├── Test2.md ├── Case Study 1 E9.md ├── Instructions ├── Labs │ ├── New file │ ├── Case Study 0 Intro.md │ ├── Case Study 3B Landed cost EX 1 to 3.md │ ├── Case Study 5 Master planning EX 1 to 2.md │ ├── Case Study 2A Inventory EX 1 to 4.md │ ├── Case Study 1 Prod Mgmt EX 1 to 4.md │ ├── Case Study 2C Asset Mgmt EX 1 to 5.md │ ├── Case Study 2B Quality EX 1 to 5.md │ ├── Case Study 3C Sales EX 1 to 4.md │ ├── Case Study 3A Proc EX 1 to 10.md │ └── Case Study 4B Transpo EX 1 to 6.md ├── images │ ├── New File │ ├── M07Ex1Step2.png │ ├── M07Ex1Step6.png │ ├── M07Ex1Step9.png │ ├── M09Ex2Step1.png │ ├── M09Ex2Step2.png │ ├── M09Ex2Step3.png │ ├── M09Ex2Step5.png │ ├── M09Ex2Step6.png │ ├── M09Ex2Step9.png │ ├── M03Ex2Step10.png │ ├── M07Ex1Step12.png │ ├── M09Ex2Step13.png │ ├── M09Ex2Step9b.png │ └── M09Ex2Step9c.png └── Demos │ └── DEMO_deploying_an_arm_template.md ├── .vs ├── slnx.sqlite ├── MB-330-labs │ └── v16 │ │ └── .suo └── VSWorkspaceState.json ├── .github ├── PULL_REQUEST_TEMPLATE.md ├── ISSUE_TEMPLATE.md └── CONTRIBUTING.md ├── Allfiles ├── Demos │ └── 01 │ │ └── azuredeploy.json └── Labs │ └── 01 │ └── Starter │ └── azuredeploy.json ├── _config.yml ├── index.md ├── LICENSE ├── _build.yml └── readme.md /Test2.md: -------------------------------------------------------------------------------- 1 | -------------------------------------------------------------------------------- /Case Study 1 E9.md: -------------------------------------------------------------------------------- 1 | -------------------------------------------------------------------------------- /Instructions/Labs/New file: -------------------------------------------------------------------------------- 1 | -------------------------------------------------------------------------------- /Instructions/images/New File: -------------------------------------------------------------------------------- 1 | -------------------------------------------------------------------------------- /.vs/slnx.sqlite: -------------------------------------------------------------------------------- https://raw.githubusercontent.com/MicrosoftLearning/MB-330-Microsoft-Dynamics-365-Supply-Chain-Management/HEAD/.vs/slnx.sqlite -------------------------------------------------------------------------------- /.vs/MB-330-labs/v16/.suo: -------------------------------------------------------------------------------- https://raw.githubusercontent.com/MicrosoftLearning/MB-330-Microsoft-Dynamics-365-Supply-Chain-Management/HEAD/.vs/MB-330-labs/v16/.suo -------------------------------------------------------------------------------- /.github/PULL_REQUEST_TEMPLATE.md: -------------------------------------------------------------------------------- 1 | # Module: 00 2 | ## Lab/Demo: 00 3 | 4 | Fixes # . 5 | 6 | Changes proposed in this pull request: 7 | 8 | - 9 | - 10 | - -------------------------------------------------------------------------------- /Instructions/images/M07Ex1Step2.png: -------------------------------------------------------------------------------- https://raw.githubusercontent.com/MicrosoftLearning/MB-330-Microsoft-Dynamics-365-Supply-Chain-Management/HEAD/Instructions/images/M07Ex1Step2.png -------------------------------------------------------------------------------- /Instructions/images/M07Ex1Step6.png: -------------------------------------------------------------------------------- https://raw.githubusercontent.com/MicrosoftLearning/MB-330-Microsoft-Dynamics-365-Supply-Chain-Management/HEAD/Instructions/images/M07Ex1Step6.png -------------------------------------------------------------------------------- /Instructions/images/M07Ex1Step9.png: -------------------------------------------------------------------------------- https://raw.githubusercontent.com/MicrosoftLearning/MB-330-Microsoft-Dynamics-365-Supply-Chain-Management/HEAD/Instructions/images/M07Ex1Step9.png -------------------------------------------------------------------------------- /Instructions/images/M09Ex2Step1.png: -------------------------------------------------------------------------------- https://raw.githubusercontent.com/MicrosoftLearning/MB-330-Microsoft-Dynamics-365-Supply-Chain-Management/HEAD/Instructions/images/M09Ex2Step1.png -------------------------------------------------------------------------------- /Instructions/images/M09Ex2Step2.png: -------------------------------------------------------------------------------- https://raw.githubusercontent.com/MicrosoftLearning/MB-330-Microsoft-Dynamics-365-Supply-Chain-Management/HEAD/Instructions/images/M09Ex2Step2.png -------------------------------------------------------------------------------- /Instructions/images/M09Ex2Step3.png: -------------------------------------------------------------------------------- https://raw.githubusercontent.com/MicrosoftLearning/MB-330-Microsoft-Dynamics-365-Supply-Chain-Management/HEAD/Instructions/images/M09Ex2Step3.png -------------------------------------------------------------------------------- /Instructions/images/M09Ex2Step5.png: -------------------------------------------------------------------------------- https://raw.githubusercontent.com/MicrosoftLearning/MB-330-Microsoft-Dynamics-365-Supply-Chain-Management/HEAD/Instructions/images/M09Ex2Step5.png -------------------------------------------------------------------------------- /Instructions/images/M09Ex2Step6.png: -------------------------------------------------------------------------------- https://raw.githubusercontent.com/MicrosoftLearning/MB-330-Microsoft-Dynamics-365-Supply-Chain-Management/HEAD/Instructions/images/M09Ex2Step6.png -------------------------------------------------------------------------------- /Instructions/images/M09Ex2Step9.png: -------------------------------------------------------------------------------- https://raw.githubusercontent.com/MicrosoftLearning/MB-330-Microsoft-Dynamics-365-Supply-Chain-Management/HEAD/Instructions/images/M09Ex2Step9.png -------------------------------------------------------------------------------- /.github/ISSUE_TEMPLATE.md: -------------------------------------------------------------------------------- 1 | # Module: 00 2 | ## Lab/Demo: 00 3 | ### Task: 00 4 | #### Step: 00 5 | 6 | Description of issue 7 | 8 | Repro steps: 9 | 10 | 1. 11 | 1. 12 | 1. -------------------------------------------------------------------------------- /Instructions/images/M03Ex2Step10.png: -------------------------------------------------------------------------------- https://raw.githubusercontent.com/MicrosoftLearning/MB-330-Microsoft-Dynamics-365-Supply-Chain-Management/HEAD/Instructions/images/M03Ex2Step10.png -------------------------------------------------------------------------------- /Instructions/images/M07Ex1Step12.png: -------------------------------------------------------------------------------- https://raw.githubusercontent.com/MicrosoftLearning/MB-330-Microsoft-Dynamics-365-Supply-Chain-Management/HEAD/Instructions/images/M07Ex1Step12.png -------------------------------------------------------------------------------- /Instructions/images/M09Ex2Step13.png: -------------------------------------------------------------------------------- https://raw.githubusercontent.com/MicrosoftLearning/MB-330-Microsoft-Dynamics-365-Supply-Chain-Management/HEAD/Instructions/images/M09Ex2Step13.png -------------------------------------------------------------------------------- /Instructions/images/M09Ex2Step9b.png: -------------------------------------------------------------------------------- https://raw.githubusercontent.com/MicrosoftLearning/MB-330-Microsoft-Dynamics-365-Supply-Chain-Management/HEAD/Instructions/images/M09Ex2Step9b.png -------------------------------------------------------------------------------- /Instructions/images/M09Ex2Step9c.png: -------------------------------------------------------------------------------- https://raw.githubusercontent.com/MicrosoftLearning/MB-330-Microsoft-Dynamics-365-Supply-Chain-Management/HEAD/Instructions/images/M09Ex2Step9c.png -------------------------------------------------------------------------------- /.vs/VSWorkspaceState.json: -------------------------------------------------------------------------------- 1 | { 2 | "ExpandedNodes": [ 3 | "", 4 | "\\Instructions", 5 | "\\Instructions\\Labs" 6 | ], 7 | "SelectedNode": "\\Instructions\\Labs\\Case Study2B exercise 1 to 5.md", 8 | "PreviewInSolutionExplorer": false 9 | } -------------------------------------------------------------------------------- /Allfiles/Demos/01/azuredeploy.json: -------------------------------------------------------------------------------- 1 | { 2 | "$schema": "https://schema.management.azure.com/schemas/2015-01-01/deploymentTemplate.json#", 3 | "contentVersion": "1.0.0.0", 4 | "parameters": { 5 | }, 6 | "variables": { 7 | }, 8 | "resources": [ 9 | ], 10 | "outputs": { 11 | } 12 | } -------------------------------------------------------------------------------- /Allfiles/Labs/01/Starter/azuredeploy.json: -------------------------------------------------------------------------------- 1 | { 2 | "$schema": "https://schema.management.azure.com/schemas/2015-01-01/deploymentTemplate.json#", 3 | "contentVersion": "1.0.0.0", 4 | "parameters": { 5 | }, 6 | "variables": { 7 | }, 8 | "resources": [ 9 | ], 10 | "outputs": { 11 | } 12 | } -------------------------------------------------------------------------------- /_config.yml: -------------------------------------------------------------------------------- 1 | remote_theme: MicrosoftLearning/Jekyll-Theme 2 | exclude: 3 | - readme.md 4 | - .github/ 5 | header_pages: 6 | - index.html 7 | author: Microsoft Learning 8 | twitter_username: mslearning 9 | github_username: MicrosoftLearning 10 | plugins: 11 | - jekyll-sitemap 12 | - jekyll-mentions 13 | - jemoji 14 | markdown: kramdown 15 | kramdown: 16 | syntax_highlighter_opts: 17 | disable : true 18 | -------------------------------------------------------------------------------- /index.md: -------------------------------------------------------------------------------- 1 | --- 2 | title: Online Hosted Instructions 3 | permalink: index.html 4 | layout: home 5 | --- 6 | 7 | # Content Directory 8 | 9 | Hyperlinks to each of the lab exercises and demos are listed below. 10 | 11 | ## Labs 12 | 13 | {% assign labs = site.pages | where_exp:"page", "page.url contains '/Instructions/Labs'" %} 14 | | Module | Lab | 15 | | --- | --- | 16 | {% for activity in labs %}| {{ activity.lab.module }} | [{{ activity.lab.title }}{% if activity.lab.type %} - {{ activity.lab.type }}{% endif %}]({{ site.github.url }}{{ activity.url }}) | 17 | {% endfor %} 18 | 19 | ## Demos 20 | 21 | {% assign demos = site.pages | where_exp:"page", "page.url contains '/Instructions/Demos'" %} 22 | | Module | Demo | 23 | | --- | --- | 24 | {% for activity in demos %}| {{ activity.demo.module }} | [{{ activity.demo.title }}]({{ site.github.url }}{{ activity.url }}) | 25 | {% endfor %} 26 | -------------------------------------------------------------------------------- /LICENSE: -------------------------------------------------------------------------------- 1 | MIT License 2 | 3 | Copyright (c) 2019 Sidney Andrews 4 | 5 | Permission is hereby granted, free of charge, to any person obtaining a copy 6 | of this software and associated documentation files (the "Software"), to deal 7 | in the Software without restriction, including without limitation the rights 8 | to use, copy, modify, merge, publish, distribute, sublicense, and/or sell 9 | copies of the Software, and to permit persons to whom the Software is 10 | furnished to do so, subject to the following conditions: 11 | 12 | The above copyright notice and this permission notice shall be included in all 13 | copies or substantial portions of the Software. 14 | 15 | THE SOFTWARE IS PROVIDED "AS IS", WITHOUT WARRANTY OF ANY KIND, EXPRESS OR 16 | IMPLIED, INCLUDING BUT NOT LIMITED TO THE WARRANTIES OF MERCHANTABILITY, 17 | FITNESS FOR A PARTICULAR PURPOSE AND NONINFRINGEMENT. IN NO EVENT SHALL THE 18 | AUTHORS OR COPYRIGHT HOLDERS BE LIABLE FOR ANY CLAIM, DAMAGES OR OTHER 19 | LIABILITY, WHETHER IN AN ACTION OF CONTRACT, TORT OR OTHERWISE, ARISING FROM, 20 | OUT OF OR IN CONNECTION WITH THE SOFTWARE OR THE USE OR OTHER DEALINGS IN THE 21 | SOFTWARE. -------------------------------------------------------------------------------- /_build.yml: -------------------------------------------------------------------------------- 1 | name: '$(Date:yyyyMMdd)$(Rev:.rr)' 2 | jobs: 3 | - job: build_markdown_content 4 | displayName: 'Build Markdown Content' 5 | workspace: 6 | clean: all 7 | pool: 8 | vmImage: 'Ubuntu 16.04' 9 | container: 10 | image: 'microsoftlearning/markdown-build:latest' 11 | steps: 12 | - task: Bash@3 13 | displayName: 'Build Content' 14 | inputs: 15 | targetType: inline 16 | script: | 17 | cp /{attribution.md,template.docx,package.json,package.js} . 18 | npm install 19 | node package.js --version $(Build.BuildNumber) 20 | - task: GitHubRelease@0 21 | displayName: 'Create GitHub Release' 22 | inputs: 23 | gitHubConnection: 'github-microsoftlearning-organization' 24 | repositoryName: '$(Build.Repository.Name)' 25 | tagSource: manual 26 | tag: 'v$(Build.BuildNumber)' 27 | title: 'Version $(Build.BuildNumber)' 28 | releaseNotesSource: input 29 | releaseNotes: '# Version $(Build.BuildNumber) Release' 30 | assets: '$(Build.SourcesDirectory)/out/*.zip' 31 | assetUploadMode: replace 32 | - task: PublishBuildArtifacts@1 33 | displayName: 'Publish Output Files' 34 | inputs: 35 | pathtoPublish: '$(Build.SourcesDirectory)/out/' 36 | artifactName: 'Lab Files' 37 | -------------------------------------------------------------------------------- /Instructions/Demos/DEMO_deploying_an_arm_template.md: -------------------------------------------------------------------------------- 1 | --- 2 | demo: 3 | title: 'Demo: Deploying an ARM Template' 4 | module: 'Module 1: Exploring Azure Resource Manager' 5 | --- 6 | 7 | # Demo: Deploying an ARM Template 8 | 9 | ## Instructions 10 | 11 | 1. Quisque dictum convallis metus, vitae vestibulum turpis dapibus non. 12 | 13 | 1. Suspendisse commodo tempor convallis. 14 | 15 | 1. Nunc eget quam facilisis, imperdiet felis ut, blandit nibh. 16 | 17 | 1. Phasellus pulvinar ornare sem, ut imperdiet justo volutpat et. 18 | 19 | 1. Class aptent taciti sociosqu ad litora torquent per conubia nostra, per inceptos himenaeos. 20 | 21 | 1. Vestibulum hendrerit orci urna, non aliquet eros eleifend vitae. 22 | 23 | 1. Curabitur nibh dui, vestibulum cursus neque commodo, aliquet accumsan risus. 24 | 25 | ``` 26 | Sed at malesuada orci, eu volutpat ex 27 | ``` 28 | 29 | 1. In ac odio vulputate, faucibus lorem at, sagittis felis. 30 | 31 | 1. Fusce tincidunt sapien nec dolor congue facilisis lacinia quis urna. 32 | 33 | > **Note**: Ut feugiat est id ultrices gravida. 34 | 35 | 1. Phasellus urna lacus, luctus at suscipit vitae, maximus ac nisl. 36 | 37 | - Morbi in tortor finibus, tempus dolor a, cursus lorem. 38 | 39 | - Maecenas id risus pharetra, viverra elit quis, lacinia odio. 40 | 41 | - Etiam rutrum pretium enim. 42 | 43 | 1. Curabitur in pretium urna, nec ullamcorper diam. 44 | -------------------------------------------------------------------------------- /.github/CONTRIBUTING.md: -------------------------------------------------------------------------------- 1 | # Contributing to Microsoft Learning Repositories 2 | 3 | MCT contributions are a key part of keeping the lab and demo content current as the Azure platform changes. We want to make it as easy as possible for you to contribute changes to the lab files. Here are a few guidelines to keep in mind as you contribute changes. 4 | 5 | ## GitHub Use & Purpose 6 | 7 | Microsoft Learning is using GitHub to publish the lab steps and lab scripts for courses that cover cloud services like Azure. Using GitHub allows the course’s authors and MCTs to keep the lab content current with Azure platform changes. Using GitHub allows the MCTs to provide feedback and suggestions for lab changes, and then the course authors can update lab steps and scripts quickly and relatively easily. 8 | 9 | > When you prepare to teach these courses, you should ensure that you are using the latest lab steps and scripts by downloading the appropriate files from GitHub. GitHub should not be used to discuss technical content in the course, or how to prep. It should only be used to address changes in the labs. 10 | 11 | It is strongly recommended that MCTs and Partners access these materials and in turn, provide them separately to students. Pointing students directly to GitHub to access Lab steps as part of an ongoing class will require them to access yet another UI as part of the course, contributing to a confusing experience for the student. An explanation to the student regarding why they are receiving separate Lab instructions can highlight the nature of an always-changing cloud-based interface and platform. Microsoft Learning support for accessing files on GitHub and support for navigation of the GitHub site is limited to MCTs teaching this course only. 12 | 13 | > As an alternative to pointing students directly to the GitHub repository, you can point students to the GitHub Pages website to view the lab instructions. The URL for the GitHub Pages website can be found at the top of the repository. 14 | 15 | To address general comments about the course and demos, or how to prepare for a course delivery, please use the existing MCT forums. 16 | 17 | ## Additional Resources 18 | 19 | A user guide has been provided for MCTs who are new to GitHub. It provides steps for connecting to GitHub, downloading and printing course materials, updating the scripts that students use in labs, and explaining how you can help ensure that this course’s content remains current. 20 | 21 | 22 | -------------------------------------------------------------------------------- /readme.md: -------------------------------------------------------------------------------- 1 | # MB-330: Microsoft Dynamics 365 Supply Chain Management 2 | 3 | - **[Download Latest Student Handbook and AllFiles Content](../../releases/latest)** 4 | - **Are you a MCT?** - Have a look at our [GitHub User Guide for MCTs](https://microsoftlearning.github.io/MCT-User-Guide/) 5 | - **Need to manually build the lab instructions?** - Instructions are available in the [MicrosoftLearning/Docker-Build](https://github.com/MicrosoftLearning/Docker-Build) repository 6 | 7 | ## What are we doing? 8 | 9 | - To support this course, we will need to make frequent updates to the course content to keep it current with the Azure services used in the course. We are publishing the lab instructions and lab files on GitHub to allow for open contributions between the course authors and MCTs to keep the content current with changes in the Azure platform. 10 | 11 | - We hope that this brings a sense of collaboration to the labs like we've never had before - when Azure changes and you find it first during a live delivery, go ahead and make an enhancement right in the lab source. Help your fellow MCTs. 12 | 13 | ## How should I use these files relative to the released MOC files? 14 | 15 | - The instructor handbook and PowerPoints are still going to be your primary source for teaching the course content. 16 | 17 | - These files on GitHub are designed to be used in conjunction with the student handbook, but are in GitHub as a central repository so MCTs and course authors can have a shared source for the latest lab files. 18 | 19 | - It will be recommended that for every delivery, trainers check GitHub for any changes that may have been made to support the latest Azure services, and get the latest files for their delivery. 20 | 21 | ## What about changes to the student handbook? 22 | 23 | - We will review the student handbook on a quarterly basis and update through the normal MOC release channels as needed. 24 | 25 | ## How do I contribute? 26 | 27 | - Any MCT can submit a pull request to the code or content in the GitHub repro, Microsoft and the course author will triage and include content and lab code changes as needed. 28 | 29 | - You can submit bugs, changes, improvement and ideas. Find a new Azure feature before we have? Submit a new demo! 30 | 31 | ## Notes 32 | 33 | ### Classroom Materials 34 | 35 | It is strongly recommended that MCTs and Partners access these materials and in turn, provide them separately to students. Pointing students directly to GitHub to access Lab steps as part of an ongoing class will require them to access yet another UI as part of the course, contributing to a confusing experience for the student. An explanation to the student regarding why they are receiving separate Lab instructions can highlight the nature of an always-changing cloud-based interface and platform. Microsoft Learning support for accessing files on GitHub and support for navigation of the GitHub site is limited to MCTs teaching this course only. 36 | -------------------------------------------------------------------------------- /Instructions/Labs/Case Study 0 Intro.md: -------------------------------------------------------------------------------- 1 | --- 2 | lab: 3 | title: 'Case study instructions' 4 | module: 'Module 0: Supply chain management case studies' 5 | --- 6 | 7 | Case study instructions 8 | ======================= 9 | 10 | - Please observe and follow the instructor introduction to the case studies in 11 | each of the PowerPoint decks. 12 | 13 | - The sequence of exercises in this UI may be different than the sequence the 14 | instructor may indicate to you. Please follow the sequence indicated by the 15 | instructor. 16 | 17 | - **Bonus exercises** are exercises that students can practice on their own, if there is time permitting. 18 | 19 | Supply chain management case studies 20 | ---------- 21 | 22 | ### **Case study 1: Product information management**   23 | 24 | - This case study will cover the product information management modules. 25 | 26 | - You will be using the **USMF** legal entity. 27 | 28 | - You will be the SCM Functional consultant helping the warehouse 29 | managers and product designers in our scenarios. 30 | 31 | ### **Case study 2A: Inventory management** 32 | 33 | - This case study will cover inventory management modules. 34 | 35 | - You will be using the **USMF** legal entity. 36 | 37 | - You will be the SCM Functional consultant helping the inventory manager in our scenarios. 38 | 39 | ### **Case study 2B: Quality management** 40 | 41 | - This case study will cover the quality control and quality management 42 | feature which is part of the inventory management modules. 43 | 44 | - You will be using the **USMF** legal entity. 45 | 46 | - You will be the SCM Functional consultant helping the quality 47 | manager. 48 | 49 | ### **Case study 2C: Asset management** 50 | 51 | - This case study will cover asset management modules. 