Procurement and vendors, part 2 | D365 SCM

All staff working with or having an interest in Dynamics 365 Supply Chain Management

Profiles:

• All

Objective

Topics

Configure and perform the procure-to-purchase process

• Procurement scenario
• Overview of the procure-to-purchase process
• Set up procurement categories
• 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

Process purchase orders

• 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

Configure and use intercompany trade

• Intercompany trading
• Set up intercompany trade
• Process intercompany chain orders

Configure and work with quality control and quality management

• Configure quality management
• Perform quality control and management processes
• Describe transaction types and create quality orders
• Apply inventory blocking
• Perform quarantine management

A high-quality VM is included in the course – complete with Microsoft standard Contoso demo data. It is available during your class and also for practice after the class.

Prepare

Before each course, we ask the students to prepare – for example, by watching a video. This is to ensure that the students have the same or similar understanding of the scope of the upcoming training and the terminology to be used.

Participate

Each live course session is a focused 3-hour live online session led by one of our experienced Microsoft Certified Trainers (MCT).

Practice

Maintain and extend your learning after the live course:
• The live sessions are recorded for review again and again
• Additional videos
• Hands-on labs – with separate suggested step-by-step guidance/solutions
• Support (Q&A).

This is part of the curriculum for the MB-330 exam.