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Part 3 | MS Dynamics365-Finance & Operations-MB300|330 |310

Name: Part 3 | MS Dynamics365-Finance & Operations-MB300|330 |310
Rating: 4.7 (99 reviews)

Microsoft Dynamics 365 Finance and Operations- Procurement and Sourcing -New Course -Updated 2023-24

Created byMohammad Yasar

Last updated 6/2022

English

What you'll learn

Entire process of purchase managememnt in Microsoft Dynamics 365
Introduction to Purchase order status, Approval status, Purchase type
Purchase Order views and filter options
Creation of purchase order step by step exploration
Purchase Order processing
Posting Profile Set-up for Purchase Order
Vendor posting profile set-up
Inventory posting profile set-up
Exploring the posting profile set-up using a purchase order
Adding multiple lines, & line numbering in Purchase Order
Purchase order delivery schedules
Purchase order copy functionality
Supplementary items in Purchase order
Purchase order partial receiving.
Short closing a purchase order
Under Delivery in procurement module
Over Delivery in procurement module
Real-time scenarios using the purchase order
Getting started with workflow setup
Creating our first purchase order using over workflow
Prerequisites set-up for purchase requisition
Purchase Requisition mandatory workflow
Creating a purchase requisition

Course content

6 sections • 33 lectures • 5h 33m total length

Introduction ( Course Content Overview)7:29
Introduction - Course content overview
Introduction to Purchase order status, Approval status, Purchase type14:05
This lecture is a deep drive discussion on the purchase order creation process in Microsoft Dynamics 365 ( Step by step analysis of PO creation process) purchase order (PO) is a document issued by a buyer to the seller, providing information about the details of the order. That is the quantity, type of product, prices, etc.
Purchase Order views and filter options3:23
This lecture is a deep drive discussion on the purchase order creation process in Microsoft Dynamics 365 ( Step by step analysis of PO creation process) purchase order (PO) is a document issued by a buyer to the seller, providing information about the details of the order. That is the quantity, type of product, prices, etc.
Creation of purchase order-Step by step exploration13:46
This lecture is a deep drive discussion on the purchase order creation process in Microsoft Dynamics 365 ( Step by step analysis of PO creation process) purchase order (PO) is a document issued by a buyer to the seller, providing information about the details of the order. That is the quantity, type of product, prices, etc.
Getting started with purchase Order processing13:28
Processing a purchase order in D365 can be intimidating at first if you are unfamiliar with the purchase order form and all the various buttons, tabs, and fields available to the user. In this post, I will walk you through the end to end process of creating, printing, receiving, and invoicing a purchase order in Dynamics 365 Finance and operations.
Purchase order processing – Deep dive discussion10:17
Processing a purchase order in D365 can be intimidating at first if you are unfamiliar with the purchase order form and all the various buttons, tabs, and fields available to the user. In this post, I will walk you through the end to end process of creating, printing, receiving, and invoicing a purchase order in Dynamics 365 Finance and operations.

Introduction to Purchase order posting process3:51
In this lecture, I will be showing you step by step process for setting up a posting profile for a purchase order and a very detailed discussion on the financial impact of posting various journals in the purchase order document. We will also explore the processes to configure the procurement module for the general ledger integration.
Topics covered:-
1. Vendor posting profile
2. Inventory posting profiles
2. Concept of credit and debit during the PO processing
Getting started with posting profile (Vendor posting profile)7:28
In this lecture, I will be showing you step by step process for setting up a posting profile for a purchase order and a very detailed discussion on the financial impact of posting various journals in the purchase order document. We will also explore the processes to configure the procurement module for the general ledger integration.
Topics covered:-
1. Vendor posting profile
2. Inventory posting profiles
2. Concept of credit and debit during the PO processing
Inventory posting profile setup for purchase order19:03
In this lecture, I will be showing you step by step process for setting up a posting profile for a purchase order and a very detailed discussion on the financial impact of posting various journals in the purchase order document. We will also explore the processes to configure the procurement module for the general ledger integration.
Topics covered:-
1. Vendor posting profile
2. Inventory posting profiles
2. Concept of credit and debit during the PO processing
Exploring the posting profile set-up using a purchase order11:50
In this lecture, I will be showing you step by step process for setting up a posting profile for a purchase order and a very detailed discussion on the financial impact of posting various journals in the purchase order document. We will also explore the processes to configure the procurement module for the general ledger integration.
Topics covered:-
1. Vendor posting profile
2. Inventory posting profiles
2. Concept of credit and debit during the PO processing

