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Section 1:
Implement product information management
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Weight:
25-30% |
Create and manage products
- Create and release products and product variants
- Create and apply product templates
- Create bills of materials (BOMs) and BOM versions
- Create and configure category hierarchies
- Create and manage product states during the lifecycle of a product
- Create and manage product attributes
Configure prerequisites for products
- Configure inventory dimensions, including storage, tracking, and product dimension groups
- Configure item model groups
- Configure reservation hierarchies
- Configure unit sequence groups
Configure additional product details
- Create and assign bar codes and Global Trade Item Number (GTIN) codes
- Configure product unit conversions
- Configure default order settings
- Configure product filter codes for warehouse operations
Manage inventory pricing and costing
- Configure and maintain costing versions for standard and planned costs
- Configure price groups
- Configure items with standard costs
- Configure default item prices, purchase and sales prices, and discounts in trade agreements
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Section 2:
Implement inventory and asset management
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Weight:
20-25% |
Manage and process inventory activities
- Create and process journals, including BOM, item arrival, transfer, movement, inventory adjustment, and counting journals
- Create and process transfer orders
- Configure and manage the inventory closing and adjustment process
- Apply and remove inventory blocking manually
- Create batch disposition codes
- Configure and run inventory reports, including ABC classification
Manage quality
- Configure and process nonconformances
- Configure quality associations
- Configure components for the quality control process
- Process quality orders
- Process quarantine orders
Configure asset management
- Create and manage work orders
- Create and configure assets and asset types
- View and manage capacity for work orders
- Configure work order settings
- Schedule preventive maintenance and reactive maintenance
- Manage and configure asset loans
- Create and configure asset lifecycle models and states
Implement asset management
- Configure maintenance plans
- Configure functional locations
- Manage maintenance requests
- Manage work order consumption
- Manage work order scheduling
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Section 3:
Implement and manage supply chain processes
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Weight:
15-20% |
Implement procurement and sourcing
- Create and maintain vendors
- Create and manage purchase requisitions, requests for quotation (RFQs), and purchase orders (POs)
- Create purchase agreements and vendor rebates
- Configure and process consignment inventory
- Manage over and under deliveries and delivery schedules
- Configure procurement categories, charge codes, and purchasing policies
- Configure vendor collaboration features
- Create and process vendor returns
- Manage registration and product receipt
- Configure procurement workflows
Implement landed cost
- Configure landed cost parameters and voyage statuses
- Create and process voyages with purchase orders or transfer orders
- Configure cost estimations, tracking control center, over/under tolerance setup, and journey templates
- Configure cost type codes and auto costs
- Track inbound voyages and shipping container journeys
Implement common sales and marketing features
- Create and maintain customers
- Configure sales agreements
- Configure and process sales quotations, sales orders, reservations, and sales returns
- Configure sales groups and commissions
- Configure and process intercompany orders
- Configure and process customer rebates
- Configure and manage delivery schedules, available-to-promise (ATP), and capable-to-promise (CTP)
- Configure and use product bundles
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Section 4:
Implement warehouse management and transportation management
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Weight:
20-25% |
Configure warehouse management
- Create sites, warehouses, locations, location formats, location profiles, location types, and zones
- Configure work policies and work breaks
- Implement location directives
- Configure wave, load, and work templates
- Create and print labels, including product, wave, GS1 label segments, and license plate labels
- Configure packing dimensions
- Configure inbound receiving process
- Configure outbound shipment process
- Configure and update inventory status
Perform warehouse management processes
- Configure and process replenishment
- Manage inbound and outbound load planning workbenches
- Configure and process inventory movements via warehouse work
- Create cycle counting work and perform cycle counting
- Process inbound and outbound orders by using the Warehouse Management mobile app
- Configure containerization and packaging options
- Configure and process cross docking
Implement transportation management
- Configure shipping carriers and carrier groups
- Perform planning and executing of loads and shipments
- Configure and generate freight bills and invoices
- Configure route plans and guides
- Manage route and rate engines
- Configure and use dock appointment scheduling
- Reconcile freight by using manual or automatic processes
Implement the Warehouse Management mobile app
- Configure mobile device menus, menu items, and display settings
- Configure detours for mobile device steps
- Install and configure the Warehouse Management mobile app
- Create and manage warehouse workers for the Warehouse Management mobile app
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Section 5:
Implement master planning
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Weight:
10-15% |
Configure master planning
- Set up coverage groups and item coverage
- Configure and maintain master planning parameters and master plans
- Define positive and negative days
- Define action messages, delay, and time fences
- Configure period templates
Manage master plans
- Run Planning Optimization and analyze the results
- Evaluate and process planned purchase and transfer orders
- Set up and use the Supply schedule page
- Configure safety margins
- Configure and process safety stock journals
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