MB240 Field Service Study Notes – PURCHASE ORDERS & INVENTORY

I’m preparing for my Dynamics 365 Field Service (MB240) certification, and as part of my journey, I’m creating blog posts that reflect my study notes and revision. I hope that these posts will serve as a helpful resource for anyone else working toward the same goal.

Based on past exam patterns, Microsoft frequently includes questions that require selecting multiple correct answers and organizing them into a specific sequence. These types of questions assess both knowledge and the ability to logically structure information. Therefore, candidates should be prepared to both identify the correct options and arrange them in the required order.

In this study note, we identify a product that has an inventory requirement. Include steps with regard to purchasing new products.

1 Products that have Inventory

1A) Open a product – Field Service Tab

Field Service Product Type: Inventory
This option is used to track product quantity, such as in different warehouses or customer locations.

2A) Start Creation of Purchase Order:

The purchase order can be created by the admin office in the D365 app (this example) or a technician in the mobile app.

2. Purchase Orders
2B) Create and Save the Purchase Order

2C) Add Products to the Purchase Order

A number has been assigned to the purchase order. Click on the Products tab.

2D)

2E) Submit the Purchase Order

2F) Check the Product Inventory

The quantity should be ordered.

3) Receipts

In the Product Inventory, the ‘Quantity Available’ field was zero.
This is because the ‘Product’ ordered had not been received.

3A) Create a Receipt

Enter data and click Save
3B) Include the Product that was Received

Click on three dots by Purchase Order Receipt
The quick create Form: Purchase Order Reeceipt Product opens
Choose the Purchae Order Product
Click Close and Save