MB-330 Questions and Answers

Box 1: Standard

Standard conversions – Set up standard conversion rules for all products.

Box 2: Intra-class

Crayons are stored as separate item numbers depending on whether they are in a box or a case. This creates issues when counting inventory to determine the total number of crayons in stock.

Intra-class conversions – Set up product-specific conversion rules for units in the same unit class. For example, you can set up a conversion rule for a product that converts a box to the number of pieces in a box. Pieces and boxes are both assigned to the Quantity unit class.

Incorrect:

Inter-class conversions – Set up product-specific conversion rules for units across unit classes. For example, you can set up a conversion rule for a product that converts kilograms to liters. Kilograms are assigned to the Mass unit class and liters are assigned to the Liquid volume unit class.

One process the inbound processes from manufacturing.

Two outbound processed, one for nutritional supplements and one energy drinks.

Note: Creation of any quality processes for products inbound to the warehouse, from the production line, or outbound from the warehouse to consumers should be automatically created to facilitate execution.

• Testing requirements:

◦ Requirement 1: 100 percent of all nutritional supplements and 50 percent of all energy drinks must be tested when production orders are completed. After a product is in testing, 100 percent of all tests must be completed.

◦ Requirement 2: 75 percent of all nutritional supplements and energy drinks should be tested against their required tests during an outbound process.

Box 1: discount

Requirements. Pricing

Trey Research plans to do promotional pricing. Certain products will receive special pricing during the hours of extreme sporting events that Trey Research sponsors. Before or after the event, normal pricing will resume.

Box 2: periodic

A discount period defines the period during which a price adjustment or discount is valid.

Box 3: catalog

A product catalog is a collection of products with their pricing information. The product catalog entities let you create a rich product classification system in Dynamics 365 for Customer Engagement that provides support for:

* Defining multiple pricing and discounting models. You can also use custom pricing instead of the Customer Engagement system pricing to calculate prices when you associate a product or bundle to an opportunity, quote, order, or invoice. Further, you can select whether to apply discounts for products at the per-unit or line level.

* Etc.

Note: Price groups are at the heart of price and discount management in Commerce. Price groups are used to assign prices and discounts to Commerce entities (that is, channels, catalogs, affiliations, and loyalty programs). Because price groups are used for all pricing and discounts, it's very important that you plan how you will use them before you start.

* trade agreement discounts

The capability to work with categories is a key differentiator between discounts and trade agreement discounts, and the main reason that we discourage you from using trade agreement discounts. Categories are organized in a multi-level hierarchy. By contrast, the item discount groups that are used by trade agreements are only a single level of grouping, and each group is specific to one of the three trade agreement discount types, such as Line discount, Multiline discount, and Total discount. Therefore, for trade agreements, if you want to use the same set of products in all three trade agreement discount types, you must create and manage three independent discount groups.

* An affiliation identifies customers who are members of a group, or are associated with one, for example, seniors or students. Before you can add affiliations to customer records, you must set up affiliations and their discounts.

Box 1: Product dimension

There are five product dimensions: color, configuration, size, style, and version.

Box 2: Product variant

Product variants are also referred to as items. An item is a tangible product, which isn't the same as a service.

A product variant can be generated based on the product dimension values.

Example

A company sells denim jeans. The item, Jeans, uses the color and size product dimensions. The jeans are sold in three different colors and six different sizes. The colors are blue, black, and brown. The sizes are XS, S, M, L, XL, and XXL. Not all sizes are available in all three colors. If all combinations were available, there would be 18 different types of jeans. However, in this example, only the following nine product variant combinations are produced.

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Box 3: Tracking dimension

Scenario: If products in the warehouse must be blocked from transactions for a specific reason, such as a health and safety review, warehouse users should be able to block the products quickly from the ERP system.

Box 1: Product

Current environment. Items

Product numbering

All items are numbered by using a smart numbering format: [Product SKU+Size+Color+Style]. For reporting, items are queried for sales and inventory reports by using the first six digits of the item number or until the first dash is encountered.

• A t-shirt could be 01001-S-Red for item 1001 in a size small with the color red.

• A single energy drink could be 02001-12oz or 02001-20oz for the different sizes that product 02001 is sold in.

Product attributes

• All clothing shares the same set of product attributes.

• Supplements may share the same Product SKU but can have different attributes for the different size, color, or style variations of the product.

• Product attributes that are unnecessary for an item should be excluded from the item.

