Avanade Setup

Mandatory

1. Create workflow channels to communicate with systems outside of Supply Chain Cloud.

   1. Avanade will grant access to Supply Chain Cloud for D365 F&SCM. 

      Important

      This step is not required for the shipping functionality in Supply Chain Cloud.

2. Create roles and select permissions that apply to those roles that you can later assign to users.
3. Send emails to invite users to create an account. You can assign roles to your invitees.
4. Once a user signs up, view or edit user details, including:
   1. Security Management
   2. Trading Partner Access Management (for any currently configured trading partners set up within SCC)
5. Set your global configurations and copy the API key to plug into the host system (for D365 F&SCM, see SCC Shipping Parameters).

Optional

• You can customize field and label names in the system.

Carriers

Mandatory

1. Create carrier access groups that can be used to batch assign carrier access to a user. 
2. Create account assignment records to store credentials and account numbers for interactions with the various carrier's web APIs.
3. Create origin locations to represent shipping origins.
4. Create carrier groups that can be used to improve rate shop efficiency. 
5. Configure settings for each parcel carrier.
6. Configure settings for custom carriers.

Optional

• Create rate bases that can be used to calculate freight charges.
• Create rate masters that can be associated with carriers or carrier services for a specified date range.

Items

Mandatory

N/A

Optional

• Create item attributes and arrange them in a hierarchy. You can make attributes as specific or as vague as desired.  
• Create item document types that you can organize into groups.
• Create item document groups that you can request be attached to a business transaction.

Routing

Mandatory

N/A

Optional

• Create routing guides to define preferred strategies for routing shipments.
• Create equipment types.

Vendors

Mandatory

1. Create vendor access groups that can be used to batch assign vendor access to a user. 

Optional

• Create vendor attributes and arrange them in a hierarchy. You can make attributes as specific or as vague as desired.  
• Create vendor document types that you can organize into groups.
• Create vendor document groups that you can request be attached to a business transaction.

Purchase Orders

Mandatory

1. Create purchase order statuses that can be used to define workflow steps.
2. Create purchase order status progress bars to display on the Purchase Order Queue and Purchase Order Summary.
3. Create purchase order status queues to display on the Purchase Order Queue and Purchase Order Summary.
4. Create purchase order transaction types to specify the workflow(s) to use for each business transaction.
5. Create purchase order workflow transaction codes that can be used to coordinate with a host system.
6. Create workflows for the system to follow when processing purchase orders.

Optional

• Create purchase order attributes and arrange them in a hierarchy. You can make attributes as specific or as vague as desired.
• Create purchase order document types that you can organize into groups.
• Create purchase order document groups that you can request be attached to a business transaction.
• Create purchase order alert types that you can add to workflows to trigger when a PO workflow step fails, rejects, or succeeds.
• Create purchase order line attributes and arrange them in a hierarchy. You can make attributes as specific or as vague as desired.  
• Create custom reports for purchase orders.
• Create purchase order line document types that you can organize into groups.
• Create purchase order line document groups that you can request be attached to a business transaction.
• Create purchase order reason codes that you can organize into categories.
• Create purchase order reason code categories that you can require be defined in order to complete a workflow step.

Transportation Tenders

Mandatory

1. Create transportation tender statuses that can be used to define workflow steps.
2. Create transportation tender status progress bars to display on the Transportation Tender Queue and Transportation Tender Summary.
3. Create transportation tender status queues to display on the Transportation Tender Queue and Transportation Tender Summary.
4. Create transportation tender transaction types to specify the workflow(s) to use for each business transaction.
5. Create transportation tender workflow transaction codes that can be used to coordinate with a host system.
6. Create workflows for the system to follow when processing transportation tenders.

Optional

• Create transportation tender alert types that you can add to workflows to trigger when a transportation tender workflow step fails, rejects, or succeeds.
• Create transportation tender attributes and arrange them in a hierarchy. You can make attributes as specific or as vague as desired.
• Create custom reports for tenders.
• Create transportation tender document types that you can organize into groups.
• Create transportation tender document groups that you can request be attached to a business transaction.
• Create transportation tender reason codes that you can organize into categories.
• Create transportation tender reason code categories that you can require be defined in order to complete a workflow step.

Freight Invoicing

Mandatory

1. Create freight invoice statuses that can be used to define workflow steps.
2. Create freight invoice status progress bars to display on the Freight Invoice Queue and Freight Invoice Summary.
3. Create freight invoice status queues to display on the Freight Invoice Queue and Freight Invoice Summary.
4. Create freight invoice transaction types to specify the workflow(s) to use for each business transaction.
5. Create freight invoice workflow transaction codes that can be used to coordinate with a host system.
6. Create workflows for the system to follow when processing freight invoices.

Optional

• Create freight invoice alert types that you can add to workflows to trigger when a freight invoice workflow step fails, rejects, or succeeds.
• Create custom reports for freight invoices.
• Create freight invoice document types that you can organize into groups.
• Create freight invoice document groups that you can request be attached to a business transaction.
• Create freight invoice reason codes that you can organize into categories.
• Create freight invoice reason code categories that you can require be defined in order to complete a workflow step.

Packing

Mandatory

N/A

Shipping

Mandatory

N/A

Transaction Type Mapping

Mandatory

• Set up a transaction type mapping sequence for each business transaction (purchase order, shipment, transportation tender) that you are mapping to in Supply Chain Cloud. 
• If you have multiple transaction types set up in Supply Chain Cloud, use the edit query associated with the mapping to connect the D365 F&SCM transaction to the appropriate transaction/workflow in the Supply Chain Cloud.