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Part 7 |MS Dynamics 365-Finance & Operations-MB300 |330 |310

Name: Part 7 |MS Dynamics 365-Finance & Operations-MB300 |330 |310
Rating: 4.8 (16 reviews)

Microsoft Dynamics 365 Finance and Operations - Sales and Marketing Module- New Course Updated 2023-24

Highest Rated

Created byMohammad Yasar

Last updated 12/2023

English

What you'll learn

1 . Working with Serial and Batch numbers
1.1 Introduction to Serials and Batch numbers
1.2 Exploring Automatic Serial Number Processing
1.3 Understanding Batch Numbers( Manual , Automatic & Attributes)
1.4 Batch numbers and Inspections orders
1.5 Learning everything about Batch Attributes
2. Understanding the customer master
2.1 Customer master setup
2.2 Customer posting profile setup
3. Getting started with sales orders and quotation
3.1 Introduction to sales order creation process
3.2 Additional scenarios with sales order
3.3 Trades agreements setup related with sales process.
3.4 Sales quotation process
4. Sales order processing
4.1 Mastering Sales agreements
4.2 Sales orders with multiple deliveries
4.3 Delivery schedule , delivery schedule, delivery reason & unit conversion
4.4 Exploring Sales Order Hold & conclusion
4.5 Next steps

Course content

4 sections • 17 lectures • 5h 24m total length

1.1 Introduction3:07
1.2 Introduction to Serials and Batch numbers27:31
In the released product form, the Tracking dimension group controls, if batch numbers or serial numbers are used for the item. For batch/serial number controlled items, you need to record the batch/serial number in all transactions. As a prerequisite to enter batch or serial number in a transaction, the batch number table (Inventory management> Inquiries and reports> Tracking dimensions> Batches) or the serial numbers table has to include this number. If your company is in charge of assigning the batch or serial numbers to the physical products (e.g., if you produce them) you can set up tracking number groups (Inventory management> Setup> Dimensions> Tracking number groups) to generate batch or serial numbers automatically. On the tab General in the tracking number group form, you can specify the structure of the batch/serial numbers and select a Number sequence code for the automatic numbers (if you want to use a number sequence, set the slider Number sequence No. to “Yes”). Settings on the tab Activation determine which transactions actually generate numbers. In order to assign a tracking number group for batch or serial numbers to an item, select it in the field Batch number group or Serial number group on the tab Manage inventory of the released product form. If you generate batch or serial numbers, make sure to attach a label with the serial/batch number to the physical product in order to be able to track the item physically.

If you need to track serial numbers along the whole supply chain, the tracking dimension Serial number has to be active. For items that are linked to a tracking dimension group with this setting, inventory transactions are split by serial number (which causes a high number of transactions). If serial number tracking is
only required for warranty purposes in sales, there is no need to split inventory transactions by serial number in purchasing and other areas. In this case, you can simplify the inventory processes by tracking serial numbers only in sales. With the sales serial number feature, there is only one inventory transaction record for all serial numbers in a transaction. The serial numbers of the transaction are stored in a separate table, which is linked to the inventory transactions. Sales serial numbers are only available for sales orders and return orders, not for other transactions (e.g., transfer orders). Serial number labels are physically attached to the item in inventory, but not tracked within Dynamics 365 until the order is shipped to or returned from the customer. The sales serial number functionality is controlled by the tracking dimensiongroup. If you want to use sales serial numbers, set up a dimension group in which the checkbox Active in sales process is selected for the dimension Serial number.
You can register sales serial numbers when you post the picking list registration, the packing slip, the sales invoice, or – in the advanced warehouse management – a sales transaction on the mobile device. If you want to register serial numbers for items with sales serial number control when posting the packing slip, open the Packing slip posting dialog (e.g., with the button PICK AND PACK/Generate/Packing slip in the sales order). On the tab Lines of the posting dialog, click the button Update line/Register serial numbers to access the sales serial number registration form. In the serial number registration form, which supports the use of scanners, enter or scan the serial numbers one by one. If a serial number label on the physical item is missing or not readable, click the button Not readable for the particular item. Once you have registered all serial numbers, close the registration form and post the packing slip. If you do not post a packing slip, but ship the item with the sales invoice, open the serial number registration from the Posting invoice dialog. If you want to know which serial numbers have been shipped, open the serial number inquiry in the related journal. In case of a packing slip, click the button Inquiries/Serial numbers in the toolbar of the tab Lines in the packing slip journal.Tracking of sales serial numbers is also possible in the item tracing form (Inventory management> Inquiries and reports> Tracking dimensions> Item tracing).
1.3 Exploring Automatic Serial Number Processing26:25
1.4 Understanding Batch Numbers( Manual , Automatic & Attributes)36:37
In this video we will learn various scenarios related with manual and automatic batch number tracking . Additionally we will also be trying out real time scenarios related with batch disposition code and blocking the entire batch of item from getting issued or transferred to another warehouse. We will also be discussing scenarios related with Shelf life period in days, Shelf advice period in days, Best before date, manufacturing date and expiry date etc.
1.5 Batch numbers and Inspections orders18:17
In this video we will discuss about the generation of the quality order/inspection order for the batches based on the shelf advice date using the Microsoft dynamics finance and operations application
1.6 Learning everything about Batch Attributes16:10
In this video we will discuss about the Batch attributes features in Microsoft Dynamics 365.Some companies require that additional details, or attributes, are entered for items that are Batch controlled.
AX has the concept of creating attributes that you can assign to batches. This is often useful to describe information about the batch. This could be for example chemical composition information about the batch. Details about the status or condition of the ingredients. You can define these as strings, integers, decimals, date or a list (enumeration).
Once attributes as tagged to the batches in inventory then you can use these to search inventory for specific batches. This might be useful if you need to find a specific batch withing a tolerance that a customer is expecting.