Adding multiple lines, & line numbering in Purchase Order8:04
In this chapter, we will explore some of the interesting features available within a purchase order. Below are the list of topics to be discussed in this show:
1. Adding multiple lines to the purchase order
2. Add multiple items based on the category into the purchase order
3. Exploring the concept of delivery schedule in the purchase order ( The company decided to buy goods in multiple instalments based on a fixed or pre-determined schedule. )
4. Copy functionality in the PO
5. Purchase order line numbering set-up
Purchase order delivery schedules9:22
In this chapter, we will explore some of the interesting features available within a purchase order. Below are the list of topics to be discussed in this show:
1. Adding multiple lines to the purchase order
2. Add multiple items based on the category into the purchase order
3. Exploring the concept of delivery schedule in the purchase order ( The company decided to buy goods in multiple instalments based on a fixed or pre-determined schedule. )
4. Copy functionality in the PO
5. Purchase order line numbering set-up
Purchase order copy functionality2:18
In this chapter, we will explore some of the interesting features available within a purchase order. Below are the list of topics to be discussed in this show:
1. Adding multiple lines to the purchase order
2. Add multiple items based on the category into the purchase order
3. Exploring the concept of delivery schedule in the purchase order ( The company decided to buy goods in multiple instalments based on a fixed or pre-determined schedule. )
4. Copy functionality in the PO
5. Purchase order line numbering set-up
Supplementary items in Purchase order10:54
In this video, you will learn about setting up a supplementary item for a purchase order process. The supplementary item will be added as an additional line in the purchase order and the additional supplementary items are either offered for free or for a fixed price during the PO process.
Supplementary item additional scenario2:42
In this video, you will learn about setting up a supplementary item for a purchase order process. The supplementary item will be added as an additional line in the purchase order and the additional supplementary items are either offered for free or for a fixed price during the PO process.

Purchase order partial receiving7:35
Sometimes you might not receive the entire shipment from the vendor in one shot and the vendor decides to send you multiple partial shipments. In this video, I will show you how can we do the partial receiving and finally perform a short closure of the purchase order by resetting the delivery reminder to zero. Microsoft Dynamics 365 provides multiple ways for the users to perform the short closure of the PO, we will discuss the multiple ways to perform the same in this Chapter.
Short closing a purchase order3:44
Sometimes you might not receive the entire shipment from the vendor in one shot and the vendor decides to send you multiple partial shipments. In this video, I will show you how can we do the partial receiving and finally perform a short closure of the purchase order by resetting the delivery reminder to zero. Microsoft Dynamics 365 provides multiple ways for the users to perform the short closure of the PO, we will discuss the multiple ways to perform the same in this Chapter.
Product receipts duplicate check4:55
Sometimes you might not receive the entire shipment from the vendor in one shot and the vendor decides to send you multiple partial shipments. In this video, I will show you how can we do the partial receiving and finally perform a short closure of the purchase order by resetting the delivery reminder to zero. Microsoft Dynamics 365 provides multiple ways for the users to perform the short closure of the PO, we will discuss the multiple ways to perform the same in this Chapter.
Product receipt cancel2:08
Purchase order line details status and vendor reference numbers17:38
In this video, we will explore some of the interesting features available within a purchase order. Below are the list of topics to be discussed in this show:
1. The Purchase order provides users with the ability to stop any specific item lines within the PO. The specific stopped line will not be able to be received unless to uncheck the stopped flag.
2. External reference number feature enables organizations to print supplier item numbers in the PO confirmation/ inquiry reports.
Under Delivery in purchase order12:48
If you post the receipt of a quantity, which is less than the ordered quantity it's classified as under delivery. Microsoft Dynamics 365 provides options to define the under-delivery percentage. Similarly if when you receive a PO quantity greater than that of the ordered quantity is called over delivery. In this episode, we will explore both of these scenarios using a real-time example.
Over Delivery in Purchase order6:27
If you post the receipt of a quantity, which is less than the ordered quantity it's classified as under delivery. Microsoft Dynamics 365 provides options to define the under-delivery percentage. Similarly if when you receive a PO quantity greater than that of the ordered quantity is called over delivery. In this episode, we will explore both of these scenarios using a real-time example.
Real time business scenarios using PO14:09
In this episode we will be exploring some real-time scenarios during the purchase process, Below are the scenarios discussed in the show today Scenario 1: Supplier sends multiple shipments and multiple invoices for a purchase order - This video will demonstrate the process to handle this scenario Scenario 2: Supplier sends you one shipment but for some reason multiple invoices.
Latest purchase price option in released products13:22
In this show, I show you how to use the latest purchase price parameter available within the release product in D365. We will also the discussing about its Impact on the sales price with some real-time examples. During this episode, a purchase order will be created to demonstrate the impact of all the above-mentioned parameters.

