Part 4 | MS Dynamics365-Finance & Operations-MB300 |330 |310

Purchase agreements provide the option to register and follow up on blanket orders. Apart from agreements at the level of product number and quantity, there are agreements which specify the total amount per product (and not the quantity), and agreements at the level of product categories or vendor totals. ( This will be discussed in the part 2 video which is the next episode) In order to create a purchase agreement, open the menu item Procurement and sourcing- Purchase agreements- Purchase agreements and click the button New in the action pane. In the Create dialogue, you have to select a Purchase agreement classification for the new agreement. Agreement classifications (Procurement and sourcing-Setup-Purchase agreement classification) are only used for grouping and reporting purposes and do not refer to specific functionality. The field Default commitment on the tab General in the dialogue determines the level of the agreement: 1. Product quantity commitment – Product number and quantity. 2. Product value commitment – Product number and value. 3. Product category value commitment – Value of a product category. 4. Value commitment – Total value for a vendor. The fields Effective date (start date of the contract) and Expiration date (end-date) in the dialogue are used as a default for the agreement lines. Once you close the dialogue with the button OK, Dynamics 365 creates the purchase agreement header and switches to the purchase agreement detail form in the lines view. In the agreement lines, you can enter a new line with the Item Number, Quantity, Unit price, and Discount per cent (or Net amount and Procurement category, depending on the option selected in the Default commitment). If you want to prevent, that the total quantity of related release order lines exceeds the quantity in the agreement, set the slider Max is enforced on the sub-tab General of the order lines to “Yes”.Once you have completed the agreement lines, you can click the button PURCHASE AGREEMENT/Generate/Confirmation in the action pane to confirm and print the agreement. In the Confirm purchase agreement dialogue, set the slider Print report to “Yes” if you want to print the confirmation. In addition, you can set the slider Mark agreement as effective to “Yes” if you want to set the Status in the agreement header to “Effective”.If you do not set the agreement to effective when posting the confirmation, you have to change the Status in the agreement header from “On hold” to “Effective” manually before you can generate a release order.

Purchase agreements provide the option to register and follow up on blanket orders. Apart from agreements at the level of product number and quantity, there are agreements which specify the total amount per product (and not the quantity), and agreements at the level of product categories or vendor totals. ( This will be discussed in the part 2 video which is the next episode) In order to create a purchase agreement, open the menu item Procurement and sourcing- Purchase agreements- Purchase agreements and click the button New in the action pane. In the Create dialogue, you have to select a Purchase agreement classification for the new agreement. Agreement classifications (Procurement and sourcing-Setup-Purchase agreement classification) are only used for grouping and reporting purposes and do not refer to specific functionality. The field Default commitment on the tab General in the dialogue determines the level of the agreement: 1. Product quantity commitment – Product number and quantity. 2. Product value commitment – Product number and value. 3. Product category value commitment – Value of a product category. 4. Value commitment – Total value for a vendor. The fields Effective date (start date of the contract) and Expiration date (end-date) in the dialogue are used as a default for the agreement lines. Once you close the dialogue with the button OK, Dynamics 365 creates the purchase agreement header and switches to the purchase agreement detail form in the lines view. In the agreement lines, you can enter a new line with the Item Number, Quantity, Unit price, and Discount per cent (or Net amount and Procurement category, depending on the option selected in the Default commitment). If you want to prevent, that the total quantity of related release order lines exceeds the quantity in the agreement, set the slider Max is enforced on the sub-tab General of the order lines to “Yes”.Once you have completed the agreement lines, you can click the button PURCHASE AGREEMENT/Generate/Confirmation in the action pane to confirm and print the agreement. In the Confirm purchase agreement dialogue, set the slider Print report to “Yes” if you want to print the confirmation. In addition, you can set the slider Mark agreement as effective to “Yes” if you want to set the Status in the agreement header to “Effective”.If you do not set the agreement to effective when posting the confirmation, you have to change the Status in the agreement header from “On hold” to “Effective” manually before you can generate a release order.

In this episode we will be discussing Purchasing Policies in Microsoft Dynamics 365 finance and operations. Purchase agreements provide the option to register and follow up on blanket orders. Apart from agreements at the level of product number and quantity, there are agreements which specify the total amount per product (and not the quantity), and agreements at the level of product categories or vendor totals. ( This will be this topic of discussion in this episode, The agreement based on quantity was already been discussed in the previous episode. Please watch if you have missed it) In order to create a purchase agreement, open the menu item Procurement and sourcing- Purchase agreements-Purchase agreements and click the button New in the action pane. In the Create dialogue, you have to select a Purchase agreement classification for the new agreement. Agreement classifications (Procurement and sourcing- Setup - Purchase agreement classification) are only used for grouping and reporting purposes and do not refer to specific functionality. The field Default commitment on the tab General in the dialogue determines the level of the agreement:  Product quantity commitment – Product number and quantity.  Product value commitment – Product number and value.  Product category value commitment – Value of a product category.  Value commitment – Total value for a vendor. The fields Effective date (start date of the contract) and Expiration date (end-date) in the dialogue are used as a default for the agreement lines. Once you close the dialogue with the button OK, Dynamics 365 creates the purchase agreement header and switches to the purchase agreement detail form in the lines view. In the agreement lines, you can enter a new line with the Item Number, Quantity, Unit price, and Discount per cent (or Net amount and Procurement category, depending on the option selected in the Default commitment). If you want to prevent, that the total quantity of related release order lines exceeds the quantity in the agreement, set the slider Max is enforced on the sub-tab General of the order lines to “Yes”. Once you have completed the agreement lines, you can click the button PURCHASE AGREEMENT/Generate/Confirmation in the action pane to confirm and print the agreement. In the Confirm purchase agreement dialogue, set the slider Print report to “Yes” if you want to print the confirmation. In addition, you can set the slider Mark agreement as effective to “Yes” if you want to set the Status in the agreement header to “Effective”.If you do not set the agreement to effective when posting the confirmation, you have to change the Status in the agreement header from “On hold” to “Effective” manually before you can generate a release order.