2.1 Customer master setup1:54
In this episode we will learn about customer master creation in Microsoft Dynamics 365 Finance and operations. In future episodes we will be exploring sales and marketing processes in detail hence as a pre-requisite the first and primary set-up is going to be the customer account creation.
2.2 Customer posting profile setup14:00
This is episode I will be showing you step by step process for setting-up a posting profile for a sales order and a very detailed discuss on the financial impact of posting various journals in the sales order document. We will also explore the processes to configure the sales module for the general ledger integration)

3.1 Introduction to sales order creation process16:45
If the customer agrees to the proposal and orders the goods or services, you have to create a sales order as the basis for order fulfilment. Like a purchase order, a sales order consists of a header, which contains the common data of the whole order (e.g., customer data), and one or more lines, which contain the ordered items(products or sales categories).
Optionally, you can post an order confirmation and send it to the customer electronically or as a printed document. Posting the order confirmation stores the confirmation. For this reason, you can always view the order confirmation with its original content, no matter if the sales order has been modified later on. In order to manage long-term contracts (blanket orders), you can use sales agreements in Dynamics 365 ( will be covered in future videos). If you want to issue a shipment related to the blanket order later, create a release order with a partial quantity of the sales agreement. Release orders are regular sales orders which are assigned to the agreement.
3.2 Additional scenarios with sales order20:55
3.3 Trades agreements setup related with sales process13:00
In this video, we will be discussing the trade agreement functionality in sales orders.
Trade agreements play a vital role in managing pricing and discounts for your customers. With Microsoft Dynamics 365 Finance and Operations, you can easily create and manage trade agreements to provide your customers with competitive pricing and discounts.
In this tutorial, we will walk you through the process of creating trade agreements for sales orders in Dynamics 365 Finance and Operations. We will cover topics such as setting up trade agreements, creating price and discount groups, assigning them to customers, and managing trade agreements.
By the end of this video, you will have a clear understanding of how to use trade agreements to manage pricing and discounts for your customers, streamline your sales order processes, and improve your overall customer satisfaction.
3.4 Sales quotation process18:25
In this tutorial video, you will learn how to create and manage sales quotations in Microsoft Dynamics 365 Finance and Operations. We will walk you through the process of setting up your sales quotation, including entering customer information, selecting products, and setting pricing. We will also show you how to track and manage your sales quotations, from creating revisions to sending them to your customers.