52 | 53 | - You will be using the **USMF** legal entity. 54 | 55 | - You will be the SCM Functional consultant helping manage assets and maintenance jobs. 56 | 57 | ### **Case study 3A: Procurement and sourcing** 58 | 59 | - This case study will cover the procurement and sourcing modules. 60 | 61 | - You will be using the the **USMF** legal entity. 62 | 63 | - You will be the SCM Functional consultant helping the procurement 64 | manager and purchasing clerk. 65 | 66 | ### **Case study 3B: Landed cost** 67 | 68 | - This case study will cover the landed cost modules. 69 | 70 | - You will be using the **USMF** legal entity. 71 | 72 | - You will be the SCM Functional consultant helping setup landed cost for voyages and shipping containers. 73 | 74 | ### **Case study 3C: Sales and marketing** 75 | 76 | - This case study will cover the sales and marketing modules. 77 | 78 | - You will be using the **USMF** legal entity. 79 | 80 | - You will be the SCM Functional consultant helping the sales manager 81 | and salesclerk. 82 | 83 | ### **Case study 4A: Warehouse management** 84 | 85 | - This case study will cover the warehouse management modules. 86 | 87 | - You will be using the **SRHQ** and **USP2** legal entities. 88 | 89 | - You will be the SCM Functional consultant helping the warehouse 90 | manager in addition to assisting other legal entity teams with their WMS 91 | setups. 92 | 93 | ### **Case study 4B: Transportation management** 94 | 95 | - This case study will cover the transportation management modules. 96 | 97 | - You will be using the **SRHQ** and **USP2** legal entities. 98 | 99 | - You will be the SCM Functional consultant helping the warehouse 100 | manager in addition to assisting other legal entity teams with their WMS 101 | setups. 102 | 103 | ### **Case study 5: Master planning** 104 | 105 | - This case study will cover the master planning modules. 106 | 107 | - You will be using the **USMF** and **DEMF** legal entities. 108 | 109 | - You will be the SCM Functional consultant helping the planning 110 | managers. 111 | -------------------------------------------------------------------------------- /Instructions/Labs/Case Study 3B Landed cost EX 1 to 3.md: -------------------------------------------------------------------------------- 1 | --- 2 | lab: 3 | title: 'Case study 3B Landed cost' 4 | module: 'Module 3: Implement and manage supply chain processes' 5 | --- 6 | Case study 3B Landed cost 7 | ================================= 8 | 9 | Objectives 10 | ---------- 11 | 12 | - Set up landed cost parameters. 13 | - Manage shipping containers. 14 | - Set up Auto Cost. 15 | 16 | Exercise \#1 Set up landed cost parameters 17 | ---------------------------------------------- 18 | 19 | ### Scenario 20 | --------- 21 | In this exercise, you’ll help the system administrator at USMF use the Landed cost parameters page to set up general information and configuration settings that are used across the Landed cost module for posting, status updates, number sequences, and behavior. 22 | 23 | *Objective: Set up landed cost parameters.* 24 | 25 | ### Set up the General tab 26 | 27 | 1. Open **Inventory management \> Setup \> Landed cost \> Landed cost parameters**. 28 | 2. On the **General** tab, select the General FastTab. 29 | 3. Set **Use shipping rate** to **Yes**. A shipping rate is set for a defined period and is used to estimate costs of goods that use multiple currencies. 30 | 4. Select your preferred rate type in the **Exchange rate type** field. This will be the default collection of exchange rates used for multi-currency calculations for a voyage and voyage costs. 31 | 5. Set **Update purchase order quantity** to **Accept**. 32 | 6. On the **Costing** FastTab, set **Posting specification** to **Total**. 33 | o **Total** – A total figure is posted to the ledger. 34 | o **Item group** – The adjustment is specified per item group. 35 | o **Item number** – The adjustment is specified per item. This value provides the most detail. 36 | 7. Set **Allow zero costs** to **No** to show an error if a user tries to post a cost estimate for a voyage invoice or purchase order that doesn't include a value for the expected voyage cost. 37 | 38 | #### Make Landed cost features visible 39 | 40 | 1. On the **Feature visibility** tab, set **Activate** to **Yes** to turn on Landed cost features. 41 | Note: Even when this option is set to **No**, the module itself, including the **Landed cost parameters** page, will remain available to users who have the correct permissions to access it. 42 | 2. Select Save. 43 | 44 | 45 | Exercise \#2 Create shipping containers for voyages 46 | ------------------------------------------------------------------------------------------- 47 | 48 | ### Scenario 49 | --------- 50 | USMF recently implemented Dynamics 365 Supply Chain Management. A newly hired employee wants to know how to create shipping containers. The employee wants to group goods that are physically grouped together or in cases where costs must be shared only across those goods, usually because they're physically together. 51 | You’ll need to assist the employee with the following tasks: 52 | - Create a voyage. 53 | - Add a purchase order to a staging list. 54 | - Add a staging list to a shipping container. 55 | 56 | *Objective: Manage shipping containers* 57 | 58 | ### Create a voyage 59 | 60 | 1. Go to **Landed cost** \> **Voyages** \> **All voyages**. 61 | 2. In the **Action pane**, select + **New**. 62 | 3. In the **Description** field, enter **Shipping1**. 63 | 4. In the **Booking reference** field, enter **1111**. 64 | 5. In the **Vessel** field, select **ABC357806**. 65 | 6. In the **Mode of delivery** field, enter **40**. 66 | 7. In the **Shipping company** field, select **1002**. 67 | 8. Select OK. 68 | 69 | ### Add a purchase order to a staging list 70 | 71 | 1. On the **Action pane**, select **Voyage editor**. 72 | 2. In the **Setup name** field, select **Inquiry**. 73 | 3. On the **Inbound orders** FastTab, select the first two purchase orders. 74 | 4. On the **Lines to select** FastTab, select the checkbox for each purchase order line that you want to include in the new shipping container. 75 | 5. On the **Lines to select** FastTab on the toolbar, select **Add to staging list**. 76 | 77 | ### Add a staging list to a shipping container 78 | 79 | 1. On the toolbar, select **View staging list**. 80 | The Add staging list to shipping container page is opened. The purchase order lines that you selected are listed on the Lines in staging list FastTab. All the purchase order lines in this list will be added to the shipping container that you create. You can remove any line by selecting it and then selecting Remove line on the toolbar of the FastTab. 81 | 2. On the Lines in staging list FastTab, on the toolbar, select **Add** to new shipping container. 82 | 3. In the **Shipping container** field, select **ECMU4657496**. 83 | 4. In the **Journey template** field, select **AUMEL-AKLNZ**. 84 | 5. In the **Shipping container type** field, select **40'FCL**. 85 | 6. Select **OK**. 86 | 87 | 88 | Exercise \#3 Set up Auto Cost 89 | ------------------------------------------------------------------------------------------- 90 | 91 | ### Scenario 92 | --------- 93 | Now you’ll help the IT manager at USMF set up Auto Cost for transactions so that the cost will apply whenever any product is transported by any ship. 94 | 95 | *Objective: Set up Auto Cost* 96 | 97 | ### Set up Auto Cost 98 | 99 | 1. Go to **Landed Cost** \> **Setup** \> **Costing Setup** \> **Auto Costs**. 100 | 2. In the **Cost area** field, select **Voyage 101 | 3. Select + **New**. 102 | 4. In the **Account Code** field, select **All**. This signifies that the Auto Cost Setup applies to all created voyages. Alternatively, you can set it to a specific vendor cost type group or designate a particular shipping company by choosing Group or Table, respectively. 103 | 5. In the **Mode of delivery** field, select **40**. 104 | 6. In the **From port** field, select **USLGB**. 105 | 7. In the **To port** field, select **CNNGB**. 106 | 8. On the **Lines** FastTab, select + **Add**. 107 | 9. In the **Cost type code** field, select **Air**. 108 | 10. In the **Apportionment method** field, select **Quantity**. 109 | 11. In the **Category** field, select **Percent**. 110 | 12. In the **Cost value** field, enter **10**. 111 | 13. Select **Save**. 112 | 113 | -------------------------------------------------------------------------------- /Instructions/Labs/Case Study 5 Master planning EX 1 to 2.md: -------------------------------------------------------------------------------- 1 | --- 2 | lab: 3 | title: 'Case study 5 Master planning' 4 | module: 'Module 5: Implement master planning ' 5 | --- 6 | Case study 5 Master planning 7 | ============================ 8 | 9 | Objectives 10 | ---------- 11 | 12 | - *Firm and review a planned purchase order, change it to production, and verify the change.* 13 | 14 | - *Create a planning group, assign an item allocation key, and run the 15 | intercompany master plan.* 16 | 17 | Exercise \#1 Process and view planned orders 18 | -------------------------------------------- 19 | 20 | *Objective: Firm and review a planned purchase order, change it to production, and verify the change.* 21 | 22 | The planning manager in USMF wants to know how to setup, manage, and use the master planning module, as well as how to process planned orders. 23 | 24 | To firm planned orders, He will need to be sure that the master planning is running correctly, or there are some planned orders in the form that you can use. 25 | 26 | You were called to help the planning manager to perform the above tasks 27 | 28 | You will need to use the following: 29 | 30 | - Firm a planned purchase order. 31 | 32 | - Review the purchase order. 33 | 34 | - Change the planned purchase order type. 35 | 36 | - Review the planned order and verify the change 37 | 38 | ### Firm a planned order 39 | 40 | 1. Open **Master planning \> Master planning \> Planned orders**. 41 | 42 | 2. On the **Planned orders** page, select the line for order number **004126**. 43 | 44 | 3. Select the **Firm** button in the action pane. 45 | 46 | 4. On the **Firming** page, in the **Update marking** field, select 47 | **Standard**. 48 | 49 | 5. Select **OK**. 50 | 51 | ### Review the purchase order 52 | 53 | 1. Open **Procurement and sourcing \> Purchase orders \> All purchase orders**. 54 | 55 | 2. On the **All purchase orders** page, sort the list by the **Delivery date** 56 | field. 57 | 58 | 3. Verify the firmed order is now listed with a status of **Open order**. 59 | 60 | 4. Close the pages. 61 | 62 | ### Change a planned order type 63 | 64 | You need to change the planned order type for an order. 65 | 66 | 1. Open **Master planning \> Master planning \> Planned orders**. 67 | 68 | 2. On the **Planned orders** page, select the line for order number **004137**. 69 | 70 | 3. Select the **Planned order** tab in the action pane. 71 | 72 | 4. Select the **Change to …** drop-down arrow in the **Maintain** area. 73 | 74 | 5. Select **Planned production order**. 75 | 76 | 6. On the **Change to planned production order** page, select **OK**. 77 | 78 | ### Review the planned order and verify the change 79 | 80 | 1. On the **Planned orders** list page, verify that the **Reference** field has 81 | been updated to **Planned production orders** for order number **004137**. 82 | 83 | 2. Close the pages. 84 | 85 | Exercise \#2 Create and run intercompany master plans 86 | ----------------------------------------------------- 87 | 88 | *Objective: Create a planning group, assign an item allocation key, and run the 89 | intercompany master plan.* 90 | 91 | You were called to help the materials and production scheduling manager, to 92 | develop a new intercompany planning group. 93 | 94 | Assemblies are shipped from DEMF to USMF. 95 | 96 | While at USMF they are painted and finished with the North American logo. 97 | 98 | Then they are transferred to the USRT operation for sale. 99 | 100 | He wants to use the Plans 20, DynPlan, and MasterPlan respectively to accomplish 101 | this goal. 102 | 103 | He would like to validate the Intercompany master planning parameters and 104 | perform some setups before running the intercompany master plan. 105 | 106 | Then he would need to run the intercompany plan using the planning group that he 107 | will create. Finally he would want to view the results in the intercompany 108 | supply and demand form. 109 | 110 | Would you assist the planning manager in doing the following? 111 | 112 | - Create an intercompany planning group. 113 | 114 | - Assign an item allocation key. 115 | 116 | - Run an intercompany master plan. 117 | 118 | ### Create an intercompany planning group 119 | 120 | 1. In the **USMF**, select **Show navigation pane**. 121 | 122 | 2. Open **Master planning \> Setup \> Intercompany planning groups.** 123 | 124 | 3. Select **New** on the Action pane. 125 | 126 | 4. Enter **Intercompa** in the **Name** field and **Intercompany Extended Group** in the description. 127 | 128 | 5. Select **Save**. 129 | 130 | 6. Select **New** on the tool bar for **Intercompany planning group members** tab. 131 | 132 | 7. Select **DEMF** in the **Legal entity** field. 133 | 134 | 8. Enter **0** in the **Scheduling sequence** field. 135 | 136 | 9. Select **20** for the **Master plan** field. 137 | 138 | 10. Leave **Automatic Copy to Static Plan** and **Automatic Copy to Dynamic 139 | Plan** checkboxes blank. 140 | 141 | 11. Select **Save**. 142 | 143 | ### Assign item allocation key 144 | 145 | 1. Select **Master Planning \> Setup \> Demand Forecasting \> Item Allocation Keys.** 146 | 147 | 2. Select **Wizard** and select **Next**. 148 | 149 | 3. Select **Audio** from **Item Group** drop-down menu and select **Next**. 150 | 151 | 4. Type **Audio Group** in **Name** box. 152 | 153 | 5. Select **Next**. 154 | 155 | 6. Select **Next** on the **Overview** page after verifying information is 156 | correct. 157 | 158 | 7. Select **Finish** on the **Completed** page after verifying information is 159 | correct. 160 | 161 | 8. Switch to the **DEMF** company. Repeat steps 1 - 7. 162 | 163 | 9. Switch to the **USMF** company. 164 | 165 | 10. Select **Master Planning \> Setup \> Intercompany Planning Groups.** 166 | 167 | 11. Select **Intercompa** from the Intercompany planning Groups list (record created from the previous task) and select the **Item Allocation Keys.** related to the **DEMF** from the Intercompany planning group members area. 168 | 169 | 12. Select **Audio** under the **Unassigned Item Allocation Keys** box, then 170 | 171 | 13. Select **\>** to move it to the **Assigned Allocation Keys** box. 172 | 173 | ### Run an intercompany master plan 174 | 175 | 1. As the materials and production manager, you will need run the intercompany 176 | plan utilizing the intercompany planning group that you created earlier. 177 | View the results in the intercompany supply and demand form. 178 | 179 | 2. In the **USMF** company, select **Show navigation pane**. 180 | 181 | 3. Open **Master Planning** \> **Master planning** \> **Run** \> **Intercompany master planning**. 182 | 183 | 4. Select **Intercompa** for **Intercompany planning group**. 184 | 185 | 5. Select **2** for **Number of intercompany planning iterations**. 186 | 187 | 6. Select **Regeneration** for **First iteration**. 188 | 189 | 7. Select **Net change** for **Subsequent iteration**. 190 | 191 | 8. Select **Track processing time** setting slider to **No**. 192 | 193 | 9. Set **Number of threads** to **0**. 194 | 195 | 10. Select **Run in the background.** 196 | 197 | 11. Select **OK**. 198 | 199 | 12. Open **Master planning \> Inquiries and reports \> Intercompany master 200 | planning \> Intercompany supply and demand.** 201 | -------------------------------------------------------------------------------- /Instructions/Labs/Case Study 2A Inventory EX 1 to 4.md: -------------------------------------------------------------------------------- 1 | --- 2 | lab: 3 | title: 'Case study 2A Inventory management' 4 | module: 'Module 2: Implement inventory and asset management' 5 | --- 6 | 7 | Case study 2A Inventory management 8 | ==================================================================== 9 | 10 | Objectives 11 | ---------- 12 | 13 | - Manage inventory pricing and costing. 14 | 15 | - Configure inventory management. 16 | 17 | - Manage and process inventory activities. 18 | 19 | Scenario 20 | --------- 21 | 22 | **Company Information** 23 | 24 | USMF is a United States company that manufactures products for several different 25 | industries and has a diverse portfolio of products. 26 | 27 | **Business Challenges and Requirements** 28 | 29 | USMF recently implemented Dynamics 365 Supply Chain Management. They hired a new 30 | full-time team to manage the warehouse and inventory, the new staff doesn’t have 31 | Dynamics 365 Supply Chain management knowledge. 32 | 33 | **Your Role** 34 | 35 | You are the Dynamics 365 Supply Chain Management functional consultant that 36 | implemented the solution. You are called to help the new staff in multiple 37 | areas. 38 | 39 | Exercise \#1 Using the inventory movement journal to initialize stock levels in a warehouse 40 | ------------------------------------------------------------------------------------------- 41 | 42 | *Objective: Initialize stock levels in a warehouse by using movement journals.* 43 | 44 | USMF company has some inventory opening balance for one of its products and is 45 | it necessary to add to that stock. There are no specific purchase order 46 | references for the items, so the opening balance will have to be forced into the 47 | system. 48 | 49 | The warehouse manager, will have to use the inventory movement journal to add 50 | the opening balance and use an offset account to balance the transaction in the 51 | general ledger. 52 | 53 | In USMF, its possible to update the on-hand inventory manually using an 54 | Inventory movement journal. 55 | 56 | It is also possible to update on-hand inventory by importing transactions in 57 | data entities. 58 | 59 | **What would you do to guide the warehouse manager?** 60 | 61 | ### Initialize stock levels in the warehouse using movement journals 62 | 63 | 1. Go to **Inventory management \> Journal entries \> Items \> Movement**. 64 | 65 | 2. Select **New**. 66 | 67 | 3. In the **Name** field, select the drop-down button to open the lookup. 68 | 69 | 4. Select **Imov**. It is a good practice to use different journal name 70 | templates for the different business purposes. 71 | 72 | 5. In the **Offset account** field, specify the values **140200**. 73 | > **Note**This is the offset account that will be the default account on the journal lines. It is 74 | possible to override the default to assign different offset accounts per line. 75 | 76 | 6. Select **OK**. 77 | 78 | 7. Select **New** in the **Journal lines** fast tab. 79 | 80 | 8. In the **Item number** field, select the drop-down button to open the lookup. 81 | 82 | 9. Select item **A0001**. 83 | 84 | 10. In the **Site** field, select the drop-down button to open the lookup. 85 | 86 | 11. Select site **1**. 87 | 88 | 12. In the **Warehouse** field, select the drop-down button to open the lookup. 89 | 90 | 13. Select warehouse **13**. 91 | 92 | 14. In the **Location** field, select the drop-down button to open the lookup. 93 | 94 | 15. Select location **13**. 95 | 96 | 16. In the **Quantity** field, enter a number. 97 | 98 | 17. Review changes in the **Line details** FastTab. 99 | 100 | 18. Select **Save**. 101 | 102 | 19. Select **Post**. 103 | 104 | 20. Toggle on or toggle off the **Transfer all posting errors to a new journal** field. 105 | > **Note** If you enable this option, any lines that fail to post will be copied to a new journal. You can use the information in the log to correct the issues and then re-post the lines. 106 | 107 | 21. Select **OK**. 108 | 109 | 22. Close all pages. 110 | 111 | Exercise \#2 Using the inventory transfer journal to move items to a new location in the warehouse 112 | -------------------------------------------------------------------------------------------------- 113 | 114 | *Objective: Move items from a plate-controlled location to a location that is 115 | not license plate controlled.* 116 | 117 | ### Transfer physical inventory within the warehouse using transfer journals 118 | 119 | 1. Go to **Inventory management\>Journal entries\>Items\>Transfer**. 120 | 121 | 2. Select **New**. 122 | 123 | 3. In the **Name** field, enter or select **ITrf**. 124 | 125 | 4. Select **OK**. 126 | 127 | 5. Select **New** in the **Journal lines** fast tab. 128 | 129 | 6. In the **Item number** field, enter or select **A0001**. 130 | 131 | 7. In the **From site** field, enter or select **2**. 132 | 133 | 8. In the **To site** field, enter or select **2**. 134 | 135 | 9. In the **From warehouse** field, enter or select **24**. 136 | 137 | 10. In the **To warehouse** field, enter or select **24**. 138 | 139 | 11. In the **From location** field, enter or select **FL-001**. 140 | 141 | 12. In the **To location** field, enter or select **BULK-001**. 142 | 143 | 13. In the **Quantity** field, enter a number. 144 | 145 | 14. Select the **Inventory dimensions** tab in the **Line details** fast tab. 146 | 147 | 15. In **From inventory dimensions**, enter **24** in the **License plate** field. 148 | 149 | 16. Select **Save**. 150 | 151 | 17. Select **Post**. 152 | 153 | 18. Select **OK**. 154 | 155 | 19. Select **Inventory** in the **Journal lines** fast tab. 156 | 157 | 20. Select **Transactions** to see the transfer. 158 | 159 | 21. Close all pages. 160 | 161 | Exercise \#3 Adjusting stock levels using the inventory adjustment journal 162 | -------------------------------------------------------------------------- 163 | 164 | *Objective: Adjust stock levels after an error by using the inventory adjustment 165 | journal.* 166 | 167 | During the transfer journal processing a user recorded the wrong number of items 168 | moved to the new location. 169 | 170 | You were asked to use the inventory adjustment journal to fix quantity. 171 | 172 | You will also need to adjust the stock levels of products in the warehouse. 173 | 174 | **How would you perform this?** 175 | 176 | ### Adjust stock levels in the warehouse 177 | 178 | 1. Go to **Inventory management \> Journal entries \> Items \> Inventory 179 | adjustment**. 180 | 181 | 2. Select **New**. 182 | 183 | 3. In the **Name** field, select the drop-down button to open the lookup. 184 | 185 | 4. Select **IAdj**. 186 | 187 | 5. Select **OK**. 188 | 189 | 6. Select **New** in the **Journal lines** fast tab. 190 | 191 | 7. In the **Item number** field, select **D0001**. 192 | 193 | 8. In the **Site** field, select the drop-down button to open the lookup. 194 | 195 | 9. In the list, select site **1**. 196 | 197 | 10. In the **Warehouse** field, select the drop-down button to open the lookup. 