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BBCG.08.01.D365.2.PDF: Configuring Inventory Management within Dynamics 365 SCM (Second Edition) - Module 1: Configuring the Controls (Digital)

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The Waterdeep Trading Company is the purveyor of all the finest adventuring supplies to travelers, rogues, wizards, and clerics in all Faerûn and is headquartered in the great city of Waterdeep on the Sword Coast.

Recently they have been experiencing a huge upswing in the traffic through their store and have realized that the old quill and scroll-based financial system is not going to scale anymore. Their manual supply chain management processes that they are using will not handle their forecasted future demand.

As a result, they have taken the step to modernize their finance and supply chain systems and implement Microsoft Dynamics 365 to manage all their legal (and not so legal) entities. And the following is a journal of how they set up their system and how they tweaked the system to make it work perfectly.

The Inventory Management area of Dynamics 365 allows us to track all of the inventory within our warehouses, manage all of the movements and inventory adjustments, and set the inventory policies for costing.  The Inventory Management area is also the foundation for the other modules like Procurement & Sourcing and Sales Order Management. It gives us something to receive and ship from, which is helpful to track.

In this guide, we will step through the setup of all of the basic configuration that is needed to get our sites and warehouses configures, show us how to tweak our products so that they can be used within the warehousing structures, how to perform everyday inventory transactions like cycle counts and also how to configure batch controlled and serialized items.

Before we start creating our Inventory transactions, there are a couple of codes and controls that need to configure so that everything will run smoothly.

Topics Covered

  • Configuring Item Groups
  • Configuring Item Model Groups
  • Configuring Costing Versions
  • Configuring Calculation Groups
  • Configuring Inventory Journals
  • Configuring the Inventory and Warehouse Management Parameters


Series: Dynamics Companions Bare Bones Configuration Guides

Guide: Configuring Inventory Management within Dynamics 365 Supply Chain Management

Digital: 240 pages

Publisher: Blind Squirrel Publishing (May 31, 2021)

Language: English

Product Dimensions:  8.5 x 11 inches

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