Welcome to the session

MB-330-Microsoft Dynamics 365

Supply Chain Management.
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Instructor: Jeetendra Khelani

Globall Microsoft Certified Trainer

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Microsoft Dynamics 365
Supply Chain Management

Introduction

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About this course

Overview

• Candidates for this exam are supply chain management functional consultants who design and configure
Dynamics 365 Supply Chain Management and related tools and technologies to meet the requirements for
a customer. They analyze business requirements and translate those requirements into fully realized
business processes and solutions that implement industry-recommended practices. Candidates partner
with architects, developers, consultants, and other stakeholders to deliver solutions that meet or exceed
the needs of their customers.

The Dynamics 365 Supply Chain Management course could be a great fit for you if you’d like to:

Implement product information management, sales and procurement processes, inventory and warehouse
management, master planning, asset management, and transportation management.

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 MB-330: Microsoft Dynamics 365 Supply Chain Management
Let’s have a great time together Functional Consultant

We all contribute to a great class

Module 1: Implement Product Information Management

Lessons:
• This placeholder
Lecture/Lab is designed with Create and Manage Products
Create Pre-requisites for Products Join this session to learn the
bulleted text
DAY 1 Configure additional Product Details Implement Product
• It’s easy to remove or add bullets Manage Inventory Pricing and Costing Information Management
• Be on time (class hours)
Homework
• Be present (avoid mail,Lab: Case Study 1 - Product Information Management & Inventory Management Exercise 1, 2 and 3
calls, side meetings)
Module 2 : Implement Inventory & Asset Management
Lessons:
Configure Inventory Management
Manage & Process Inventory activities
Lecture/Lab
Module 2(a): Implement quality control and quality management features

Describe features of quality control and quality management Participate in this session to
learn about Inventory
DAY 2 Describe quality and nonconformance management processes Management and Process
Inventory activities and
Quality Control
Lab: Case Study 1 - Product Information Management & Inventory Management Exercise 4 to 8

Homework
© Copyright Microsoft Corporation. All rights reserved.
Lab: Case study 4 Quality control and quality management
 MB-330: Microsoft Dynamics 365 Supply Chain Management
Let’s have a great time together Functional Consultant

We all contribute to a great class

Module 3: Implement and Manage Supply Chain Processes

Lessons:
Lecture/Lab
Implement Procurement & Sourcing
• This placeholder is designed with Implement Sales & Marketing • This placeholder
isParticipate
designed with
in this session to learn all about P2P
Day 3
bulleted text bulleted text and O2C Process
Lab: Case Study 2A
• It’s easy toHomework
remove or add bullets • This section can be removed if the class is
Lab: Case Study 2B
• Be on time (class hours) online
Module 4 : Implement warehouse management Join this session to learn about Warehouse
• Be present (avoid mail, calls, side meetings)and transportation management• Accommodations Management and Implement Master Planning
Lessons: • Internet access
Lecture/Lab Implement warehouse management • Parking
Transportation Management
Day 4 • Restrooms
Module 5 : Implement master planning
Lessons:
• Emergency
Implement master planning

Lab: Case study 3 Warehouse management and transportation management

Homework
Lab: Case study 5 Master planning

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Get ready for your Microsoft Certification exam
Exam MB-330: Microsoft Dynamics 365 Supply Chain Management covers the features and capabilities of Microsoft
Dynamics 365 Finance, Dynamics 365 Sales, Dynamics 365 Project Operations, Dynamics 365 Commerce, Dynamics
365 Human Resources, Dynamics 365 Field Service, and Dynamics 365 Customer Service
Understand the skills measured by the exam Build confidence in your skills

Study area Percentage

Find in the exam page resources
to help prepare
Implement product information management (20–
20-25%
25%)
• Watch exam prep videos
• Review the exam study guide
Implement inventory and asset management 25–30%
• Demo the exam experience with the exam sandbox
• Take a practice assessment
Implement and manage supply chain processes 15-20%

Implement warehouse management and

15-20%
transportation management

Implement master planning 10–15%

Percentages indicate the relative weight of each area on the exam

The higher the percentage, the more questions you are likely to see in that area

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Learning Path 1
Implement product
information management
Module Structure

• Module 1: Implement product information management

Module 1: Implement
product information
management
Unit 1
Create a Product
Product information management

Product information management works with a shared product definition, categorization, and identifiers
across all legal entities, and specific configurations of a product, to fit into the business processes.

