Welcome to DAY-1 Session

MB-335:
Microsoft Dynamics 365:Supply Chain
Management Expert

Session will begin shortly

© Copyright Microsoft Corporation. All rights reserved.

MB-335: Hello Everyone!!!
Microsoft
Dynamics My Name is Jeetendra Khelani-Global Microsoft
Certified Trainer
365:Supply Chain and I am your trainer for this session.
Management
Expert
Happy Learning!!!

© Copyright Microsoft Corporation. All rights reserved.

 MB-335:
Microsoft Dynamics 365:Supply Chain Management Expert
Module: 1 Configure Products
Lessons:
Implement Product Information for Production
Implement product Configurator for Dynamics 365
Implement Engineering Change Management
Lecture/Lab
Module 2 Configure Production Prerequisites
Lessons:
Configure Resources Routes, and calendars
Configure Productions Settings and Processes
Implement Costing
Lab : Case Study 1A Discrete ,Process and Lean Manufacturing Features
Exercise # 1 : Update The Production Control Parameters
Exercise # 2: Create New Production Pools
Day 1 Exercise # 3: Create and Manage Resources
Exercise # 4: Create an Operation, Assign Relations and Create a Route
Exercise # 5: Create a simple BOM without a version
Exercise # 6: Create a BOM in the BOM designer ( Bonus )
Exercise # 7: Create a BOM with Version
Homework
Exercise # 8. Create a Production Order
Exercise # 9: Start a Discrete Production Order ( Bonus )
Exercise # 10: Run a Resource Schedule
Exercise # 11 : Configure Costing Policies
Exercise # 12: Configure Manufacturing Execution ( Bonus)
Exercise # 13: Configure Automatic Route Consumption on Setup Jobs ( Bonus)
Exercise
© Copyright Microsoft Corporation. All rights reserved. # 14: Use Manufacturing Execution ( Bonus)
 MB-335:
Microsoft Dynamics 365:Supply Chain Management Expert
Module: 3 Implement Production Methods
Lessons:
Lecture/Lab Implement Discrete Manufacturing
Implement Process Manufacturing
Implement Lean Manufacturing

Lab: Case study 1B Discrete, Process and Lean manufacturing features

Exercise #1: Create an approved vendor list and setting method to Warning Only (Bonus)
Exercise #2: Create items with different production types
Exercise #3: Create and activate a formula using different product types
Exercise #4: Create a new formula with a version from the released products form (Bonus)
Exercise #5: Revise, update and activate a formula (Bonus)
Exercise #6: Use the scalability feature to create a new formula
Exercise #7: Create and activate a percentage-based formula (Bonus)
Exercise #8: Change a linear consumption to a step-wise consumption
Exercise #9: Set up commodity pricing (Bonus)
Day 2 Exercise #10: Change a price calculation and update trade agreements
Exercise #11: Setting up a commodity price calculation
Exercise #12: Creating PSDS lists, records and file uploads for product compliance
Exercise #13: Add reporting details for an item
Exercise #14: Create a sales order and printing a PSDS
Exercise #15: Create and associate a batch attribute
Exercise #16: Create a new batch number and manually record the batch attribute
Homework Exercise #17: Create quality orders and verify batch attributes
Exercise #18: Complete a batch reservation using an attribute requirement
Exercise #19: Set a partial visibility catch weight item
Exercise #20: Use catch weight items in a purchase trade agreement
Exercise #21: Create a batch attribute for a potency item
Exercise #22: Modify and activate a copy of a potency item formula
Exercise
© Copyright Microsoft Corporation. All #23: Set up pricing based on an item's attribute (Bonus)
rights reserved.
Exercise #24: Record a potency attribute upon receipt (Bonus)
 MB-335:
Microsoft Dynamics 365:Supply Chain Management Expert
Module: 4 Configure Production Control
Lessons:
Implement Subcontracting
Lecture/Lab Implement Manufacturing Execution
Implement Advanced Master Planning Scenarios