198 | 199 | 11. In the list, select **warehouse 13**. If you have selected an item with Location 200 | as a mandatory dimension, you would have to specify the location here. 201 | 202 | 12. In the **Quantity** field, enter a number. The cost price field specifies 203 | the cost per unit for inventory receipts. If the cost is not specified for 204 | the item number or if you wanted to change it manually, you would do this 205 | here. 206 | 207 | 13. Select **Validate**. 208 | 209 | 14. Select **OK**. 210 | > **Note** that the Journal is OK, and select **Post**. When you post this kind of 211 | journal, an inventory receipt or issue is posted, the inventory level and 212 | value are changed, and ledger transactions are generated. 213 | 214 | 15. Select **OK**. 215 | 216 | 16. Close all pages. 217 | 218 | Exercise \#4 Using the inventory counting journal to compare D365 inventory amounts to manually counted quantities 219 | ------------------------------------------------------------------------------------------------------------------ 220 | 221 | *Objective: Use the inventory counting journal to compare manually counted 222 | amounts to the on hand recorded amounts in D365 supply chain and post the 223 | transaction.* 224 | 225 | A few days after you have adjusted stock levels, the warehouse manager decide to 226 | manually count the items in that specific area of the warehouse. 227 | 228 | The warehouse manager wants to enter the manually counted quantity and not sure 229 | what to use. 230 | 231 | **How would you help?** 232 | 233 | ### Use counting journals 234 | 235 | 1. Go to **Inventory management \> Journal entries \> Item counting \> 236 | Counting**. 237 | 238 | 2. Select **New**. 239 | 240 | 3. In the **Name** field, select the drop-down button to open the lookup. 241 | 242 | 4. In the list, select on the inventory counting journal **Icnt**. 243 | 244 | 5. In the **Worker** field, select the drop-down button to open the lookup. 245 | 246 | 6. In the list, select the worker you want to use. 247 | 248 | 7. Select **Select**. 249 | 250 | 8. Select **OK**. 251 | 252 | 9. Select **New** in the **Journal lines** fast tab. 253 | 254 | 10. In the **Item number** field, select the drop-down button to open the lookup. 255 | 256 | 11. In the list, find and select **A0001**. 257 | 258 | 12. In the **Site** field, select the drop-down button to open the lookup. 259 | 260 | 13. In the list, find and select site **2**. 261 | 262 | 14. In the **Warehouse** field, select the drop-down button to open the lookup. 263 | 264 | 15. In the list, find and select warehouse **24**. 265 | 266 | 16. In the **Location** field, select the drop-down button to open the lookup. 267 | 268 | 17. In the list, find and select location **BULK-001**. 269 | 270 | 18. In the **Counted** field, enter a number. 271 | 272 | 19. If you enter a counted number that’s different than the number shown in the 273 | **On-hand** field, the **Quantity** field is updated to show the 274 | discrepancy. 275 | 276 | 20. Select **Save**. 277 | 278 | 21. Select **Post**. When you post an inventory counting journal, if the counted 279 | amount differs from the amount that’s reported in the **On-hand** field, an 280 | inventory receipt or issue is posted, the inventory level and value are 281 | changed, and ledger transactions are generated. 282 | 283 | 22. Select **OK**. 284 | 285 | 23. Close all pages. 286 | 287 | -------------------------------------------------------------------------------- /Instructions/Labs/Case Study 1 Prod Mgmt EX 1 to 4.md: -------------------------------------------------------------------------------- 1 | --- 2 | lab: 3 | title: 'Case study 1 Product information management' 4 | module: 'Module 1: Implement product information management' 5 | --- 6 | 7 | Case study 1 Product information management 8 | ==================================================================== 9 | 10 | Objective 11 | ---------- 12 | 13 | *- Create and manage products.* 14 | 15 | Scenario 16 | --------- 17 | 18 | **Company Information** 19 | 20 | USMF is a United States company that manufactures products for several different 21 | industries and has a diverse portfolio of products. 22 | 23 | **Business Challenges and Requirements** 24 | 25 | USMF recently implemented Dynamics 365 Supply Chain Management. They hired a new 26 | full-time team to manage the warehouse and inventory, the new staff doesn’t have 27 | Dynamics 365 Supply Chain management knowledge. 28 | 29 | **Your Role** 30 | 31 | You are the Dynamics 365 Supply Chain Management functional consultant that 32 | implemented the solution. You are called to help the new staff in multiple 33 | areas. 34 | 35 | Exercise \#1 Adding products to a new warehouse using basic inventory management 36 | --------------------------------------------------------------------------------- 37 | 38 | *Objective: Add products to a new warehouse using basic inventory management.* 39 | 40 | You are the supply chain management functional consultant on a project team 41 | advising your customer on best way to create new warehouse to store the overflow 42 | of new products. 43 | 44 | Your customer is managing a small warehouse that does not require the full 45 | capabilities of warehouse management systems (WMS). 46 | 47 | you and the Solution architect are in favor of using basic inventory management 48 | to help them creating the new warehouse. 49 | 50 | **What would you do?** 51 | 52 | ### Set the default location capacity 53 | 54 | 1. Access the **Microsoft Dynamics 365 Supply Chain Managment** website and log in with your user credentials. 55 | 56 | 2. On the **Finance and Operations** dashboard page, expand the left navigation pane and select the **Inventory management** under the **Modules** tab. 57 | 58 | 3. On the **Inventory management** page select the **Setup \> Inventory and warehouse management 59 | parameters**. 60 | 61 | 4. Select the **Locations** tab. 62 | 63 | 5. In the **Standard width** field, enter **450**. 64 | 65 | 6. In the **Standard depth** field, enter **250**. 66 | 67 | 7. In the **Standard height** field, enter **200**. 68 | 69 | 8. Select **Save**. 70 | 71 | 9. Close the page. 72 | 73 | ### Define the location name format 74 | 75 | 1. On the **Finance and Operations** dashboard page, expand the left navigation pane and select the **Inventory management** under the **Modules** tab. On the **Inventory management** page select **Setup \> Inventory breakdown \> Warehouses**. 76 | 77 | 2. Select **New**. 78 | 79 | 3. In the **Warehouse** field, enter **17**. 80 | 81 | 4. In the **Name** field, enter **Raw materials**. 82 | 83 | 5. In the **Site** field, select the drop-down button to open the lookup. 84 | 85 | 6. In the list, find and select site **1**. 86 | 87 | 7. Expand the **Location names** section. The options in this section define 88 | the default format for location names. In our example, we'll include the 89 | aisle number, rack number and shelf number. 90 | 91 | 8. Set the **Include aisle** option to **Yes**. 92 | 93 | 9. Set the **Include rack** option to **Yes**. 94 | 95 | 10. In the **Format** field, for the rack, enter **-\#\#** 96 | 97 | 11. Set the **Include shelf** option to **Yes**. 98 | 99 | 12. In the **Format** field, for the shelf, enter **-\#\#** 100 | 101 | 13. Select **Save**. 102 | 103 | ### Define warehouse locations 104 | 105 | 1. On the Action Pane, select **Warehouse**. 106 | 107 | 2. Select **Location Wizard**. 108 | 109 | 3. On the **Welcome** screen, select **Next**. 110 | 111 | 4. De-select the **Outbound docks** option. 112 | 113 | 5. De-select the **Bulk locations** option. 114 | 115 | 6. Select **Next**. 116 | 117 | 7. On the **Create inventory aisles** screen, select **Next**. 118 | 119 | 8. On the **Edit and delete aisles** screen, select **Next**. 120 | 121 | 9. On the **Create inbound docks** screen, select **Next**. 122 | 123 | 10. On the **Edit and delete inbound docks** screen, select **Next**. 124 | 125 | 11. On the **Create picking locations** screen, select **Next**. 126 | 127 | 12. Review the physical dimensions shown on the the **Specify additional information for all your picking locations** screen and select **Next**. 128 | > **Note** The physical dimensions shown on this page are the ones 129 | that you set at the start of this procedure. 130 | 131 | 13. On the **Edit and delete picking locations** screen, select **Next**. 132 | 133 | 14. Select **Finish**. 134 | 135 | 15. Close all pages. 136 | 137 | Exercise \#2 Creating a standard cost version that uses a specific model group 138 | ------------------------------------------------------------------------------- 139 | 140 | *Objective: Create a standard cost version to record certain model group 141 | products.* 142 | 143 | The warehouse employee at USMF, need to create a standard cost version to record 144 | products that use the item model group with inventory model of Standard. The 145 | items must be grouped based on FIFO inventory model. 146 | 147 | **What would you do to help this employee?** 148 | 149 | ### Create cost version 150 | 151 | 1. Go to **Cost management \> Predetermined cost policies setup \> Costing 152 | versions**. 153 | 154 | 2. Select **New**. 155 | 156 | 3. In the **Costing type** field, select **Standard cost**. 157 | 158 | 4. In the **Version** field, enter **SeahorseST**. 159 | 160 | 5. In the **Name** field, enter **Seahorse Standard Costing**. 161 | 162 | 6. In the **Block activation** field, select **No**. 163 | 164 | 7. Select **Save**. 165 | 166 | 8. Close the page. 167 | 168 | ### Create item model group 169 | 170 | 1. Go to **Cost management \> Inventory accounting policies setup \> Item model 171 | groups**. 172 | 173 | 2. Select **New**. 174 | 175 | 3. In the **Item model group** field, enter **STDN**. 176 | 177 | 4. In the **Name** field, enter **Standard Cost**. 178 | 179 | 5. In the **Inventory model** field, select **Standard cost**. 180 | 181 | 6. Expand the **Inventory policies** section. 182 | 183 | 7. In the **Approved vendor check method** field, select **No check**. 184 | 185 | 8. Select **New**. 186 | 187 | 9. In the **Item model group** field, enter **FIFO2**. 188 | 189 | 10. In the **Name** field, enter **FIFO 2**. 190 | 191 | 11. Select **Save**. 192 | 193 | 12. Close the page. 194 | 195 | ### Create tracking number group 196 | 197 | 1. Go to **Inventory management \> Setup \> Dimensions \> Tracking number 198 | groups**. 199 | 200 | 2. Select **New**. 201 | 202 | 3. In the **Number group** field, enter **ASer**. 203 | 204 | 4. In the **Name** field, enter **Auto-Serial**. 205 | 206 | 5. Turn off the **Date** toggle to **No**. 207 | 208 | 6. Turn off the **Lot ID** toggle to **No**. 209 | 210 | 7. Turn on the**Number sequence No.** toggle to **Yes**. 211 | 212 | 8. Turn on the **Only for inventory transactions** toggle to **Yes**. 213 | 214 | 9. Turn on the **On physical update** toggle to **Yes**. 215 | 216 | 10. Select **New**. 217 | 218 | 11. In the **Number group** field, enter **USer**. 219 | 220 | 12. In the **Name** field, enter **Unique-Serial**. 221 | 222 | 13. Turn off the **Date** toggle to **No**. 223 | 224 | 14. Turn off the **Lot ID** toggle to **No**. 225 | 226 | 15. Turn on the **Number sequence No.** toggle to **Yes**. 227 | 228 | 16. In the **Number sequence code** field, choose any number sequence of your 229 | choice. 230 | 231 | 17. Turn on the **Only for inventory transactions** toggle to **Yes**. 232 | 233 | 18. Turn on the **On physical update** toggle to **Yes**. 234 | 235 | 19. Set **Per qty.** to **1**. 236 | 237 | 20. Select **New**. 238 | 239 | 21. In the **Number group** field, enter **Batch**. 240 | 241 | 22. In the **Name** field, enter **Auto Batch**. 242 | 243 | 23. Turn off the **Date** toggle to **No**. 244 | 245 | 24. Turn off the **Lot ID** toggle to **No**. 246 | 247 | 25. Turn on the **Number sequence No.** toggle to **Yes**. 248 | 249 | 26. In the **Number sequence code** field, choose any number sequence of your 250 | choice 251 | 252 | 27. Turn on the **Only for inventory transactions** toggle to **Yes**. 253 | 254 | 28. Turn off the **On physical update** toggle to **No**. 255 | 256 | 29. Close the page. 257 | 258 | Exercise \#3 Adding and releasing new products to a warehouse 259 | ------------------------------------------------------------- 260 | 261 | *Objective: Add new products with and without variants.* 262 | 263 | Some new products are introduced by USMF and must be added to the new warehouse. 264 | As supply chain manager, you will have to create 2 new products: 265 | 266 | - A V-neck T-shirt with multiple variants that has different colors and sizes. 267 | This item will be available in size Small, Medium and Large and in colors: 268 | Black and Red. 269 | 270 | - The product type should set to: Product with no variance for the cabinets 271 | 272 | **What would you do?** 273 | 274 | ### Create product masters 275 | 276 | 1. Navigate to **Product information management\>Products\>Released products**. 277 | 278 | 2. Select **New**. 279 | 280 | 3. In the **Product type** field, select **Item**. 281 | 282 | 4. In the **Product subtype** field, select **Product master**. 283 | 284 | 5. In the **Product number** field, enter **GTLS001**. 285 | 286 | 6. In the **Product name** field, enter **V Neck T-Shirt**. 287 | 288 | 7. In the **Search name** field, enter **VNeckTShirt**. 289 | 290 | 8. In the **Retail category** field, select **Apparel and Footwear** and select **OK**. 291 | 292 | 9. In the **Product dimension group** field, select **ColorSize**. 293 | 294 | 10. In the **Configuration technology** field, select **Predefined variant**. 295 | 296 | 11. In the **Item model group** field, select **FIFO** (First In-First Out). 297 | 298 | 12. In the Item group field, select **Audio**. 299 | 300 | 13. In the **Storage dimension group** field, select **SiteWH**. 301 | 302 | 14. In the **Tracking dimension group** field, select **None**. 303 | 304 | 15. In the **Inventory unit** field, select **ea**. 305 | 306 | 16. In the **Purchase unit** field, select **ea**. 307 | 308 | 17. In the **Sales unit** field, select **ea**. 309 | 310 | 18. In the **BOM unit** field, select **ea**. 311 | 312 | 19. In the Sales Taxation, **Item sales tax group** field, select **ALL** (All 313 | sales tax codes). 314 | 315 | 20. In the Purchase Taxation, **Item sales tax group** field, select **ALL** 316 | (All sales tax codes). 317 | 318 | 21. Select **OK**. 319 | 320 | 22. Close all pages. 321 | 322 | 23. Navigate to **Product information management\>Products\>Released products**. 323 | 324 | 24. Using quick filter search by item number for **GTLS001**. 325 | 326 | 25. Select item **GTLS001** to open the product master record. 327 | 328 | 26. On the Action Pane, select the **Product** tab, select **Product dimensions** listed under the **Product master** section. 329 | 330 | 27. Select the **Sizes** tab. 331 | 332 | 28. Select **New** in the **Define sizes for a product master** section. 333 | 334 | 29. In the **Size** field, enter **Small**. 335 | 336 | 30. In the **Name** field, enter **Small**. 337 | 338 | 31. In the **Description** field, enter **Small Size**. 339 | 340 | 32. Select **New**. 341 | 342 | 33. In the **Size** field, enter **Medium**. 343 | 344 | 34. In the **Name** field, enter **Medium**. 345 | 346 | 35. In the **Description** field, enter **Medium Size**. 347 | 348 | 36. Select **New**. 349 | 350 | 37. In the **Size** field, enter **Large**. 351 | 352 | 38. In the **Name** field, enter **Large**. 353 | 354 | 39. In the **Description** field, enter **Large Size**. 355 | 356 | 40. Select the **Colors** tab. 357 | 358 | 41. Select **New** in the **Define sizes for a product master** section. 359 | 360 | 42. In the **Color** field, enter **Black**. 361 | 362 | 43. In the **Name** field, enter **Black**. 363 | 364 | 44. In the **Description** field, enter **Black color**. 365 | 366 | 45. Select **New**. 367 | 368 | 46. In the **Color** field, enter **Red**. 369 | 370 | 47. In the **Name** field, enter **Red**. 371 | 372 | 48. In the **Description** field, enter **Red color**. 373 | 374 | 49. Select **Save**. 375 | 376 | 50. Close the form. 377 | 378 | 51. Select **Released product variants** listed under the **Product master** section. 379 | 380 | 52. Select **Variant suggestions** listed under the **Released product Variants** section. 381 | 382 | 53. Select **Suggest all** from the **Variant suggestions** and then select **Select all** from the **Suggested variants**. 383 | 384 | 54. Select **Create**. 385 | 386 | Close all pages. 387 | 388 | 389 | Exercise \#4 Creating a BOM in the BOM designer (Bonus) 390 | ------------------------------------------------------- 391 | 392 | *Objective:  Create a BOM in the BOM designer with a title, item group, site and 393 | quantities.* 394 | 395 | The designer at USMF has received a new specification for the enclosure 396 | side of a cabinet. and she has requested your assistance. You see that an item 397 | is not set up for this specification, so you only need to create a simple BOM 398 | with component lines. Use employee 000020, Julia Funderburk, to approve the BOM. 399 | 400 | Create a BOM titled “High Quality Speaker” and assign it to the Audio item group 401 | at site 1. Use the BOM designer to add items with warehouse 11 and the following 402 | quantities: 403 | 404 | - 1 qty of M0008 / High End Cabinet / Black 405 | 406 | - 2 qty of M0002 / Mid-Range Speaker Unit 407 | 408 | - 1 qty of M0009 / Protective Corners 409 | 410 | You will: 411 | 412 | ### Create a BOM in the BOM designer 413 | 414 | 1. Go to **Product information management \> Bills of materials and formulas \> 415 | Bills of materials**. 416 | 417 | 2. Select **New**. 418 | 419 | 3. In the **Name** field, enter **High Quality Speaker**. 420 | 421 | 4. In the **Site** field, enter **1**. 422 | 423 | 5. In the **Item group** field, enter or select **Audio**. 424 | 425 | 6. On the **Maintain** tab, select **Designer**. 426 | 427 | 7. Select **BOM lines**. 428 | 429 | 8. Select **Add to component BOM**. 430 | 431 | 9. In the list, find and select **M0008 / High End Cabinet / Black**. 432 | 433 | 10. Select **OK**. 434 | 435 | 11. Select **BOM lines**. 436 | 437 | 12. Select **Add after line.** 438 | 439 | 13. In the list, find and select **M0009 / Protective Corners**. 440 | 441 | 14. Select **OK**. 442 | 443 | 15. Select **BOM lines**. 444 | 445 | 16. Select **Add before line**. 446 | 447 | 17. In the list, find and select **M0002 / Mid-Range Speaker Unit**. 448 | 449 | 18. Select **OK**. 450 | 451 | 19. Close the page. 452 | 453 | 20. Refresh the page. This will allow the BOM lines to appear in the grid for the BOM. 454 | 455 | 21. In the list of Bill of materials lines, find and select the row for **M0002 456 | / Mid-Range Speaker Unit**. 457 | 458 | 22. Set **Quantity** to **2.0000**. 459 | 460 | 23. In the **Maintain** tab, select **Approval**. Select **000020, Julia Funderburk**. 461 | 462 | 24. Select **OK**. 463 | 464 | 25. Close all pages. 465 | -------------------------------------------------------------------------------- /Instructions/Labs/Case Study 2C Asset Mgmt EX 1 to 5.md: -------------------------------------------------------------------------------- 1 | --- 2 | lab: 3 | title: 'Case study 2C Asset management' 4 | module: 'Module 2: Implement inventory and asset management' 5 | --- 6 | Case study 2C Asset management 7 | ================================= 8 | 9 | In this case study, you will work with the Asset Management module to set up assets, functional locations, and maintenance requests for Munson's Pickles and Preserves Farm. You will create asset types, condition assessment templates, service levels, workers, and functional location lifecycle states and models. 10 | 11 | Objectives 12 | ---------- 13 | 14 | - Create an asset type. 15 | 16 | - Create a condition assessment template. 17 | 18 | - Set up asset service levels. 19 | 20 | - Create workers. 21 | 22 | Exercise \#1 Set up assets 23 | ---------------------------- 24 | 25 | ### Scenario 26 | --------- 27 | You’ll set up new assets for Munson’s Pickles and Preserves Farm in Asset Management. In this task, you’ll configure "Forklift" as an asset within the system. 28 | 29 | ### Create an asset type 30 | 31 | 1. Go to **Asset management** \> **Setup** \> **Asset types** \> **Asset types**. 32 | 33 | 2. Select **New** to create a new asset type. 34 | 35 | 3. In the **Asset type** field, enter **Forklift1**. 36 | 37 | 4. In the **Name** field, enter **Forklift1**. 38 | 39 | 5. In the **Lifecycle state** section, select **Standard**. 40 | 41 | 6. In the **KPIS** section, set **Total** to **Yes**. 42 | 43 | 7. Select **Save**. 44 | 45 | 8. On the **Maintenance job types** FastTab, select **Calibration**, **Inspection**, **Lubrication**, **Preventive**, and **Repair** and then to the **Maintenance job types selected** section. 46 | 47 | > **Note** 48 | > To select job types in the **Maintenance job types** FastTab, you must have created the **Maintenance job types**. In **Asset Management**, select **Setup** \> **Jobs** \> **Maintenance job types**. 49 | 50 | 9. Assign a **Counter for Production Hours** 51 | 52 | 10. Select and move **Counter for Production Hours** to the **Asset counters selected** section. You won’t be adding an Attribute type at this time. 53 | 54 | 11. Leave the **Condition assessments** FastTab blank for now. 55 | 56 | 12. Select **Save**. 57 | 58 | ### Create a condition assessment template 59 | 60 | ### Scenario 61 | --------- 62 | You’re tasked with establishing a condition assessment template for Munson’s Pickles and Preserves Farm to monitor the noise levels of blender blades for any changes in volume. Follow these steps to add a condition assessment template. 63 | 64 | 1. Go to Asset anagement, select Setup, select Asset types, then select Condition assessment templates. 65 | 2. Select + New to create a new template. 66 | 3. In the Template field, enter Noise. 67 | 4. In the Name field, enter Noise. 68 | 5. On the Condition assessment lines FastTab, select the + Add . 69 | 6. In the Name field, enter No greater than 100 db. 70 | 7. In the Description field, enter No greater than 100 db. 71 | 8. In the Data type dropdown menu, select String. 72 | 9. On the Asset types FastTab, add the asset types that should be included on the condition assessment template. Select + Add and then select Air compressor. 73 | 10. Select Save. 74 | 75 | ### Set up asset service levels 76 | 77 | ### Scenario 78 | --------- 79 | Asset service levels are used on maintenance requests and work orders to determine the priority of work orders during work order scheduling. In this task, you'll assign an asset service level to your air compressor. 80 | 81 | To set up asset service levels, follow these steps: 82 | 83 | 1. Go to **Asset management**, select Setup, then select Asset service levels. 