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BBCG.09.04.D365.WG.1.PDF: Configuring Procurement and Sourcing within Dynamics 365 for Operations - Module 4: Configuring Price Lists & Discounts (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.

Up until now, all of the prices that have been used as the Purchase Orders have been created have defaulted directly from the Purchase Price on the Released Product record.  But that is not the only way that the prices can be configured.  You can use the Trade Agreements feature within Dynamics 365 to create price lists, customer price agreements, and also discount agreements that will automatically be used within the Purchase Orders.

In this module we will show you how you can use the Trade Agreements to manage all of you pricing and discounting requirements.

Topics Covered

  • Activating Price Lists & Discounts
  • Creating Vendor Price/Discount Groups
  • Configuring Vendor Purchasing Defaults
  • Configuring Item Discount Groups
  • Configuring the Product Purchasing Defaults
  • Configuring Trade Agreement Journals
  • Creating a Vendor Price List
  • Posting a Price List
  • Using a Price List in a Purchase Order
  • Creating Price Lists from Categories
  • Updating the Pricing using Excel
  • Updating Sales Prices directly from the Vendor Account
  • Creating a Discount Agreement for a Vendor
  • Viewing the Trade Agreements on Purchase Orders

Series: Dynamics Companions Bare Bones Configuration Guides

    Guide: Configuring Procurement and Sourcing within Dynamics 365 for Operations

    PDF: 192 pages

    Publisher: Blind Squirrel Publishing (September 1, 2018)

    Language: English

    Product Dimensions:  8.5 x 11 inches

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