Book Image

Becoming a Dynamics 365 Supply Chain Management Functional Consultant Associate

By : Juan Bravo Vargas, Mariano Martínez Melo
5 (1)
Book Image

Becoming a Dynamics 365 Supply Chain Management Functional Consultant Associate

5 (1)
By: Juan Bravo Vargas, Mariano Martínez Melo

Overview of this book

Meeting delivery commitments has become increasingly challenging due to evolving demands and fluctuating material availability. As a result, establishing robust systems and processes that can adapt to this dynamic environment has become a necessity. With Becoming a Dynamics 365 Supply Chain Management Functional Consultant Associate, you’ll understand how to initiate and implement effective supply chain management processes. This book begins with an overview of the processes and modules within Dynamics 365 and then delves into real-life case studies involving procurement, sales, and quality assurance. You’ll explore more advanced tools and core processes, such as warehouse and transportation management, which allows you to define storage flows and shipping controls. You’ll also learn about the various tools available to define solutions and discover how to work within the Dynamics 365 Supply Chain Management platform. The last set of chapters will take you through the planning techniques and considerations to schedule and control all supply process flows seamlessly. By the end of this book, you’ll not only be well-prepared to obtain your certification as a Microsoft Dynamics 365 Supply Chain Management Functional Consultant Associate but also be equipped to solidify your expertise and pursue exciting career opportunities.
Table of Contents (14 chapters)

Order to cash process

The Order to Cash (O2C or OTC) process refers to the end-to-end business process that covers the entirety of the order processing system, from when a customer places an order to the point where the company receives payment for that order. It’s a crucial process for businesses, especially in the manufacturing and distribution sectors, as it directly impacts cash flow, customer satisfaction, and overall business efficiency.

Let’s review the following diagram and the steps of the entire O2C process:

Figure 6.1 – O2C process

Figure 6.1 – O2C process

To better understand this process, we will immerse into each box and review how to handle this process in Dynamics 365 Supply Chain Management. Let’s start!

In Dynamics 365 Supply Chain Management, the process can come from a sales quotation or create a sales order directly. To make the process simple and clean, we will start with the quotation process.

Sales quotation

Before...