Become D365 Supply Chain Functional Consultant
In DigiSurface we offer remote and on-site training for students and corporate users.
Below is our detailed training content that we follow , we can customize the content as well on the need basis.
Introduction
- Introduction to ERP and its features
- Administration Module setups >> Users
- Understanding the information Flow in Microsoft Dynamics 365
Basic
- Legal entities
- Operating units
- Number sequences
- Currencies
- Calendar
- Chart of accounts
- Account structure
- Ledger
Journals
- Creating journal names with various journal types
- Create and post General journal
Inventory
- Item Group
- Item Model Group
- Dimension Groups
- Inventory Parameters
- Creating Items
- Units of measure and setting up unit conversion
- Inventory Management
- Setting Purchase, Cost and Sales Pricing of Items
Procurement basic setups
- Terms of payment
- Method of payment
- Vendor group
- Vendor
- Vendor posting profile
Sales basic setups
- Customer group
- Customer
- Customer posting profile
Working with Purchase and Sales Orders
- Purchase order – Simple view
- Create Purchase Order lines
- Post Purchase orders
- Purchase Orders – Advanced view
- Purchase Order Types
- Sale Order Simple and Advanced view
- Sales Order types
- Purchase and Sales Parameters
- Multiple ship to functionality
- Enhanced delivery date control
- Direct delivery
- Create and post Invoice Journals
- Create Free text invoice
Payment Process, Quotations and Procurement category
- Vendor payments and its setup
- Customer payments and its setup
Quotations
- Setup a Sales Quotation
- Work with Quotations
- Various Quotation functions
- Request for quotation
Procurement category
- Category and its significance
- Purchasing, Policies
- Purchase requisition process
Quarantine Management, Trade & Logistic Item Registration
- Quarantine Management Setup
- Quarantine Warehouse Setup
- Quarantine Parameters
- Quarantine Item Management
- Quarantine Processing
- Manual Quarantine Orders
- Automatic Quarantine Management
- Quarantine Order Processing Options
- Inventory Transactions on Quarantine Items
Trade & Logistic Item Registration
- Item Registration Setup
- Automatic and Manual Registration of a Pick
- Item registration of serialized and batch inventory
Reservations
- Reservation, Dimensions and Transactions
- Reservation parameters
- Manual Reservations
- Automatic Reservations
- View Reservations
- Lock Reservations
- Cancel Reservations
- Batch Reservations
- Picking Reserved Items
Item Returns, Customer and Vendor Trade Agreements
- Vendor Returns
- Vendor Returns with serialized Items
- Customer Returns, Customer serialized Returns
- Disposition codes
Customer and Vendor Trade Agreements
- Setup Trade Agreements
- Activate Trade Agreements
- Trade Agreement Parameters
- Make adjustments to Agreements
- Supplementary Items
Inventory Journal
- Inventory Journal general setup
- Journal Names
- Dimensions and more
- Posting, Profit/Loss(Adjustment) and movement Journal
- Transfer Journal
- Bills of Material Journal
- Counting Journals Setup
- Warehouse Items
- Counting groups
- Creating and processing a counting journal
- Tag counting Journal
Transfer Orders, Inventory Closing
- Setup for transfer orders
- Using the Transfer orders form
- Picking items for a transfer order
- Shipping and receiving a transfer order
Commission
- Commission setup
- Commission posting
- Commission customer group and commission
- Item Group, Commission sales group
- Commission calculation
- Viewing commission transactions
Inventory Closing
- The fundamental Costing issue
- Standard Cost Price
- Estimated Inventory values before closing
- Packing slip updates and inventory value
- Inventory models used for closing
- Inventory and inventory closing
- Pre- closing actions, Closing Inventory, Inventory recalculation
- Manual inventory adjustments
- Inventory costing and adjusting reports
Other important Functional Process/features
- Workflow creation
- Purchase requisition
- Functional requirement Document samples
- Identifying the GAPS >> GAPS Document
- Creation of Sample Functional Design specs
- Sure step Methodology – Explanation
- Implementation Process
- Test Case Document/Sample and example
- User Manuals
Contact us at [email protected] for training. We offer our services in Delhi , Gurgaon , Noida and via remote session as well.
Empower every person and every Organization with Microsoft Dynamics 365 Microsoft Dynamics 365 is the next generation intelligent business application that help you empower your employees, engage customers and optimize operations.