<p><strong>Module 1: Supply Management</strong></p>

<p>To configure the inventory, one should first understand daily operations of the inventory. In this lesson we first discuss inbound and outbound inventory operations.</p>

<p>This module explains how to configure Inventory components for supply chain management processes in Finance and Operations.</p>

<p>&nbsp;</p>

<p><strong>Lessons</strong></p>

<ul>
	<li>
	<p>Introduction</p>
	</li>
	<li>
	<p>Configure serial and batch numbers</p>
	</li>
	<li>
	<p>Configure inventory breakdown</p>
	</li>
	<li>
	<p>Configure inventory and warehouse journals</p>
	</li>
	<li>
	<p>Configure inventory dimensions</p>
	</li>
	<li>
	<p>Inventory closing and adjustment</p>
	</li>
	<li>
	<p>Practice Labs</p>
	</li>
	<li>
	<p>Module summary</p>
	</li>
</ul>

<p>In this module, students learned how to:</p>

<ul>
	<li>
	<p>Perform inbound and outbound inventory operations</p>
	</li>
	<li>
	<p>Configure Inventory parameters</p>
	</li>
	<li>
	<p>Configure Tracking number groups</p>
	</li>
	<li>
	<p>Configure inventory breakdown</p>
	</li>
	<li>
	<p>Configure inventory and warehouse Journals</p>
	</li>
	<li>
	<p>Configure Units</p>
	</li>
	<li>
	<p>Configure Inventory dimensions</p>
	</li>
	<li>
	<p>Configure inventory costing</p>
	</li>
	<li>
	<p>Setup Distribution</p>
	</li>
	<li>
	<p>Understand inventory closing and adjustments</p>
	</li>
</ul>

<p>&nbsp;</p>

<p>&nbsp;</p>

<p><strong>Module 2: Use Inventory Journals</strong></p>

<p>This topic explains how to use Inventory journals in Finance and Operations.</p>

<p><strong>Lessons</strong></p>

<ul>
	<li>
	<p>Introduction</p>
	</li>
	<li>
	<p>Use inventory journals</p>
	</li>
	<li>
	<p>Practice labs</p>
	</li>
	<li>
	<p>Module summary</p>
	</li>
</ul>

<p>In this module, students learned to:</p>

<ul>
	<li>
	<p>Use movement journals</p>
	</li>
	<li>
	<p>Use inventory adjustment journals</p>
	</li>
	<li>
	<p>Use transfer journals</p>
	</li>
	<li>
	<p>Use counting and tag counting journals</p>
	</li>
	<li>
	<p>Use item arrival journals</p>
	</li>
	<li>
	<p>Use consignment journals</p>
	</li>
</ul>

<p>&nbsp;</p>

<p>&nbsp;</p>

<p><strong>Module 3: Use Inventory Reports</strong></p>

<p>This topic explains how to use Inventory reports for supply chain management processes in Finance and Operations.</p>

<p><strong>Lessons</strong></p>

<ul>
	<li>
	<p>Introduction</p>
	</li>
	<li>
	<p>Understand ABC classification</p>
	</li>
	<li>
	<p>Use other inventory inquiries and reports</p>
	</li>
	<li>
	<p>Practice Labs</p>
	</li>
	<li>
	<p>Module summary</p>
	</li>
</ul>

<p>In this module, students learned to:</p>

<ul>
	<li>
	<p>Understand ABC Classification</p>
	</li>
	<li>
	<p>Use Inventory inquires and reports</p>
	</li>
</ul>

<p>&nbsp;</p>

<p>&nbsp;</p>

<p><strong>Module 4: Create Products and Product Masters</strong></p>

<p>Product information management in Dynamics 365 for Finance and Operations is for the creation and maintenance of an Enterprise Products Repository. It supports larger organizations in a centralized, structured approach in creating and maintaining core master data such as product definitions. Smaller organizations that require a more decentralized approach can, with some restrictions, create and maintain their respective products while their products are automatically added to the shared products repository.</p>

<p>This topic explains how to configure products for supply chain management processes in Finance and Operations.</p>

<p>&nbsp;</p>

<p>&nbsp;</p>

<p>&nbsp;</p>

<p>&nbsp;</p>

<p>&nbsp;</p>

<p><strong>Lessons</strong></p>

<ul>
	<li>
	<p>Introduction</p>
	</li>
	<li>
	<p>Create products</p>
	</li>
	<li>
	<p>Create product masters with variants</p>
	</li>
	<li>
	<p>Create and configure attributes and category hierarchies</p>
	</li>
	<li>
	<p>Configure item pricing</p>
	</li>
	<li>
	<p>Practice Labs</p>
	</li>
	<li>
	<p>Module summary</p>
	</li>
</ul>

