Module 3: Learn the Fundamentals of Microsoft Dynamics 365 Supply Chain Management

Lab 1: Create a new product

Objective

In Contoso Entertainment System USA (USMF), you plan to purchase a new configuration of a cabinet from a vendor. You need to create an item to represent the new configuration. In this lab, you learn how to create a new item and item configurations.

Lab Setup

  • Estimated Time: 10 minutes

Instructions

In Contoso Entertainment System USA (USMF), you plan to purchase a new configuration of a cabinet from a vendor. You need to create an item to represent the new configuration.

  1. On the Finance and Operations Home page, in the upper right, verify you’re working with the USMF company. If necessary, on the company drop-down, select USMF.

  2. In the upper left, select the Expand the navigation pane hamburger menu.

  3. In the navigation pane, select Modules, and then select Product information management. Then on the Products menu, select Products.

  4. On the Products page, in the upper menu, select + New.

  5. In the New product page, in the Product type field, verify that Item is selected.

  6. In the Product subtype field, verify that Product is selected.

  7. Under IDENTIFICATION, in the Product number box, enter GTL007.

  8. In the Product name box, enter Cabinet 2.

    Screenshot depicts the standard view of the new product creation page.

  9. Select the OK button.

  10. Under the Product menu in the Action Pane, select Dimension groups under the Set up group.

    Screenshot depicts the set up option under the product menu where the different dimension group details can be added.

  11. Select the Storage dimension group drop-down and select SiteWH.

  12. Select the Tracking dimension group drop-down and select None.

  13. Select the OK button.

  14. Select the Release products button in the Action Pane to release the product in a legal entity.

  15. A page opens displaying the first step as Select products to release.

    Screenshot depicts the standard view of the release products page.

  16. Select the Next button at the bottom of the page

  17. In the Select companies to release to page, select the USMF legal entity where the product should be released.

  18. Select the Next button at the bottom of the page.

  19. In the Confirm selection page, set the value of Show Infolog upon failure as Yes and Run as batch as No.

  20. Select the Finish button at the bottom of the page.

  21. In the navigation pane, select Modules, and then select Product information management. Then on the Products menu, select Released products.

  22. In the Released products page, locate the new item GTL007 in the grid.

  23. Select the product link and navigate to the Product details page.

  24. In the General FastTab, enter the following:

    • Item model group: FIFO

  25. In the Purchase FastTab, enter the following:

    • Unit: ea

    • Item sales tax group: ALL

    • Price: 30

  26. In the Sell FastTab, enter the following:

    • Unit: ea

    • Item sales tax group: ALL

    • Price: 35

  27. In the Manage inventory FastTab, enter the following:

    • Unit: ea

  28. In the Engineer FastTab, enter the following:

    • BOM Unit: ea

  29. In the Manage costs FastTab, enter the following:

    • Item group: audio

  30. To complete the configuration, select Product in the Action Pane. Select the Validate button under the Maintain group

    Screenshot depicts the Maintain group under the Product button in the action pane. The Validate button in the Maintain group is selected.

  31. Verify you’re presented with the information banner confirming that all field values needed were validated.

    Screenshot depicts information banner confirming that all field values needed were validated.

  32. Close all pages and return to the Home page.