84 | 85 | 2. Select + New. 86 | 87 | 3. In the Functional location field, select PP-01. 88 | 89 | 4. In the Asset type field, select Air Compressor. 90 | 91 | 5. In the Work order type field, select Preventive. 92 | 93 | 6. In the Service Level field, select 3. 94 | 95 | 7. Save the new Asset service level. 96 | 97 | ### Create workers 98 | 99 | ### Scenario 100 | --------- 101 | You must assign established workers to maintenance worker groups in the Human resources and Organization administration modules. You'll add a worker to the Electricians maintenance worker group so they can be assigned when their skills are needed. 102 | 103 | 1. Go to Asset Management, select Setup, select Workers, then select Workers. 104 | 105 | 2. Select + New. 106 | 107 | 3. In the Worker field, select Sara Thomas from the dropdown menu. 108 | 109 | 4. Set Active to Yes to schedule this worker on work orders. 110 | 111 | 5. On the Groups FastTab, select + Add. 112 | 113 | 6. In the Maintenance worker group field, select Electricians. 114 | 115 | 7. On the Functional locations FastTab, select + Add line. 116 | 117 | 8. In the Functional location field, select PP-01. Select this as the worker's Primary location. 118 | 119 | 9. Save the new worker. 120 | 121 | ### Set up product-model relations 122 | 123 | 1. Go to Asset management, select Setup, select Assets, then select Manufacturer and model. 124 | 125 | 2. Select + New to create a new product. 126 | 127 | 3. In the Manufacturer field, enter Sony. 128 | 129 | 4. In the Description field, enter Sony Pvt Lts. 130 | 131 | 5. On the Models FastTab, select + Add to create an asset model that’s related to the asset manufacturer. 132 | 133 | 6. In the Model field, enter XAV-AX0001. 134 | 135 | 7. In the Description field, enter Car play Android auto car. 136 | 137 | 8. In the Asset type field, select vehicle. 138 | 139 | 9. On the top menu bar, select Save. 140 | 141 | Exercise #2 Create a functional location lifecycle state and functional location lifecycle model 142 | ---------------------------- 143 | 144 | Objective 145 | - Create a functional location lifecycle state and functional location lifecycle model. 146 | The IT manager in USMF wants to know how to define the states that a functional location can go through, for example, created, active, and end of the lifecycle state. 147 | 148 | ### Scenario 149 | --------- 150 | The IT manager wants to view all functional locations, regardless of their lifecycle state, in the All functional locations list page. He also wants to change the state of a functional location by selecting it in the All functional locations list. You were called to help the IT manager perform these tasks. 151 | 152 | You’ll assist the IT manager in doing the following: 153 | 154 | - Create a functional location lifecycle state. 155 | 156 | - Create a functional location lifecycle model. 157 | 158 | ### Create a functional location lifecycle state 159 | 160 | 1. Add a new functional lifecycle state for closed functional locations: 161 | 162 | 2. Go to Asset management, select Setup, select Functional locations, then select Lifecycle states. 163 | 164 | 3. On the Action pane, select + New  to create a new functional location lifecycle state. 165 | 166 | 4. In the Lifecycle state , enter Closed. 167 | 168 | 5. In the Name field, enter Closed – Not in use. 169 | 170 | > **Note** 171 | > When you’re creating a new lifecycle state, the Lifecycle model field will not be populated. When this lifecycle state is added to a lifecycle model, this field automatically populates to show the number of lifecycle models that this state is included in. 172 | 173 | 6. Select the General FastTab, then set Active to Yes. 174 | 175 | 7. Set the Create asset toggle to No. 176 | 177 | 8. Set New sub locations to No. 178 | 179 | 9. Set Install assets at locations to No. 180 | 181 | > **Note** 182 | > When initially building your lifecycle states, you won’t have any information yet to select from the Asset state > Lifecycle state dropdown menu until you've completed the full configuration for your assets, including the asset lifecycle states. Leave this field blank for now. 183 | 184 | 10. Select Save. Your new functional location lifecycle state has been created and activated. 185 | 186 | 11. Repeat steps 1-10 above to create an On Hold lifecycle state. 187 | 188 | ### Create a functional location lifecycle model 189 | 190 | ### Scenario 191 | --------- 192 | When all the functional location lifecycle states have been created, you can then place these into groupings named functional location lifecycle models. As a reminder, functional location lifecycle models establish the workflow for the various types of functional locations and their states. 193 | Munson's Pickles and Preserves Farm need to create a new Quality location for a new lifecycle model. 194 | 195 | 1. Go to Asset management, select Setup, select Functional locations, then select Lifecycle models. 196 | 197 | 2. Select + New. 198 | 199 | 3. Enter the name of your Lifecycle model as Quality. 200 | 201 | 4. In the Name field, enter Quality review. 202 | 203 | 5. Select Save. 204 | 205 | 6. On the Lifecycle states FastTab, the active lifecycle states appear in the Lifecycle states remaining section at the left. Select the Active, On Hold, and Ended lifecycle states. 206 | 207 | 7. Select the right arrow button to move the selected lifecycle states to the Lifecycle states selected section. 208 | 209 | 8. Select Save. 210 | 211 | 9. Exit the Functional location lifecycle models page and then come back into it again. The Lifecycle states field on the Details FastTab will automatically be populated. 212 | 213 | 10. Lifecycle state updates tab on the Action pane. 214 | 215 | 11. Next to Active, select the Ended and On Hold states. These are the functional location lifecycle states that the Active lifecycle state can be changed to. 216 | 217 | 12. Next to Ended, select the Active checkbox. The Ended state can be changed to Active. 218 | 219 | 13. Next to On Hold, select the Active checkbox. The On Hold state can be changed to Active. 220 | 221 | 14. Select OK to save the changes. 222 | 223 | Exercise #3 – Create functional location types 224 | ----------------------------------------------- 225 | 226 | ### Scenario 227 | --------- 228 | 229 | Now you can set up a default functional location type and then set up a regular functional location type. 230 | 231 | You need to establish a new functional location type for **Munson's Pickles and Preserves Farm** to manage the quality control of salsa. Your task is to add a new functional location. 232 | 233 | ### Create a Default Functional Location Type 234 | 235 | A default functional location type must be established for use when new assets are created. 236 | 237 | 1. Go to **Asset management** > **Setup** > **Functional locations** > **Functional location types**. 238 | 2. Select **+ New** to create a new functional location type. 239 | 3. In the **Functional location type** field, enter `Default`. 240 | 4. In the **Name** field, enter `Default location`. 241 | 5. In the **LIFECYCLE STATE** section of the **General FastTab**, in the **Functional location lifecycle model** field, select `Standard`. 242 | 6. Set **Multiple assets** to `Yes`. This selection creates a default functional location. 243 | 7. On the top menu bar, select **Save**. 244 | 245 | ### Create a Functional Location Type 246 | 247 | **Munson's Pickles and Preserves Farm** is taking the quality of its products seriously. The company has established a new location for its quality department. 248 | 249 | Your next task is to create a new functional location type for the farm’s new **Quality** location. 250 | 251 | 1. Go to **Asset management** > **Setup** > **Functional locations** > **Functional location types**. 252 | 2. Select **+ New** to create a functional location type. 253 | 3. In the **Functional location type** field, enter `Office Building`. 254 | 4. In the **Name** field, enter `Quality office`. 255 | 5. In the **Functional location lifecycle model** dropdown menu, select `Quality`. 256 | 6. Set **Multiple assets** to `Yes`. 257 | 7. Set **Update asset dimension** to `Yes`. 258 | 8. Leave the **Asset type** field blank. 259 | 9. Select **Save**. 260 | 261 | Exercise #4 Set up work orders 262 | ---------------------------------- 263 | 264 | ### Scenario 265 | --------- 266 | 267 | In this exercise, you will set up work orders for maintenance jobs in the Asset Management module. You will create maintenance job types, service levels, and set up the fault designer for a blender. 268 | 269 | Objective: 270 | 271 | - Create a maintenance job type category 272 | - Create a maintenance job trade 273 | - Create a maintenance job type 274 | - Create a service level 275 | - Set up the fault designer 276 | 277 | --- 278 | 279 | ### Create a Maintenance Job Type Category 280 | 281 | 1. Go to **Asset management** > **Setup** > **Jobs** > **Maintenance job type categories**. 282 | 2. Select **+ New**. 283 | 3. In the **Maintenance job type category** field, enter `Inspection`. 284 | 4. In the **Name** field, enter `Inspection job type`. 285 | 5. Select **Save**. 286 | 287 | --- 288 | 289 | ### Create a Maintenance Job Trade 290 | 291 | 1. Go to **Asset management** > **Setup** > **Jobs** > **Maintenance job trade**. 292 | 2. Select **+ New**. 293 | 3. In the **Trade** field, enter `HVAC`. 294 | 4. In the **Description** field, enter `Heating, ventilation, air conditioning`. 295 | 5. Select **Save**. 296 | 297 | --- 298 | 299 | ### Create a Maintenance Job Type 300 | 301 | 1. Go to **Asset management** > **Setup** > **Jobs** > **Maintenance job types**. 302 | 2. Select **+ New**. 303 | 3. In the **Maintenance job type** field, enter `Calibration1`. 304 | 4. In the **Name** field, enter `Calibration1`. 305 | 5. On the **General** FastTab: 306 | - In the **Maintenance job type category** dropdown, select `Preventative`. 307 | - Set **Maintenance downtime activities** to `Yes`. 308 | 6. On the **Description** FastTab, enter `Calibrate equipment`. 309 | 7. Select **Save**. 310 | 311 | --- 312 | 313 | ### Create a Service Level 314 | 315 | 1. Go to **Asset management** > **Setup** > **Work orders** > **Service level**. 316 | 2. Select service level `5 - Low` and then select **Edit**. 317 | 3. In the **Start day** field, enter `3`. 318 | 4. In the **End day** field, enter `2`. 319 | 5. Set **Set end time** to `No`. 320 | 6. Select **Save**. 321 | 322 | --- 323 | 324 | ### Set Up Fault Designer 325 | You’re tasked with setting up the fault symptoms, fault area, and fault type in the fault designer for the blender. 326 | 327 | 1. Go to **Asset management** > **Setup** > **Fault** > **Fault designer**. 328 | 2. In the left pane, select `Blender – Extruder Blender`. 329 | 3. Expand the **Fault system** FastTab and select `Excessive noise`. 330 | 4. Expand the **Fault area** FastTab and select `Mechanical`. 331 | 5. Expand the **Fault type** FastTab and select `Damaging`. 332 | 6. Select **Save**. 333 | 334 | > **Note:** 335 | > If lines are not already included, use **+ Add line** in each FastTab to add the respective entries. 336 | 337 | --- 338 | 339 | Exercise #5 Set up maintenance request lifecycle states, models, and types 340 | ----------------------------------------------------------------------- 341 | 342 | ### Scenario 343 | --------- 344 | 345 | You will set up maintenance request lifecycle states, models, and types for Munson's Pickles and Preserves Farm. This setup will help manage maintenance requests effectively by defining their lifecycle and types. 346 | You’ll create lifecycle states and models to manage maintenance request workflows. 347 | 348 | --- 349 | 350 | ### Set Up Maintenance Request Lifecycle States 351 | 352 | 1. Go to **Asset management** > **Setup** > **Maintenance requests** > **Lifecycle states**. 353 | 2. Select **+ New**. 354 | 3. In the **Lifecycle state** field, enter `Closed`. 355 | 4. In the **Name** field, enter `Maintenance request has been closed`. 356 | 5. On the **General** FastTab: 357 | - Set **Active** to `No` 358 | - Set **Set actual end** to `Yes` 359 | - Set **Create work order** to `No` 360 | - Set **Delete** to `No` 361 | 6. Select **+ New** again. 362 | - Enter `Active` in both **Lifecycle state** and **Name** fields. 363 | - Set **Active**, **Set actual end**, and **Create work order** to `Yes`. 364 | 7. Select **+ New** again. 365 | - In the **ID** field, enter `InProgress`. 366 | - Set **Active**, **Set actual end**, and **Create work order** to `Yes`. 367 | - Set **Delete** to `No`. 368 | 8. Select **Save**. 369 | 370 | --- 371 | 372 | ### Create Maintenance Request Lifecycle Models 373 | 374 | 1. Go to **Asset management** > **Setup** > **Maintenance requests** > **Lifecycle models**. 375 | 2. Select **+ New**. 376 | 3. In the **Lifecycle model** field, enter `Service`. 377 | 4. In the **Name** field, enter `Service`. 378 | 5. Select **Save**. 379 | 6. On the **Lifecycle states** FastTab: 380 | - Move `Active`, `InProgress`, and `Closed` to the selected section. 381 | - Reorder them as: `Active`, `InProgress`, `Closed`. 382 | 7. Select **Save**. 383 | 8. On the **Lifecycle state updates** tab: 384 | - Set `Active` → `InProgress` 385 | - Set `InProgress` → `Closed` 386 | - Set `Closed` → `Active` 387 | 9. Select **OK**. 388 | 389 | --- 390 | 391 | ### Create Maintenance Request Types 392 | 393 | 1. Go to **Asset management** > **Setup** > **Maintenance requests** > **Maintenance request types**. 394 | 2. Select **+ New**. 395 | 3. In the **Maintenance request type** field, enter `Preventive`. 396 | 4. In the **Name** field, enter `Preventive maintenance request`. 397 | 5. On the **General** FastTab, select `Standard` in the **Maintenance request lifecycle model** dropdown. 398 | 6. Leave the **Work order type** field blank. 399 | 7. Select **Save**. -------------------------------------------------------------------------------- /Instructions/Labs/Case Study 2B Quality EX 1 to 5.md: -------------------------------------------------------------------------------- 1 | --- 2 | lab: 3 | title: 'Case study 2B Quality control and quality management' 4 | module: 'Module 2: Implement inventory and asset management' 5 | --- 6 | Case study 2B Quality control and quality management 7 | =================================================== 8 | 9 | Objectives 10 | ---------- 11 | 12 | - *Enable quality management; create tests, item sampling, definitions and 13 | process of the quality management process.* 14 | 15 | - *Create a manual quality order with a specification.* 16 | 17 | - *Work with non-conformance issues like faulty items by defining several required specifications.* 18 | 19 | - *Create and process a non-conformance order to have an item repaired and to 20 | adjust a faulty machine.* 21 | 22 | - *Run a non-conformance report, a non-conformance tag report, and a 23 | corrections report* 24 | 25 | Exercise \#1 Enable quality management process that specifies items to be inspected at the time of picking 26 | ---------------------------------------------------------------------------------------------------------- 27 | 28 | *Objective: Enable quality management; create tests, item sampling, definitions and process of the quality management process.* 29 | 30 | The quality manager in USMF wants to know how to enable a quality management process requiring that incoming inventory for all TV products be inspected immediately at the time of picking. 31 | 32 | When she create a sales order for item T0002 and during the picking step, a 33 | quality order will be automatically created. 34 | 35 | To be able to proceed with picking and packing the sales order she will have to 36 | process the quality order. 37 | 38 | **Can you assess her to do the following?** 39 | 40 | - Enable quality management in Inventory management parameters. 41 | 42 | - Create tests. 43 | 44 | - Create test variables to define the test results are recorded. 45 | 46 | - Set up item sampling. 47 | 48 | - Create quality and item groups. 49 | 50 | - Create a test group. 51 | 52 | - Define when quality orders will be created. 53 | 54 | - Process quality orders. 55 | 56 | ### Enable quality management 57 | 58 | 1. Go to **Inventory management** \> **Setup** \> **Inventory and warehouse 59 | management parameters**. 60 | 61 | 2. Select the **Quality management** tab. 62 | 63 | 3. Set the **Use quality management** option to **Yes**. 64 | 65 | 4. Select **Report setup**. In USMF, the report setup for quality management is 66 | already defined. If this wasn’t done, you’d add new lines here for the 67 | different report types, and select the type of document to be used for each 68 | report. 69 | 70 | 5. Close all pages. 71 | 72 | ### Create a test 73 | 74 | 1. Go to **Inventory management** \> **Setup** \> **Quality control** \> 75 | **Tests**. 76 | 77 | 2. Select **New**. 78 | 79 | 3. In the **Test** field, type **eBookTest**. 80 | 81 | 4. In the **Description** field, type **Test eBook**. 82 | 83 | 5. In the **Type** field, select **Option** to assign the test results based on 84 | pre-defined values. 85 | 86 | 6. Select **Save**. 87 | 88 | 7. Close all pages. 89 | 90 | ### Create Test variables to define the way test results are recorded 91 | 92 | 1. Go to **Inventory management** \> **Setup** \> **Quality control** \> **Test 93 | variables**. 94 | 95 | 2. Select **New**. 96 | 97 | 3. In the **Variable** field, type **Power**. 98 | 99 | 4. In the **Description** field, type **Power up**. 100 | 101 | 5. Select **Save**. 102 | 103 | 6. Select **Outcomes**. 104 | 105 | 7. Select **New**. 106 | 107 | 8. In the **Outcome** field, type **ON**. 108 | 109 | 9. In the **Description** field, type **Device starts normally**. 110 | 111 | 10. In the **Outcome** status field, select **Pass**. 112 | 113 | 11. Select **Save**. 114 | 115 | 12. Select **New**. 116 | 117 | 13. In the **Outcome** field, type **OFF**. 118 | 119 | 14. In the **Description** field, type **Device does not power up**. 120 | 121 | 15. In the **Outcome** status field, select **Fail**. 122 | 123 | 16. Select **Save**. 124 | 125 | 17. Close all pages. 126 | 127 | ### Set up item sampling 128 | 129 | 1. Go to **Inventory management** \> **Setup** \> **Quality control** \> **Item 130 | sampling**. 131 | 132 | 2. Select **New**. 133 | 134 | 3. In the **Item sampling** field, type **One**. 135 | 136 | 4. In the **Description** field, type **One sample**. 137 | 138 | 5. In the **Quantity specification** field select **Fixed quantity**. 139 | 140 | 6. In the **Value** field, enter **1**. 141 | >**Note** This value relates to the Quantity specification that’s selected in the adjacent field. 142 | 143 | 7. Expand or collapse the **Process** section. 144 | 145 | 8. Select or clear the **Full blocking** option. 146 | >**Note** If you select this option, the whole lot or order line quantity is blocked if a test is failed. If you don't select it, only the items in the quality order are blocked. 147 | 148 | 9. Select **Save**. 149 | 150 | 10. Close all pages. 151 | 152 | ### Create a quality and item group 153 | 154 | 1. Go to **Inventory management** \> **Setup** \> **Quality control** \> 155 | **Quality groups**. 156 | 157 | 2. Select **New**. 158 | 159 | 3. In the **Quality group** field, type **eBookQG**. 160 | 161 | 4. In the **Description** field, type **Quality group for TVs**. 162 | 163 | 5. Select **Save**. 164 | 165 | 6. Select **Add items**. 166 | 167 | 7. Select the row for **Items** in the **Tables** column. 168 | 169 | 8. In the **Criteria** field, type **T\*** to filter on the item numbers that 170 | start with T. 171 | 172 | 9. Select **OK**. 173 | 174 | 10. Select **OK**. 175 | 176 | 11. Close all pages. 177 | 178 | ### Create a test group 179 | 180 | 1. Go to **Inventory management** \> **Setup** \> **Quality control** \> **Test 181 | groups**. 182 | 183 | 2. Select **New**. 184 | 185 | 3. In the **Test group** field, type **eBookTG**. 186 | 187 | 4. In the **Description** field, type **Test group for TVs**. 188 | 189 | 5. In the **Item sampling** field, select **One**. 190 | 191 | 6. Under the **Overview** tab, select **Add**. 192 | 193 | 7. In the **Sequence number** field, enter **1**. 194 | 195 | 8. In the **Test** field, select **eBookTest**. 196 | 197 | 9. Select the **Test** tab. 198 | 199 | 10. In the **Variable** field, select **Power**. 200 | 201 | 11. In the **Default outcome** field, select **ON**. 202 | 203 | 12. Select **Save**. 204 | 205 | 13. Close all pages. 206 | 207 | ### Define when quality orders will be created 208 | 209 | 1. Go to **Inventory management** \> **Setup** \> **Quality control** \> 210 | **Quality associations**. 211 | 212 | 2. Select **New**. 213 | 214 | 3. In the **Reference** type field, select **Sales**. 215 | 216 | 4. In the **Item code** field, select **Group**. 217 | 218 | 5. In the **Item** field, enter or select **eBookQG**. 219 | 220 | 6. Expand the **Process** FastTab. 221 | 222 | 7. In the **Event** type field, select **Picking process is scheduled**. 223 | 224 | 8. Expand the **Quality order process** FastTab. 225 | 226 | 9. In the **Event blocking** field, enter or select **Picking process**. 227 | 228 | 10. Expand the **Specifications** FastTab. 229 | 230 | 11. In the **Test group** field, enter or select **eBookTG**. 231 | 232 | 12. Select **Save**. 233 | 234 | 13. Close all pages. 235 | 236 | ### Process quality orders 237 | 238 | Before you begin this exercise, blocking rules would need to be enabled for processing quality orders. 239 | 240 | >**NOTE** There's an exclusion on sales orders lesser than $10,000 for all customers. The sales order may provide an informational message that the order amount may be less than or equal to the sales order exclusion amount in the sales order rule and will not be sent to credit management. Before the execution of this task, view blocking rules and exclusion rules on the **Credit and collections** > **Setup** > **Credit management setup** > **Blocking rules page**. 241 | 242 | 1. Go to **Sales and marketing** \> **Sales orders** \> **All sales orders**. 243 | 244 | 2. Select **New**. 245 | 246 | 3. In the **Customer account** field, select **US-013**. 247 | 248 | 4. Select **OK**. 249 | 250 | 5. In the **Item number** field, enter or select **T0002**. 251 | 252 | 6. On the Action Pane, select **Pick and pack**. 253 | 254 | 7. Select **Quality orders**. 255 | 256 | >**Note** There are no quality order for this customer. 257 | 258 | 8. Close the page. 259 | 260 | 9. Select **Generate picking list**. 261 | 262 | 10. Select **OK**. 263 | 264 | 11. Select **OK**. 265 | 266 | >**Note** A message may appear stating "You are about to post the document without printing it. Select OK to continue." Read the error message details generated preventing you from continuing the process of picking and packing because you now have a quality order. 267 | 268 | 12. Select **OK**. 