Microsoft Dynamics 365 Procurement and Sourcing
In this course you will learn how to be productive as an end user with the Procurement and Sourcing features of Dynamics 365 Finance and Supply Chain Management.
Description
Boost your end user skills in the Procurement and Sourcing Module. In this course you will learn how to work with Vendors, Purchase Orders amd Purchase Requisitions.
Course Outline
Introduction to Procurement and Sourcing
- Overview
- Streamline Your Procurement Processes
- Understanding the Procurement and Sourcing Landscape
- The Procurement and Sourcing Module
- The features and benefits of the Procurement and Sourcing Module
Managing Purchase Requisitions
- Overview
- Create and process a purchase requisition
- Add an item to the purchase requisition
- The purchase requisition approval process
Lab Exercises
- Create, Submit, and Approve a Purchase Requisition
Working with Purchase Requisitions and Purchasing Policies
- Overview
- Purchase Requisition and Purchasing Policies
- Create a purchasing policy
Lab Exercises
- Create Purchase Requisition and Purchasing Policies
Create a Purchase Order For Delivery To Multiple Sites
- Overview
- Create a Purchase Order
- Delivery Addresses for Items
Lab Exercises
- Create a Purchase Order For Delivery To Multiple Sites
Working with Charges Codes
- Overview
- Creating Charge Codes
- Managing Charge Codes
Lab Exercises
- Create a Charges Code
Trade Agreements For Vendors
- Overview
- Processing a Trade Agreement for a Vendor
- Managing Purchase Orders based on Trade Agreements
- Creating a Purchase Agreement
- Add an item to a Purchase Agreement
- Confirming the Purchase Agreement
Lab Exercises
- Create Trade Agreements For Vendors
- Create a Purchase Order Based On a Trade Agreement
Prerequisites
This course assumes light exposure to Dynamics 365 Finance. This course has been designed for end-users in mind.