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Introduction 0-1Welcome ............................................................................................................ 0-1Microsoft Dynamics Courseware Contents ........................................................ 0-2Documentation Conventions .............................................................................. 0-3Student Objectives ............................................................................................. 0-4

Chapter 1: Overview 1-1Objectives ........................................................................................................... 1-1Introduction ......................................................................................................... 1-1Supply Chain ...................................................................................................... 1-2Product Information Management ...................................................................... 1-3Inventory Management ....................................................................................... 1-3Warehouse Management ................................................................................... 1-4Quality Management .......................................................................................... 1-4Summary ............................................................................................................ 1-4

Chapter 2: Product Information Management 2-1Objectives ........................................................................................................... 2-1Introduction ......................................................................................................... 2-1Defining Products ............................................................................................... 2-2Modeling Configurable Products ...................................................................... 2-13Inventory Dimension Groups ............................................................................ 2-18

Authorizing Product Setup in Legal Entity ........................................................ 2-24Lab 2.1 - Creating and Releasing Product Masters.......................................... 2-27Finalizing Released Products ........................................................................... 2-29Lab 2.2 - Create and Apply a Product Template to Multiple Products .............. 2-33Default Order and Site Settings ........................................................................ 2-34Item Pricing ...................................................................................................... 2-38Unit of Measure ................................................................................................ 2-46

Defining Products as Not Stocked .................................................................... 2-48Summary .......................................................................................................... 2-49Test Your Knowledge ....................................................................................... 2-50Quick Interaction: Lessons Learned ................................................................. 2-52Solutions ........................................................................................................... 2-53

Chapter 3: Inventory Management Setup 3-1Objectives ........................................................................................................... 3-1Introduction ......................................................................................................... 3-1Item Groups ........................................................................................................ 3-2Item Model Groups ............................................................................................. 3-6Lab 3.1 - Create an Item Model Group and Apply It to a Released Product .... 3-17Warehouse Management ................................................................................. 3-18Summary .......................................................................................................... 3-22Test Your Knowledge ....................................................................................... 3-23Quick Interaction: Lessons Learned ................................................................. 3-24Solutions ........................................................................................................... 3-25

Chapter 4: Purchase Orders 4-1Objectives ........................................................................................................... 4-1

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Introduction ......................................................................................................... 4-1Working with Purchase Orders ........................................................................... 4-2Set Up Purchasing Parameters .......................................................................... 4-8Create Purchase Orders .................................................................................. 4-16Process Purchase Orders ................................................................................ 4-25Lab 4.1 - Create Purchase Orders ................................................................... 4-30Generate Purchase Order Documents ............................................................. 4-31Change Management ....................................................................................... 4-39Lab 4.2 - Change Management ........................................................................ 4-44Purchase Order Tasks ..................................................................................... 4-45Purchase Order Inquiries and List Pages ......................................................... 4-51Summary .......................................................................................................... 4-53Test Your Knowledge ....................................................................................... 4-54Quick Interaction: Lessons Learned ................................................................. 4-56Solutions ........................................................................................................... 4-57

Chapter 5: Serial and Batch Numbers 5-1Objectives ........................................................................................................... 5-1Introduction ......................................................................................................... 5-1Dimension Group - Tracking Dimensions ........................................................... 5-2Manual Allocation ............................................................................................... 5-3Lab 5.1 - Set Up an Item with Manual Allocation of Serial Numbers ................ 5-11

Automatic Allocation ......................................................................................... 5-13Lab 5.2 - Set Up an Automatically Allocated Serialized Product ...................... 5-18Tracing ............................................................................................................. 5-20Lab 5.3 - Trace Items ....................................................................................... 5-25Summary .......................................................................................................... 5-26Test Your Knowledge ....................................................................................... 5-27Quick Interaction: Lessons Learned ................................................................. 5-28Solutions ........................................................................................................... 5-29

Chapter 6: Sales Orders 6-1Objectives ........................................................................................................... 6-1Introduction ......................................................................................................... 6-1Working with Sales Orders ................................................................................. 6-2Sales Order Types ............................................................................................. 6-7Set Up Sales Parameters ................................................................................... 6-9Creating a Sales Order ..................................................................................... 6-21Lab 6.1 - Create a Sales Order ........................................................................ 6-27Ship to Multiple Addresses ............................................................................... 6-28Delivery Schedule ............................................................................................ 6-30Enhanced Delivery Date Control ...................................................................... 6-32Lab 6.2 - Setting up Transport Times ............................................................... 6-41

Available Ship and Receipt Dates .................................................................... 6-42Order Entry Deadlines ...................................................................................... 6-44Direct Delivery .................................................................................................. 6-49Lab 6.3: Direct Delivery .................................................................................... 6-55Processing a Sales Order ................................................................................ 6-56Generate a Sales Order Confirmation .............................................................. 6-57Generate a Sales Order Picking List ................................................................ 6-61

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Process a Picking List Registration .................................................................. 6-63Generate a Sales Order Packing Slip............................................................... 6-64Shipping Carrier Interface ................................................................................ 6-68Summary .......................................................................................................... 6-70Test Your Knowledge ....................................................................................... 6-71Quick Interaction: Lessons Learned ................................................................. 6-72Solutions ........................................................................................................... 6-73

Chapter 7: Quality Management 7-1Objectives ........................................................................................................... 7-1Introduction ......................................................................................................... 7-1Set Up Quality Management Basics ................................................................... 7-2Lab 7.1: Set Up Quality Management Basics ................................................... 7-16Set Up Automatic Quality Order Generation .................................................... 7-22Lab 7.2 - Set Up Automatic Quality Order Generation ..................................... 7-25Create a Manual Quality Order ........................................................................ 7-26Lab 7.3 - Create a Manual Quality Order ......................................................... 7-28Working with a Non Conformance .................................................................... 7-30Quality Reports and Certificates ....................................................................... 7-38Summary .......................................................................................................... 7-40Test Your Knowledge ....................................................................................... 7-41Quick Interaction: Lessons Learned ................................................................. 7-43Solutions ........................................................................................................... 7-44

Chapter 8: Inventory Journals 8-1Objectives ........................................................................................................... 8-1Introduction ......................................................................................................... 8-1Inventory Journals Setup .................................................................................... 8-2Inventory Adjustment and Movement Journals .................................................. 8-8Lab 8.1 - Create a Movement Journal .............................................................. 8-11Lab 8.2 - Create an Inventory Adjustment Journal ........................................... 8-13Transfer Journals ............................................................................................. 8-13Lab 8.3 - Create a Transfer Journal ................................................................. 8-16Bill of Material Journals .................................................................................... 8-17Lab 8.4 - Create a Bill of Material Journal ........................................................ 8-19Counting Journals ............................................................................................ 8-20Counting Journal Setup .................................................................................... 8-20Creating and Processing a Counting Journal ................................................... 8-24Lab 8.5 - Create a Counting Journal ................................................................ 8-29Tag Counting Journals ..................................................................................... 8-30Inventory Blocking ............................................................................................ 8-32Summary .......................................................................................................... 8-36Test Your Knowledge ....................................................................................... 8-37Quick Interaction: Lessons Learned ................................................................. 8-39Solutions ........................................................................................................... 8-40

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