269 | 270 | 13. Select **Quality orders**. 271 | 272 | >**Note** A quality order has been automatically generated. 273 | 274 | 14. Review the test. 275 | 276 | 15. Select **Results**. 277 | 278 | 16. Set **Result quantity** to **1**. 279 | 280 | 17. Set **Outcome** to **ON**. 281 | 282 | 18. Select **Validate** to validate the quality order line results for the test. 283 | 284 | 19. Close the page. 285 | 286 | 20. Select **Validate** to validate the quality order. 287 | 288 | >**Note** The process operation has removed the error as the the test results of the quality order test passed. 289 | 290 | 21. Select **OK**. 291 | 292 | 22. Close the quality order page. 293 | 294 | 23. Select **Generate picking list** to post picking list. 295 | 296 | 24. Select **OK**. 297 | 298 | 25. Select **OK**. 299 | 300 | 26. Once back on the **Sales order** page, clear the messages via the X. 301 | 302 | 27. Select **Picking list registration**. 303 | 304 | 28. Select **Updates**. 305 | 306 | 29. Select **Update all**. 307 | 308 | 30. Close the form. 309 | 310 | 31. Select **Post packing slip**. 311 | 312 | 32. Select **OK**. 313 | 314 | 33. Select **OK**. 315 | 316 | 34. Close all pages. 317 | 318 | Exercise \#2 Create a manual quality order with a specification 319 | --------------------------------------------------------------- 320 | 321 | *Objective: Create a manual quality order with a specification.* 322 | 323 | The quality manager must deal with non conformance and quality issues and track 324 | the cause of any problems. 325 | 326 | He wants make sure that the shipped products have a quality expected by USMF so 327 | he asked an employee in sales, to make an additional selection for the HDMI 328 | cable item A0002 for impedance by creating a manual quality order with a 329 | specification. 330 | 331 | The sales employee is new and not sure what to do. You were called to help the 332 | sales employee. What features you will be using to perform the above tasks? 333 | 334 | You will need to do the following: 335 | 336 | ### Create a manual quality order 337 | 338 | 1. Open **Inventory management** \> **Periodic tasks** \> **Quality management** \> 339 | **Quality orders**. 340 | 341 | 2. Select **New**. 342 | 343 | 3. Select **Inventory** as the **Reference type**. 344 | 345 | 4. Select **Item number A0002.** 346 | 347 | 5. Select **eBookTG** as the **Test group.** 348 | 349 | 6. Type **1.00** in the **Quantity** field. 350 | 351 | 7. Select **2** in the **Site** field. 352 | 353 | 8. Select **24** in the **Warehouse** field. 354 | 355 | 9. Select **Available** in the **Inventory status** field. 356 | 357 | 10. Select **OK**. 358 | 359 | 11. Select the line for **Item number A0002**, and then select **Results**. 360 | 361 | 12. In the **Result quantity** field, type **1.00**. 362 | 363 | 13. Select **Validate** and close the form. 364 | 365 | Exercise \#3 Define conditions to work with non-conformance issues 366 | ------------------------------------------------------------------ 367 | 368 | *Objective: Work with non-conformance issues like faulty items by defining 369 | several required specifications.* 370 | 371 | Due to recent issues with customers returning faulty computers, you want to 372 | setup some processes to deal with faulty items in the system. 373 | 374 | You will need to define several conditions to work with non-conformance: 375 | problems and diagnostic types, operations, quality charges, and quarantine 376 | zones. 377 | 378 | You will need to do the following: 379 | 380 | Add diagnostic types. 381 | 382 | Add a quarantine zone. 383 | 384 | ### Work with nonconformance 385 | 386 | 1. Open **Inventory management \> Setup \> Quality management \> Problem 387 | types.** 388 | 389 | 2. Select **New**. 390 | 391 | 3. Enter **Temperature** in both **Problem type** and **Description** fields. 392 | 393 | 4. Select **Save**. 394 | 395 | ### Add diagnostic types 396 | 397 | 1. Open **Inventory management \> Setup \> Quality management \> Diagnostic 398 | types.** 399 | 400 | 2. Select **New**. 401 | 402 | 3. Enter **Machine temperature** in both **Diagnostic** and **Description** 403 | fields. 404 | 405 | 4. Select **Save**. 406 | 407 | 5. Open **Inventory management \> Setup \> Quality management \> Operations.** 408 | 409 | 6. Select **New**. 410 | 411 | 7. Enter **Adjustment temp** in both **Operation** and **Description** fields. 412 | 413 | 8. Select **Purchase order** in the **type** field. 414 | 415 | 9. Select **Save**. 416 | 417 | 10. Open **Inventory management \> Setup \> Quality management \> Quality 418 | charges.** 419 | 420 | 11. Select **New**. 421 | 422 | 12. Enter **Repair** in both **Problem type** and **Description** fields. 423 | 424 | 13. Select **Save**. 425 | 426 | ### Add a quarantine zone 427 | 428 | 1. Open **Inventory management \> Setup \> Quality management \> Quarantine 429 | zones.** 430 | 431 | 2. Select **New**. 432 | 433 | 3. Enter **Repair** in both **Quarantine zone** and **Description** fields. 434 | 435 | 4. Select **Save**. 436 | 437 | Exercise \#4 Use non-conformance order to repair an item and a faulty machine (Bonus) 438 | ------------------------------------------------------------------------------------- 439 | 440 | *Objective: Create and process a non-conformance order to have an item repaired 441 | and to adjust a faulty machine.* 442 | 443 | The company discovered a faulty computer in the inventory, and you will need to 444 | raise a non-conformance order to get it fixed. 445 | 446 | The item you found will need to be to be taken out of stock and repaired. 447 | 448 | A machine has caused this fault and will need to be adjusted to prevent more 449 | items to be faulty. 450 | 451 | You will need to do the following: 452 | 453 | ### Create and process a non-conformance order 454 | 455 | 1. Open **Inventory management \> Periodic tasks \> Quality management \> Non 456 | Conformances**. 457 | 458 | 2. Select **New**. 459 | 460 | 3. Select **Internal** in **Non conformance** field. 461 | 462 | 4. Enter **1000** in the **Item number** field. 463 | 464 | 5. Enter **Enclosure** as the problem type. 465 | 466 | 6. Enter **5.00** in the **Defective quantity** field. 467 | 468 | 7. Enter **1** in the **Site** field. 469 | 470 | 8. Enter **13** in the **Warehouse** field. 471 | 472 | 9. Select **OK.** 473 | 474 | 10. Select the **Function** button (you may need to select the ellipsis toward the 475 | top right of the screen) and select **Approve non conformance.** 476 | 477 | 11. Select **Yes.** 478 | 479 | 12. Select the **Related operations** button. 480 | 481 | 13. Select **New.** 482 | 483 | 14. Select **Enclosure** in the **Operation** field. 484 | 485 | 15. Enter **Damaged** in the **Reason** field. 486 | 487 | 16. Select **Save**. 488 | 489 | 17. Select the **Items** button. 490 | 491 | 18. Select **New.** 492 | 493 | 19. Select **A0001** as the item number. 494 | 495 | 20. Enter **1.00** in the **Quantity** field. 496 | 497 | 21. Select **Save** and close form. 498 | 499 | 22. Select **Quality Charges** button. 500 | 501 | 23. Select **New.** 502 | 503 | 24. Select **Rework** in the **Charges code** field. 504 | 505 | 25. Enter **Rework** in the **Description** field. 506 | 507 | 26. Enter **100.00** in the **Charges value** field. 508 | 509 | 27. Select **Save** and exit form. 510 | 511 | 28. Select **Timesheet** button. 512 | 513 | 29. Select **New.** 514 | 515 | 30. Enter **5.0** in the **Operation hours** field. 516 | 517 | 31. Select **Save** and exit form. 518 | 519 | 32. Close the **Related operations** form. 520 | 521 | 33. Select the **Corrections** button. 522 | 523 | 34. Select **New.** 524 | 525 | 35. Select **Machine adjustment** in the **Diagnostic** field. 526 | 527 | 36. Select **000002 (Charlie Carson)** in the **Worker** field. Press 528 | **Select**. 529 | 530 | 37. Select **High** in the **Correction priority** field. 531 | 532 | 38. Select the **Save** button. 533 | 534 | 39. Select the **Mark Complete** button. 535 | 536 | 40. Select **OK** and close the form. 537 | 538 | 41. Select the **Functions** button and select **Close non conformance**. 539 | 540 | 42. Select **Yes.** 541 | 542 | Exercise \#5 Run non-conformance reports 543 | ---------------------------------------- 544 | 545 | *Objective: Run a non-conformance report, a non-conformance tag report, and a 546 | corrections report.* 547 | 548 | The quality manager must review conformance items created during the month as 549 | well as any corrections made that are related to conformance. 550 | 551 | At the end of each month, he will need to run the reports and validate the 552 | output. 553 | 554 | The quality manager is not sure where or how to do so. You were called to help. 555 | 556 | You will need to do the following: 557 | 558 | - Run a non-conformance report. 559 | 560 | - Run a non-conformance tag report. 561 | 562 | - Run a correction report. 563 | 564 | ### Run a non-conformance report 565 | 566 | 1. Open **Inventory management \> Inquiries and reports \> Quality management 567 | \> Non Conformance**. 568 | 569 | 2. Select **OK**. 570 | 571 | ### Run a non-conformance tag report 572 | 573 | 1. Open **Inventory management \> Inquiries and reports \> Quality management 574 | \> Non Conformance tag**. 575 | 576 | 2. Select **OK**. 577 | 578 | ### Run a correction report 579 | 580 | 1. Open **Inventory management \> Inquiries and reports \> Quality management 581 | \> Corrections**. 582 | 583 | 2. Select **OK**. 584 | -------------------------------------------------------------------------------- /Instructions/Labs/Case Study 3C Sales EX 1 to 4.md: -------------------------------------------------------------------------------- 1 | --- 2 | lab: 3 | title: 'Case study 3C Sales and marketing' 4 | module: 'Module 3: Implement and manage supply chain processes' 5 | --- 6 | Case study 3C Sales and marketing 7 | ================================= 8 | 9 | Objectives 10 | ---------- 11 | 12 | - *Enter a sales order, review the order totals, and confirm the sale* 13 | 14 | - *Setup commissions for sales orders.* 15 | 16 | - *Create a sales order with commission, and then check the registered sales 17 | commission on the sales order.* 18 | 19 | Exercise \#1 Enter and confirm sales order 20 | ------------------------------------------ 21 | 22 | *Objective: Enter a sales order, review the order totals, and confirm the sale.* 23 | 24 | A sales clerk at USMF who is responsible for receiving and recording sales 25 | orders in the system so that customer requests are fulfilled. 26 | 27 | She received a request form Customer US-004, who wants to buy 1 of Item T0004 28 | (“Television M120 37”) with a color of black. 29 | 30 | She is not sure on the steps enter and confirm the sales order. 31 | 32 | **You are called to provide assistance. What would you do?** 33 | 34 | ### Enter sales order header details 35 | 36 | 1. Go to **Sales and marketing \> Sales orders \> All sales orders**. 37 | 38 | 2. Select **New**. 39 | 40 | 3. In the **Customer account** field, select the drop-down button to open the 41 | lookup. 42 | 43 | 4. In the list, find and select the customer **US-004**. 44 | 45 | 5. Select **OK**. 46 | 47 | 6. Select the **Sales order line** fast tab then select the chevron icon next to the **Sales order line**. 48 | 49 | 7. Select **Dimensions**. 50 | 51 | 8. For this example, on the **Dimensions Display** pane, select the **Color** from the **PRODUCT DIMENSIONS**, **Site** and **Warehouse** from the **STORAGE DIMENSIONS**. The dimensions you select here will appear in the sales order grid. If you want your selections to persist, set the **Save setup** option to **Yes**. 52 | 53 | 9. Select **OK**. 54 | 55 | 10. In the **Item number** field, select the drop-down button to open the lookup. 56 | 57 | 11. For this example, select item number **T0004**. 58 | 59 | 12. In the **Color** field, select the drop-down button to open the lookup. 60 | 61 | 13. In the list, find and select **Black** 62 | 63 | 14. In the **Quantity** field, enter **1**. 64 | 65 | ### Review the order totals 66 | 67 | 1. On the Action Pane, select **Sales order**. 68 | 69 | 2. Select **View \> Totals**. 70 | 71 | > **Note** The Totals page displays details about the entire order. This includes the subtotal amount, which is a sum of all line net amounts adjusted for 72 | eventual line discounts, the total invoice amount, which is a subtotal 73 | amount adjusted for eventual order-level discount, charges, and sales tax, 74 | the customer credit limit situation, and more. The invoice amount is the 75 | amount that will appear on the customer's invoice document. 76 | 77 | 3. Select **OK**. 78 | 79 | ### Confirm Sales order 80 | 81 | 1. On the Action Pane, select **Sell**. 82 | 83 | 2. Select **Generate\> Confirm sale order**. 84 | 85 | 3. On the Confirm sales order screen, access the **Posting** and **Print confirmation** fields by selecting All under the **Parameters** tab. Check that the **Posting** toggle is set to **Yes** and **Print confirmation** toggle is set to **Yes**. 86 | 87 | 4. Select **OK**. 88 | 89 | 5. Select **Yes** to post and print the sale order confirmation on the screen. 90 | 91 | Exercise \#2 Create and review a sales order for commission 92 | ----------------------------------------------------------- 93 | 94 | *Objective: Create a sales order with commission, and then check the registered 95 | sales commission on the sales order.* 96 | 97 | The sales manager is required to manage the sales commissions for the sales 98 | representative team. Part of this process is to extend the commission 99 | calculation rule that expired. She will need to set up the necessary commission 100 | to ensure the commission for customer US-013 is being calculated for all items. 101 | 102 | You will need to help her to create a sales order for customer US-013, who is 103 | requesting 2 units of item D0001. You will proceed with all of the sales order 104 | process until the invoicing step. Then you will check the registered sales 105 | commission on the sales order. 106 | 107 | You will have to do the following: 108 | 109 | - Set up commission groups and commission rates 110 | - Assign a commission group to a customer and a product 111 | - Invoice a sales order that qualifies a salesperson for a commission. 112 | - Review the registered sales commission. 113 | 114 | ### Setup customer groups for commission 115 | 116 | 1. Go to **Sales and marketing** > **Commissions** > **Customer groups for commission**. 117 | 118 | 2. Select **New**. 119 | 120 | 3. In the **Group** field, enter **01**. 121 | 122 | 4. In the **Name** field, type a **NY**. 123 | 124 | 5. Select **Save**. 125 | 126 | 6. Close the page. 127 | 128 | ### Setup commision item groups 129 | 130 | 1. Go to **Sales and marketing** > **Commissions** > **Item groups**. 131 | 132 | 2. Select **New**. 133 | 134 | 3. In the **Group** field, enter **01**. 135 | 136 | 4. In the **Name** field, type a **New York**. 137 | 138 | 5. Select **Save**. 139 | 140 | 6. Close the page. 141 | 142 | ### Setup commision sales groups 143 | 144 | 1. Go to **Sales and marketing** > **Commissions** > **Sales groups**. 145 | 146 | > [!NOTE] 147 | > A Commission sales group specifies the employees in sales representative roles who are eligible to receive a commission when a customer associated with the relevant sales group buys certain items. In the USMF demo data company, the ales group is called "Sales reps US. 148 | 149 | 2. On the Action Pane, select **General**. 150 | 151 | 3. Select **Sales rep..** 152 | 153 | > [!NOTE] 154 | > The Sales rep. page displays a list of the company's sales people who are associated with a specific commission group. You can assign multiple sales representatives to the same group and define their respective share of the total commission fee as a percentage value. The total commission share across all employees must not exceed 100. 155 | 156 | 4. In the list, mark the selected row. 157 | 158 | 5. Select **Edit**. 159 | 160 | 6. Set **Commission share** to `50`. 161 | 162 | 7. Select **New**. 163 | 164 | 8. In the **Name** field, select the drop-down button to open the lookup. Use the Quick Filter to find records. For example, filter on the Name field with a value of 'Susan Burk'. 165 | 166 | 9. Select **Select**. 167 | 168 | 10. Set **Commission share** to `50`. 169 | 170 | 11. Select **Save**. 171 | 172 | ### Setup commision calculation 173 | 174 | 1. Go to **Sales and marketing** > **Commissions** > **Commission calculation**. 175 | > [!NOTE] 176 | > In the Commission calculation page, you define the commission rate that the employee is to receive for a sales transaction when it contains the pre-set combination of customer and product. As part of the commission rate setup, you must specify the commission calculation basis and whether it should include or exclude discounts. You can also enter a validity period for when the commission rate is active. 177 | 178 | 2. Select **New**. 179 | 180 | 3. In the **Item code** field, select **Group**. 181 | 182 | 4. In the **Item relation** field, select the drop-down button to open the lookup. 183 | 184 | 5. In the list, find and select the group that you created earlier. 185 | 186 | 6. In the **Customer code** field, select **Group**. 187 | 188 | 7. In the **Customer relation** field, select the drop-down button to open the lookup. 189 | 190 | 8. In the list, select the group that you set up earlier. 191 | 192 | 9. In the **Sales rep. relation** field, select the drop-down button to open the lookup. 193 | 194 | 10. In the list, find and select the desired record. 195 | 196 | - Keep the **Before line discount** option. 197 | - Keep the **Revenue** option as the basis for commission value calculation. 198 | 199 | 11. In the **Commission percentage** field, enter a number. 200 | 201 | 12. Select **Save**. 202 | 203 | ### Invoice a sales order that qualifies a salesperson for a commission 204 | 205 | 1. Go to **Sales and marketing \> Commissions \> Commission calculation** 206 | 207 | 2. Select **Edit**. 208 | 209 | 3. In the **To** field select **12/31/2024** 210 | 211 | 4. Select **Save.** 212 | 213 | 5. Close the page. 214 | 215 | 6. Go to **Sales and marketing \> Sales orders \> All sales orders**. 216 | 217 | 7. Select **New**. 218 | 219 | 8. In the **Customer account** field, select the drop-down button to open the 220 | lookup. 221 | 222 | 9. In the list, find and select **US-013**. 223 | 224 | 10. Select **OK**. 225 | 226 | 11. Select **Header** tab. 227 | 228 | 12. Expand the **Setup** section. 229 | 230 | > [!NOTE] 231 | > The value in the **Sales group** field represents a group with one or more sales representatives assigned to it. The people in the group are the ones who will receive commissions when the order is invoiced, as per predefined rates and distribution. The value is copied from the Customer card, but you can change it if you wish. The Sales group is also copied to the sales order line. You can change it so that it can differ from the one in the header and/or between lines. 232 | 233 | > [!NOTE] 234 | > The value in the **Commission group** field represents a group that you have created for one or more customers with the purpose of tracking commissions. The value is copied from the Customer card, but you can change it if you wish. 235 | 236 | 13. Select **Lines** tab. 237 | 238 | 14. In the **Item number** field, select the drop-down button to open the lookup. 239 | 240 | 15. In the list, select **D0001/MidRangeSpeaker**. 241 | 242 | 16. In the **Quantity** field, enter **2**. 243 | 244 | > **TIP** 245 | > Review the net amount. It represents the sales revenue, which in this example is the basis for commission. 246 | 247 | 17. Select **Save**. 248 | 249 | 18. On the Action Pane, select **Sell**. 250 | 251 | 19. Select **Generate\> Confirm Sale Order**. 252 | 253 | 20. This will prompt you with a screen where you will check the **Posting** field 254 | is set to **Yes** and **Print confirmation** is set to **Yes**. 255 | 256 | 21. Select **OK**. 257 | 258 | 22. Select **Yes** to post and print the Sale order confirmation on the screen. 259 | 260 | 23. On the Action Pane, select **Pick and Pack**. 261 | 262 | 24. Select **Generate\> Post packing Slip**. 263 | 264 | 25. This will prompt you with a screen where you will check that the Parameter 265 | **Quantity** Field is set to **ALL** and the **Posting** flag is set to 266 | **Yes**. 267 | 268 | 26. Select **OK** twice. 269 | 270 | 27. Select **OK**. 271 | 272 | 28. On the Action Pane, select **Invoice**. 273 | 274 | 29. Under **Generate** field group, select **Invoice**. 275 | 276 | 30. Expand the **Parameters** section. 277 | 278 | 31. In the **Quantity** field, select **All**. 279 | 280 | 32. Select **Yes** in the **Posting** field. 281 | 282 | 33. Select **OK**. 283 | 284 | 34. Select **OK**. 285 | 286 | > **Note** It may take a minute or so to post the transaction. Allow the 287 | processing to complete. 288 | 289 | ### Assign a commission group to a customer and a product 290 | 291 | 1. Go to **Sales and marketing** > **Customers** > **All customers**. 292 | 293 | 2. In the list, find and select the desired record. 294 | 295 | 3. Click **Edit**. 296 | 297 | 4. Expand the **Sales order defaults** section. 298 | 299 | 5. In the **Commission group** field, click the drop-down button to open the lookup. 300 | 301 | 6. In the list, select the group that you created earlier. 302 | 303 | 7. In the **Sales group** field, click the drop-down button to open the lookup. 304 | 305 | 8. In the list, find and select the desired record. 306 | 307 | 9. Click **Save**. 308 | 309 | 10. Go to **Product information management > Products > Released products**. 310 | 311 | 11. Use the Filter to find records. For example, filter on the Item number field with a value of **D0001**. 312 | 313 | 12. In the list, click the link in the selected row. 314 | 315 | 13. Click **Edit**. 316 | 317 | 14. Expand the **Sell** section. 318 | 319 | 15. In the **Commission group** field, click the drop-down button to open the lookup. 320 | 321 | 16. In the list, select the commission group that you created earlier. 322 | 323 | 17. Select **Save**. 324 | 325 | ### Review the registered sales commissions 326 | 327 | 1. On the Action Pane, select **Invoice**. 328 | 329 | 2. Under **Journals** field group, select **Invoice**. 330 | 331 | 3. Select **Details \> Commission transactions**. 332 | 333 | 4. Review the details in the **Overview** tab. 334 | 335 | > [!NOTE] 336 | > The **Overview** tab displays lines representing the commission amounts payable to sales representatives who are associated with the invoiced sales order. 337 | 338 | 5. Close the page. 339 | 340 | 6. Select **Voucher**. 341 | 342 | > **Note** You can review the voucher transactions for the 343 | commission amounts that have been posted to the predefined commission 344 | expense and commission payable accounts. 345 | 346 | 7. Close all pages. 