Product definition Distribution, export, and import Product masters and product
• Product type, subtype of product data variants
• Definition of the product variant model • To support the distribution of product • Products must be quickly adapted to
• Association of the product data, use Microsoft Dataverse customer requirements, those generic
• Definition of the product and category • The product definitions can be products are known as product
attributes exported from an instance masters
• Product images and Attachments • The product definitions can then be • Product masters hold the definition,
used to provision other business distinct products can be generated.
• Units of measure and related
applications These distinct products are known
conversions
as product variants
• Translations for all names and
descriptions

Configuration technologies Product variant model definition Released products

• Predefined product dimensions workspace • Released product maintenance
• Dimension-based configuration • Gives an overview of the product workspace
• Constraint-based configuration masters • Manually creating a new released
product
Concept of a product (1 of 2)
A product in Supply Chain Management consists of a core product definition. This is defined independent of
the organization where it is used.

When the product is authorized for use in a legal entity, the additional organizationally-dependent details,
such as costing, coverage plans, taxation information, and preferred vendors for supplying the product, and
much more, are set up in the respective legal entities.

Product definitions are created independently of a legal entity. Therefore, core values such as product
number, type, and name are shared.

Some core values can be overridden by a legal entity, such as the search name, whereas other values are kept
as key definition attributes and therefore cannot be changed other than on the actual product definition.
Concept of a product (2 of 2)

Product types Product subtypes

Item Service
Product Product master
(Tangible) (Non-tangible)
Create products

Creating a new product involves the following

process:
• Create and define the product
• Release the product to legal entities
• Define legal entity-specific data

Go to Product information management > Products

> Released products to create released products
Product translation

The Text translation

page lets you have product
translations. On this page,
you can enter descriptions
and product names for
multiple languages.
Authorizing product setup in a legal entity (1 of 2)

Product master

Single product Single legal entity

Single product or
variant or multiple or multiple legal
multiple products
product variants entities
Authorizing product setup in a legal
entity
(2 of 2)

Go to Product information
management > Products > All
products and product masters, select
one or more products that you want to
authorize.
Unit 2
Finalize the setup for a
released product
Finalizing released products

Item model group

Item group Unit sequence group ID

Storage dimension Reservation hierarchy

Necessary fields

Sales, purchase,
Tracking dimension
inventory, BOM units
Product details page

Product
General Transportation Retail Warehouse
variants

Financial
Purchase
dimensions

Manage
Promote
cost
Tabs
Manage
Deliver
projects

Foreign Manage
Sell Engineer Plan
trade inventory
Country of origin (1 of 2)

There is a field on the Released products

table that provides for the Country/region as
shown in Product information management
> Products > Released products on
the Foreign trade FastTab.
Country of origin (2 of 2)

A rule is being set that

specifies a particular
product’s Destination and
Origin country, located
at Product information
management > Setup >?
Product compliance >
Country of origin >
Country of origin rules.
Unit 3
Differentiate between products
and released products
Understanding released products

Definition Released product Manually creating a new

maintenance workspace released product

The products that are released The workspace consists of a After manually creating, it
to a specific legal entity are summary of tiles and two lists. automatically releases it to the
known as released products. • The Open cases list and current legal entity.
Products can be released in Recently released list
bulk to one legal entity or
many legal entities at a time.
Unit 4
Create Product master
and product variants
Create product masters with variants (1 of 2)
• You can determine which
product dimensions are
mandatory for a given
product master by selecting
the appropriate product
dimension group, when you
create the product master.
• Go to Product information
management > Setup >
Dimension and variant
groups > Product
dimension groups page to
create product dimension
groups.
Creating product masters with variants (2 of 2)

