Perform the procure-to-purchase process in Dynamics 365 Supply Chain Management
Intermediate
Functional Consultant
Business User
Dynamics 365
Supply Chain Management
In this module, you explored the procure-to-purchase process in Dynamics 365 Supply Chain Management, which described its key steps, such as creating purchase requisitions, generating and approving purchase orders, and managing vendor interactions. You learned how procurement policies and workflows help streamline purchasing and help ensure that materials and services are acquired efficiently.
Learning objectives
In this module, you'll:
- Learn about the procure-to-purchase process in Dynamics 365 Supply Chain Management, including creating requisitions, RFQs, and purchase orders.
- Learn how to manage procurement catalogs and vendor interactions.
- Set up and configure procurement policies, including category access and requisition permissions.
- Use workflows to approve and manage purchase requisitions and purchase orders.
- Implement vendor evaluations and control vendor transactions through hold statuses.
- Explore how purchasing policies help enforce procurement strategies and streamline workflows.
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