In this module, you learned about the procure-to-purchase process and how to set it up and perform it in Dynamics 365 Supply Chain Management.

You can use categories with category hierarchies to classify products, vendors, customers, or transactions for reporting and analysis. The structure and number of categories that you define depends on the business goals of the organization.

You can use the vendor catalog feature to import products based on information provided by your vendor that will be maintained in the product master. The external catalog feature can be used so that your employees can purchase products that are not maintained in your product master. Both types of catalogs are useful for indirect procurement.

You can use purchasing and signing limit policies to implement and enforce various rules in your business processes. Policies can be set up for all companies or organizations, or you can set them up for any combination of companies, departments, and cost centers.

A purchase requisition is an internal document that authorizes the Purchasing department to purchase items and is used to generate the actual purchase orders for the items. With a purchase requisition, you can select items from procurement catalogs that contain only those items relevant to the purchase requisitions, including the request of both catalog and non-catalog items.

The request for quotation (RFQ) feature in Supply Chain Management supports the end-to-end scenario of inviting one or more vendors to supply bids on specific products and/or services. The RFQ process also allows you to select which vendor to ultimately create a purchase order or purchase agreement for.