Posts Tagged ‘Procurement and Sourcing’
What is a Replenishment Requisition? -Dynamics 365 for Finance
Purchase requisitions can be created for the purposes of Consumption or Replenishment, if the Purchasing policy, Requisition Purpose Rule, is set to allow a choice. If the option is given, the requisitioner can choose one or the other, which will dictate how the request can be fulfilled. A Consumption purpose is used to indicate a…
Read MoreSetting up One-Time Suppliers in Dynamics 365
Ask anyone in the accounting department what their biggest pet peeve is and the following case will always make the Top 5 list “Executives that submit expense reports, two weeks late, without attaching the receipts!” Then they will start mumbling about the ten key pad, but after that, they will resoundingly say, “Vendor setup!” Guess…
Read MoreDynamics 365 for Finance and Operations – Focusing on Purchase Order Returns
Once you have the Purchase Order process down pat, you already know about return orders and didn’t even realize it! Sort of … Return orders in D365 is a Purchase order with a negative quantity! Voila! Of course, as with anything in Dynamics 365 for Finance and Operations, there are multiple ways to do the…
Read MoreDynamics 365 – Consignment is a BFF!
In comparison to prior versions of Dynamics AX, consignment inventory management has been improved upon in Dynamics 365 for Finance and Operations. The use of a Tracking dimension, Replenishment orders and Ownership change journals streamline the processing of transactions and make it possible to clearly see what inventory is owned by whom. Let’s delve into…
Read MoreDynamics 365 – Signing Limits in Purchase Requisition Workflow
When it comes to Dynamics ERP workflows, the Purchase Requisition-to-Purchase Order has historically been the first workflow in most implementations with a significant Procurement engagement. In a recent Dynamics 365 for Finance and Operations project we had to establish approval levels by positions for purchase requisitions processing, and thought a quick How To guide would…
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