Implement Production Scheduling And Capacity Planning

Day 3
Case study 2 Master planning

Exercise #1: Firm a planned order and change the order type

Homework Exercise #2: Create an intercompany planning group and assign an item
allocation key
© Copyright Microsoft Corporation. All rights reserved.
Exercise #3: Plan a production schedule from a master planning run (Bonus)
 MB-335:
Microsoft Dynamics 365:Supply Chain Management Expert

Module: 5 Implement Additional Supply Chain Management Features

Lecture/Lab Lessons:

Integrate Copilot and mixed reality technologies with Supply Chain

Management
Day 4
Implement Rebate management
Implement Service management
Case study 3 Subcontracting
Homework
Exercise #1: Set up subcontracting features

© Copyright Microsoft Corporation. All rights reserved.

 MB-335:
Microsoft Dynamics 365:Supply Chain
Management Expert

Day5
Exam preparation
Join this session to understand the exam pattern and related
tips for the course.

© Copyright Microsoft Corporation. All rights reserved.

Learning path 1
Configure products

© Copyright Microsoft Corporation. All rights reserved.

Module 1: Implement product
information for production

© Copyright Microsoft Corporation. All rights reserved.

Unit 1
Configure planning items, co-products,
and by-products

© Copyright Microsoft Corporation. All rights reserved.

Introduction to Planning items

Planning items used as a container to house the production of multiple co-

1 products that are produced together.

2 The planning item is used to identify:

• The formula that is used for production.

• The materials that are consumed in the manufacturing process.

• The route times that are needed for the manufacturing of co-products.

The batch order is created in the planning item number, and the outputs of
3 the batch order are the co-products, not the planning item.

© Copyright Microsoft Corporation. All rights reserved.

Planning items – Examples

Example 1 Example 2
• In the manufacturing of cut metal parts, a single sheet of • In plastic molding manufacturing, a plastic powder is
metal can produce multiple cut pieces with one heated under pressure in a mold or dye to create various
manufacturing process shapes of molded plastic materials

• In this process, a sheet of metal is placed on a laser cutter • The mold can make one or many different molded parts
and a program is run to manufacture the parts depending on the design of the mold dye
• The output of the process is multiple individual piece • In some of these processes, a single dye can manufacture
parts that can all be considered co-products three or four different individual plastic parts
• The formula is associated with the planning item to • The formula with the raw plastic will be created against
identify the individual components that are needed the mold part and the molded plastic piece co-products
along with the co-products that are considered output will be added to that formula with each co-product
in the process having the cost allocation created manually

© Copyright Microsoft Corporation. All rights reserved.

Difference between Formula item and Planning item

Formula item Planning item

A formula item is a primary output of a formula A planning item acts as a placeholder to create a
and realized into inventory during the report as formula that produces only co-products without
finished process in batch order processing. a primary formula item.

© Copyright Microsoft Corporation. All rights reserved.

Co-products

Coproducts are items that are produced along with a formula item or other co-products

Inherent to the manufacturing process

These co-products are specified in the formula with a quantity that is created for each batch size of
the formula item or planning item

A cost allocation can be specified manually at the co-product item level or by using a total-cost
allocation method

© Copyright Microsoft Corporation. All rights reserved.

By-products

• By-products are stored in inventory but typically Example

have no inventory value.
• In the production of gasoline from sand oil, a
• By-products are items that are produced along by-product of coke is produced.
with a formula item or co-products.
• This product must be disposed of by the
• By-products are used to add cost burden to the refinery through an environmentally-friendly
production order to account for scrapping the method that can be costly.
product, including some of the costs of disposal
of the materials.

© Copyright Microsoft Corporation. All rights reserved.

Unit 2
Configure inventory batches, batch
attributes, and lot inheritance

© Copyright Microsoft Corporation. All rights reserved.

Batch Attributes (1 of 5)

• Batch attributes are characteristics of raw materials and finished products that make up
inventory batches.

• The number and types of batch attributes that are used can vary widely from one
industry to another.

