Interview Revision notes: only for Suresh Ojha 26thJune 2026 for D365 SCM.

on

Implementation - Requirement → Design → Configuration → Testing → Go-live → Support


Lenskart -FEBI - (Postman)


Requirement → API integration → Scenarios → Validation → Testing → Data accuracy

 “The requirement was to integrate D365 with an external system (FEBI) to automate vendor creation and procure-to-pay processes, ensuring real-time data synchronization.”

 Integration covered:

  • Vendor creation
  • Vendor bank details
  • Invoice processing
  • GRN posting

API & authentication (important) -  API keys and token-based security. “We validate request and response data"

 My role was mainly in validating the integration by ensuring that the data exchanged between D365 and FEBI was accurate and synchronized across both systems.”

                                ------------------------------------------------------------------------------------


ZURN - Flatfile - DIXM EDI

 The requirement was to integrate D365 with IBM Sterling to support EDI-based communication with customers for order processing, invoicing, and shipment tracking.”

 

The integration involved standard EDI transactions:

  • 850 for Sales Order
  • 810 for Invoice
  • 856 for Advance Shipment Notice (ASN)
  • 870 for Order Status”

“My role was to validate end-to-end integration by ensuring that data flows correctly between D365 and the external system for both inbound and outbound transactions.”

 Inbound & outbound flows

“For inbound flow, we received EDI files like 850 and processed them to automatically create sales orders in D365.
For outbound flow, we generated files like invoices and ASN from D365 and sent them in customer-specific formats.””

Data mapping & transformation 

“I validated data mapping and transformation between EDI formats and D365 fields to ensure correct data interpretation.”


File processing (your key work)

We worked with flat file processing where:

  • Inbound EDI 850 was imported into staging tables and converted into sales orders
  • Outbound files were generated from D365 aligned with customer-specific EDI formats”
SSCC (Serial Shipping Container Code) is a unique number used to identify a shipment or container (like a pallet or box


                              ------------------------------------------------------------------------------------

EOQ (Blackwoods)

Problem → High inventory cost due to inefficient order quantities - costly equipment 
What you did → Implemented EOQ logic in D365 using demand rate, ordering cost, and holding cost in master planning
Outcome → Optimized order quantity, improving inventory turnover and reducing total inventory cost

 

Problem → EOQ logic → Parameters → Planning → Optimized order quantity → Cost reduction

  • Master Planning → Setup → Coverage → Item Coverage
  • Master Planning → Setup → Coverage → Coverage groups
  • Released products → Plan → Item coverage

    Parameter :
------------------------------------------------------------------------------------

Debtor Transfer (Walmart)

The goal was to handle scenarios like wrong customer or incorrect PO without impacting inventory, while ensuring correct customer billing and financial accuracy.”


Issue → Return Order → Price match → New Sales Order → Correct billing → No inv impact


Conf: 

  • Sales and Marketing → Setup → Sales orders → Sales order parameter
  • Sales and Marketing → Setup → Returns → Disposition codes



Problem → Difficulty in managing and transferring customer balances across accounts - User mistake 

What I did → Designed and implemented debtor transfer customization in D365 for balance transfer and cross-account adjustments

Outcome → Enabled accurate financial tracking and seamless balance movement between customer accounts


                          ------------------------------------------------------------------------------------

Safety Stock (Hoya)

Problem → Frequent stock-outs and inaccurate inventory levels due to static safety stock
What you did → Automated safety stock calculation in D365 using demand variability, lead time, and service level via Safety stock journal
Outcome → Improved planning accuracy, reduced stock-outs, and stabilized inventory levels

  • Safety stock journal
  • Master Planning → Setup → Coverage → Item Coverage
  • Master Planning → Periodic tasks → Safety Stock Journal

“The calculation logic considered historical demand variability, lead time of items, and the target service level to calculate an optimal safety stock value


Formula logic:

Safety stock = Service factor × Std Dev × Lead time

  • Example:
    • Service level = 95% (1.64)
    • Std deviation = 42.38
    • Result ≈ 49 units


------------------------------------------------------------------------------------

Concepts 

Priority 

  1. Purchase agreement/ Sales agreement 
  2. Trade Agreement 
  3. Item Price 




                                                                 Batch +Serial

item Model Group



--------------------------


                                                        ADVANCE WAREHOUSE

 

Location Directives? - Decide and assign PICK AND PUT location on created  work ID or  Rules used to determine where items should be picked or stored.

