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BBCG.09.02.D365.WG.1.PDF: Configuring Procurement and Sourcing within Dynamics 365 for Operations - Module 2: Configuring the Procurement Categories (Digital)

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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.

Sometimes spending a little bit of time in advance can save you a lot of time in the long run.  One example of this is that if you set up the Procurement Categories within Procurement and Sourcing, you will be able to use them later on in setup time.  So in this module, we will show you how you can set them up and link them with your Products and Vendors.

Topics Covered

  • Creating a Procurement Category Hierarchy
  • Configuring Category Hierarchy Types
  • Assigning Products to Procurement Categories
  • Assigning Vendors to Procurement Categories
  • Inheriting Approved Vendors from Parent Categories 


Series: Dynamics Companions Bare Bones Configuration Guides

    Guide: Configuring Procurement and Sourcing within Dynamics 365 for Operations

    PDF: 97 pages

    Publisher: Blind Squirrel Publishing (August 21, 2018)

    Language: English

    Product Dimensions:  8.5 x 11 inches

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