BBCG.09.03.D365.WG.1.PDF: Configuring Procurement and Sourcing within Dynamics 365 for Operations - Module 3: Processing Purchase Orders (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.
Now that we have all of the codes and controls set up we can start creating Purchase Orders, receive them and then post them as Payables Invoices.
In this module, we will step you through that process.
- Creating a Purchase Order
- Confirming A Purchase Order
- Receiving In A Purchase Order
- Reprinting Product Receipt Documents
- Invoicing The Product Receipts
- Reprinting Vendor Invoices
- Viewing The Vendor Invoices Within Payables
- Viewing Inventory Transactions
Series: Dynamics Companions Bare Bones Configuration Guides
Guide: Configuring Procurement and Sourcing within Dynamics 365 for Operations
PDF: 94 pages
Publisher: Blind Squirrel Publishing (August 28, 2018)
Product Dimensions: 8.5 x 11 inches
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