• To better manage and ease the maintenance of batch attributes, you must first define
product-specific attributes.

• You need to create the batch attributes for each customer requirement to use them for
item and batch-specific data tracking.

© Copyright Microsoft Corporation. All rights reserved.

Batch attributes – Data types (2 of 5)

• String
• Integer
• Fraction
• Enumerate
• Date
• Tolerance Action
• Minimum
• Maximum
• Target
• Increment

Product information management > Setup > Categories and attributes > Batch attributes

© Copyright Microsoft Corporation. All rights reserved.

Batch attributes (3 of 5)

You can access the pages for products that you select on the Product information management > Setup >
Categories and attributes > Batch attributes page.

© Copyright Microsoft Corporation. All rights reserved.

Batch attribute facts to consider (4 of 5)
• For items where quality orders
are used to determine batch
acceptability,

• The setup for the quality order

can indicate if batch attributes
should be updated.
• Individual quality order results
can also be flagged to update
batch attributes individually.
• Functionality can be used for
batch retest or rework testing.
• Batch attributes are useful when
a set list of attributes must be
assigned to multiple items.

© Copyright Microsoft Corporation. All rights reserved.

Batch attributes (5 of 5)

An example of using batch attributes would be a chemical company, where all purchased solvents are
measured for VOC and purity requirements.

© Copyright Microsoft Corporation. All rights reserved.

Unit 3
Configure catch weight handling policies

© Copyright Microsoft Corporation. All rights reserved.

Catch weight item handling policy

When the weight of the items is How to capture catch weight

captured • When catch weight tag tracking is used, a tag
• The weight can be captured during either of the must always be created for every catch weight
following processes: unit that is received, and every tag must always
be associated with a weight.
– Picking
– Packing • When catch weight tag tracking isn’t used, the
weight can be captured for each dimension set.
• The catch weight tags aren’t tracked.
• For the methods for capturing outbound weight,
– Yes
you can define whether the weighing is done
– No for each catch weight unit or whether the
weight is captured based on the quantity
that will be picked.

© Copyright Microsoft Corporation. All rights reserved.

Unit 4
Manage products with
dimension-based, constraint-
based, and predefined variants

© Copyright Microsoft Corporation. All rights reserved.

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.

© Copyright Microsoft Corporation. All rights reserved.

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
1 purchase or sales order line is created.

The specified dimension applies only to the product transaction. You can neither fully nor partly
2 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
3 other than those specified on the action product transaction.

© Copyright Microsoft Corporation. All rights reserved.

Unit 5
Create and implement
configuration groups and
routes for dimension-based
products

© Copyright Microsoft Corporation. All rights reserved.

Overview of Configuration Routes

• Configuration routes control

the sequence in which item
configurations are selected.
• The first selection is the
Housing configuration group.
• The second selection will
then be the Fasteners
configuration group.

© Copyright Microsoft Corporation. All rights reserved.

Unit 6
Manage product compliance,
including regulated and
restricted items

© Copyright Microsoft Corporation. All rights reserved.

Configure product compliance
Product compliance is used to track chemical and safety-related information for items
that are purchased and sold within a company
Product compliance allows for the tracking of the following products:

Regulated product: Restricted product: Reported regulated product:

A product that is regulated by a A product whose distribution is A product that is regulated by a
government authority of a limited or constrained by a government authority of a
country/region, or state government authority country/region, or state and
requires compliance and audit
reporting

© Copyright Microsoft Corporation. All rights reserved.

Using product compliance within Supply Chain
Management
To use product compliance within Supply Chain Management, you must set the
following parameters at inventory and warehouse management:

Administration user PSDS effectivity days Compliance check transactions

PSDS notification transactions Annual reporting date ranges PSDS control

© Copyright Microsoft Corporation. All rights reserved.

Module 2: Implement product
configuration features

© Copyright Microsoft Corporation. All rights reserved.

Unit 1
Describe the purpose and
capabilities of product
configuration models

© Copyright Microsoft Corporation. All rights reserved.

