Dynamics 365 for Finance and Operations MB-330 Reddit Questions

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.

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

Box 1: Owner tracking dimensions

Requirements. White labeling

• Trey Research wants to start white labeling its products under the brands of major nutritional retail store brands. These products would only be sold to specific customers.

• 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.

• The configuration of these restrictions must be applied automatically when creating new products for those customers.

The tracking dimension is a lower-level assortment of products, irrespective of whether it is a serial number for electronic inventory items or a batch number.

Box 2: Released product

To change the Tracking Dimension Group for Products in Dynamics Operations, you need to change settings on both on the product level and the released product level. However, you need to delete the tracking dimension group at the product level prior to making changes to the corresponding released product.

Box 1: Test groups

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.

You use the Test groups page to set up, edit, and view test groups and the individual tests that are assigned to them. The upper part of the page shows the test groups, and the lower part shows the tests that are assigned to a selected test group.

You assign several policies to a test group, such as a sampling plan, an acceptable quality level (AQL), and the requirement for destructive testing. Then, when you assign an individual test to a test group, you define additional information, such as the sequence, documents, and validity dates. For a quantitative test, the information that you define also includes the acceptable measurement values. For a qualitative test, the information includes the test variable and default outcome.

The test group that is assigned to a quality order defines the default set of tests that must be performed on the specified item. However, you can add, delete, or change tests for the quality order. Test results are reported for each test on a quality order.

Box 2: Quality groups

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

Quality groups

A quality group represents common testing requirements for items.

Use and create item quality groups to logically group products so that they can be assigned to quality associations for the automatic generation of quality orders.

Example of an item quality group

A manufacturing company purchases various raw materials that have the same testing requirements for incoming inspection. Therefore, the company defines a quality group and then assigns the item numbers that are associated with the raw materials to that group. Later, the company purchases a new type of raw material that has the same testing requirements. Instead of setting up new testing requirements for the new material, the company adds the item number for the new material to the existing quality group.