- Explore the role of Engineering Change Management in structuring and disciplining product data management processes in Dynamics 365 Supply Chain Management.
In this module, you will:
- Understand the features in engineering change management.
- Learn how the end-to-end engineering change management process works.
- Product data is an important part of any company that uses supply chain management processes.
In this module, you will:
- Set up engineering organizations.
- Work with product versioning.
- Create dimension groups by using the version dimensions.
- Create product life cycle states.
- Use engineering categories.
- Learn how to set up Engineering Change Management for Microsoft Dynamics 365 Supply Chain Management.
In this module, you will:
- Set up engineering change severities and severity rules.
- Set up product owners.
- Use a workflow with engineering change management.
- Learn how to convert an existing product to an engineering product in Dynamics 365 Supply Chain Management.
In this module, you will:
- Enable change management on existing products.
- Enable engineering product categories.
- Run the convert to engineering product wizard.
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Syllabus
- Get started with Engineering Change Management for Dynamics 365 Supply Chain Management
- Introduction
- Overview of features
- End-to-end walkthrough of features
- Exercise - Set up demo data for the sample scenario
- Exercise - Create a new engineering product
- Exercise - Release an engineering product to a local company
- Exercise - Review and accept the product before you release it in the local company
- Exercise - Use the product in transactions in the local company
- Exercise - Add the engineering product to a sales order
- Exercise - Request changes in the engineering product
- Exercise - Make changes to the product by using an engineering change order
- Exercise - Release the changed product
- Check your knowledge
- Summary
- Set up versioned products in Dynamics 365 Supply Chain Management
- Introduction
- Create an engineering organization
- Create nomenclature for product versions
- Create product version number rules
- Create product dimension groups by using the version dimension
- Create product life cycle states
- Engineering attributes
- Product readiness policies
- Product release policies
- Create engineering categories
- Exercise - Create a product readiness policy
- Check your knowledge
- Summary
- Configure engineering change management for Dynamics 365 Supply Chain Management
- Introduction
- Set up engineering change severities
- Set up severity rule sets
- Set up product owners
- Engineering workflows
- Exercise - Create a severity rule
- Check your knowledge
- Summary
- Convert an existing product to an engineering product in Dynamics 365 Supply Chain Management
- Introduction
- Enable change management on existing products
- Enable engineering product categories
- Run the convert to engineering product wizard
- Check your knowledge
- Summary