Reasons and purpose for using a constraint-based product
configuration model

Product configuration is a flexible This approach can save time when The need to configure a product to
tool that promotes reusability for you configure items on sales meet special requirements is
areas that require constant setup. orders, sales quotations, purchase quickly becoming the rule instead
orders, and production orders. of the exception in both business-
to-business and business-to-
consumer relationships.

A successful move from a Product configuration models use We can configure items on sales
manufacture-to-stock setup to a both declarative constraints and orders, sales quotations, purchase
configure-to-order setup requires imperative calculations to handle orders, and production orders.
careful analysis of the product the relations and limitations
structures, identification of product between different product variants.
families, and componentization.

© Copyright Microsoft Corporation. All rights reserved.

Building up a product configuration model

Create a Create Create Create a product

product master Components Attribute types configuration model

Add user
Add subcomponents Add constraints Add attributes
requirements to a
to a product to a product to a product
product configuration
configuration model configuration model configuration model
model

© Copyright Microsoft Corporation. All rights reserved.

Module 3: Implement
engineering change
management

© Copyright Microsoft Corporation. All rights reserved.

Unit 1
Design engineering product
lifecycle

© Copyright Microsoft Corporation. All rights reserved.

Product Lifecycle states and transactions

• As an engineering product goes

through its lifecycle, it’s important
that you be able to control which
transactions are allowed for each
lifecycle state.
• For an engineering product, changes
to the lifecycle state are connected to
the product’s engineering versions.
• When the product lifecycle state is
connected to an engineering version,
you can use the lifecycle state to
control which transactions are
allowed for the engineering version.

© Copyright Microsoft Corporation. All rights reserved.

Creating and managing product lifecycle states

• To create a new lifecycle state,

select New on the Action Pane, and
then set the fields as described in the
following subsections.
• To edit an existing lifecycle state,
select it in the list pane, select Edit
on the Action Pane, and then set the
fields as described in the following
subsections.
• To delete an existing lifecycle state,
select it in the list pane, and then
select Delete on the Action Pane.

© Copyright Microsoft Corporation. All rights reserved.

Header and General FastTab

Header General FastTab

© Copyright Microsoft Corporation. All rights reserved.

Enabled Business processes FastTab

Use the Enabled

business processes
FastTab to control which
of the available business
processes can be used
with products in the
current lifecycle state.

© Copyright Microsoft Corporation. All rights reserved.

Learning path 2
Configure production
Prerequisites

© Copyright Microsoft Corporation. All rights reserved.

Module 1: Configure
resources, routes, and
calendars

© Copyright Microsoft Corporation. All rights reserved.

Unit 1
Implement and manage
work calendars and
working time

© Copyright Microsoft Corporation. All rights reserved.

Set Up Calendars and Resources

Calendars and resources must be set up Resources are the physical equipment
in the Organization administration (more generally referred to as the
module prior to using the Production “resources”) that are used to create
control module. finished items.

© Copyright Microsoft Corporation. All rights reserved.

Set Up Working Time Templates
• The first step in the process of
setting up resources and calendars
for use in the Production control
module is to set up the working time
templates.
• Working time templates are defined
in the Working time templates
page, which is located by
selecting Organization
administration > Setup >
Calendars > Working time
templates.

• The templates will help you to create

and manage working time calendars
for your resources.

• Working time calendars use the work

times that you define in this
template.

© Copyright Microsoft Corporation. All rights reserved.

Create Calendars

• Calendars must be set

up before you create
resource groups.
• Use the Calendars page
to create one or more
calendars to manage the
working hours that are
used in resources and
resource groups.
• Compose working times –
The Working times page
is used to contain a record
for each calendar day of
the year.

© Copyright Microsoft Corporation. All rights reserved.

Unit 2
Implement and manage
resources and resource
groups

© Copyright Microsoft Corporation. All rights reserved.

