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Microsoft

Configure and manage procurement and vendors in Dynamics 365 Supply Chain Management

Microsoft via Microsoft Learn

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Overview

  • Module 1: 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.

    • In this module, you will 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.
  • Module 2: Speed, accuracy, and a digital solution when communicating with vendors is an essential need for a successful business. Dynamics 365 Supply Chain Management offers seamless collaborations with vendors through the Vendor collaboration portal.

    • In this module, you will learn how to:

    • Configure vendor collaborations.
    • Work with the Vendor collaboration workspace.
    • Maintain vendor certifications.
    • Use vendor collaboration as part of a procure-to-pay process.
  • Module 3: Learn about processing purchase orders in Supply Chain Management.

    • In this module, you will:

    • Set up purchase order parameters
    • Use purchase order change management.
    • Create a purchase order.
    • Use item arrivals and arrival overview.
    • Create vendor returns.
  • Module 4: An important factor that impacts a company's reputation in today's market is the quality of their goods and services. By having a standard procedure for checking the quality of products when they arrive from vendors, move through supply chain, and are sent to customers, companies can reduce the number of returns and maintain their reputation in the market.

    • In this module, you will learn how to:

    • Configure quality management
    • Perform quality control processes
    • Apply inventory blocking
    • Perform quarantine management
  • Module 5: Companies negotiate and agree on certain terms to be able to fix the price of items. These agreements help businesses to make correct estimations of cost of goods purchased and set a base for sales prices. By purchasing or selling goods, companies may be entitled to receive rebates, or gain royalty rewards, which can be converted to a credit note.

    • In this module, you will:

    • Maintain trade agreements.
    • Configure smart rounding.
    • Create sales agreements.
    • Use procurement policies.
    • Create purchase agreements.
    • Configure trade allowance.
    • Configure brokerage.
    • Configure royalties.
    • Configure rebates.
    • Learn about the Rebate management module.
  • Module 6: This module provides information about configure and use the intercompany trade relations and process intercompany orders in Supply Chain Management.

    • In this module, you will learn how to:

    • Configure products for intercompany trade relations.
    • Configure intercompany trade relationships.
    • Configure intercompany agreements.
    • Process intercompany orders.
    • Process intercompany direct deliveries.
    • Process intercompany charges.
    • Recognize the intercompany return order chain process.

Syllabus

  • Module 1: Configure and perform the procure-to-purchase process in Dynamics 365 Supply Chain Management
    • Introduction
    • Procurement scenario
    • Overview of the procure-to-purchase process
    • Use procurement catalogs
    • Create a purchase requisition
    • Create and process a request for quotation
    • Create purchase orders
    • Vendor categories and catalogs
    • Evaluate a vendor and put a vendor on hold
    • Use purchasing policies
    • Lab - Work with procure-to-purchase processes
    • Check your knowledge
    • Summary
  • Module 2: Configure and manage vendor collaboration in Dynamics 365 Supply Chain Management
    • Introduction
    • Purchase order statuses with vendor collaboration
    • Configure vendor collaboration
    • Maintain vendor certification
    • Set up vendor collaboration security roles
    • Use the Vendor collaboration invoicing workspace
    • Define purchase order response information
    • Work with purchase orders when vendor collaboration is used
    • Purchase order statuses and versions
    • Sharing information about consignment inventory
    • Work with request for quotes
    • Purchase order confirmation workspace
    • Accessing vendor master data in the Vendor information workspace
    • Exercise - Set up an external role for a vendor
    • Check your knowledge
    • Summary
  • Module 3: Process purchase orders in Dynamics 365 Supply Chain Management
    • Overview of the purchase order process
    • Set up purchasing parameters
    • Use purchase order change management
    • Use Item arrivals and Arrival overview
    • Manage over/under delivery for purchase orders
    • Manage charges for purchase orders
    • Create vendor returns
    • Lab - Create and process a purchase order
    • Check your knowledge
    • Summary
  • Module 4: Configure and work with quality control and quality management in Dynamics 365 Supply Chain Management
    • Introduction
    • Configure quality management
    • Perform quality control and management processes
    • Apply inventory blocking
    • Perform quarantine management
    • Exercise - Create and process a quality order
    • Exercise - Create and process a nonconformance order
    • Check your knowledge
    • Summary
  • Module 5: Configure and use agreements in Dynamics 365 Supply Chain Management
    • Introduction
    • Work with trade agreements
    • Create sales agreements
    • Create purchase agreements
    • Configure trade allowance management
    • Configure brokerage contract management
    • Configure royalty contract management
    • Configure vendor rebates
    • Rebate management module
    • Exercise - Create a purchase agreement
    • Exercise - Generate and process customer rebates
    • Exercise - Create trade agreements
    • Check your knowledge
    • Summary
  • Module 6: Configure and use intercompany trade in Dynamics 365 Supply Chain Management
    • Introduction
    • Intercompany trading
    • Set up intercompany trade
    • Process intercompany chain orders
    • Set up intercompany agreements and direct deliveries
    • Lab - Configure intercompany relations
    • Exercise - Process a purchase order-initiated intercompany chain
    • Exercise - Process a sales order-initiated intercompany chain
    • Exercise - Process returns in intercompany
    • Exercise - Process an intercompany direct delivery
    • Check your knowledge
    • Summary

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  • Profile image for Sondos Mattar
    Sondos Mattar @Sondos
    wonderful ruly enjoyed this course.” “I appreciated how the instructor surveyed the class before to get a sense of what we all wanted to take away from the course.” “The instructors were fantastic – very knowledgeable and willing to answer questions as they came up.
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