Getting started with workflow setup38:37
In this episode, I show you how to create and use a purchase order approval workflow with Microsoft Dynamics 365. Workflow is a representation of a business process that defines who must complete a task, make a decision, or approve a document. Benefits of using workflows include consistency, ensuring documents are processed and approved in a consistent and efficient manner, processes visibility, which allows for tracking the status and history of a specific workflow. Procurement and Sourcing workflows allow for purchase requisitions and purchase orders to be approved by a user other than the person who created the transaction. They provide the ability to track/limit spending, such as requiring approval if an order total is above a set amount. Automatic Actions can be set to automatically complete an action (approve, reject) if a certain condition is set. For example, automatically approve purchase order lines if the net amount is under $50k.I have also provided many more examples in this video recording.
Creating our first purchase order using over workflow5:19
In this episode, I show you how to create and use a purchase order approval workflow with Microsoft Dynamics 365. Workflow is a representation of a business process that defines who must complete a task, make a decision, or approve a document. Benefits of using workflows include consistency, ensuring documents are processed and approved in a consistent and efficient manner, processes visibility, which allows for tracking the status and history of a specific workflow. Procurement and Sourcing workflows allow for purchase requisitions and purchase orders to be approved by a user other than the person who created the transaction. They provide the ability to track/limit spending, such as requiring approval if an order total is above a set amount. Automatic Actions can be set to automatically complete an action (approve, reject) if a certain condition is set. For example, automatically approve purchase order lines if the net amount is under $50k.I have also provided many more examples in this video recording.
Exploring the workflow options in PO & Batch jobs (9:52
This is the continuation of the previous video, In the previous video, we have already created a PO workflow from the scratch. In this episode, we will test the workflow already created using a purchase order and perform various scenarios Workflow is a representation of a business process that defines who must complete a task, make a decision, or approve a document. Benefits of using workflows include consistency, ensuring documents are processed and approved in a consistent and efficient manner, processes visibility, which allows for tracking the status and history of a specific workflow. Procurement and Sourcing workflows allow for purchase requisitions and purchase orders to be approved by a user other than the person who created the transaction. They provide the ability to track/limit spending, such as requiring approval if an order total is above a set amount. Automatic Actions can be set to automatically complete an action (approve, reject) if a certain condition is set. For example, automatically approve purchase order lines if the net amount is under $50k.I have also provided many more examples in this video recording.
Editing a Purchase order with workflow3:16
This is the continuation of the previous video, In the previous video, we have already created a PO workflow from the scratch. In this episode, we will test the workflow already created using a purchase order and perform various scenarios Workflow is a representation of a business process that defines who must complete a task, make a decision, or approve a document. Benefits of using workflows include consistency, ensuring documents are processed and approved in a consistent and efficient manner, processes visibility, which allows for tracking the status and history of a specific workflow. Procurement and Sourcing workflows allow for purchase requisitions and purchase orders to be approved by a user other than the person who created the transaction. They provide the ability to track/limit spending, such as requiring approval if an order total is above a set amount. Automatic Actions can be set to automatically complete an action (approve, reject) if a certain condition is set. For example, automatically approve purchase order lines if the net amount is under $50k.I have also provided many more examples in this video recording.
Rejecting the PO workflow4:28
This is the continuation of the previous video, In the previous video, we have already created a PO workflow from the scratch. In this episode, we will test the workflow already created using a purchase order and perform various scenarios Workflow is a representation of a business process that defines who must complete a task, make a decision, or approve a document. Benefits of using workflows include consistency, ensuring documents are processed and approved in a consistent and efficient manner, processes visibility, which allows for tracking the status and history of a specific workflow. Procurement and Sourcing workflows allow for purchase requisitions and purchase orders to be approved by a user other than the person who created the transaction. They provide the ability to track/limit spending, such as requiring approval if an order total is above a set amount. Automatic Actions can be set to automatically complete an action (approve, reject) if a certain condition is set. For example, automatically approve purchase order lines if the net amount is under $50k.I have also provided many more examples in this video recording.