Because the product dimensions provide the uniqueness of a variation, the following rules apply

• The dimension must be specified when product transactions are created, for example, when a
purchase or sales order line is created.
• The specified dimension applies only to the product transaction. You can neither fully nor partly
change the dimension value for the related inventory transactions upon. Physical issue or
receipt.
• Products are always reserved for each dimension. You cannot reserve products for dimension
values other than those specified on the action product transaction.
Modeling configurable products

Product setup Product information management>

Products > Released products > New lets you
model configurable products
• Predefined variant
• Dimension-based configuration
• Constraint-based configuration
Defining product master and predefined product variants

• For example, the USMF

company has different
colors of televisions.
• Each color is a product
variant that contains
the details about that
product.
• The product master
contains default values
for all models of the
television.
Dimension-based product configuration

Dimension-based product configuration is based on the following key concepts:

• Product masters – Starting point

• Configuration product dimension – Identifies the product variants

• Configuration groups – Associated with individual BOM lines

• Bill Of Materials (BOM) – Building blocks of a product

• Configuration route – Sequence of display

• Configuration rules – Ensures a product is included in a BOM

Unit 5
Create item model groups
Item model groups

You can attach

several products to To create an item model group, go to Inventory Stocking and
one item model management > Setup > Inventory > Item model groups cost flow
group

Determine how item

Workflow and
consumption is
reservation rules
calculated

Determine how items Integration with

are controlled and Supply Chain
handled Item model groups Management
Unit 6
Create product dimension groups
Configure inventory dimensions

Inventory dimensions are divided into the following categories:

Product dimensions: Storage dimensions: Tracking dimensions:

Physical characteristics Storage and removal Serial and batch numbers

such as configuration, of items
size, style, color Tracing
Details for management
of inventory Warranties
Introduction to product dimensions

Product
Dimensions

Color Configuration Size Style Version

Scenario – Denim Jeans

• A company sells denim jeans. The item, Jeans, uses the color and Status Description
size product dimensions. Color Size
• The jeans are sold in three different colors and six different sizes. Blue XS
• The colors are blue, black, and brown. The sizes are XS, S, M, L, Blue S
XL, and XXL. Blue M

• Not all sizes are available in all three colors. If all combinations Black M
were available, there would be 18 different types of jeans. Black L
Black XL
• However, in this example, only the following nine product variant
combinations are produced. Brown L
Brown XL
Brown XXL
Configure product dimensions

Product dimensions allow

the user to define color,
size, and configuration
values for the product.
Unit 7
Create storage dimension groups
Configure storage dimensions

The storage dimensions that

are available in Supply Chain
Management are:
Site
Warehouse
Location
Inventory status
License plate
Product information management > Setup > Dimension and variant groups > Storage dimension groups
Mandatory

Select the Mandatory slider on the Storage dimension groups page to make the dimension
mandatory.

The following rules apply:

When multi-site You can not specify

Product dimensions functionality is Optional: the remaining
are always active, site storage Warehouse inventory
mandatory. dimension is dimension. dimensions as
mandatory. mandatory.
Blank receipt/issue allowed

Blank receipt allowed: Blank issue allowed:

Leaves out specification of the dimension Leaves out the specification of the dimension
when physical receipts are updated when you are updating physical issues
Ex. Not specifying serial/lot as input,
only for output
Physical and financial inventory and coverage plan

Physical inventory: Financial inventory:

On-hand How item consumption is calculated

Select the Coverage plan by dimension check box on the Storage dimension
groups page to complete the coverage plan for the item individually, instead of as a group
Purchase and sales prices

Purchase price, Search price: Sales prices, Search price:

Item, product and storage dimensions Item, product and storage dimensions

Item and product dimensions Item and product dimensions

Item Item
Unit 8
Create tracking dimension groups
Configure tracking dimensions

Serial and batch numbers provide companies with the ability to trace their products through
Supply Chain Management. The numbers are used for the following purposes:
• Tracing
• Quality assurance
• Warranties