4.1 Mastering Sales agreements18:23
4.2 Sales orders with multiple deliveries22:00
4.3 Delivery schedule , delivery schedule, delivery reason & unit conversion38:41
In this video, we will be discussing three important topics that are essential for anyone working with Dynamics 365 Finance and Supply Chain: Delivery Schedule, Delivery Reason Code, and Unit Conversions.
First, let's talk about Delivery Schedules. This functionality is often used in scenarios where the customer wants to pre-plan the delivery of their products using a sales order during regular intervals. With Dynamics 365 Finance and Supply Chain, you can easily create delivery schedules for your customers, specifying the frequency and quantity of products to be delivered, and ensuring timely delivery of the products to your customers.
Next up, we have Delivery Reason Code. This functionality enables you to add comments or notes to your packing slip reports, which can help you keep track of specific information related to the delivery. With Dynamics 365 Finance and Supply Chain, you can define custom reason codes that can be used to provide additional details about the delivery, such as why a particular product is being delivered at a specific time.
Lastly, we will discuss Unit Conversions. This functionality is used to define the units of every product and their respective conversions. In Dynamics 365 Finance and Supply Chain, you can define the conversion rates between different units of measurement, such as pounds to kilograms or gallons to litres. This feature ensures that you can accurately track your inventory and shipping needs, even if your products come in different units of measurement.
Overall, this tutorial is perfect for anyone who wants to learn more about the essential features of Dynamics 365 Finance and Supply Chain. So, sit back, relax, and get ready to learn about Delivery Schedule, Delivery Reason Code, and Unit Conversions in Dynamics 365 Finance and Supply Chain.
4.4 Exploring Sales Order Hold29:56
In this highly informative session, we will delve deep into the powerful sales order hold functionalities available within the Microsoft Dynamics 365 Finance and Operations application.
Join us as we explore the intricate features and options provided by this robust software. Our primary focus will be on understanding how to effectively manage and control sales orders using the hold functionalities.
During this video, we will demonstrate a step-by-step walkthrough of the sales order hold process. You will learn how to leverage the default ordering settings to block specific sales order lines. Additionally, we will showcase an alternative method by utilizing the "stopped" checkbox at the line details level, allowing you to effectively localize and address specific sales order line issues.
But that's not all! We won't stop there. We will also shed light on several other noteworthy features associated with sales order hold and customer hold. Prepare to be amazed as we explore these additional functionalities and uncover their potential for streamlining your business operations.
Whether you are an experienced user or just getting started with Microsoft Dynamics 365 Finance and Operations, this video is tailored to provide you with valuable insights and practical demonstrations that will enhance your understanding of sales order hold functionalities.
4.5 Next Steps1:58

Requirements

Required to watch the Part -1,2,3 ,4 ,5 & 6 of this course before proceeding with Part 7
Basic knowledge about legal entity creation and other topics discussed in the part 1,2,3,4 and 5 of this course series
Good to have a trail or test environment to practise all scenarios covered during this course

Description

I hope you have enjoyed watching Part 1 ,2 ,3, 4 ,5 & 6 . Welcome to the Part 7 of this ultimate masterclass for Microsoft Dynamics 365 Finance and Operations Application. This multi-part series is like a mini-implementation project, carefully tailored to provide the audience with incremental knowledge on Microsoft Dynamics 365 Finance and Operations. The motive of this series is to ensure that the audience learns everything about finance and operations from scratch, with real-life examples, starting from the creation of a new legal entity/company to all essential modules such as general ledger, product information management, procurement sourcing, sales and marketing, accounts payable, accounts receivable, and more. By the completion of all eight parts, you will have a fully functioning legal entity with all the key transactions needed to start your implementation projects with confidence and speed.

Below is the content for part seven :

1. Working with Serial and Batch numbers

· Introduction to Serials and Batch numbers

· Exploring Automatic Serial Number Processing

· Understanding Batch Numbers( Manual , Automatic & Attributes)

· Batch numbers and Inspections orders

· Learning everything about Batch Attributes

2. Understanding the customer master

· Customer master setup

· Customer posting profile setup

3. Getting started with sales orders and quotation

· Introduction to sales order creation process

· Additional scenarios with sales order

· Trades agreements setup related with sales process

· Sales quotation process

4. Sales order processing

· Mastering Sales agreements

· Sales orders with multiple deliveries

· Delivery schedule , delivery schedule, delivery reason & unit conversion

· Exploring Sales Order Hold

· Next steps

Who this course is for:

ERP consultants and Business users who want to become experts in D365 F&O Finance consulting
Those want to choose D365 Finance F&O consulting as their career path
Professionals working in Accounting & Supply chain domain and want to switch their career to D365 F&O consulting
Consultants who have experience on AX2009 and Dynamics AX2012 and upgrade their skills with D365 F&O
Dynamics 365 F&O Consultants who want to get certified on MB 300,MB 330, MB-310

Part 7 |MS Dynamics 365-Finance & Operations-MB300 |330 |310

What you'll learn

Explore related topics

Course content

1. Working with Serial and Batch numbers6 lectures • 2hr 8min

2. Understanding the customer master2 lectures • 16min

3. Getting started with sales orders and quotation4 lectures • 1hr 9min

4. Sales order processing5 lectures • 1hr 51min

Requirements

Description

Who this course is for: