calendars and transport times
• Configure available ship and receipt dates
• Add order entry deadlines
• Configure sales orders picking

Process outbound delivery and invoicing

• Create direct delivery orders
• Set up warehouses
• Pack and ship products
• Post a packing slip
• Invoice customers
• Process returns from customers
• Create replacement orders
• Configure and process transfer orders
• Pick items for transfers

Manage the purchase process

Control and manage purchases

• Create charges codes
• Create vendor charges groups
• Create item charges groups
• Create delivery charges groups
• Create auto charges

Create purchase requisitions

• Create and submit purchase requisitions for approval
• Configure purchase requisition workflows
• Define control parameters and workflow on purchase requisition documents
• Set up purchasing policies

Create requests for quotations

• Create requests for quotations
• Process requests for quotations
• Accept or reject requests for quotations
• Manage bills of materials on sales quotations

Perform the procurement process

• Create purchase orders
• Create purchase agreements and release lines
• Configure change management

Receive products and services

• Perform desktop receiving
• Create purchase invoices and match receipts
• Set up quality management on purchase items
• Create tests and configure item sampling
• Create test groups
• Configure automatic and manual quality orders
• Create and process non-conformance orders
• Manage quality reports and certificates
• Inspect product receipts
• Receive products and return rejections
• Create a case for undelivered products from a vendor

Configure and manage item reservations

• Apply automatic and manual reservations
• Apply explosion reservations
• View, lock, and cancel reservations
• Configure batch reservations
• Pick reservations

Configure and manage inventory

Set up and configure inventory management

• Create sites
• Create warehouse
• Configure warehouse items
• Set up inventory aisles and locations
• Configure boxing logic
• Manage the inventory close process

Manage products and services

• Create product and service records
• Create item groups and item model groups
• Create storage and tracking dimensions
• Track inventory using serial and batch numbers
• Create units of measure
• Create inventory and posting profiles; create released products

Enrich product data

• Set up product attributes
• Create attribute groups
• Create and maintain product hierarchies
• Set up supplementary items

Configure, run, and review inventory reports

• Configure ABC classifications
• Determine physical inventory
• Run and analyse inventory aging reports
• Configure and run forecasting reports

Configure and manage inventory journals

• Set up inventory journals
• Manage inventory adjustments
• Create transfer, bills of materials, and counting journals
• Set up and manage cycle counting operations
• Process inventory blocking
• Set up item registration