Product information management > Setup > Dimension and variant groups > Tracking
dimension groups

Tracking dimensions are necessary when you

need to act based on a recall scenario
Trace inventory dimensions function

Product information management > Setup > Dimension and variant groups > Tracking dimension groups
Configure serial and batch numbers

Batch numbers: Serial numbers:

Assigned to groups of physical items Assigned to individual physical items

Serial numbers

Serial numbers can be manually or automatically assigned to products on receipt. Use

manual allocation of serial and batch numbers if you want to trace the items back to the
vendor.

Inventory management >

Inquiries and reports > Tracking
dimensions > Serial numbers
Batch numbers

A batch number must be created before it can be assigned to a product. Unlike serial
number assignment, a batch number cannot be entered directly in the Batch number field
on the order line. It must be created on the Batch number page and then selected from the
line in either the sales or purchase order.

Inventory management >

Inquiries and reports > Tracking
dimensions > Batches
Tracking number groups

To use automatic allocation of serial or batch numbers

Inventory management > Setup >

Dimensions > Tracking number
groups to create tracking numbers
for serial and batch numbers that
will be assigned to a product
Unit 9
Define item groups and their
use cases
Configure item groups

Item groups serve three main

purposes:
Defining sets of ledger accounts
Reporting detailed financial information
and queries
Creating other reports

To create an item group, go

to Inventory management > Setup >
Inventory > Item groups
Configure item groups fasttabs

Sales order
Purchase order
Inventory
Production
Setup
Warehouse
Unit 10
Create basic bills of materials
(BOMs) and BOM versions
Create bills of materials in dynamics 365

Supply Chain Management

BOM Components Cost

Defines the components • Raw materials Foundation for the estimated

cost of a product
• Finished products

• Ingredients

You will learn how to create bills of materials and BOM versions by using the BOM designer
in Supply Chain Management.
Create a BOM with BOM designer

Product information management > Products > Released products > Engineer > BOM >
Designer
BOM designer

The BOM designer has two

sections:
1) The Tree view of the BOM
structure
2) The Details section, which shows
details of the selected data. When
you select a node in the tree view,
the FastTabs in the details section
are updated based on that node:
• BOM line details
• Item data
• BOM
• Route
• Route operations
Create a simple BOM without a version

Product information management > Bills of materials and formulas > Bill of materials
Select Filter to change the initial selection in the view, by setting the display principle to
Selected/Active or Selected.
Selecting a BOM and route

Configuration Site Display principle

Version date From quantity Show valid only

To simplify the overview, you can lock the top-level route in the display by selecting View > Lock
route. To unlock the route, select View > Unlock route.
BOM and formula versions (1 of 2)

The validity of BOM versions and formula versions can Formula versions have additional important attributes:
be constrained by

• Period • Yield

• Quantity • Coproduct and by-product definitions

• Site • Cost distribution instructions for the

formula
• Specific product dimensions

• Other criteria
BOM and formula versions (2 of 2)

Product information management > Bills of materials and formulas > Bills of materials
> (Select a product) > Header
BOM line types (1 of 2)

Item Pegged supply Phantom Vendor

Select the item line • Sub production • Explode lower-level • Used for
type for items that are BOM items sub-contracting
• Event Kanban
directly consumed.
• Simplify engineer • Usually a service
• Direct Purchase
process item to create
order
automatic purchase
order
BOM line types (2 of 2)

Product information management >

Bills of material and formulas >
Bills of materials
BOM levels

Product information
management > Bills of materials
and formulas > Bill of materials
> (Select product) > Maintain >
Designer
Single-level
Subordinate components that are
necessary to build the product

Multilevel
Contains another BOM as its
component
Unit 11
Differentiate between BOMs
and formulas
Formulas and formula lines