Overview of Resource Groups

The way in which resource groups are set up Companies can determine both the operations
depends on the complexity of the manufacturing scheduling percentage and the efficiency percentage
process. for their resources and resource groups.
If several demands must be met and there are These percentages specify the extent to which
multiple classifications, based on the capacity or the capacity is available in the resource or resource
capability of individual resources, then these factors group that is associated with operation scheduling.
must be reflected in the resource group setup.

© Copyright Microsoft Corporation. All rights reserved.

Unit 3
Create and configure
resource capabilities

© Copyright Microsoft Corporation. All rights reserved.

Resource Capabilities
A capability is the ability of an operations resource to perform a particular activity.

Level Priority Resource Competencies for

If you specify that a • If Priority is selected requirements human resources
capability is a resource in the Primary • Resources that have When you define skills,
requirement for a resource selection capabilities that courses, certificates, or
production route, you can field on the satisfy the titles as resource
also specify a Minimum Scheduling requirements are requirements, we must
level needed value for parameters page, the selected. use the Human resources
that capability. resource that has the functionality and link
• We can either define
highest priority is each resource of
multiple capabilities
selected first during the Human
or use the capability
scheduling. resources type to a
level to qualify the
corresponding worker.
capability of the
resource.

© Copyright Microsoft Corporation. All rights reserved.

Unit 4
Create and manage
operations and routes,
including routes to manage
scrap

© Copyright Microsoft Corporation. All rights reserved.

Create Operations

1. Operations are set up in sequence to establish an

appropriate order and context for the total
production process of an item.
2. To create a route that is based on a series of
sequential operations, the operations themselves
must be available.
3. The path is Production control > Setup > Routes
> Operations.
4. Because multiple operations linked in sequence
constitute an operation network, and multiple
operation networks constitute a production
route, all data that is specified for the operation
will automatically pertain to the route.

© Copyright Microsoft Corporation. All rights reserved.

Operation Relations

Operation relations simplify and The fields in the Consumption Example of how Run time is
streamline the task of creating and calculation field group on calculated
maintaining operation base data the Setup tab are • A machine with 1,000 rotations
per hour is used to perform the
Characteristics of operation • Formula
operation, where 2 pieces of the
relations • Factor finished item are finished per
• Each relation contains the rotation.
• Costing resource
information that is used by • Then the production of finished
production orders when they items per hour will be 2,000 pieces.
are created or updated.
• We specify 1,000 for the resource’s
• The use of the operation relation is capacity per hour and set the
limited in the way it is attached to formula factor for the operation in
items and routes. Each relation is the route to 0.5 (P).
attached to an item, an item group,
or all items. • This gives the following
calculation: Process quantity per hour
= 1,000 (K)/0.5 (P) = 2,000 pieces.

© Copyright Microsoft Corporation. All rights reserved.

Module 2: Configure
production settings and
processes

© Copyright Microsoft Corporation. All rights reserved.

Unit 1
Configure production
control parameters

© Copyright Microsoft Corporation. All rights reserved.

Production Control Parameters Page

© Copyright Microsoft Corporation. All rights reserved.

Unit 2
Design a unified (mixed
mode) manufacturing
process

© Copyright Microsoft Corporation. All rights reserved.

Understand Unified Manufacturing

Combine discrete, process, Unified manufacturing Materials allocation cross-

& Lean sourcing supply policies supply policy – Resource
consumption on BOMs
• Makes sure that the material • Supply policies can be defined When the Resource
flow follows your models at the product level or at any consumption field on a BOM line
granularity that supports your is selected, the warehouse is
• Select your overall strategy for
requirements found from the resource that is
supplying a product
used by the operation that is set
• Supply policies can be
• The granularity of the supply up to consume the material. In
controlled by product, item
policies that are used in master this case, the picking warehouse is
dimensions (configuration,
scheduling depends on the found through the route by
color, and size), site, and
storage dimensions that are locating the warehouse that is
warehouse
enabled as coverage assigned to the production unit
dimensions that the resource belongs to

© Copyright Microsoft Corporation. All rights reserved.

