BBCG.09.01.D365.WG.1.PDF: Configuring Procurement and Sourcing within Dynamics 365 for Operations - Module 1: Configuring the Procurement and Sourcing Controls (Digital)
The Procurement and Sourcing area within Dynamics 365 not only allows you to manage and track all of the purchasing activities within your organization. It is also where you can manage all of your purchasing hierarchies, which allow you to organize all of your purchased products into more manageable groups. You can initiate purchase orders, manage the changes to the purchase orders, and even raise requisitions that can then work through approval workflows before you convert them into live purchase orders. All of these transactions then feed down into the Accounts Payable module, making the whole procurement cycle seamless.
Setting up the Procurement and Sourcing details are not hard either and this guide is designed to give you step by step instructions to show you how to configure the Purchasing area, and also how some of the basic parts work to get you up and running.
Before we start though there are a couple of codes and controls that we may want to set up within the Procurement & Sourcing area which will make the system work just a little better.
- Configuring Buyer Groups
- Configuring Delivery Terms
- Configuring Modes of Delivery
- Configuring the Procurement and Sourcing Parameters
Series: Dynamics Companions Bare Bones Configuration Guides
Guide: Configuring Procurement and Sourcing within Dynamics 365 for Operations
PDF: 111 pages
Publisher: Blind Squirrel Publishing (August 18, 2018)
Product Dimensions: 8.5 x 11 inches
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