A formula defines the materials, ingredients,

and outcomes of a specific process in
process manufacturing

To add lines to a formula, you must assign

the formula to at least one formula version

A formula consists of one or more formula

lines that identify the ingredients or items
that make up the formula

A formula consists of the ingredients and

quantities that are required to produce a
specific quantity of a formula item
Line type while creating formula line

Line Type Description

Select Item when the item is a raw material or a semi-

Item finished item that is picked from inventory or when the
item is a service

Select Phantom when you want to explode any lower-

Phantom
level formula items that are contained on formula lines

Select Pegged supply to create a batch order, production

Pegged supply order, kanban, transfer order, or purchase order for the
ingredient that is contained on the formula line

Select Vendor if the production process uses a

Vendor subcontractor and you want to create a subproduction or
purchase order for the subcontractor
Formula versions
• Each formula version record is
associated with one or many
co-products and by-products
• Define a formula version without
a site; then, the related formula
can work for all sites and a
specific formula or route for an
individual site
• To manage multiple active
formula versions, use effective
date ranges or From
quantity fields
Features of formula

1 Version control 7 Total Cost Allocation

2 Graphical Formula 8 Use for Calculation

3 Formula Size 9 Plan Group

4 Formula Multiples 10 Step Consumption

5 Yields 11 Scalable Lines

Quantity-dependent formula
6
versions
Unit 12
Configure direct delivery
(drop ship) products
Describe direct delivery

Direct delivery enables users to create a purchase order directly from a sales
order. The order is then shipped directly to the customer from the vendor without
the selling company handling the physical goods.

Direct delivery saves delivery time and reduces the costs that are associated with
carrying inventory because you don’t hold the products in your warehouse before
you ship them to the customer.
Direct delivery product parameter

To setup a product for direct delivery Go to: Product information management >
Products > Released products on the Deliver FastTab:
Unit 13
Identify the purpose and
capabilities of the product
configurator
Elements of a product configuration model

The key to success in this situation is to carefully analyze the product

portfolio and to look for patterns in product features and processes.
The goal is to identify generic components that can be manufactured
by the same equipment and used in all variants.

Two approaches for building a model are:

• Sequential flow from data to the model
• Create the model and add the reference data
Building blocks of a configuration model

Components Attributes Expression & User requirements

table constraints
• Defined once • Identify properties. Control the attribute • Has the constituents
and can be used values. of a subcomponent.
many times. • Can control
the property of • Not bound to a
• Main building BOM lines. product master.
blocks.
• Soft requirements.

• Multiple models.
Unit 14
Configure unit conversions for
products and product variants
Create or edit a unit of measure

Open the Units page Create or Edit a unit of measure

• To create and work with the units of • To edit an existing unit, select it in the list
measure that are available in your system, pane. To create a new unit, select New on
go to Organization administration > the Action Pane.
Setup > Units > Units. • On the header of the record, set the
following fields: Unit and Description.
Create Standard Units and Conversions
• On the General FastTab, set the following
• If your system doesn’t already include the
fields: Unit Class, System of Units, Base
most used units of measure for the metric
Units, System Unit, Decimal precision.
system and/or the US customary system
(USCS), the unit setup wizard can help • On the Action Pane, select Save.
you quickly get started with basic unit
definitions and conversions.
Unit conversions
Standard conversions:
Go to: Product information management > Products
Rules that apply for all products >Released Products > (Select product ) > Product >
Standard conversion rules in same unit class Setup Action group > Unit conversion
Example: Meter to Centimeter

Intra-class conversions:
Rules for units of measure in the same
unit class
Quantity to Quantity
Example: Box to Pieces

Inter-class conversions:
Rules for units of measure across unit classes
Mass to Liquid volume
Example: Kilograms to Liters
Unit 15
Configure options on the
product information management
parameters form
Model configurable products

Parameters available are listed

below:
1. Number sequence for the Constraint-
Based product configuration model.
2. Item lookup method.
3. Configuration documentation type.