Configure Production Control for Unified Manufacturing

Production parameters and Allocation Keys Production Pools

journal names in the
Production control module
• Parameters Allocation keys consist of the • Production pools group
following components production orders into
• Journal names
categories with shared
• Sites
characteristics.
• Production units
• A production order can be
• Resources assigned to a production pool.
• Resource types

• Bundle type

© Copyright Microsoft Corporation. All rights reserved.

Unit 3
Create production units,
production groups, production
pools, and production journal
names

© Copyright Microsoft Corporation. All rights reserved.

Understanding Production Journals

The production journal types

include
• Pick list, Route card, Job card,
Report as finished

The production journal

includes the information:
• Journal type, Journal name,
Journal number, The status of
the journal, Explanations about
how the journal is posted,
Whether the journal is allowed
to deduct negatively, Whether
errors are to be accepted,
along with other information

© Copyright Microsoft Corporation. All rights reserved.

Unit 4
Describe integration between
the general ledger and the
production control module

© Copyright Microsoft Corporation. All rights reserved.

Introduction

• As a Functional Manufacturing Each step in the life cycle is associated with

consultant, you should be aware of the the following activities:
relationship between the Production • Monitoring and controlling the production
control module and other modules in • Estimating and calculating costs
Supply Chain Management.
• Scheduling orders
• The production order life cycle formally
• Starting and ending actual production
begins with the creation of the
production order and ends with a
finished, manufactured item that is
ready for the customer.

© Copyright Microsoft Corporation. All rights reserved.

Interactions Between the General Ledger and Production
Control Modules
Create and Estimate Schedule Release and Start
Create – Create manually or • Operations scheduling Release – Releases the production
automatically from a sales order or order when schedule is realistic
• Job scheduling
master planning schedule
Start – Post costs against the order
Estimate – Calculation of the most when production order is started
likely material

Report as finished End Click to add text

The quantity of finished goods The system calculates actual costs
completed is updated in the for the produced quantity and all
Inventory and Warehouse estimated costs of material, labor
management module

© Copyright Microsoft Corporation. All rights reserved.

Module 3:
Implement
Costing

© Copyright Microsoft Corporation. All rights reserved.

Unit 1
Configure production
posting profiles

© Copyright Microsoft Corporation. All rights reserved.

Types of Postings in the Production Process

Production posting activities follow production processes that are described in the sections below

Material consumption Time consumption Reporting finished goods and

Materials are registered as The time that workers spend on error quantities
consumed during production when production jobs is recorded in the The completed finished goods is
the production picking list journal Route card journal or the Job updated in Inventory management
is posted card journal

Ending the production order Controlling level of ledger

Before a production order is ended, posting
actual costs are calculated for the • Item and resource/Item
quantity that was produced and category
• Production groups

© Copyright Microsoft Corporation. All rights reserved.

Unit 2
Configure and manage cost
groups, costing versions, and
cost categories

© Copyright Microsoft Corporation. All rights reserved.

Assigning a Cost Group Type to Cost Group

A cost group can be

assigned a cost group
type and a behavior for
supplemental
segmentation purposes.
• Cost group type

• Behavior

© Copyright Microsoft Corporation. All rights reserved.

Learning Path Recap

In this learning path, we learned how to:

Configure resources, routes, and calendars

Configure production settings and processes
Implement costing

© Copyright Microsoft
© Copyright
Corporation.
Microsoft
All rights
Corporation.
reserved. All rights reserved.
What could be next in your learning journey?

Learning Path 3: Learning Path 4:

Implement production methods Configure production control

• Module 1: Implement discrete manufacturing • Module 1: Implement subcontracting

• Module 2: Implement process manufacturing • Module 2: Implement manufacturing execution
• Module 3: Implement lean manufacturing • Module 3: Implement advanced master
planning scenarios
• Module 4: Implement production scheduling
and capacity planning

© Copyright Microsoft Corporation. All rights reserved.

Thank you.

© Copyright Microsoft Corporation. All rights reserved.