347 | 348 | Exercise \#3 Create a customer trade agreement 349 | ---------------------------------------------- 350 | 351 | *Objective: Create a customer trade agreement for specific customers, a specific 352 | item and for a certain date range.* 353 | 354 | The sales managers always try to standardize the sales price list and discounts 355 | (trade agreements) for products. Sometimes they create special price lists and 356 | discounts for special customers. 357 | 358 | The sales manager you are working with decided to create sales price trade 359 | agreement for item A0001 for all retail customers accounts and to set that price 360 | at \$20. she also want to add a validity date for that price. 361 | 362 | In order to record this sales price in the system she will use the trade 363 | agreement journal, so that whenever a sales order is created for item A0001 and 364 | the customer is from the retail accounts group, the price will default to \$20. 365 | 366 | **What would you do to guide her thru this entry?** 367 | 368 | ### Create a trade agreement named “Sales price adjustment 369 | 370 | 1. Go to **Sales and marketing**, then to **Prices and discounts**, and then to 371 | **Trade agreement journals**. 372 | 373 | 2. Select **New**. 374 | 375 | 3. Name: Select **S_Price**, **Sales price adjustment**. 376 | 377 | 4. Select the **Lines** button to open the journal. 378 | 379 | 5. Relation: Select **Price (sales)**. 380 | 381 | 6. Account code or Party code type: Select **Group**. 382 | 383 | 7. Account selection: Select **03**, **Retail accounts**. 384 | 385 | 8. Item code or Product code type: Select **Table**. 386 | 387 | 9. Item Relation: Select **A0001, HDMI 6' Cables**. 388 | 389 | 10. From: Enter **1**. 390 | 391 | 11. Amount in currency: Enter **20.00**. 392 | 393 | 12. Change to the **Details** tab. 394 | 395 | 13. From date: Select **February 15, 2017**.   396 | 397 | 14. Lead time: Enter **2**. 398 | 399 | 15. Select **Validate** \> **Validate all lines**. 400 | 401 | 16. Select **OK**. 402 | 403 | 17. After successful validation, **post** the journal 404 | 405 | 18. Close all pages. 406 | 407 | 408 | Exercise \#4 Generate and process customer rebate claimes for payment 409 | ---------------------------------------------- 410 | 411 | *Objective: Generate rebates and process rebate claims for payment.* 412 | 413 | Sales manager build better relationships with customers and encourage them to be loyal to the company\`s products and services by offering them rebates based on the order volumes or quantities. 414 | 415 | Customers can receive balance deductions, trade spending, invoices deductions, or get paid directly. 416 | 417 | The sales manager you are working with asked you to show how this works using existing rebates for item T0020 and process a claim. 418 | 419 | You will have to do the following: 420 | 421 | - Generate and process customer rebates. 422 | 423 | - Generate rebate claims. 424 | 425 | - Process rebate claims. 426 | 427 | - Process rebates for payment. 428 | 429 | ### Generate and process customer rebates 430 | 431 | 1. In **USMF** navigate to the **Accounts Receivable** \> **Setup** \> **Accounts 432 | receivable parameters** page, select the **Prices** tab and expand the 433 | **Price details** tab, and check that the **Enable price** details option is 434 | set to **Yes**. 435 | 436 | 2. Navigate to the **Sales and marketing** \> **Customer rebates** \> **Rebate agreements** 437 | page and select the **customer rebate agreement**: **USMF-000001**. 438 | 439 | 3. If the Workflow approval status field is not set to **Approved**, you need 440 | to select **Validation** on the Action pane to approve it. 441 | 442 | 4. Review a customer rebate agreement 443 | 444 | - The agreement is for an individual customer, in this example customer 445 | **US-009**. 446 | 447 | - Rebates are given to the customer when they purchase a specific product. In 448 | this case, the product has item number **T0020**. 449 | 450 | - The customer's sales performance, against which the rebate amounts are 451 | estimated, is to be accumulated on a weekly basis.   452 | 453 | - The setting for **Price taken from** is **Gross**, which means that 454 | line's sales amount on which basis the claim is estimated is not reduced 455 | by the line discount. 456 | 457 | - The **Rebate line break type** field shows the method for calculating 458 | rebates. In this case, the sales target against which the rebates are to 459 | be estimated is set to **Quantity**. 460 | 461 | - The agreement's lines specify the rebate amount type, the actual rebate 462 | value, and the thresholds. In this example, the customer will qualify 463 | for a rebate of 20 USD per unit sold, if their weekly purchases of the 464 | product fall within 1 to 50 units; and a rebate of 40 USD per unit sold, 465 | if they purchase above 50 units. 466 | 5. Select **Validation** from the Action pane and select **OK**. 467 | 468 | ### Generate rebate claims 469 | 470 | 1. Navigate to **Sales and marketing \> Sales orders \> All sales orders**. 471 | 472 | 2. Select **New**. 473 | 474 | 3. In the **Customer account** field, enter or select **US-009**. 475 | 476 | 4. Select **OK**. 477 | 478 | 5. In the **Item number** field, enter or select **T0020**. 479 | 480 | 6. Set **Quantity** to **40**. 481 | 482 | 7. Select **Sales order line**. 483 | 484 | 8. Select **Price details**. 485 | 486 | 9. Expand the **Rebates** section. The Rebates tab lists all the rebate 487 | agreements that are applicable to the current order line and shows the 488 | estimated rebate amount. Note that the displayed amounts are only 489 | indications of what future rebate claims may be. The actual rebate amounts 490 | may be different depending on: the total sales volume achieved by the 491 | customer under a periodic rebate agreement; whether the customer had 492 | returned all or partial quantities; and whether the applicable sales order 493 | was invoiced.   494 | 495 | 10. Close the page. 496 | 497 | 11. Select **Save**. 498 | 499 | 12. On the Action Pane, select **Invoice**. 500 | 501 | 13. Select **Invoice \> Generate \> Invoice**. 502 | 503 | 14. Expand the **Parameters** section. 504 | 505 | 15. In the **Quantity** field, select **All**. 506 | 507 | 16. Select **OK**. 508 | 509 | 17. Select **OK**. 510 | 511 | 18. Close all pages. 512 | 513 | ### Process rebate claims 514 | 515 | The Rebates page acts a workbench in which you can review, approve, and process rebate claims. You’ll now process the claims that were created as a result of invoicing a sales order for customer US-009, who is the subject of the rebate 516 | agreement USMF-000001. 517 | 518 | The line represents a rebate claim for 800 USD, which is based on the sales of 40 units of product T0020, calculated at 20 USD per unit. This matches the conditions of the first quantity break in the rebate agreement. 519 | 520 | The claim is in the **To be calculated** state. This means that it is associated with an agreement that tracks the customer's sales performance on periodic basis and it must be re-calculated to account for the total sales volume within the 521 | respective period.   522 | 523 | 1. Navigate to **Sales and marketing \> Customer rebates \> Rebates**. 524 | 525 | 2. Select **Cumulate**. 526 | 527 | 3. In the **Customer** field, enter or select **US**-**009**. 528 | 529 | 4. In the **Start date** field, select today's date. 530 | 531 | 5. Select **OK**. 532 | 533 | 6. Select **Approve**. 534 | 535 | 7. Select **Process**. 536 | 537 | 8. In the **Customer** field, enter or select **US-009**. 538 | 539 | 9. Select **OK**. 540 | 541 | If you get a message that it cannot create a record in Ledger journal table, it is because the demo data is out of sync; perform these steps: 542 | 543 | 1. Select **Close**. 544 | 545 | 2. Reset the number sequence: 546 | 547 | 1. Navigate to **General Ledger** \> **Ledger setup** \> **General ledger parameters**. 548 | 549 | 2. Select **Number sequences** tab. 550 | 551 | 3. Select the hyperlink for **Number sequence code** field for Journal batch number. 552 | 553 | 4. In the **General** FastTab, change the Next number higher. 554 | 555 | 5. Set **Continuous** to **No**. 556 | 557 | 6. Select **Yes**. 558 | 559 | 3. Navigate to **Sales and marketing \> Customer rebates \> Rebates**. 560 | 561 | 4. Resume with step 7 of Process rebate claims. 562 | 563 | A message shows that the rebate was processed successfully, and the status of 564 | the claims has been changed to Mark. This means that as a result of a Rebate 565 | accrual journal being posted:   566 | 567 | - the claims have now been transferred to the temporary customer balance as 568 | deductions;   569 | 570 | - the Rebate accrual account has been credited to represent the future 571 | liability towards the customer; and   572 | 573 | - the Rebate expense account has been debited, in recognition of the cost 574 | incurred in connection with the sales. 575 | 576 | ### Process rebates for payment 577 | 578 | The Rebate page lists the rebate claims that you have processed in the customer 579 | rebate workbench and that are in status **Mark**. When you create a credit note, 580 | a message appears to inform you that a journal has been posted. 581 | 582 | This is the Accounts receivable consumption journal, as specified in the 583 | Accounts receivable parameters page. This causes the real liability (credit) 584 | amount to be moved to the customer balance. This means that the customer’s 585 | account has been credited, and the Rebate accrual account has been debited.   586 | 587 | 1. Navigate to **Accounts receivable\>Customers\>All customers**. 588 | 589 | 2. In the list, find and select **US-009**. 590 | 591 | 3. On the Action Pane, select **Collect**. 592 | 593 | 4. Select **Settle \> Settle transactions**. 594 | 595 | 5. Select **Functions**. 596 | 597 | 6. Select **Rebate program**.   598 | 599 | 7. Select **Edit**. Set checkmarks in the **Mark** field for the claims that you 600 | want to include into credit note. 601 | 602 | 8. Select **Functions**. 603 | 604 | 9. Select **Create credit note**.   605 | 606 | 10. Close the page. 607 | 608 | 11. Select **Cancel**. This refreshes the page so that you can see the updates. 609 | 610 | 12. On the Action Pane, select **Collect**. 611 | 612 | 13. Select **Settle transactions**. Note that a transaction for negative amount, 613 | representing the total rebate amount, without invoice reference has been 614 | added to the customer balance.   615 | 616 | 14. Select **Cancel**. 617 | 618 | 15. Close all pages. 619 | 620 | -------------------------------------------------------------------------------- /Instructions/Labs/Case Study 3A Proc EX 1 to 10.md: -------------------------------------------------------------------------------- 1 | --- 2 | lab: 3 | title: 'Case study 3A Procurement and sourcing' 4 | module: 'Module 3: Implement and manage supply chain processes ' 5 | --- 6 | Case study 3A Procurement and sourcing 7 | ====================================== 8 | 9 | Objectives 10 | ---------- 11 | 12 | - *Create a purchase requisition using a procurement category and then submit 13 | and approve the purchase requisition* 14 | 15 | - *Create a request for quotation, reply and accept a vendor’s reply.* 16 | 17 | - *Create a purchase requisition permission policy with a new requester name 18 | and create an office supplies purchasing policy.* 19 | 20 | - *Create a purchase order for two different items, each to be delivered to a 21 | different site.* 22 | 23 | - *Create a charge code for vendor transport charges on various items.* 24 | 25 | - *Create a vendor charge group and assign it to two vendors.* 26 | 27 | - *Create an item charges group and use it to create an automatic charge.* 28 | 29 | - *Set up change management so purchase orders are approved prior to 30 | confirmation.* 31 | 32 | - *Create a purchase order from on a trade agreement based on value or 33 | quantity.* 34 | 35 | - *Create a trade agreement for domestic vendors that specifies a fixed price 36 | for a certain item.* 37 | 38 | - *Create a guest user for a supplier so they can access the system.* 39 | 40 | Exercise \#1 Create, submit, and approve a purchase requisition 41 | --------------------------------------------------------------- 42 | 43 | *Objective: Create a purchase requisition using a procurement category and then 44 | submit and approve the purchase requisition.* 45 | 46 | An employee of the IT department of USMF wants a longer HDMI cables for the new 47 | office and meeting rooms. a purchase requisition will have to go through the 48 | internal approval process before the items are purchased. 49 | 50 | The employee must identify a vendor for the request and the quantity required. 51 | The employee do not know the actual part number, so you will use a procurement 52 | category instead. 53 | 54 | **The IT employee asked you to help. What system features you would show and 55 | help her to use?** 56 | 57 | ### Create and process a purchase requisition 58 | 59 | 1. Go to **Procurement and sourcing**, then to **Purchase requisitions**, and 60 | then to **All purchase requisitions**. 61 | 62 | 2. Select **New**. 63 | 64 | 3. Name: Enter **New HDMI Cables**. 65 | 66 | 4. Select **OK**. 67 | 68 | 5. Reason: Select **General** (General supplies). 69 | 70 | 6. Details: Enter **New, longer HDMI cables**. 71 | 72 | ### Add an item to the purchase requisition 73 | 74 | 1. Select **Add products** in the **Purchase requisition lines** FastTab. 75 | 76 | 2. Select the **Computers** procurement category (a subcategory of Office 77 | Machines). 78 | 79 | 3. Under **Select From Filtered List**, select the ellipsis and select **Add unlisted product to lines**. 80 | 81 | 4. Product name: Enter **24in HDMI Cable**. 82 | 83 | 5. Unit: Enter **ea**. 84 | 85 | 6. Select **OK**. 86 | 87 | 7. Change to the **Line details** tab. 88 | 89 | 8. Product name: enter **24-inch HDMI cable**. 90 | 91 | 9. Quantity: Enter **5**. 92 | 93 | 10. Unit price: Enter **41.49**. 94 | 95 | 11. Vendor Account: Select **1001** (Acme Office Supplies). 96 | 97 | 12. Select **OK**. 98 | 99 | 13. Select **Save**. 100 | 101 | ### Submit the purchase requisition created in the previous practice for approval, and perform the approval process 102 | 103 | 1. Go to **Procurement and sourcing** \> **Purchase requisitions** \> **All purchase requisitions**. 104 | 105 | 2. Open the draft purchase requisition created in the previous practice. 106 | 107 | 3. Select **Workflow** at the top, and then select **Submit**. 108 | 109 | 4. Comment: Enter **Request for longer HDMI cables.** 110 | 111 | 5. Select **Submit**. 112 | 113 | 6. Select **Workflow \> Workflow history** 114 | 115 | 7. Select **Refresh a** few times and wait until the work items shows records. 116 | 117 | 8. Select **Reassign** button. 118 | 119 | 9. Select **Admin** in the **User field.** 120 | 121 | 10. Select **Reassign**. Notice the work item has been reassigned to a new worker. 122 | 123 | 11. Select **Refresh.** 124 | 125 | 12. Close the **Workflow history** page. 126 | 127 | ### Approve the purchase requisition 128 | 129 | 1. Select **Workflow** at the top, and then select **Approve**. 130 | 131 | 2. Comment: Enter **Approved.** 132 | 133 | 3. Select **Approve** 134 | 135 | Exercise \#2 Create, reply and accept a request for quotation (Bonus) 136 | --------------------------------------------------------------------- 137 | 138 | *Objective: Create a request for quotation, reply and accept a vendor’s reply.* 139 | 140 | After the Purchase requestion was approved, the Procurement department found 141 | that there were a lot of other requests for the same type of cables, so they 142 | have decided to buy a larger quantity to benefit from bulk pricing. 143 | 144 | The purchase clerk must create and process a request for quotation for a 145 | quantity of 500 of A0001 HDMI 6 foot cables that will be sent to two different 146 | vendors, US-111 (Contoso Office Supply) and US-103 (Rain Projectors), and it 147 | should be set to update vendor replays in order to choose the best offer. 148 | 149 | You will have to do the following: 150 | 151 | - Create the request for quotation and send to the appropriate suppliers 152 | 153 | - Add a line to the request for quotation. 154 | 155 | - Reply to a request for quotation. 156 | 157 | - Accept a vendor’s reply. 158 | 159 | ### Create the request for quotation and send to the appropriate suppliers 160 | 161 | 1. Go to **Procurement and sourcing** \> **Requests for quotations** \> 162 | **All requests for quotations**. 163 | 164 | 2. Select **New**. 165 | 166 | 3. Purchase type: Select **Purchase order**. 167 | 168 | 4. Document title: Enter **HDMI Cables**. 169 | 170 | 5. Site: Select **1** (Home speakers production). 171 | 172 | 6. Warehouse: Select **13** (Site 1 – Finished Goods). 173 | 174 | 7. Select **OK**. 175 | 176 | ### Add a line to the request for quotation 177 | 178 | 1. If necessary, select **Add line** to add a line to the list. 179 | 180 | 2. Line type: Select **Item**. 181 | 182 | 3. Item number: Select **A0001** (HDMI 6’ Cables). 183 | 184 | 4. Quantity: Enter **500**. 185 | 186 | 5. Select **Save**. 187 | 188 | 6. Select **Header view**. 189 | 190 | 7. Open the **Vendor** FastTab. 191 | 192 | 8. If necessary, select **Add** to add a line to the list. 193 | 194 | 9. Vendor account: Select **US-111** (Contoso office supply). 195 | 196 | 10. Select **Add**. 197 | 198 | 11. Vendor account: Select **US-103** (Rain Projectors). 199 | 200 | 12. Select **Save**. 201 | 202 | 13. Select **Quotation** at the top, and then select **Send** under the 203 | **Process** section. 204 | 205 | 14. Review both of the previously selected vendors. 206 | 207 | 15. Select **OK**. 208 | 209 | ### Reply to a Request for Quotation 210 | 211 | Update the request for the quotation created in the previous practice with the 212 | vendor responses. 213 | 214 | 1. Make sure that the permission to edit vendor bids is setup. Go to the **Procurement and sourcing** \> **Setup** \> **Procurement and sourcing parameters**. 215 | 2. On the **Request for quotations** tab, toggle on the **Purchaser can edit vendors bid** option to **Yes**. 216 | 3. Select **Save** 217 | 218 | ### Process the quotation for US-103. Enter the vendors’ replies to the request for quotation 219 | 220 | 1. Go to the **Procurement and sourcing** \> **Requests for 221 | quotations** \> **All requests for quotations**. 222 | 223 | 2. Open the request for quotation previously created. 224 | 225 | 3. Select **Header**. 226 | 227 | 4. Select the **Vendor** FastTab. 228 | 229 | 5. Select the **Request for quotation** number for **US-111** (Contoso office 230 | supply). 231 | 232 | 6. Select **Manage reply**. Select the **Edit** at the top, from the drop-down menu select **Edit RFQ reply** 233 | 234 | 7. Quantity: Enter **500**. 235 | 236 | 8. Unit: Enter **ea**. 237 | 238 | 9. Unit price: Enter **10.00**. 239 | 240 | 10. Select **Save**. 241 | 242 | 11. Close the **Request for Quotation bid** page. 243 | 244 | 12. Close the **Request for Quotation** page. 245 | 246 | 13. Select the **Request for quotation** number for **US-103** (Rain Projectors). 247 | 248 | 14. Navigate back to **Vendor** FastTab. Select the **Request for quotation** number for **US-103** (Rain Projectors). Select **Manage reply**. Select the **Edit** at the top, from the drop-down menu select **Edit RFQ reply** 249 | 250 | 15. Quantity: Enter **500**. 251 | 252 | 16. Unit: Enter **ea**. 253 | 254 | 17. Unit price: Enter **8.00**. 255 | 256 | 18. Select **Save**. 257 | 258 | 19. Close all the pages. 259 | 260 | ### Accept a vendor’s reply 261 | 262 | 1. Go to the **Procurement and sourcing** \> **Requests for quotations** \> **All requests for quotations**. 263 | 264 | 2. Open the request for quotations created in the previous practice. 265 | 266 | 3. Select **Header**. 267 | 268 | 4. Select the **Vendor** FastTab. 269 | 270 | 5. Select the **Request for quotation** number for **US-103** (Rain Projectors). 271 | 272 | 6. Select **Manage reply**. Select the **Edit** at the top, from the drop-down menu select **Edit RFQ reply** 273 | 274 | 7. Select **Submit** form the top menu. 275 | 276 | 8. Select **Accept** under the **Process** section. 277 | 278 | 9. Select **OK**. 279 | 280 | Exercise \#3 Create purchase requisition and purchasing policies (Bonus) 281 | ------------------------------------------------------------------------ 282 | 283 | *Objective:  Create a purchase requisition permission policy with a new 284 | requester name and create an office supplies purchasing policy.* 285 | 286 | The purchasing manager decided to make some updates. 287 | 288 | He wants to update the requisitions permission policy with a new requester name 289 | and create a new purchasing policy for office supplies with an additional 290 | category. 291 | 292 | He reached out for help and you will have to do the following: 293 | 294 | - Create a purchase requisition permission policy. 295 | 296 | - Create a purchasing policy. 297 | 298 | ### Create a purchase requisition permission policy 299 | 300 | 1. Go to **Procurement and sourcing** \> **Setup** \> **Policies** \> **Purchase requisition permissions**. 301 | 302 | 2. Select **Mike Danseglio** in the list of workers. 303 | 304 | 3. Change to the **Requester** FastTab. 305 | 306 | 4. Select **Add**. 307 | 308 | 5. Name: Search for **Susan Burk** and then **Select**. 309 | 310 | 6. Select **Save**. 311 | 312 | ### Create a purchasing policy 313 | 314 | 1. Go to the **Procurement and sourcing** module, then to **Setup**, then to 315 | **Policies**, and then to **Purchasing policies**. 316 | 317 | 2. Select **Procurement Policy USMF**. 318 | 319 | 3. Select the **Policy rules** FastTab. 320 | 321 | 4. In the **New** tab on the Action Pane, select **Policy**. 322 | 323 | 5. Name: Enter **Office Supplies**. 324 | 325 | 6. Description: Enter **Office supplies policies**. 326 | 327 | 7. Policy rule type: Select **Category access policy rule(3)**. 328 | 329 | 8. Select **Create policy rule** in the **Policy rules** section on the right. 330 | 331 | 9. Select **Office and Desk Accessories** in the **Available Categories** list. 332 | 333 | 10. Select the right arrow button. 334 | 335 | 11. Select **OK**. 336 | 337 | 12. Select **Save**. 338 | 339 | Exercise \#4 Create a purchase order for delivery to multiple sites 340 | ------------------------------------------------------------------- 341 | 342 | *Objective: Create a purchase order for two different items, each to be 343 | delivered to a different site.* 344 | 345 | The purchasing clerk at USMF wants to create one purchase order for a quantity 346 | of 5 of item T0003 (surround sound receiver) from Acme Office Supplies, to be 347 | delivered today to Site 1, and a quantity of 5 of item M1101 (foam reacting 348 | agent) to be delivered to the Quality Testing Center, 123 W. Cherry Street, zip 349 | code 83642. 