4. Default configuration ID.

5. Use cache for configuration.

6. Attach.

7. Default currency.
Unit 16
Create and manage
product lifecycle state
Create and manage product states in the life cycle of a
product

General FastTab Business process FastTab

Unit 17
Create and manage
product attributes
Product attributes (1 of 2)

Product attributes identify the

details that you want to maintain
for your products such as brands,
manufacturer, and model.
Go to the Product information
management > Setup >
Categories and attributes >
Attribute types page to create
and maintain attribute types.
Product attributes (2 of 2)

Go to the Product
information management
> Setup > Categories and
attributes > Attributes
page to create and maintain
attributes.
Unit 18
Create Smart
Rounding Rules
Introduction to smart rounding

Concept Scenario
• The smart rounding concept that • The Marketing department has
supports psychological pricing can decided on smart rounding rules
also be thought of as a “price that they hope will make the market
ending,” based on the marketing more ready to buy their products.
theory that prices have a • For example, all products for USD
psychological effect on people. end with 99 cents, and all products
• It relates to prices expressed as for Pound Sterling (GBP) end with
odd prices that are presented as 95 pence.
slightly less than a round number,
such as using USD 19.99 instead
of USD 20.00.
Unit 19
Configure approved vendor list
Configure approved vendors
Set up item pricing

Product purchase price Product sales price

• We define a product’s standard purchase • This standard sales price can be manually
price in terms of its default purchase unit specified or calculated, and the calculations
of measure. differ for a purchased product versus a
manufactured product.
• It represents a company-wide purchase price
that acts as the default on a purchase line • With a purchased product, you can use the
when other sources of pricing information product’s standard purchase price and a
do not exist. specified markup percentage to calculate its
standard sales price.
• This standard purchase price can be
manually specified or automatically updated • This price is continuously recalculated based
by the last purchase invoice. on changes to the product’s standard
purchase price as the result of the last
vendor invoice.
Unit 19
Describe costing versions
and their use cases
Costing versions (1 of 3)

Inventory is typically evaluated by the following parameters:

Standard cost: Actual cost:

Cost composition can be tracked in Finance (FIFO, LIFO, LIFO date, Weighted avg.,
and Operations, and the inventory value of Weighted avg. date, or Moving average) – Cost
a product can be reported by its cost composition cannot be tracked in Supply Chain
composition. Management, and the inventory value can only
be reported as direct material. Absorption of
indirect cost is important for ensuring accurate
product costing and valuation of inventory. In
some industries, indirect cost represents a
significant portion of the product cost.
Costing versions (2 of 3)

The primary purpose of a costing version is to contain cost records about items, cost categories, and cost
prices. The costing version determines current active costs and the way that the Bill of Materials (BOM)
calculation simulation is performed.
Cost management > Predetermined cost policies setup > Costing versions.
Costing versions (3 of 3)

Standard costs: Planned costs:

Contains a set of standard Contains planned costs
cost records. from simulations.

By accessing the Recording tab on the Costing Versions page, you can define
a default site and also turn on or off the ability to use the costing version for
purchase price, cost price, and sales price. In this example, costing version will
be used for costing.
Unit 20
Configure item sales prices,
purchase prices, and discounts
using trade agreements
Trade agreements

Trade Agreements
could apply to:

A specific customer, a vendor, Groups of customers, All customers, all vendors,

or a product vendors, or items or all items
Activate trade agreements

To use trade agreements on purchase orders, sales

orders, sales quotations, and purchase requisitions,
you must activate the combinations of price
agreements.
To access the Activate price/discount page:
• For sales orders, open Sales and marketing > Setup >
Prices and discounts > Activate price/discount.
• For purchase orders, open Procurement and sourcing >
Setup > Prices and discounts > Activate price/discount.

