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

Intermediate
Functional Consultant
Business User
Dynamics 365
Supply Chain Management

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 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