350 | 351 | He is not clear how to perform this using the system and asking your help 352 | 353 | **What would you do?** 354 | 355 | ### Create a purchase order 356 | 357 | 1. Go to the **Procurement and sourcing** \> **Purchase orders** \> **All purchase orders**. 358 | 359 | 2. Select **New**. 360 | 361 | 3. Vendor account: Select **1001** (Acme Office Supplies). 362 | 363 | 4. Delivery date: Expand the **General** tab, verify the current date in the **Requested receipt date** field (this should be the default value). 364 | 365 | 5. Select **OK**. 366 | 367 | 6. Add items to the purchase order: 368 | 369 | 1. Item number: Select **T0003** (SurroundSoundReceive). 370 | 371 | 2. Quantity: Enter **5**. 372 | 373 | 3. Unit: Enter **ea**. 374 | 375 | 4. Select **Add line**. 376 | 377 | 5. Item number: Select **M1101** (Foam reacting agent). 378 | 379 | 6. Quantity: Enter **5**. 380 | 381 | 7. Unit: Enter **PL**. 382 | 383 | 7. Select delivery addresses for the items: 384 | 385 | 1. Select the line for item **T0003** (SurroundSoundReceive) in the 386 | **Purchase order lines** FastTab. 387 | 388 | 2. Open the **Line details** FastTab. 389 | 390 | 3. Change to the **Address** tab. 391 | 392 | 4. Delivery address: Select **Contoso Entertainment System USA**. 393 | 394 | 5. Select the line for item **M1101** (Foam reacting agent) in the 395 | **Purchase order lines** FastTab. 396 | 397 | 6. Change to the **Line details** FastTab. 398 | 399 | 7. Select the **Add address** button (**+**) to the right of the Delivery 400 | address field. 401 | 402 | 8. Name or description: Enter **Quality Testing Center**. 403 | 404 | 9. Zip/postal code: Enter **83642**. 405 | 406 | 10. Street: Enter **123 W. Cherry Street**. 407 | 408 | 11. Select **OK**. 409 | 410 | 8. Select **Save**. 411 | 412 | 9. On the Action pane, select **Purchase** 413 | 414 | 10. Select **Actions** > **Confirm**. 415 | 416 | 11. On the Action Pane, select **Receive**. 417 | 418 | 12. Select **Generate** \> **Product receipt**. 419 | 420 | 13. Select **Registered quantity** in the **Quantity** field. 421 | 422 | 14. In the **Product receipt** field, enter the product receipt number. For 423 | example, enter **PR123**. 424 | 425 | 15. Select **OK** to post the product receipt. 426 | 427 | 16. Close all pages. 428 | 429 | Exercise \#5 Create a charges code 430 | ---------------------------------- 431 | 432 | *Objective:  Create a charge code for vendor transport charges on various 433 | items.* 434 | 435 | The accounts payable coordinator at Contoso Entertainment Systems USA must 436 | complete some setups for transport charges added to various items by the vendor. 437 | 438 | She can do this in the system by creating a charges code with the following 439 | specifications: 440 | 441 | - Name of the charges code: TRANSTO 442 | 443 | - Description: Transportation Fee to our sites 444 | 445 | - Account: 411400 446 | 447 | - This fee does not require an item sales tax group. 448 | 449 | > **She asked for your help to show her how this charges can be configured. 450 | > What would you do?** 451 | 452 | ### Create a charges code 453 | 454 | 1. Go to the **Accounts payable** \> **Charges setup** \> **Charges code**. 455 | 456 | 2. Select **New**. 457 | 458 | 3. Charges code: Enter **TRANSTO**. 459 | 460 | 4. Description: Enter **Transportation Fee to our sites**. 461 | 462 | 5. Change to the Debit section. 463 | 464 | 6. Type: Select **Ledger account**. 465 | 466 | 7. Posting: Select **Payment fee**. 467 | 468 | 8. Account: Select **411400**. 469 | 470 | 9. Change to the Credit section. 471 | 472 | 10. Type: Select **Customer/Vendor**. 473 | 474 | 11. Select **Save**. 475 | 476 | Exercise \#6 Create a vendor charges group and assign to vendors (Bouns) 477 | ------------------------------------------------------------------------ 478 | 479 | *Objective:  Create a vendor charge group and assign it to two vendors.* 480 | 481 | The accounts payable administrator at Contoso Entertainment Systems USA, wants 482 | to make updates for Fabrikam supplier, that has two vendor accounts from which 483 | Contoso purchases items. 484 | 485 | Fabrikam recently imposed an additional 15 percent freight charges for all 486 | purchase orders. 487 | 488 | He is not sure how to set up a new charges and not quite sure how to assign to 489 | the supplier accounts. 490 | 491 | You will have to do the following: 492 | 493 | - Create a vendor charges group. 494 | 495 | - Update vendors to use the new vendor charges group 496 | 497 | ### Create a Vendor Charges Group 498 | 499 | 1. Go to the **Accounts payable** \> **Charges setup** \> **Vendor charges group**. 500 | 501 | 2. Select **New**. 502 | 503 | 3. Charges group: Enter **06**. 504 | 505 | 4. Description: Enter **Freight 15%**. 506 | 507 | 5. Select **Save**. 508 | 509 | ### Update vendors to use the new vendor charges group 510 | 511 | 1. Go to the **Accounts payable** \> **Vendors** \> 512 | **All vendors**. 513 | 514 | 2. Open the vendor record for vendor **US-101** (Fabrikam Electronics). 515 | 516 | 3. Select **Edit**. 517 | 518 | 4. Open the **Purchase order defaults** FastTab. 519 | 520 | 5. Charges group: Select **06** (Freight 15%). 521 | 522 | 6. Select **Save**. 523 | 524 | 7. Close the vendor record. 525 | 526 | 8. Open the vendor record for vendor **US-104** (Fabrikam Supplier). 527 | 528 | 9. Select **Edit**. 529 | 530 | 10. Open the **Purchase order defaults** FastTab. 531 | 532 | 11. Charges group: Select **06** (Freight 15%). 533 | 534 | 12. Select **Save**. 535 | 536 | 13. Close the vendor record 537 | 538 | Exercise \#7 Create an automatic charge (Bonus) 539 | ----------------------------------------------- 540 | 541 | *Objective:  Create an item charges group and use it to create an automatic 542 | charge.* 543 | 544 | The accounts payable coordinator at Contoso Entertainment Systems USA, wants to 545 | make updates to vendor charges. 546 | 547 | Datum Receivers (US-105) applies a 15 percent freight charge for all orders due 548 | to the large quantity and weight of items we buy. 549 | 550 | Since this charge only applies to US-105 and it will apply to every order, you 551 | need to help the coordinator to set up an automatic charge for vendor group (06) 552 | and the item charges group (123). 553 | 554 | You will have to do the following: 555 | 556 | - Create an item charges group. 557 | 558 | - Create an automatic charge. 559 | 560 | ### Create an item charges group 561 | 562 | 1. Go to the **Accounts payable** \> **Charges setup** \> **Item charge groups**. 563 | 564 | 2. Select **New**. 565 | 566 | 3. Charges group: Enter **123**. 567 | 568 | 4. Description: Enter **15% Freight Charge**. 569 | 570 | 5. Select **Save**. 571 | 572 | ### Create an automatic charge 573 | 574 | 1. Go to the **Accounts payable** \> **Charges setup** \> **Automatic charges**. 575 | 576 | 2. Level: Select **Line**. 577 | 578 | 3. Select **New**. 579 | 580 | 4. Account code: Select **Group**. 581 | 582 | 5. Vendor relation: Select **06** (Freight 15%). 583 | 584 | 6. Item code: Select **Group**. 585 | 586 | 7. Item Relation: Select **123** (15% Freight Charge). 587 | 588 | 8. Select **Save**. 589 | 590 | 9. Select **Add** in the **Lines** FastTab. 591 | 592 | 10. Charges code: Select **TRANSTO** (Transportation Fee). 593 | 594 | 11. Category: Select **Percent**. 595 | 596 | 12. Charges value: Enter **15.00**. 597 | 598 | 13. Select **Save**. 599 | 600 | Exercise \#8 Approve purchase orders prior to confirmation (Bonus) 601 | ------------------------------------------------------------------ 602 | 603 | *Objective:  Set up change management so purchase orders are approved prior to 604 | confirmation.* 605 | 606 | Contoso has decided that all office supply purchase orders from supplier 1001 607 | should be approved prior to confirmation. They asked you to activate the change 608 | management feature for Supplier 1001. 609 | 610 | You will have to do the following: 611 | 612 | - Set up change management against Supplier 1001 only. 613 | 614 | - Configure change management for a vendor. 615 | 616 | ### Set up change management against Supplier 1001 only 617 | 618 | 1. Go to **Procurement and sourcing** \> **Setup** \> 619 | **Procurement and sourcing parameters**. 620 | 621 | 2. Select the **General** tab on the left. 622 | 623 | 3. Change to the **Change Management for Purchase Orders** section. 624 | 625 | 4. Allow override of settings per vendor: Select **Yes**. 626 | 627 | 5. Select **Save**. 628 | 629 | ### Configure change management for a vendor 630 | 631 | 1. Go to **Procurement and sourcing**, then to **Vendors**, and then to **All 632 | vendors**. 633 | 634 | 2. Open the vendor record for vendor **1001** (Acme Office Supplies). 635 | 636 | 3. Open the **Purchase order defaults** FastTab. 637 | 638 | 4. Select **Edit**. 639 | 640 | 5. Go to the **Change Management for Purchase Orders** section. 641 | 642 | 6. Override settings: Select **Yes**. 643 | 644 | 7. Activate change management: Select **Yes**. 645 | 646 | 8. Select **Save**. 647 | 648 | Exercise \#9 Create trade agreements for vendors 649 | ------------------------------------------------ 650 | 651 | *Objective: Create a trade agreement for domestic vendors that specifies a fixed 652 | price for a certain item.* 653 | 654 | The company managed to standardize the purchase price for item A0001 with all 655 | domestic vendors to be \$8.26. You needto help the purchase manager to record 656 | this purchase price using a trade agreement journal, so that whenever a purchase 657 | order is created for item A0001 and the vendor is from the domestic vendors, the 658 | price will default to \$8.26. 659 | 660 | ### Create a Trade agreement for a vendor 661 | 662 | 1. Go to **Procurement and sourcing** \> **Prices and discounts** \> **Trade agreement journals**. 663 | 664 | 2. Select **New**. 665 | 666 | 3. Name: Select **S_Price** for Sales price adjustment 667 | 668 | 4. Select the **Lines** button to open the journal. 669 | 670 | 5. Relation: Select **Price (purch.)**. 671 | 672 | 6. Account code or Party code type: Select **Group**. 673 | 674 | 7. Account selection: Select **Domestic** vendors. 675 | 676 | 8. Item code/Product code type: Select **Table**. 677 | 678 | 9. Item Relation: Select **A0001, HDMI 6' Cables**. 679 | 680 | 10. Site: Enter **1**. 681 | 682 | 11. Warehouse: Enter **13**. 683 | 684 | 12. From: Enter **1**. 685 | 686 | 13. Amount in currency: Enter **8.26**. 687 | 688 | 14. Change to the **Details** tab. 689 | 690 | 15. From date: Select **February 15, 2017**.   691 | 692 | 16. Select **Validate** \> **Validate all lines**. 693 | 694 | 17. Select **OK**. 695 | 696 | 18. After successful validation, **post** the journal. 697 | 698 | 19. Close all pages. 699 | 700 | Exercise \#10 Create a purchase order based on a trade agreement 701 | ---------------------------------------------------------------- 702 | 703 | *Objective: Create a purchase order from on a trade agreement based on value or 704 | quantity.* 705 | 706 | The purchasing manager always try to negotiate with vendors and create an 707 | agreed-upon purchasing price list, discounts, and agreements for products that 708 | are frequently purchased from a specific vendor. 709 | 710 | Often contracts with vendors can be created to get the best prices for a 711 | specific commitment either based on value or quantity. 712 | 713 | In this case the purchase manager made an agreement on a price for 100 of item 714 | number D0002 and would like to use the system to record this agreement. 715 | 716 | **You were asked to help the purchase manager and show how this can be recorded. 717 | What would you do?** 718 | 719 | ### Create a purchase agreement 720 | 721 | 1. Go to the **Procurement and sourcing** \> **Purchase 722 | agreements** \> **Purchase agreements**. 723 | 724 | 2. Select **New**. 725 | 726 | 3. Vendor account: Select **US-104** (Fabrikam Supplier). 727 | 728 | 4. Purchase agreement classification: Select **General purchases**. 729 | 730 | 5. Open the **General** FastTab. 731 | 732 | 6. Document title: Enter **General Purchase**. 733 | 734 | 7. Default commitment: Select **Product quantity commitment**. 735 | 736 | 8. Select **OK**. 737 | 738 | ### Add an item to the purchase agreement 739 | 740 | 1. Select **Add line** in the **Purchase agreement lines** FastTab to create a 741 | line. 742 | 743 | 2. Item number: Select **D0002** (Cabinet). 744 | 745 | 3. Site: Select **1** (Home speakers production). 746 | 747 | 4. Warehouse: Select **13** (Finished Goods). 748 | 749 | 5. Quantity: Enter **100**. 750 | 751 | 6. Unit price: Enter **145.50**. 752 | 753 | 7. Expiration date: Select the end of the next month. 754 | 755 | 8. Select **Save**. 756 | 757 | ### Confirm the purchase agreement 758 | 759 | 1. Select **Purchase Agreement** at the top, and then select **Confirmation** 760 | under the **Generate** section. 761 | 762 | 2. Select **Yes** in the **Print report** field. 763 | 764 | 3. Select **OK**. 765 | 766 | 4. Close all pages 767 | -------------------------------------------------------------------------------- /Instructions/Labs/Case Study 4B Transpo EX 1 to 6.md: -------------------------------------------------------------------------------- 1 | --- 2 | lab: 3 | title: 'Case study 3B Transportation management' 4 | module: 'Module 4: Implement warehouse management and transportation management' 5 | --- 6 | Case study 3B Transportation management 7 | =============================================================== 8 | 9 | Objectives 10 | ---------- 11 | 12 | - Implement transportation management 13 | 14 | Exercise \#1 Configure carriers 15 | -------------------------------- 16 | 17 | *Objective: Set up a new carrier and add a carrier service.* 18 | 19 | **USMF** in the United States has a new customer located in Europe. 20 | 21 | The Transportation coordinator at Contoso Entertainment, has determined that a 22 | new company will be used for transporting the products to this customer. 23 | 24 | You will need to do the following: 25 | 26 | - Set up a new ocean carrier. 27 | 28 | - Add a carrier service to the carrier. 29 | 30 | ### Set up a new carrier 31 | 32 | 1. In USMF, Open **Transportation management** \> **Setup** \> **Carriers** \> **Shipping 33 | carriers**.   34 | 35 | 2. In the action pane, select **New** to create a new shipping carrier.   36 | 37 | 3. In the **Shipping carrier** field, enter **Ocean Carrier 2**. 38 | 39 | 4. In the **Name** field, enter **Secondary ocean carrier**. 40 | 41 | 5. In the **Mode** field, select **Ocean**.   42 | 43 | 6. Expand the **Overview** FastTab. 44 | 45 | 7. Set the **Activate shipping carrier** slider to **Yes**. 46 | 47 | 8. Select vendor account **1002** from the **Vendor** drop-down menu.   48 | 49 | 9. In the **SCAC** field, enter **2005.** 50 | 51 | 10. Set the **Activate carrier rating** slider to **Yes.** 52 | 53 | 11. On the **Addresses** FastTab, select **New**. 54 | 55 | 12. In the **New address** form, enter **Ocean carrier location** in the **Name** 56 | field. 57 | 58 | 13. Select **Business** from the **Purpose** drop-down list. 59 | 60 | 14. Select USA in the Country/region drop-down list. 61 | 62 | 15. In the **ZIP/postal code** field, enter **11251**. 63 | 64 | 16. In the **Street** field, enter **1577 Madison Blvd**. 65 | 66 | 17. Set the **Primary** slider to **Yes**. 67 | 68 | 18. Select **OK.** 69 | 70 | 19. Close the **Shipping carriers** form. 71 | 72 | ### Add a carrier service to the carrier 73 | 74 | 1. Open **Transportation management \> Setup \> Carriers \> Shipping 75 | carriers.** 76 | 77 | 2. Select **Ocean Carrier 2** in the left-hand pane. 78 | 79 | 3. Expand the **Services** FastTab. 80 | 81 | 4. Select **New.** 82 | 83 | 5. In the **Carrier service** field, enter **Ocean**.   84 | 85 | 6. In the **Name** field, enter **Ocean**. 86 | 87 | 7. In the **Transportation method** field, select **Ocean**. 88 | 89 | 8. Select **Freight** from the **Billing group ID** drop-down menu. 90 | 91 | 9. Close the form. 92 | 93 | Exercise \#2 Configure rate masters 94 | ------------------------------------ 95 | 96 | *Objective: Configure a rate master and base.* 97 | 98 | To support the logistics & transportation manager for **USMF**, you were asked 99 | to record the rates for an air carrier. 100 | 101 | This is done by setting up the rate masters according to the contracts signed 102 | with the carriers 103 | 104 | You will need to do the following: 105 | 106 | - Setup the rate master. 107 | 108 | - Set up the rate base. 109 | 110 | - Assign the rate base. 111 | 112 | ### Set up rate master 113 | 114 | 1. Go to **Transportation management \> Setup \> Rating \> Rate master.** 115 | 116 | 2. Select **New**. 117 | 118 | 3. In the Rate master field, enter **AtlantaMaster**. 119 | 120 | 4. In the Name field, enter **Atlanta rate master**. 121 | 122 | 5. In the Rating metadata ID field, select the drop-down button to open the 123 | lookup. 124 | 125 | - The rating metadata ID will determine the data needed for the rate 126 | master, as it defines the metadata expected by the TMS engine using this 127 | rate master. 128 | 129 | 6. For this example, select the **P2P** option. 130 | 131 | 7. Select Save. 132 | 133 | ### Set up rate base 134 | 135 | 1. Select **Rate base**. 136 | 137 | - The rate base determines the rate of the carrier and can be used to set 138 | up a tariff structure as it structures the rates in the breakpoints 139 | defined in the break master. 140 | 141 | 2. Select **New**. 142 | 143 | 3. In the **Rate base** field, enter **AtlantaBase**. 144 | 145 | 4. In the **Name field**, enter **Atlanta rate base**. 146 | 147 | 5. In the **Break master** field, select the drop-down button to open the 148 | lookup. 149 | 150 | - Break masters are used to define the pricing structure and its 151 | breakpoints. The pricing structure uses tiered pricing that is based on 152 | physical dimensions. 153 | 154 | For this example, use **weight.** 155 | 156 | 1. Toggle the expansion of the **Details** section. 157 | 158 | 2. Select **New**. 159 | 160 | 3. In the **Drop-off Postal Code From** field, enter **30301**. 161 | 162 | 4. In the **Drop-off Postal Code To** field, enter **30318**. 163 | 164 | 5. In the **Drop-off Country Region** field, enter **USA**. 165 | 166 | 6. In the **\<1.00 Lbs** field, enter **100**. 167 | 168 | - Insert the rate per lbs if the total weight of the load is less than 1 169 | pound. 170 | 171 | 7. In the **\<5.00 Lbs** field, enter **300**. 172 | 173 | - Insert the rate per lbs if the total weight of the load is less than 5 174 | pounds. 175 | 176 | 8. In the **\<20.00 Lbs** field, enter **500**. 177 | 178 | - Insert the rate per lbs if the total weight of the load is less than 20 179 | pounds. 180 | 181 | 9. In the **\<100.00** Lbs field, enter **1000**. 182 | 183 | - Insert the rate per lbs if the total weight of the load is less than 100 184 | pounds. 185 | 186 | 10. In the **\<1,000.00** Lbs field, enter **3000**. 187 | 188 | - Insert the rate per lbs if the total weight of the load is less than 189 | 1000 pounds. 190 | 191 | 11. Select **Save**. 192 | 193 | 12. Close the page. 194 | 195 | ### Assign rate base 196 | 197 | 1. Toggle the expansion of the **Rate base assignments** section. 198 | 199 | 2. Select **New**. 200 | 201 | - You can have several rate base assignments for each rate master. This 202 | makes it possible to create several different price points for each 203 | carrier depending on destinations, services, or different rate bases. In 204 | this procedure you will only create one rate base assignment. 205 | 206 | 3. In the Name field, enter **AtlantaRateAssignment**. 207 | 208 | 4. In the Rate base field, select the drop-down button to open the lookup. 209 | 210 | 5. In the list, select **AtlantaBase**. 211 | 212 | 6. In the Service field, select the drop-down button to open the lookup. 213 | 214 | 7. In the list, find and select **Truck**. 215 | 216 | 8. In the Pick-up Postal Code field, enter **98052**. 217 | 218 | - Specify which postal code this rate base assignment should be valid 219 | from. 220 | 221 | 9. In the **Pick-up Country Region** field, enter **USA**. 222 | 223 | 10. Select **Save**. 224 | 225 | Exercise \#3 Setup route plans and route guides (Bonus) 226 | -------------------------------------------------------- 227 | 228 | *Objective: Configure a route pan, hub, and route guide.* 229 | 230 | You were asked to help the logistics manager at **USMF** to setup route plans 231 | and route guides. 232 | 233 | You will need to do the following: 234 | 235 | - Configure a new route plan for Georgia to Los Angeles. 236 | 237 | - Create a new hub for the warehouses at Georgia and Los Angeles. 238 | 239 | - Add details to the route plan. 240 | 241 | - Create a route guide for Georgia to Los Angeles. 242 | 243 | ### Create a new route plan named “GA to LA” 244 | 245 | 1. Open **USMF \> Transportation management \> Setup \> Routing \> Route 246 | plans.**   247 | 248 | 2. Select **New**. 249 | 250 | 3. In the **Route plan** field, enter **GA to LA**. 251 | 252 | 4. In the **Name** field, enter **Georgia to Los Angeles**. 253 | 254 | 5. Close the form. 255 | 256 | ### Create a new hub for Georgia and one for Los Angeles 257 | 258 | 1. Open **Transportation management \> Setup \> Routing \> Hub masters**.   259 | 260 | 2. Select **New**.   261 | 262 | 3. In the **Hub** field, enter **Georgia 3**. 263 | 264 | 4. In the **Name** field, enter **Savannah GA**. 265 | 266 | 5. Expand the **Codes** FastTab. 267 | 268 | 6. In the **Hub type** field, select Hub. 269 | 270 | 7. In the **Rate master** field, select **TruckRateMaster**.   271 | 272 | 8. Expand the **Effective dates** FastTab. 273 | 274 | 9. In the **Effective start date and time** field, select **Today**. 275 | 276 | 10. In the **Effective end date and time** field, select **12/31/2025**. 277 | 278 | 11. Expand the **Address** FastTab. 279 | 280 | 12. Select **Add**. 281 | 282 | 13. In the **Name or description** field, enter **Georgia 3**. 283 | 284 | 14. In the **Zip/postal code** field, enter **31302**. 285 | 286 | 15. In the **Street** field, enter **123 ABC Street**. 287 | 288 | 16. Select **OK**. 289 | 290 | 17. Select **New**.   291 | 292 | 18. In the **Hub** field, enter **Los Angeles 2**. 293 | 294 | 19. In the **Name** field, enter **Los Angeles CA 2**. 295 | 296 | 20. Expand the **Codes** FastTab. 297 | 298 | 21. In the **Hub type** field, select Hub. 299 | 300 | 22. In the **Rate master** field, select **TruckRateMaster**.   301 | 302 | 23. Expand the **Effective dates** FastTab. 303 | 304 | 24. In the **Effective start date and time** field, select **Today**. 305 | 306 | 25. In the **Effective end date and time** field, select **12/31/2025**. 307 | 308 | 26. Expand the **Address** FastTab. 309 | 310 | 27. Select **Add**. 311 | 312 | 28. In the **Name or description** field, enter **Los Angeles 2**. 