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BBCG.09.05.D365.WG.1.PDF: Configuring Procurement and Sourcing within Dynamics 365 for Operations - Module 5: Enabling Change Management on Purchase Orders (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.

If you want to track your Purchase Orders a little more closely, then you can turn on the Change Management feature within the Procurement and Sourcing module which gives you the added ability to have workflow approvals on your Purchase Orders.  As a bonus, this will also give you the ability to view the old versions of the Purchase Orders and see the differences between them.

In this module, we will show how you can configure the change management feature and also build the workflows to manage the approval process.

Topics Covered

  • Creating an Order Change Approval Workflow
  • Enabling Purchase Order Change Management
  • Submitting a PO for Approval
  • Requesting Changes to Purchase Orders
  • Viewing Change History

    Series: Dynamics Companions Bare Bones Configuration Guides

      Guide: Configuring Procurement and Sourcing within Dynamics 365 for Operations

      PDF: 70 pages

      Publisher: Blind Squirrel Publishing (September 1, 2018)

      Language: English

      Product Dimensions:  8.5 x 11 inches

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