Dynamics 365 Supply Chain Management

SKU management
variants (size, colour, style), lot, serial, item categories, attributes

Multi-location
unlimited warehouses, retail stores, consignment, in-transit, 3PL

Costing methods
FIFO, LIFO, Average, Standard, Specific Identification, with revaluation and full audit trail

Lot & serial traceability
receipt → production → shipment, mandatory for food, pharma, regulated manufacturing

Landed cost 
freight, duty, brokerage, customs rolled into item cost so Canadian margin is real, not estimated

Item availability
On-hand, reserved, on-order, projected by date, location, variant, BOM level

Reorder automation
Reorder point, safety stock, max stock, with auto-generated POs and transfer orders

Cycle counting 
ABC class scheduling, variance posting with reason codes, no warehouse shutdown

Inventory valuation
Reconciled live to the GL, exportable for CRA audit

Power BI dashboards 
Turnover, days-on-hand, dead stock, margin by SKU / customer / location

Receiving & put-away
Receipts against POs/transfers, directed put-away by item, zone, capacity

Picking & shipping
Order, wave, or batch picking with bin confirmation; one-flow ship + label

Zones & bins
Model the physical warehouse with bin ranking, capacity rules, replenishment triggers

Barcode & handheld scanning
Business Central Warehouse app, Tasklet Mobile WMS, or Insight Works for scan-driven receiving, picking, counting, put-away

Cross-docking
Flag inbound stock for immediate outbound to clear back-orders

Directed pick & put-away (advanced WMS)
system decides the next move, not the operator

Shipping integration
Canada Post, Purolator, UPS, FedEx, DHL — live rate-shop and label from sales order

Returns & RMA
Process, inspect, restock, refund, all linked to the original sale

Productivity reporting
Picks/hour, accuracy %, dock-to-stock time

Vendor Master & Performance Scoring

Track on-time delivery, in-full rate, defect rate, and response time for every supplier in one record.

Requisition-to-Pay Workflow

Drive requisition → PO → approval → receipt → 3-way invoice match in one connected flow.

Multi-Level Approval Workflows

Route purchases by amount, GL account, vendor, or location with full audit trail.

Blanket POs & Purchase Contracts

Lock in pricing with date-effective vendor agreements and call-off purchase orders.

AP Invoice Automation (Continia)

Capture vendor invoices with OCR, auto-match to POs, and post without manual data entry.

Multi-Currency Procurement

Buy in CAD, USD, EUR, GBP with daily FX revaluation and dual-currency reporting.

Vendor Self-Service Portal

Let suppliers acknowledge POs, submit ASNs, and upload invoices directly into Dynamics.

Subcontracting & Outside Processing

Manage subcontract POs linked to work orders for manufacturers.

Spend Analytics

Analyse spend by category, vendor, GL, and cost centre with Power BI dashboards.

Statistical Demand Forecasting

Generate forecasts from 12, 24, or 36 months of sales history at SKU, customer, or channel level.

Seasonality & Trend Detection

Automatically detect seasonal patterns, trend lines, and intermittent demand items.

Sales & Operations Planning (S&OP)

Run a structured monthly S&OP cycle with version control and consensus forecasts.

Forecast vs Actual Variance

Track forecast accuracy live and surface bias by planner, item, and region.

AI-Assisted Forecasting with Copilot

Use Copilot in Business Central to surface forecast adjustments and reorder suggestions.

Dedicated Demand Planning Module

Run full machine-learning forecast models in Dynamics 365 SCM Premium.

New Product Introduction Modelling

Forecast new SKUs using analogous-item demand curves.

Promotion & Event Uplift Modelling

Layer promotion lift on top of baseline demand to plan stock and labour.

Collaborative Forecasting

Reconcile demand inputs from sales, marketing, and supply in one shared plan.

Bill of Materials Management

Build single-level, multi-level, and phantom BOMs with full version control.

Routings & Work Centres

Define work centres, machine centres, setup, run, queue, and wait times for accurate scheduling.

Finite & Infinite Capacity Planning

Schedule production against real machine and labour capacity or run unconstrained simulations.

Work Order Execution

Release work orders, post time and material consumption from the shop floor live.

Subcontracting & Outside Processing

Link subcontract POs to work-order operations with full cost roll-up.

Backflushing

Auto-consume components on production output for high-volume runs.

Engineering Change Orders

Control revisions with effectivity dates and full audit history.

Process Manufacturing

Run formulas, batch sizing, co-products, and by-products in Dynamics 365 SCM.

Shop-Floor Data Capture

Capture labour and material with tablets and barcode terminals on the line.

Quality Control

Run inspection plans, non-conformance, and supplier returns with full traceability.

Real-Time Available-to-Promise

Check stock and capacity across every location, including in-transit, before committing a date.

Reservation Rules

Reserve stock manually, automatically, or by priority customer with configurable rules.

Drop-Ship & Special Orders

Fulfil from supplier direct to customer with full margin and AP visibility.

EDI Integration

Trade with Loblaws, Sobeys, Walmart Canada, Costco, Canadian Tire, and automotive OEMs.

E-Commerce Connectors

Sync orders and inventory with Shopify, Magento, BigCommerce, WooCommerce, and B2B portals.

Back-Order Management

Auto-allocate stock to back-orders by priority as receipts post.

Partial Shipment Control

Apply customer-specific rules for partials, splits, and consolidation.

Customer Pricing & Trade Agreements

Manage customer-specific prices, discounts, and rebate agreements.

Returns & RMA

Process returns, inspections, restocking, and credits linked to the original sale.

Carrier Rate-Shopping

Get live quotes from multiple carriers at the sales order and pick the lowest delivered cost.

Multi-Leg & Multi-Mode Shipments

Plan consolidated shipments across truck, rail, ocean, and air with full visibility.

CUSMA / USMCA Documentation

Track country-of-origin per item, generate certificates, and apply preferential duty.

Canadian Customs & Brokerage

Capture brokerage fees, duty, and customs charges per shipment with full audit trail.

Landed-Cost Allocation

Roll freight, duty, and brokerage into item cost by weight, volume, value, or quantity.

Freight Invoice Reconciliation

Match carrier invoices to accruals and post variance automatically.

Native or ISV TMS

Use the native TMS module in D365 SCM or a certified ISV TMS for Business Central.

3PL & Carrier Integration

Connect to Canada Post, Purolator, UPS, FedEx, DHL, and regional carriers natively.

Yard & Dock-Door Scheduling

Schedule inbound and outbound dock doors to smooth high-volume distribution.