Work Template? Simply create a WORK ID for a particular process .Defines how work is created (steps like Pick + Put). It includes: Work order type (Sales, Purchase, Transfer) Sequence of actions

Work- Work represents tasks generated by the system for warehouse workers, such as: Put away & Picking

Work Order Types - Sales order Purchase order Transfer order Production

License Plate - A License Plate represents a physical container (pallet, box) that groups inventory. it helps to Track inventory movement

Location Profile ? Defines behavior and rules for locations, such as: Allow mixed items or batches ,License plate tracking

Replenishment in AWM - Process of moving goods from reserve locations to picking locations. - Min/Max replenishment

  • Wave Processing- Batch processing method to group orders and release them for picking.
  • Wave: Group of shipments processed together
  • Wave Template: Defines rules for grouping and processing
  • Containerization - Process of packing items into containers (boxes/pallets)

Cycle Counting- inventory auditing process where selected items are counted periodically without stopping operations.

Reservation Hierarchy- Defines the sequence in which inventory dimensions (Site, Warehouse, Batch, Serial) are reserved.

Sales order picking process work in AWM?

Answer:

  1. Sales order created
  2. Release to warehouse
  3. Wave processing
  4. Work created (Pick + Put)
  5. Worker picks via mobile device
  6. Packing & shipping

How is inbound processing handled?

Answer:

  1. Purchase order created
  2. Arrival registration
  3. Mobile receiving
  4. Put-away work generated
  5. Worker performs put-away

 



WHAT HAPPEN IF I SELECT REGISTERED QUANTITY VS Order quantity and click on short close ? in PO

✅ Short close will ALWAYS close the PO line completely✅ Remaining qty becomes ZERO✅ Further Product Receipt becomes IMPOSSIBLE

 Is there a why you can automatic serial number for an item under registration window in PO ? - yes you can . do we have an option available to create serial number on Registration window in PO?
 
Trade agreement 




                                     Master Planning 

                                                                            Period 


Priority and Decoupling is also a Coverage code.



Safety Margin : 






Pegging  example - 


  • Positive days → “I already have food coming tomorrow, don’t reorder today”
  • Negative days → “It’s okay if delivery is 1–2 days late”
  • Forecast time fence → “I only plan meals for next week using real info, future weeks use guesses”















Question - if  customer 100- Sales order is pegged for an item - abc - Inventory is received and another person has created the same item abc - and trying to do reservation - will that happen = no because - that item has been pagged against cust 100

 











INTERCOMPANY 






USMF- Cust- DEMF - ----------DEMF- Vendor - USMF





what are the changes you are making in intercompany PO it will automatically change in related SO.  - once the set it done - if you select that vendor or that customer - intercompany option filed will automatically be enabled. 

 

Same - packing Slip ID - SPK-00001983.1 will reflect on PO also YOU CAN'T CHANGE THE INVOICE ID.

you can receive a Intercompany PO thru related ICSO.
















for Direct Delivery , you can generate the product receipt in intercompany option :





Production Control 


Parameters - Accept error - Journals - Pick and RAF Journals, + finite capacity 

Status - 

  1. Create (PO IS CREATED) 
  2. Estimate (PRICE IS EXTIMATED >   Profit setting is - required sales price 
  3. Release> Order is made available to the shop floor + reservation done
  4. STARTED - WORK IS CREATED - RM AND OPERATION GET CONSUMED - FLUSHING PRINCIPLE
  5. RAF> FG IS PRODUCED RM AND OPERATION GET CONSUMED - FLUSHING PRINCIPLE
  6. Ended > GL ACCOUNT HIT






  • Phantom = “Virtual layer” (no real production step) (Low-level BOM)
  • Pegged Supply (Multi-level production)
  • Check - were used option for more
                                 












Mistake - cost group and prices at item level if not set- once you check the estimate i will show wrong value.

  1. Question - For BOM components (Ganesh Ojha, Umesh Ojha) - do we need to add cost group ? or when to add cost group ? cost breakdown reporting (material/labor/overhead split)
  2. Question - Difference between Flushing Principle and Route group dependent. 
  3. Question - On route group if you enable - Setup time + Rum time + Qty then what will be the impact? or should you enable that if yes why?

Automatic BOM consumption - if - always > never on Start and RAF ----


Route - 

Route version 

Operations - Primary and Secondary operation. - OJHA500 AND OJHA600




Run Time and process Qty


Costing: Shared categories /Cost categories - Cost groups - for operations sales price 

 Resource group 









































Comments

Post a Comment