313 | 314 | 29. In the **Zip/postal code** field, enter **90001**. 315 | 316 | 30. In the **Street** field, enter **987 XYZ Avenue**. 317 | 318 | 31. Select **OK**. 319 | 320 | 32. Close the form. 321 | 322 | ### Add details to the route plan 323 | 324 | 1. Open **Transportation management \> Setup \> Routing \> Route plans.**   325 | 326 | 2. Select the **GA to LA** route plan. 327 | 328 | 3. On the **Details** FastTab, select **New**.   329 | 330 | 4. In the **Origin hub** field, select **Georgia 3**. 331 | 332 | 5. In the **Destination hub** field, select **Los Angeles 2**. 333 | 334 | 6. In the **Shipping carrier** field, select **TruckCarrier**. 335 | 336 | 7. In the **Carrier service** field, select **Truck**. 337 | 338 | 8. Close the form. 339 | 340 | ### Create a route guide 341 | 342 | You must configure a new routing guide for Georgia to Los Angeles. The routing 343 | guide should use a particular shipping carrier, TruckCarrier, with the carrier 344 | service Truck.   345 | 346 | ### Create a new routing guide named “GA to LA” 347 | 348 | 1. In **USMF**, go to **Transportation management** \> **Setup** \> **Routing** \> **Route guides.**   349 | 350 | 2. Select **New**. 351 | 352 | 3. In the **Routing guide** field, enter **GA to LA**. 353 | 354 | 4. In the **Name** field, enter **Georgia to Los Angeles**.   355 | 356 | ### Add Information, Origin, Destination, and Result entities to the routing guide 357 | 358 | 1. Expand the **Information** FastTab. 359 | 360 | 2. In the **Direction** field, select **Outbound**.   361 | 362 | 3. Set the **Active** slider to the **Yes** position. 363 | 364 | 4. In the **Effective start date and time** field, select **Today**. 365 | 366 | 5. In the **Effect end date and time** field, enter **12/31/2025**. 367 | 368 | 6. Expand the **Origin** FastTab. 369 | 370 | 7. In the **Zip/postal code** field, enter **31302**. 371 | 372 | 8. In the **Hub** field, select **Los Angeles 2**. 373 | 374 | 9. In the **Country/region** field, enter **USA**. 375 | 376 | 10. Expand the **Destination** FastTab. 377 | 378 | 11. In the **Zip/postal code from** field, enter **31302**. 379 | 380 | 12. In the **Zip/postal code to** field, enter **90001**. 381 | 382 | 13. In the **Hub** field, select **Georgia 3**. 383 | 384 | 14. In the **Country/region** field, enter **USA**. 385 | 386 | 15. Expand the **Result** FastTab. 387 | 388 | 16. In the **Shipping carrier** field, select **TruckCarrier**. 389 | 390 | 17. In the **Carrier service** field, select **Truck**. 391 | 392 | 18. Select **Save**. 393 | 394 | Exercise \#4 Process inbound shipments (Bonus) 395 | ----------------------------------------------- 396 | 397 | *Objective: Configure a route and manage inbound shipments.* 398 | 399 | You were asked to help the logistics manager at USMF, to manage the inbound 400 | shipments from Ade Supply Company. 401 | 402 | You will need to do the following: 403 | 404 | - Complete the prerequisite steps. 405 | 406 | - Create a hub, route plan, and route guide. 407 | 408 | - Initiate an inbound shipment. 409 | 410 | - Process an inbound shipment. 411 | 412 | - Confirm an inbound shipment. 413 | 414 | ### Add a vendor address for the Ade Supply Company 415 | 416 | 1. Open **Accounts payable \> Vendors \> All vendors**. 417 | 418 | 2. Select vendor **1003** from the list of vendors. 419 | 420 | 3. In the action pane, select **Edit**. 421 | 422 | 4. In the **Addresses** FastTab, select **Add**. 423 | 424 | 5. In the **Name or description** field, enter **Ade Supply Main Location**. 425 | 426 | 6. In the **Zip/postal code** field, enter **00210**. 427 | 428 | 7. In the **Street** field, enter **123 Main Street**. 429 | 430 | 8. Set the **Primary** slider to **Yes**. 431 | 432 | 9. Select **OK**. 433 | 434 | 10. In the **Invoice and delivery** FastTab, in the **Mode of delivery** field, 435 | select **Parce-STD**. 436 | 437 | 11. Close the forms. 438 | 439 | ### Modify the CFR terms of delivery 440 | 441 | 1. Open **Accounts payable \> Setup \> Terms of delivery**. 442 | 443 | 2. Select **CFR** from the left-hand panel. 444 | 445 | 3. Select **Edit** in the action pane. 446 | 447 | 4. In the **Transportation** FastTab, set the **Add transportation charges to 448 | retail sales orders** slider to **Yes**. 449 | 450 | 5. Close the form. 451 | 452 | ### Create a Hub, Route Plan, and Route Guide 453 | 454 | You have been asked to set up a hub for the Ade Supply Company and create a 455 | route plan and guide between the Ade Supply Company and USMF’s Warehouse 61. 456 | 457 | ### Create a hub for the Ade Supply Company 458 | 459 | 1. Open **Transportation management \> Setup \> Routing \> Hub masters**. 460 | 461 | 2. Select **New** in the action pane. 462 | 463 | 3. In the **Hub** field, enter **Ade Supply.** 464 | 465 | 4. In the **Name** field, enter **Ade Supply NH**. 466 | 467 | 5. In the **Codes** FastTab, in the **Hub type** field, select **Hub**. 468 | 469 | 6. In the **Rate master** field, select **ParcelRateMaster**. 470 | 471 | 7. In the **Address** FastTab, select **Add**. 472 | 473 | 8. In the **New address** form, in the **Name or description** field, enter 474 | **Ade Supply NH**. 475 | 476 | 9. In the **ZIP/postal code** field, enter **00210**. 477 | 478 | 10. In the **Street** field, enter **123 Main Street**. 479 | 480 | 11. Select **OK**. 481 | 482 | 12. Close the form. 483 | 484 | ### Create a route plan from New Hampshire to Washington 485 | 486 | 1. Open **Transportation management \> Setup \> routing \> Route plans**. 487 | 488 | 2. Select **New** in the action pane. 489 | 490 | 3. In the **Route plan** field, enter **NH to WA**. 491 | 492 | 4. In the **Name** field, enter **New Hampshire to Washington**. 493 | 494 | 5. In the **Details** FastTab, select **New**. 495 | 496 | 6. In the **Origin hub** field, select **Ade Supply**. 497 | 498 | 7. In the **Destination hub** field, select **Own WHS**. 499 | 500 | 8. In the **Shipping carrier** field, select **ParcelCarrier**. 501 | 502 | 9. In the **Carrier service** field, select **STD**. 503 | 504 | 10. In the **Vendor** field, select **1003**. 505 | 506 | 11. Close the form. 507 | 508 | ### Create a route guide from New Hampshire to Washington 509 | 510 | 1. Open **Transportation management \> Setup \> Routing \> Route guides**. 511 | 512 | 2. Select **New** in the action pane. 513 | 514 | 3. In the **Routing guide** field, enter **NH to WA**. 515 | 516 | 4. In the **Name** field, enter **New Hampshire to Washington**. 517 | 518 | 5. In the **Origin** FastTab, in the **ZIP/postal code** field, enter 519 | **00210**. 520 | 521 | 6. In the **Destination** FastTab, in the **ZIP/postal code** field, enter 522 | **98052**. 523 | 524 | 7. In the **Result** FastTab, in the **Route plan** field, select **NH to 525 | WA**. 526 | 527 | 8. Close the form. 528 | 529 | ### Initiate an Inbound Shipment 530 | 531 | You have been asked to create a new purchase order for 10 mini-speakers from the 532 | Ade Supply Company. After creating the purchase order, you will need to create 533 | an inbound shipment and then rate shop for the inbound load to find the cheapest 534 | transportation rate. 535 | 536 | ### Create a new purchase order 537 | 538 | 1. Open **Accounts payable \> Purchase orders \> All purchase orders**. 539 | 540 | 2. Select **New** in the action pane. 541 | 542 | 3. On the **Create purchase order** form, in the **Vendor account** field, 543 | select **1003**. 544 | 545 | 4. In the **General** FastTab, in the **Site** field, select **6**. 546 | 547 | 5. In the **Warehouse** field, select **61**. 548 | 549 | 6. Select **OK**. 550 | 551 | 7. In the **Purchase order lines** FastTab, in the **Item number** field, enter 552 | **L0101**. 553 | 554 | 8. In the **Quantity** field, enter **10**. 555 | 556 | 9. In the **Unit price** field, enter **50**. 557 | 558 | 10. In the **Purchase** tab on the action pane, select **Confirm**. 559 | 560 | ### Create an inbound shipment 561 | 562 | 1. In the **Warehouse** tab on the action pane, select **Load planning 563 | workbench**. 564 | 565 | 2. Select the check mark column for the purchase order line. 566 | 567 | 3. In the **Supply and demand** tab on the action pane, select **To new load**. 568 | 569 | 4. In the **Load template assignment** form, in the **Load template ID** field, 570 | select **Stnd Load template**. 571 | 572 | 5. Select **OK**. 573 | 574 | ### Rate shop for the inbound load 575 | 576 | 1. In the **Loads** tab of the Load planning workbench, select **Rate route 577 | workbench** from the **Rating and routing** drop-down menu. 578 | 579 | 2. In the action pane of the Rate route workbench, select **Rate shop**. 580 | 581 | 3. In the Route results FastTab, clear the **Hide exceptions** check box. 582 | 583 | 4. Select the **Route result** line for the route guide. 584 | 585 | 5. Select **Assign**. 586 | 587 | ### Process an Inbound Shipment 588 | 589 | Now that the inbound shipment has been created and rated, you need to schedule 590 | an appointment for the mini-speaker shipment. You’ve also been asked to schedule 591 | driver Tim Smith in and out of the appointment. 592 | 593 | ### Schedule an appointment 594 | 595 | 1. Open **Transportation management \> Planning \> Load planning workbench**. 596 | 597 | 2. In the **Loads** tab, select the load ID for the purchase order created in 598 | the earlier practice. 599 | 600 | 3. Select **Appointment scheduling** from the **Transportation** drop-down 601 | menu. 602 | 603 | 4. In the **Appointment scheduling** form, select **New** in the action pane. 604 | 605 | 5. In the **Appointment details** FastTab, in the **Appointment rule** field, 606 | select **Inbound docks 61**. 607 | 608 | 6. Select **Save**. 609 | 610 | 7. In the action pane, select the **Update status** drop-down arrow and select 611 | **Firm**. 612 | 613 | ### Check the driver in 614 | 615 | 1. In the action pane, select the **Update status** drop-down arrow and select 616 | **Driver check-in**. 617 | 618 | 2. In the **Driver check-in details** form, in the **Driver name** field, enter 619 | **Tim Smith**. 620 | 621 | 3. In the **Driver license** field, enter **123**. 622 | 623 | 4. Select **OK**. 624 | 625 | 5. Close the **Appointment scheduling** form. 626 | 627 | ### Check the driver out 628 | 629 | 1. Select **Appointment scheduling** in the **Transportation** drop-down menu. 630 | 631 | 2. In the **Appointment scheduling** form, in the action pane, select the 632 | **Update status** drop-down arrow and select **Driver check-out**. 633 | 634 | 3. In the **The driver’s information** form, select **OK** to accept the default 635 | information. 636 | 637 | 4. Close the form. 638 | 639 | ### Confirm an Inbound Shipment 640 | 641 | You now need to confirm the inbound load. 642 | 643 | ### Confirm the inbound load 644 | 645 | 1. Open **Transportation management \> Planning \> Load planning workbench**. 646 | 647 | 2. In the **Loads** tab, clear the **Hide shipped and received** check box. 648 | 649 | 3. Select the load ID. 650 | 651 | 4. In the **Load details** form, select the **Ship and receive** tab in the 652 | action pane, and then select **Inbound shipment** in the **Confirm** area. 653 | 654 | 5. Close the form. 655 | 656 | Exercise \#5 Process outbound shipments 657 | ---------------------------------------- 658 | 659 | *Objective: Manage an outbound shipment and a consolidated shipment* 660 | 661 | The logistics manager at USMF, would like to process an outbound shipment for 662 | Desert Wholesales. 663 | 664 | This involves receiving and confirming the sales order, reserving stock for the 665 | order, and creating an outbound transportation load. 666 | 667 | In addition, Desert Wholesales wants to add another line to their sales order. 668 | 669 | They requested that both sales order lines arrive in one consolidated load. 670 | 671 | You have been asked to help creating the consolidated load and confirming it. 672 | 673 | You need do the following: 674 | 675 | - Initiate an outbound shipment. 676 | 677 | - Create a consolidated shipment. 678 | > **NOTE** There's an exclusion on sales orders lesser than $10,000 for all customers. The sales order may provide an informational message that the order amount may be less than or equal to the sales order exclusion amount in the sales order rule and will not be sent to credit management. Before the execution of this task, view blocking rules and exclusion rules on the **Credit and collections** > **Setup** > **Credit management setup** > **Blocking rules page**. 679 | 680 | ### Initiating an Outbound Shipment 681 | 682 | You have been asked to confirm a sales order for Desert Wholesales, reserve 683 | stock for the order, and create an outbound transportation load. 684 | 685 | ### Receive and confirm the sales order 686 | 687 | 1. Open **Sales and marketing \> Customers \> All customers**.   688 | 689 | 2. In the list of customers, select the line for account **US-007**. 690 | 691 | 3. In the action pane, select the **Sell** tab. 692 | 693 | 4. In the **New** group, select **Sales order**. 694 | 695 | 5. In the **Sales order** form, expand the **Sales order lines** FastTab, if 696 | not expanded already. 697 | 698 | 6. In the existing sales order line, in the **Item number** field, enter 699 | **A0001**. 700 | 701 | 7. In the **Quantity** field, enter **5**. 702 | 703 | 8. In the **Site** field, enter **6**. 704 | 705 | 9. In the **Warehouse** field, enter **62**. 706 | 707 | 10. In the **Unit price** field, enter **15**.   708 | 709 | 11. In the action pane, select **Save**. 710 | 711 | 12. In the action pane, select the **Sell** tab. 712 | 713 | 13. In the **Generate** area, select **Confirm sales order**. 714 | 715 | 14. Confirm the information on the **Confirm sales order** form and select 716 | **OK**. 717 | 718 | 15. Select **OK** to post without printing. 719 | 720 | ### Reserve stock for the order 721 | 722 | 1. In the **Sales order details** form, select the order line in the **Sales 723 | order lines** FastTab. 724 | 725 | 2. Select the **Inventory** drop-down arrow and select **Reservation**. 726 | 727 | 3. In the **Reservation** form, in the **Reservation** field, enter **5**. 728 | 729 | 4. In the action pane, select **Reserve lot**. 730 | 731 | 5. Close the form. 732 | 733 | ### Create an outbound transportation load 734 | 735 | 1. In the **Sales order details** form, select the **Warehouse** tab in the 736 | action pane. 737 | 738 | 2. In the **Loads** area, select **Load planning workbench**. 739 | 740 | 3. In the **Sales lines** tab, select the line for your current sales order. 741 | 742 | 4. In the action pane, select **Supply and demand**. 743 | 744 | 5. In the **Add** area, select **To new load**. 745 | 746 | 6. In the **Load template assignment** form, select **Stnd Load Template** from 747 | the **Load template ID** drop-down menu. 748 | 749 | 7. Select **OK**. 750 | 751 | 8. Select **OK** to confirm exceeding capacity. 752 | 753 | ### Creating a Consolidated Shipment 754 | 755 | Desert Wholesales wants to add another line to their sales order. They request 756 | that both sales order lines arrive in one consolidated load. You have been 757 | tasked with creating the consolidated load and confirming it. 758 | 759 | ### Set up parameters for consolidated shipments 760 | 761 | 1. Open **Transportation management \> Setup \> Transportation management 762 | parameters**. 763 | 764 | 2. Select the **General** tab. 765 | 766 | 3. In the **In transit planning** FastTab, set the **In transit planning** 767 | slider to **Yes**. 768 | 769 | 4. Close the form. 770 | 771 | ### Add a new line to a sales order 772 | 773 | 1. Open **Accounts receivable \> Orders \> All sales orders**. 774 | 775 | 2. Select the current sales order for Desert Wholesales. 776 | 777 | 3. In the **Sales order details** form, in the **Sales order lines** FastTab, 778 | select **Add line**. 779 | 780 | 4. In the **Item number** field, enter **A0002**. 781 | 782 | 5. In the **Quantity** field, enter **5**. 783 | 784 | 6. For **Site**, select **5**. 785 | 786 | 7. In the action pane, select the **Sell** tab. 787 | 788 | 8. In the **Generate** area, select **Confirm sales order**. 789 | 790 | 9. Confirm the information on the Confirm sales order form and select **OK**. 791 | 792 | 10. Select **OK** to post without printing. 793 | 794 | ### Reserve stock for the order 795 | 796 | 1. In the **Sales order details** form, select one of the order lines in the 797 | **Sales order lines** FastTab. 798 | 799 | 2. Select the **Inventory** drop-down arrow and select **Reservation**. 800 | 801 | 3. In the **Reservation** form, in the **Reservation** field, enter **5**. 802 | 803 | 4. In the action pane, select **Reserve lot**. 804 | 805 | 5. Close the form. 806 | 807 | ### Create and confirm a new outbound load 808 | 809 | 1. In the **Sales order details** form, select the **Warehouse** tab in the 810 | action pane. 811 | 812 | 2. In the **Loads** area, select **Load planning workbench**. 813 | 814 | 3. In the **Sales lines** tab, select a line for your current sales order. 815 | 816 | 4. In the action pane, select **Supply and demand**. 817 | 818 | 5. In the **Add** area, select **To new load**. 819 | 820 | 6. In the **Load template assignment** form, select **Stnd Load Template** from 821 | the **Load template ID** drop-down menu. 822 | 823 | 7. Select **OK**. 824 | 825 | 8. Select **OK** to confirm exceeding capacity. 826 | 827 | ### Add hub consolidation and rate both loads 828 | 829 | 1. In the **Load planning workbench**, select the first load you created in the 830 | **Loads** tab. 831 | 832 | 2. Select **Hub consolidation** in the **Transportation** drop-down menu. 833 | 834 | 3. In the **Override location** form, select the **Hub** drop-down arrow and 835 | select **Los Angeles**. 836 | 837 | 4. Select **OK**. 838 | 839 | 5. Select the load line in the **Loads** tab. 840 | 841 | 6. Select **Rate route workbench** from the **Rating and routing** drop-down 842 | menu. 843 | 844 | 7. In the **Rate route workbench**, select **Route with rate** in the action 845 | pane. 846 | 847 | 8. In the **Route Results** FastTab, select route guide **Wh 61 to Cust 003 004 848 | 019**. 849 | 850 | 9. Select **Assign**. 851 | 852 | 10. Close the **Routes** form and the **Rate route workbench**. 853 | 854 | 11. Repeat steps **1–10** for the second load. 855 | 856 | ### Create the consolidated load 857 | 858 | 1. In the **Transportation request lines** tab, select both lines. 859 | 860 | 2. In the action pane, select the **Supply and demand** tab. 861 | 862 | 3. In the **Add** area, select **To new load**. 863 | 864 | 4. In the **Load template assignment** form, select **Stnd Load Template** from 865 | the **Load template ID** drop-down menu. 866 | 867 | 5. Select **OK**. 868 | 869 | 6. Select **OK** to confirm exceeding capacity. 870 | 871 | *Note:* The consolidated load may take several minutes to appear in the Loads 872 | tab. 873 | 874 | ### Rate the consolidated load 875 | 876 | 1. In the **Loads** tab, select the consolidated load line. 877 | 878 | 2. Select **Rate route workbench** from the **Rating and routing** drop-down 879 | menu. 880 | 881 | 3. In the **Rate route workbench**, select **Route with rate** in the action 882 | pane. 883 | 884 | 4. In the **Route Results** FastTab, select route guide **Wh 61 to Cust 003 004 885 | 019**. 886 | 887 | 5. Select **Assign**. 888 | 889 | 6. Close the **Routes** form and the **Rate route workbench**. 890 | 891 | ### Confirm the consolidated load shipment 892 | 893 | 1. On the **Load planning workbench**, in the **Loads** tab, select the 894 | consolidated load line. 895 | 896 | 2. Select **Outbound load** in the **Ship and receive** drop-down menu. 897 | 898 | Exercise \#6 Configure freight reconciliation (Bonus) 899 | ------------------------------------------------------ 900 | 901 | *Objective: Configure and manage freight reconciliation.* 902 | 903 | You were asked to help the logistics manager at **USMF**, to setup the system 904 | for Desert Wholesales for freight reconciliation. 905 | 906 | You will need to do the following: 907 | 908 | - Create the freight reconciliation reason code for overtime. 909 | 910 | - Verify that the fright bill type is configured. 911 | 912 | - Create a freight bill type assignment for the truck carrier service. 913 | 914 | - Create a billing group named Duties. 915 | 916 | - Create an audit master for overtime. 917 | 918 | ### Create a freight reconciliation reason code for Overtime 919 | 920 | 1. Open **Transportation management \> Setup \> Freight reconciliation \> 921 | Reconciliation reasons**. 922 | 923 | 2. Select **New**. 924 | 925 | 3. Type **OT** in the **Reconciliation reason code** field. 926 | 927 | 4. Type **Overtime** in the **Description** field. 928 | 929 | 5. Type **211650** in the **Debit account** field. 930 | 931 | 6. Select the **Pay the freight vendor** check box. 932 | 933 | 7. Close the form. 934 | 935 | ### Verify the Freight bill type is configured 936 | 937 | 1. Open **Transportation management \> Setup \> Freight reconciliation \> 938 | Freight bill type**. 939 | 940 | 2. Select the TL **Freight bill type**. 941 | 942 | 3. Verify the **Engine assembly** field is populated. 943 | 944 | 4. Verify that two records exist, one for Billing group ID and one for External 945 | code. 946 | 947 | 5. Close the form. 948 | 949 | ### Create a freight bill type assignment for the Truck Carrier service 950 | 951 | 1. Open **Transportation management \> Setup \> Freight reconciliation \> 952 | Freight bill type assignments**. 953 | 954 | 2. Select **New**. 955 | 956 | 3. Select **None** in the **Direction** field. 957 | 958 | 4. Select **Ground** in the **Mode** field. 959 | 960 | 5. Select **TruckCarrier** in the **Shipping carrier** field. 961 | 962 | 6. Select **TL** in the **Freight bill type** field. 963 | 964 | 7. Close the form. 965 | 966 | ### Create a billing group named Duties 967 | 968 | 1. Open **Transportation management \> Setup \> Freight reconciliation \> 969 | Billing Group**. 970 | 971 | 2. Select **New**. 972 | 973 | 3. Type **Duties** in the **Billing group** field. 974 | 975 | 4. Type **Duties** in the **Name** field. 976 | 977 | 5. Close the form. 978 | 979 | ### Create an audit master for overtime 980 | 981 | 1. Open **Transportation management \> Setup \> Freight reconciliation \> Audit 982 | master**. 983 | 984 | 2. Select **New**. 985 | 986 | 3. Enter **Overtime** in the **Audit master ID** field. 987 | 988 | 4. Select **TruckCarrier** in the **Shipping carrier** field. 989 | 990 | 5. Select **TL** in the **Freight bill type** field. 991 | 992 | 6. In the **Result** FastTab, select **OT** in the **Overpayment reason code** 993 | field. 994 | 995 | 7. Select **Damage claim** in the **Underpayment reason code** field. 996 | 997 | 8. Close the form. 998 | --------------------------------------------------------------------------------