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

Offered By: Microsoft via Microsoft Learn

Tags

Microsoft Dynamics Courses Supply Chain Courses Procurement Courses

Course Description

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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