Part 2 | MS Dynamics365-Finance & Operations-MB300|330 |310

In this lecture, we will discuss how to create a vendor account using the procurement module in Microsoft Dynamics 365.

In this lecture, we discuss how to create a vendor account from a party record in Microsoft dynamics 365. We will be exploring the process of releasing the vendor account created from a party record into multiple legal entities.

Creating a vendor is one of the most basic processes in Dynamics 365 Finance and supply chain but because this master record has so much associated functionality throughout the system it has quite a few fields on the form and can be intimidating if you don’t have an understanding of what they mean. In this video, we will be exploring key fields within vendor master available in the miscellaneous details tab

Creating a vendor is one of the most basic processes in Dynamics 365 Finance and supply chain but because this master record has so much associated functionality throughout the system it has quite a few fields on the form and can be intimidating if you don’t have an understanding of what they mean. In this video, we will be exploring key fields within vendor master available in the invoice and delivery & Purchase order default tab

Creating a vendor is one of the most basic processes in Dynamics 365 Finance and supply chain but because this master record has so much associated functionality throughout the system it has quite a few fields on the form and can be intimidating if you don’t have an understanding of what they mean. In this video, we will be exploring key fields within vendor master available in the Purchase order default tab and payment tab.

Trade agreements in Microsoft Dynamics 365 allow for setting up prices and discounts for Products, Vendors, and Customers. (Or groups of Products, Vendors, and Customers). Trade agreements can be set up in a lot of different ways, with varying results. In this lecture I will start with basic functions like creating trade agreement journals, activating the purchase trade agreement and configuring different trade agreement prices for different warehouses.

Trade agreements in Microsoft Dynamics 365 allow for setting up prices and discounts for Products, Vendors, and Customers. (Or groups of Products, Vendors, and Customers). Trade agreements can be set up in a lot of different ways, with varying results. In this lecture I will start with basic functions like creating trade agreement journals, activating the purchase trade agreement and configuring different trade agreement prices for different warehouses.

Trade agreements in Microsoft Dynamics 365 allow for setting up prices and discounts for Products, Vendors, and Customers. (Or groups of Products, Vendors, and Customers). Trade agreements can be set up in a lot of different ways, with varying results. In this lecture I will start with basic functions like creating trade agreement journals, activating the purchase trade agreement and configuring different trade agreement prices for different warehouses.

Trade agreements in Microsoft Dynamics 365 allow for setting up prices and discounts for Products, Vendors, and Customers. (Or groups of Products, Vendors, and Customers). Trade agreements can be set up in a lot of different ways, with varying results. In this lecture I will start with basic functions like creating trade agreement journals, activating the purchase trade agreement and configuring different trade agreement prices for different warehouses.

This is a walkthrough of setting up lines discounts by the amount in trade agreements- Prerequisite

This is a walkthrough of setting up lines discounts by the amount in trade agreements- in detailed session

This is a walkthrough of setting up lines discounts by percentage in trade agreements.

Line discount is an Amount or Percentage applied to the item’s ‘Unit price’ which is multiplied by the sales order line quantity to give the line ‘Net amount. In this example, we will be exploring the line discount by percentage.

This is a walkthrough of setting up lines discounts by percentage in trade agreements.

Line discount is an Amount or Percentage applied to the item’s ‘Unit price’ which is multiplied by the sales order line quantity to give the line ‘Net amount. In this example, we will be exploring the line discount by percentage.

This video will provide a step by step demo of line discount setup for multiple quantities. I will be setting up multiple line discount percentages based on the quantity of the item purchased from the vendor.

In a previous video, we did an overview of the line discounts. Depending on your business requirements you might have compounding discounts for example based on a standard discount and then quantity tiers, for example, to encourage the customer to purchase more. When entering the journals you have the option of checking the find next flag if you want Dynamics 365 to search for all applicable discounts. This is a quick walkthrough of the effect of the find next flag.

In this walkthrough, we will discuss how to set up item price discount groups and apply the same to an item. In this example the line discount is used so you can see where to set them up, apply to the item and enter a price discount agreement journal.

In this walkthrough, we will discuss how to set up item price discount groups and apply the same to an item. In this example the line discount is used so you can see where to set them up, apply to the item and enter a price discount agreement journal.

This is a walk through to discuss about the process of adding a vendor surcharge or handling fee for a vendor using the trade agreement journal

This is a quick walkthrough to discuss the difference between the line discount and the multiline discount.

At their core, line and multiline discounts are Trade agreement journals (Trade agreements) and the difference is the line discounts (Purchase)are applied per line and only considers the qualities of that line to determine validity. The discount line can be set up for all vendors, a vendor group, or a single vendor and for a single item, item group, or all items and multiline discount (Purchase)will consider all the lines on the order using the same basic criteria to determine the final discount. The discount line can be set up for all vendors, a vendor group, or a single vendor and for item groups or all items.

In this video, you will learn about how to enter a total discount % on the purchase order header in Microsoft dynamics 365

In this video, I will show you how to set up and apply a manual charge code to a purchase order

Charges in purchase orders provide the option to cover expenses, which are not included in the price that is shown in the order lines – for example, fees for freight and insurance. You can enter charges manually at header level and at line level in a purchase order. In addition, there are charges which automatically apply when entering an order header or line.

In this video, we will be covering the manual application of charges to purchase orders.

In this video, I will show you how to set up and apply a manual charge code to a purchase order

Charges in purchase orders provide the option to cover expenses, which are not included in the price that is shown in the order lines – for example, fees for freight and insurance. You can enter charges manually at header level and at line level in a purchase order. In addition, there are charges which automatically apply when entering an order header or line.

In this video, we will be covering the manual application of charges to purchase orders.

In this video, I will show you how to set up and apply an automatic charge code to a purchase order

Charges in purchase orders provide the option to cover expenses, which are not included in the price that is shown in the order lines – for example, fees for freight and insurance. You can enter charges manually at header level and at line level in a purchase order. In addition, there are charges which automatically apply when entering an order header or line.

In this video, we will be covering the automatic application of charges to purchase orders at the header level

In this video, I will show you how to set up and apply an automatic charge code to a purchase order

Charges in purchase orders provide the option to cover expenses, which are not included in the price that is shown in the order lines – for example, fees for freight and insurance. You can enter charges manually at header level and at line level in a purchase order. In addition, there are charges which automatically apply when entering an order header or line.

In this video, we will be covering the automatic application of charges to purchase orders at the header level

In this video, I will show you how to set up and apply a manual charge code to a purchase order

Charges in purchase orders provide the option to cover expenses, which are not included in the price that is shown in the order lines – for example, fees for freight and insurance. You can enter charges manually at header level and at line level in a purchase order. In addition, there are charges which automatically apply when entering an order header or line.

In this video, we will be covering the automatic application of charges to purchase orders at the line level

In this video, I will show you how to provide vendor rebates using the purchase order charge codes in Microsoft Dynamics 365. Sometimes you may have the option of using a charge code to apply a vendor rebate to the purchase order document. This video will be exploring the same.