<p>In this module, students learned how to:</p>

<ul>
	<li>
	<p>Create products as type item and service</p>
	</li>
	<li>
	<p>Configure default order settings</p>
	</li>
	<li>
	<p>Create Product masters with predefined variants</p>
	</li>
	<li>
	<p>Create and configure category hierarchies</p>
	</li>
	<li>
	<p>Create product attributes</p>
	</li>
</ul>

<p>&nbsp;</p>

<p>&nbsp;</p>

<p><strong>Module 5: Create Bill of Materials</strong></p>

<p>A bill of materials (BOM) is a comprehensive list of all the components, parts, raw materials, assemblies and their quantities that are required to make a finished product. This module explains how create BOMs and BOM versions by using BOM designer in Finance and Operations.</p>

<p>&nbsp;</p>

<p><strong>Lessons</strong></p>

<ul>
	<li>
	<p>Introduction</p>
	</li>
	<li>
	<p>Use BOM designer</p>
	</li>
	<li>
	<p>Practice lab</p>
	</li>
	<li>
	<p>Module summary</p>
	</li>
</ul>

<p>In this module, students learned how to:</p>

<ul>
	<li>
	<p>Create BOMs and BOM versions by using BOM designer</p>
	</li>
</ul>

<p><br />
&nbsp;</p>

<p><br />
&nbsp;</p>

<p><br />
&nbsp;</p>

<p><br />
&nbsp;</p>

<p><strong>Module 6:</strong><strong> </strong><strong>Configure and Perform the Procure-to-Purchase Process</strong></p>

<p>This topic explains how to configure and perform the procure-to-purchase process in Finance and Operations.</p>

<p><strong>Lessons</strong></p>

<ul>
	<li>
	<p>Introduction</p>
	</li>
	<li>
	<p>Procurement and sourcing business scenario</p>
	</li>
	<li>
	<p>Create purchase requisition workflow</p>
	</li>
	<li>
	<p>Create purchase requisitions</p>
	</li>
	<li>
	<p>Create request for quotation</p>
	</li>
	<li>
	<p>Use procurement policies</p>
	</li>
	<li>
	<p>Practice Labs</p>
	</li>
	<li>
	<p>Module summary</p>
	</li>
</ul>

<p>In this module, students learned how to:</p>

<ul>
	<li>
	<p>Apply the procurement and sourcing processes in a business scenario</p>
	</li>
	<li>
	<p>Use procurement policies</p>
	</li>
	<li>
	<p>Create and maintain vendors</p>
	</li>
	<li>
	<p>Create purchase requisitions</p>
	</li>
	<li>
	<p>Create request for quotes</p>
	</li>
</ul>

<p>&nbsp;</p>

<p>&nbsp;</p>

<p><strong>Module 7: Configure Vendor Collaborations</strong></p>

<p>This topic explains how configure vendor collaborations in Finance and Operations.</p>

<p><strong>Lessons</strong></p>

<ul>
	<li>
	<p>Introduction</p>
	</li>
	<li>
	<p>Configure vendor collaborators</p>
	</li>
	<li>
	<p>Use vendor collaboration</p>
	</li>
	<li>
	<p>Practice labs</p>
	</li>
	<li>
	<p>Module summary</p>
	</li>
</ul>

<p>In this module, students learned to:</p>

<ul>
	<li>
	<p>Configure the Vendor Collaborations</p>
	</li>
	<li>
	<p>Work with vendor collaboration workspace</p>
	</li>
	<li>
	<p>Use vendor collaboration as part of procure-to-pay process</p>
	</li>
</ul>

<p>&nbsp;</p>

<p>&nbsp;</p>

<p>&nbsp;</p>

<p>&nbsp;</p>

<p>&nbsp;</p>

<p>&nbsp;</p>

<p><strong>Module 8: Configure and perform the Purchase-to-Pay Process</strong></p>

<p>The Purchase Orders module reviews the process that is required to create and manage purchase orders in Dynamics 365 for Finance and Operations. A company uses purchase orders to record information about the goods and services they are purchasing from various vendors.</p>

<p><strong>Lessons</strong></p>

<ul>
	<li>
	<p>Introduction</p>
	</li>
	<li>
	<p>Create purchase orders</p>
	</li>
	<li>
	<p>Use purchase order change management</p>
	</li>
	<li>
	<p>Use item orders and arrival</p>
	</li>
	<li>
	<p>Manage over and under delivery and charges</p>
	</li>
	<li>
	<p>Create vendor returns</p>
	</li>
	<li>
	<p>Practice labs</p>
	</li>
	<li>
	<p>Module summary</p>
	</li>
</ul>

<p>In this module, students learned to:</p>

<ul>
	<li>
	<p>Understand overview of the purchase-to-pay scenario</p>
	</li>
	<li>
	<p>Use purchase order change management</p>
	</li>
	<li>
	<p>Create a Purchase order</p>
	</li>
	<li>
	<p>Use Item arrivals and Arrival overview</p>
	</li>
	<li>
	<p>Generate and Post the Invoice</p>
	</li>
	<li>
	<p>Create the Invoice Journal</p>
	</li>
	<li>
	<p>Generate and post the vendor payments</p>
	</li>
	<li>
	<p>Create vendor returns</p>
	</li>
</ul>

<p>&nbsp;</p>

<p>&nbsp;</p>

<p><strong>Module 9: Configure and Use Agreements</strong></p>

<p>This topic explains how to configure and use agreement in Finance and Operations.</p>

<p>&nbsp;</p>

<p>&nbsp;</p>

<p><strong>Lessons</strong></p>

<ul>
	<li>
	<p>Introduction</p>
	</li>
	<li>
	<p>Maintain trade agreements</p>
	</li>
	<li>
	<p>Create sales agreements</p>
	</li>
	<li>
	<p>Create purchase agreements</p>
	</li>
	<li>
	<p>Configure trade allowance</p>
	</li>
	<li>
	<p>Configure brokerage</p>
	</li>
	<li>
	<p>Configure royalties</p>
	</li>
	<li>
	<p>Configure rebates</p>
	</li>
	<li>
	<p>Practice Labs</p>
	</li>
	<li>
	<p>Module summary</p>
	</li>
</ul>

<p>In this module, students learned how to:</p>

<ul>
	<li>
	<p>Maintain trade agreements</p>
	</li>
	<li>
	<p>Configure smart rounding</p>
	</li>
	<li>
	<p>Create Sales agreements</p>
	</li>
	<li>
	<p>Use procurement policies</p>
	</li>
	<li>
	<p>Create Purchase agreements</p>
	</li>
	<li>
	<p>Configure Trade allowance</p>
	</li>
	<li>
	<p>Configure Brokerage</p>
	</li>
	<li>
	<p>Configure Royalties</p>
	</li>
	<li>
	<p>Configure Rebates</p>
	</li>
</ul>

<p>&nbsp;</p>

<p>&nbsp;</p>

<p><strong>Module 10: Configure and Use the Order-to-Cash Process</strong></p>

<p>This topic explains how to configure and use the order-to-cash process in Finance and Operations.</p>

<p><strong>Lessons</strong></p>

<ul>
	<li>
	<p>Introduction</p>
	</li>
	<li>
	<p>Understand the order-to-cash scenario</p>
	</li>
	<li>
	<p>Configure and use commissions</p>
	</li>
	<li>
	<p>Configure customer and item search</p>
	</li>
	<li>
	<p>Create and confirm sales quotations and orders</p>
	</li>
	<li>
	<p>Configure order promising</p>
	</li>
	<li>
	<p>Configure order hold codes</p>
	</li>
	<li>
	<p>Print and post picking lists</p>
	</li>
	<li>
	<p>Process customer returns</p>
	</li>
	<li>
	<p>Practice Lab</p>
	</li>
	<li>
	<p>Module Summary</p>
	</li>
</ul>

<p>In this module, students learned how to:</p>

<ul>
	<li>
	<p>Perform the order-to-cash process</p>
	</li>
	<li>
	<p>Configure and use commissions</p>
	</li>
	<li>
	<p>Configure customer and item search</p>
	</li>
	<li>
	<p>Create and confirm Sales quotations</p>
	</li>
	<li>
	<p>Create and confirm Sales orders</p>
	</li>
	<li>
	<p>Print and post picking lists</p>
	</li>
	<li>
	<p>Generate and Post the Invoice</p>
	</li>
	<li>
	<p>Configure order hold codes</p>
	</li>
	<li>
	<p>Process Customer returns</p>
	</li>
</ul>

<p>&nbsp;</p>

<p>&nbsp;</p>

<p>&nbsp;</p>

<p>&nbsp;</p>

<p>&nbsp;</p>

<p>&nbsp;</p>

<p><strong>Module 11: Course Conclusion</strong></p>

<p>Final assessment and course summary, as well as a post-course survey for the course.</p>

<p><strong>Lessons</strong></p>

<ul>
	<li>
	<p>Final assessment</p>
	</li>
	<li>
	<p>Course summary</p>
	</li>
	<li>
	<p>Post-course survey</p>
	</li>
</ul>
