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

Module
9 Units

Intermediate

Business User

Functional Consultant

Dynamics 365

Supply Chain Management

Configure and manage the procure-to-purchase process in Dynamics 365 Supply Chain Management, including creating requisitions, sending request for quotations (RFQs), generating purchase orders, and tracking vendor performance.

Learning objectives

In this module, you:

Learn about the steps in the procure-to-purchase process, including creating requisitions, RFQs, and purchase orders.
Learn how to configure procurement categories and purchase requisition workflows.
Set up vendor catalogs and use purchasing policies for procurement.
Create and manage purchase requisitions and process them into purchase orders.
Use request for quotation (RFQ) to invite vendors to submit bids and manage responses.
Track and analyze vendor performance and spending through reports.

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
Create a purchase requisition min
Create and process a request for quotation min
Create purchase orders min
Check your knowledge min
Summary min

Start