You can select these check boxes for access to the

various combinations of trade agreements:
• Price.
• Line discount.
• Multiline discount.
• Total discount.
Set up trade agreements

Trade agreements are created in the Price/discount agreement journal page

Customer discount page Vendor discount group Item discount group

• Customers page, on • Vendors page, on the • Released products
the Sales order details Purchase order defaults page, on the Purchase
FastTab. FastTab. and sales FastTabs.
• Sales order header view, • Purchase order header
on the Price and view, on the Price and
discount FastTab. discount FastTab.
Trade agreement journals

You can use trade agreement journals to create and maintain trade agreements

Price: Line discounts: Multiline discounts:

Sales price agreements Discount percentages based When items from a discount
Purchase price agreements on quantities group meet quantity
requirements

Total discounts: Generic currency: Smart rounding:

Based on final value of order Sales price Psychological pricing
Sales line discount
Sales multiline discount
Sales total discount
Smart rounding

The smart rounding concept that supports psychological pricing can also be thought of
as a “price ending,” based on the marketing theory that prices have a psychological effect
on people:
It relates to prices expressed as odd prices that are presented as slightly less than a round
number, such as using USD 19.99 instead of USD 20.00.

The smart rounding is used mainly in the Retail and Commerce business.

The smart rounding rules are static and rarely change. They are also currency-dependent.
Trade agreement parameters
Trade agreement parameters describe the trade agreement discount options that can be selected in
the Accounts receivable and Procurement and sourcing parameters.
To access discount fields go to Procurement and sourcing > Setup >Procurement and sourcing
parameters > Prices.
Consider the following options
when you are setting up
discount fields:
• Line
• Multiline
• MAX (Line, Multiline)
• MIN (Line, Multiline)
• Line + Multiline
• Line Multiline
Trade agreement supplements

Supplementary sales

Suggest item that would Suggest item that Suggest item based
give purchased item would complement on customer’s previous
more value purchased item purchase

Supplementary sales items are set up in the Inventory and warehouse management module and
the Sales and marketing module.
MB-330: Supply
Chain Management
Course Case Studies
Contents

• Before you start

• Intro to all case studies

• Case Studies
Case study outline

Case Study 1 Case Study 2A Case Study 2B Case Study 3 Case Study 4 Case Study 5

Objectives Objectives Objectives Objectives Objectives Objectives

Scenario Scenario Scenario Scenario Scenario Scenario

Exercises Exercises Exercises Exercises Exercises Exercises

Mapping Mapping Mapping Mapping Mapping Mapping

Exercises Exercises Exercises Exercises Exercises Exercises

About the case studies

Within each case study, the instructor will guide us through several essential exercises that will
allow us to practice using the most relevant features of the program. Additionally, we can
complete the optional exercises on our own to dive deeper into the content and learn even more.

We will be using Contoso demo data for our case studies and exercises. Contoso is a company
that works in several industries and, as a group, contains several legal entities. For each case study
we will be using one or more legal entities to perform the exercises.

Essential exercises are exercises that must be practiced during the class, Bonus exercises: Are
exercises students can practice on their own.
Intro to all case studies
Case study objectives

1 Create and manage products

2 Manage inventory pricing and costing

3 Configure inventory management

4 Manage and process inventory activities

Case Studies Scope

Case Study 1 Case study 2A Case study 2B

This case study will cover the product This case study will cover the This case study will cover the sales and
information management and inventory procurement and sourcing modules. marketing modules.
management modules. You will be using the USMF legal entity. You will be using USMF legal entity.
You will be using the USMF legal entity. You will be the SCM Functional You will be the SCM Functional
You will be the SCM Functional consultant consultant helping the procurement consultant helping the sales manager
helping the warehouse managers and manager and purchasing clerk. and salesclerk.
product designers in our scenarios.

Case study 3 Case study 4 Case study 5

This case study will cover the warehouse This case study will cover the quality This case study will cover the master
management and transportation control and quality management planning modules.
management modules. feature which is part of the inventory You will be using USMF and DEMF legal
You will be using SRHQ and USP2 legal management modules. entities.
entities. You will be using the USMF legal entity. You will be the SCM Functional
You will be the SCM Functional consultant You will be the SCM Functional consultant helping the planning
helping the warehouse manager in consultant helping the quality managers.
addition to assisting other legal entity manager.
teams with their WMS setups.
 Cloud Week for Partners

Thank You all for joining the session.