Box 2: Product variant

Product masters and product variants

In an agile world, where products must be quickly adapted to customer requirements, product definitions specify a set of products instead of distinct products. In Supply Chain Management, those generic products are known as product masters. Product masters hold the definition and rules that specify how distinct products are described and behave in business processes. Based on these definitions, distinct products can be generated. These distinct products are known as product variants.

A product master is associated with a product dimension group and a configuration technology to specify the business rules. The product dimensions (Color, Size, Style, and Configuration) are a specific set of attributes that can be used throughout the application to define and track specific behaviors of the related products. These dimensions also help users search for and identify the products.

Note: Customers are categorized into four pricing tiers (A, B, C, and D) based on sales volume over the past 12 months.

Promotional fund and Trade allowance agreement

A trade allowance agreement is an incentive program where pay-for-performance monetary rewards are offered to customers that achieve specific volume targets and/or behavioral goals. Promotional funds are budgeted expenditures. In that way, the promotional campaigns can be captured.

Box 1: Price Group

Note: Requirements. White labeling

• Trey Research will provide and maintain a 'Compare to' price for customers to use to compare the white-labeled products. This Compare to price will also be the default item price for the customer if the customer accidentally lets a contract price expire.

Price Group

In Microsoft Dynamics AX, price groups can be used to specify a set of prices that you want apply to a group of customers, vendors, or items.

* For item transactions, prices are derived from price groups that are referenced in trade agreements in the Sales and marketing module.

Box 2: Trade allowance

Note: Customers are categorized into four pricing tiers (A, B, C, and D) based on sales volume over the past 12 months.

Promotional fund and Trade allowance agreement

A trade allowance agreement is an incentive program where pay-for-performance monetary rewards are offered to customers that achieve specific volume targets and/or behavioral goals. Promotional funds are budgeted expenditures. In that way, the promotional campaigns can be captured.

Box 3: Price Group

Note: If products in the warehouse must be blocked from transactions for a specific reason, such as a health and safety review, warehouse users should be able to block the products quickly from the ERP system.

You can block inventory items in the following ways:

Manually

By creating a quality order

By using a process that generates a quality order

By using inventory status blocking

Box 1: Planned

If a vendor can no longer deliver the raw materials for the energy drinks due to supply chain issues, the costs for using an alternative vendor to source the raw materials should be used to determine the impact on profits.

Planned costs

A costing version can contain a set of planned cost records about items and manufacturing processes. A costing version that contains planned costs is often used to support cost calculation simulations, such as simulations of the effect that cost changes to purchased materials or manufacturing processes has on the calculated costs of manufactured items. The item cost records for planned costs can also be used to support an actual cost inventory model by providing the initial values for item costs. These values include the calculation of planned costs for manufactured items.

Box 2: Standard

The profitability for nutritional supplements manufacturing processes needs to be expressed in terms of the cost categories for routing operations and the calculation formulas for manufacturing overheads.

Standard costs

A costing version can support a standard cost inventory model for items, where the costing version contains a set of standard cost records about items and manufacturing processes. Cost data about manufacturing processes is expressed in terms of the cost categories for routing operations and the calculation formulas for manufacturing overheads.

Scenario:

* Damaged products must be placed in one of four bins (based on product type) during the inspection process.

* You must define quarantine zones to optimize product visibility throughout the testing process.

Four bins for the damaged product types, so we need four quarantine zones.

Note: You use the Quarantine zones page to define zones that can be assigned to nonconformances.

Examples of quarantine zones

Example 1

You work at an electronics manufacturing company that produces and distributes televisions, speakers, and media players. In this case, you can configure a quarantine zone to represent each type of product.

Example 2

Three bins and two racks are used to store items that are nonconforming. In this case, you can configure five quarantine zones, one for each bin and each rack.

Apparel items will not be upgraded to the new costing method until after the go-live date due to resourcing and implementation limitations from the apparel team.

The inventory close process settles issue transactions to receipt transactions, based on the inventory valuation method that is selected in the item’s item model group. As part of the settlement process, you can specify that the general ledger should be updated, so that it reflects the adjustments that have been made. However, until inventory close or recalculation has been run, issue transactions are posted at the calculated running average cost price.

After inventory close, you can no longer post in periods that are before the inventory closing date that you set, unless you reverse a completed inventory close process. For example, if inventory close is run for the period that ends on January 31, you can't post transactions that have a date that is earlier than January 31.

References:

https://docs.microsoft.co m/en-us/dynamics365/supply-chain/procurement/purchase-agreements

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