Trade & Logistics in Dynamics 365 for Operations

Module 01: Overview Module 02: Product Information Management Module 03: Inventory Management Setup Module 04: Purchase Orders Module 05: Serial and Batch Numbers Module 06: Sales Orders Module 07: Quality Management Module 08: Inventory Journals Module 09: Overview Module 10: Over/Under Delivery and Charges Module 11: Customer and Vendor Agreements Module 12: Item Arrival Registration Module 13: Quarantine Management Module 14: Vendor Returns Module 15: Sales Quotations Module 16: Item Reservations Module 17: Sales Order Picking Module 18: Customer Returns Module 19: Commissions Module 20: Transfer Orders Module 21: Reports

After completing this course, students will be able to: Create products and product masters. Discuss how to authorize product setup for legal entities. Discuss how to define a not stocked product. Create purchase orders and sales orders. Generate purchase and sales transactions. Create and correct packing slip and product receipts. Assign and manage serial and batch numbers Set up quality control. Use quality orders. Set up quality management. Understand non conformances. Create and process an inventory adjustment and inventory movement journal. Create and process a transfer journal. Create and process a Bill of Materials (BOM) journal. Understand how to use journals to make inventory adjustments. Understand how to use the Counting journal to support and adjust physical inventory counts. Allow for over/under delivery of goods. Assign charges. Set up and manage quarantine management functionality. Recognize the pick process. Register serialized and batch inventory. Reverse and split a pick. Edit Item dimensions during picking. Create Vendor returns, Return actions, and Manage Customer returns. Manually reserve inventory. Set up automatic and explosion inventory reservation. Query, cancel, or change a reservation. Set up, activate, and modify Customer and Vendor trade agreements. Understand Customer and Vendor Price/Discount groups. Set up and use Supplementary items. Work with sales quotations. Define various sales quotation functions. Set up transfer orders. Create a transfer order. Pick items before transfer between warehouses. Transfer items between warehouses. Set up the elements of a commission agreement. View commission transactions from a financially updated sales order. Understand the ABC Inventory Classification System. Understand how to use the Physical inventory by inventory dimension report. Understand how to use reports in forecasting sales and purchase expectations.

General knowledge of Microsoft Windows. Completed the Introduction to Microsoft Dynamics AX course. The ability to use Microsoft Dynamics AX for basic processing. Basic knowledge of trade and logistics and inventory management concepts.