Prerequisites set-up for purchase requisition8:25
In this episode, we will be discussing various prerequisite set-up that is required before creating a purchase requisition in Microsoft Dynamics 365. The purchase requisition has many set-ups such as a mandatory workflow setup, the person/employee is linked to the user etc. hope you watch this video to understand all of these in detail. Purchase requisitions are documents used when team members need to make a purchase on behalf of their organization. A purchase requisition is an official order used to inform department managers or purchasing officers about a decision to make a purchase. This prompts the purchasing department to start the purchasing process.
Purchase Requisition mandatory workflow15:04
In this episode, we will be discussing various prerequisite set-up that is required before creating a purchase requisition in Microsoft Dynamics 365. The purchase requisition has many set-ups such as a mandatory workflow setup, the person/employee is linked to the user etc. hope you watch this video to understand all of these in detail. Purchase requisitions are documents used when team members need to make a purchase on behalf of their organization. A purchase requisition is an official order used to inform department managers or purchasing officers about a decision to make a purchase. This prompts the purchasing department to start the purchasing process.
Creating a purchase requisition22:35
This is the continuation of the previous episode, in the previous episode we have reviewed the prerequisite setup that is needed for creating the purchase requisition. And in this episode, we will be doing a step by step tour of the creation of a purchase requisition record in Microsoft Dynamics 365 for finance and supply chain. Purchase requisitions are documents used when team members need to make a purchase on behalf of their organization. A purchase requisition is an official order used to inform department managers or purchasing officers about a decision to make a purchase. This prompts the purchasing department to start the purchasing process.
Next steps4:55
Next steps ro be taken after completion of part 3

Requirements

Required to watch the Part -1 & Part-2 of this course before proceeding with Part 3
Basic knowledge about legal entity creation and procurement and sourcing module setup discussed in the part 1 & part 2 of this course
Good to have a trail or test environment to practise all scenarios covered during this course

Description

I hope you have enjoyed watching Part 1 & 2 . Welcome to the Part 3 of this ultimate masterclass for Microsoft Dynamics 365 Finance and Operations Application. This multi-part series is like a mini-implementation project, carefully tailored to provide the audience with incremental knowledge on Microsoft Dynamics 365 Finance and Operations. The motive of this series is to ensure that the audience learns everything about finance and operations from scratch, with real-life examples, starting from the creation of a new legal entity/company to all essential modules such as general ledger, product information management, procurement sourcing, sales and marketing, accounts payable, accounts receivable, and more. By the completion of all eight parts, you will have a fully functioning legal entity with all the key transactions needed to start your implementation projects with confidence and speed.

Below is the content for part three :

1. Purchase Order Management

1.1 introduction

· 1.2 Introduction to Purchase order status, Approval status, Purchase type

· 1.3 Purchase Order views and filter options

· 1.4 Creation of purchase order step by step exploration

· 1.5 Getting started with Purchase Order Processing

· 1.6 Purchase Order processing – Deep dive

2. Posting Profile Set-up for Purchase Order

· 2.1 Introduction to PO posting process

· 2.2 Getting started with posting profile – Vendor posting profile

· 2.3 Inventory posting profile setup for purchase order

· 2.4 Exploring the posting profile set-up using a purchase order

3. Purchase Order Functionalities Detailed Discussion:

· 3.1 Adding multiple lines, & line numbering in Purchase Order

· 3.2 Purchase order delivery schedules

· 3.3 Purchase order copy functionality

· 3.4 Supplementary items in Purchase order

· 3.5 Supplementary item additional scenario

4. Purchase Order Partial Delivery & Receipts:

· 4.1 Purchase order partial receiving

· 4.2 Short closing a purchase order

· 4.3 Product receipts duplicate check

· 4.4 Product receipt cancel

· 4.5 Purchase order status and vendor reference numbers

· 4.6 Under Delivery in purchase order

· 4.7 Over Delivery in Purchase order

· 4.8 Real time business scenarios using PO

· 4.9 Latest purchase price option in released products

5. Purchase order Workflow from basics:

· 5.1 Getting started with workflow setup

· 5.2 Creating our first purchase order using over workflow

· 5.3 Exploring the workflow options in PO & Batch jobs

· 5.4 Editing a Purchase order with workflow

· 5.5 Rejecting the PO workflow

6. Purchase requisition

· 6.1 Prerequisites set-up for purchase requisition

· 6.2 Purchase Requisition mandatory workflow

· 6.3 Creating a purchase requisition

· 6.4 Next steps

Who this course is for:

ERP consultants and Business users who want to become experts in D365 F&O Finance consulting
Those want to choose D365 Finance F&O consulting as their career path
Professionals working in Accounting & Supply chain domain and want to switch their career to D365 F&O consulting
Consultants who have experience on AX2009 and Dynamics AX2012 and upgrade their skills with D365 F&O
Dynamics 365 F&O Consultants who want to get certified on MB 300,MB 330, MB-310

Part 3 | MS Dynamics365-Finance & Operations-MB300|330 |310

What you'll learn

Explore related topics

Course content

Purchase Order Management6 lectures • 1hr 2min

Posting Profile Set-up for Purchase Order4 lectures • 42min

Purchase Order Functionalities Detailed Discussion5 lectures • 33min

Purchase Order Partial Delivery & Receipts9 lectures • 1hr 23min

Purchase order Workflow from basics5 lectures • 1hr 2min

Purchase requisition4 lectures • 51min

Requirements

Description

Who this course is for: