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Design to retire end-to-end overview

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Applies to: Dynamics 365 Commerce, Dynamics 365 Customer Insights, Dynamics 365 Customer Service, Dynamics 365 Customer Service Insights, Dynamics 365 Field Service, Dynamics 365 Marketing, Dynamics 365 Project Operations, Dynamics 365 Sales, Dynamics 365 Supply Chain Management, Microsoft Supply Chain Center

This article describes the design to retire end-to-end business process flow and its relationship to other business processes that can be used in Dynamics 365.

Design to retire process relationship

The following diagram shows the relationship of other processes and products/features for the design to retire process. The design to retire process covers the process for introducing new tangible products. Learn more about bringing services to market at Concept to market end-to-end overview.

Business process relationships with upstream and downstream processes that are explained in the next paragraphs.

The upstream processes for the design to retire process include the following.

  • Forecast to plan: Organizations often complete the product definition in the design to retire process before they begin the forecasting process.
  • Prospect to quote: In some operational strategies, such as engineer to order, the prospect to quote process occurs before the design to retire process, because the quote is often the trigger that initiates the process.
  • Order to cash: In some operational strategies, such as engineer to order, the order to cash process occurs before the design to retire process, because the quote is often the trigger that initiates the process.
  • Project to profit: In some operational strategies, such as engineer to order, the project to profit process starts before the design to retire process. For example, before the organization begins to set up and procure the items to produce the product, it creates the project, defines the budgets, and completes and approves drawings. Additionally, when organizations use projects to manage capital projects, the project definition, budgets, and so on, are typically set before the organization begins to create and procure the required products.

The design to retire end-to-end process is broken down into the following business process areas.

  • Define product catalog and strategy
  • Introduce new products
  • Define product costing
  • Define product pricing
  • Manage product lifecycle

Learn more about the business process areas at Design to retire business process areas.

The downstream processes for the design to retire end-to-end process include the following.

  • Source to pay: Typically, products are purchased after an agreement is made with a vendor and the product is defined in the system. In organizations that manufacture products, the products that must be purchased are often defined by the engineering process that is part of the design to retire process. In some cases, the request for quotation process occurs before a product definition is created. In these cases, the Source to pay process is upstream instead of downstream.
  • Prospect to quote: In operational strategies such as make to stock, the prospect to quote process occurs after a product mix is determined in the design to retire process.
  • Order to cash: In operational strategies such as make to stock, or in brick-and-mortar commerce scenarios, the order to cash process occurs after a product mix is determined in the design to retire process.
  • Plan to produce: Except in operational strategies for make to order and engineer to order, the production process typically occurs after the design to retire process is completed. Nevertheless, because there are often updates throughout the production process, the process can be both upstream and downstream.
  • Project to profit: In project-based organizations, the project can be integrated with the supply chain to create purchase orders or item requirements that are shipped to the customer in a downstream process after the item is defined.
  • Inventory to deliver: The inventory to deliver process can occur only after the product exists in the system. The product is a key prerequisite for tracking inventory information such as receipts, issues, and movements.
  • Case to resolution: The case to resolution process is downstream to the design to retire process when you use cases to manage inventory issues, vendor issues, customer complaints, and so on.
  • Record to report: The record to report process is downstream to the design to retire process, because items and orders must exist before costs or revenues can be recognized in the general ledger, for example.

Product-specific capabilities are offered that interact with the design to retire process. These capabilities include, but aren't limited to, the following list.

  • Product catalogs: Dynamics 365 Commerce includes catalog features to help manage products in retail channels. Additionally, Dynamics 365 Supply Chain Management includes both internal and external catalogs to help with the procurement process. External catalogs are sometimes referred to as punchout catalogs. They help maintain product information from a third party.
  • Product assortments: Product assortments are used in Dynamics 365 Commerce to assign different products to different retail channels.
  • Product attributes: Product attributes are used to enrich product information in Dynamics 365 Commerce and Supply Chain Management.
  • Product categories: Product categories are used to help create channel navigation in Dynamics 365 Commerce (for example, for site navigation). You can also use product categories in Dynamics 365 Supply Chain Management to help manage and analyze your spend and revenue across the application.
  • Engineering change management: For manufacturing companies or organizations that need tighter control over the onboarding of new products, the Engineering change management module helps manage the workflow and data validation for the setup of new products, bills of materials (BOMs), formulas, and routes.
  • Product translations: If you sell or buy products in different countries or regions, you can translate your product descriptions. You can also define vendor-specific or customer-specific item numbers. In this way, you help make communication with your customers and vendors easier.
  • Product templates: You can use product templates to quickly and easily create new products that have similar information.
  • Product configurator: If you have many options for a single product, as is common in industries such as the automotive industry, you can use the product configurator to define an unlimited number of options. The product configurator includes logic for controlling which options and combinations are allowed for a product. Dynamics 365 Supply Chain Management supports dynamic updates to the BOM or route. There is also support for calculating the price of a product based on the options that are selected during order entry.
  • Lot (batch) and serial number control: You can define products so that they are controlled by a batch number, which is often referred to as a lot number. This approach provides better inventory tracking and visibility throughout the system. Additionally, you can control when a batch or serial number is required. In this way, you ensure that users maintain the quality of data that's required for your operations at every movement of the product.

Design to retire business process flow

The following diagram shows the high-level flow of the design to retire business process. Each solid rectangle on the diagram represents an end-to-end business process area. The diagram shows the subprocesses for the end-to-end business process in this article. The arrows on the diagram show the flow of the business process in a typical organization. If a subprocess can lead to more than one other subprocess, the parallel subprocesses are shown as branches.

Flow diagram for the end-to-end business process, which is explained in the paragraphs after the image.

The following steps are illustrated in the design to retire end-to-end business process flow diagram.

  1. Start

  2. Design to retire end-to-end process

  3. Define product catalog and strategy

  4. Introduce new products

    1. Manage product costing
    2. Define product pricing

  5. Manage product lifecycle

    1. Source to pay
    2. Prospect to quote
    3. Order to cash
    4. Plan to produce
    5. Project to profit
    6. Case to resolution

  6. End

Parallel branches from 5.a. Source to pay, 5.b. Prospect to quote, 5.c. Order to cash, and 5.d. Plan to produce connect to Inventory to deliver, which connects to Record to report and then to 6. End.

Parallel branches connect from Start to each of the following upstream end-to-end processes, all of which connect to 4. Introduce new products.

  • Forecast to plan
  • Prospect to quote
  • Order to cash
  • Project to profit

Next steps

If you want to implement Dynamics 365 solutions to assist with your design to retire business processes, you can use the following resources and steps to learn more.

  1. Define the goals and objectives for a technology solution that supports the organization's need for a design to retire process. Learn more at Implementation strategy.

  2. Define the business process scope of your project. Learn more at Process-focused solution.

  3. Request a demo or get a free trial of Dynamics 365 solutions for the design to retire process. Learn more at Request a demo.

  4. Get an overview of the design to retire process. Learn more at Design to retire business process areas.

You can use the following resources to learn more about the design to retire process in Dynamics 365.