Configure and perform the procure-to-purchase process in Dynamics 365 Supply Chain Management

Module
14 Units

Intermediate

Functional Consultant

Business User

Dynamics 365

Supply Chain Management

Finance

Note

You may experience partial outages in labs that use the finance and operations apps virtual machine. We are working on fixing it and ask for your patience.

Procure-to-purchase is the first step of the procure-to-pay process. Procure-to-purchase involves the procurement agent finding a vendor and requesting a material or service to be purchased.

Learning objectives

In this module, you will learn how to:

Apply the procurement and sourcing processes in a business scenario.
Use purchasing policies.
Create and maintain vendors.
Create and process purchase requisitions.
Create and process a request for quotation.

Prerequisites

General knowledge of supply chain management and procurement processes
General knowledge of inventory procedures
Basic knowledge of warehouse procedures
Ability to use Dynamics 365 Supply Chain Management for basic processing

Introduction min
Procurement scenario min
Overview of the procure-to-purchase process min
Set up procurement categories min
Use procurement catalogs min
Create a purchase requisition min
Create and process a request for quotation min
Create purchase orders min
Vendor categories and catalogs min
Evaluate a vendor and put a vendor on hold min
Use purchasing policies min
Lab - Work with procure-to-purchase processes min
Check your knowledge min
Summary min