In this episode, we will be discussing Purchasing Policies in Microsoft Dynamics 365 finance and operations. Purchase agreements provide the option to register and follow up on blanket orders. Apart from agreements at the level of product number and quantity, there are agreements which specify the total amount per product (and not the quantity), and agreements at the level of product categories or vendor totals. ( This will be this topic of discussion in this episode, The agreement based on quantity was already been discussed in the previous episode. Please watch if you have missed it) In order to create a purchase agreement, open the menu item Procurement and sourcing- Purchase agreements-Purchase agreements and click the button New in the action pane. In the Create dialogue, you have to select a Purchase agreement classification for the new agreement. Agreement classifications (Procurement and sourcing- Setup - Purchase agreement classification) are only used for grouping and reporting purposes and do not refer to specific functionality. The field Default commitment on the tab General in the dialogue determines the level of the agreement:  Product quantity commitment – Product number and quantity.  Product value commitment – Product number and value.  Product category value commitment – Value of a product category.  Value commitment – Total value for a vendor. The fields Effective date (start date of the contract) and Expiration date (end-date) in the dialogue are used as a default for the agreement lines. Once you close the dialogue with the button OK, Dynamics 365 creates the purchase agreement header and switches to the purchase agreement detail form in the lines view. In the agreement lines, you can enter a new line with the Item Number, Quantity, Unit price, and Discount per cent (or Net amount and Procurement category, depending on the option selected in the Default commitment). If you want to prevent, that the total quantity of related release order lines exceeds the quantity in the agreement, set the slider Max is enforced on the sub-tab General of the order lines to “Yes”. Once you have completed the agreement lines, you can click the button PURCHASE AGREEMENT/Generate/Confirmation in the action pane to confirm and print the agreement. In the Confirm purchase agreement dialogue, set the slider Print report to “Yes” if you want to print the confirmation. In addition, you can set the slider Mark agreement as effective to “Yes” if you want to set the Status in the agreement header to “Effective”.If you do not set the agreement to effective when posting the confirmation, you have to change the Status in the agreement header from “On hold” to “Effective” manually before you can generate a release order.

In this episode, we will be discussing the consignment warehouse process in Microsoft Dynamics 365 finance and operations. I will be showing you in detail about the consignment warehouse real-time scenarios, consignment replenishment orders and inventory ownership change processes. The consignment inventory functionality in purchasing helps to control the physical inventory of items that are still owned by a vendor, but physically stored in the current company. The features, which are currently available, are limited to the core functionality. Consignment inventory is only available for items with inventory model “Standard cost” or “Moving average” (models without inventory closing). Catchweight items and advanced warehouse management are not supported, and restrictions apply to master planning. Consignment inventory in sales, which is inventory stored at the customer site but still owned by the current company, does not require a special functionality. For sales consignment, you can simply set up a warehouse “Warehouse at customer site” which you replenish with a regular transfer order.

In this episode, we will be discussing the consignment warehouse process in Microsoft Dynamics 365 finance and operations. I will be showing you in detail the consignment warehouse real-time scenarios, consignment replenishment orders and inventory ownership change processes. The consignment inventory functionality in purchasing helps to control the physical inventory of items that are still owned by a vendor, but physically stored in the current company. The features, which are currently available, are limited to the core functionality. Consignment inventory is only available for items with inventory model “Standard cost” or “Moving average” (models without inventory closing). Catchweight items and advanced warehouse management are not supported, and restrictions apply to master planning. Consignment inventory in sales, which is inventory stored at the customer site but still owned by the current company, does not require a special functionality. For sales consignment, you can simply set up a warehouse “Warehouse at customer site” which you replenish with a regular transfer order.

In this episode, we will be discussing the consignment warehouse process in Microsoft Dynamics 365 finance and operations. I will be showing you in detail about the consignment warehouse real-time scenarios, consignment replenishment orders and inventory ownership change processes. The consignment inventory functionality in purchasing helps to control the physical inventory of items that are still owned by a vendor, but physically stored in the current company. The features, which are currently available, are limited to the core functionality. Consignment inventory is only available for items with inventory model “Standard cost” or “Moving average” (models without inventory closing). Catchweight items and advanced warehouse management are not supported, and restrictions apply to master planning. Consignment inventory in sales, which is inventory stored at the customer site but still owned by the current company, does not require a special functionality. For sales consignment, you can simply set up a warehouse “Warehouse at customer site” which you replenish with a regular transfer order.

In this episode, we will be discussing the consignment warehouse process in Microsoft Dynamics 365 finance and operations. I will be showing you in detail about the consignment warehouse real-time scenarios, consignment replenishment orders and inventory ownership change processes. The consignment inventory functionality in purchasing helps to control the physical inventory of items that are still owned by a vendor, but physically stored in the current company. The features, which are currently available, are limited to the core functionality. Consignment inventory is only available for items with inventory model “Standard cost” or “Moving average” (models without inventory closing). Catchweight items and advanced warehouse management are not supported, and restrictions apply to master planning. Consignment inventory in sales, which is inventory stored at the customer site but still owned by the current company, does not require a special functionality. For sales consignment, you can simply set up a warehouse “Warehouse at customer site” which you replenish with a regular transfer order.

In this episode, we will be discussing the Vendor rebate process in Microsoft Dynamics 365 finance and operations. A vendor rebate is a type of vendor allowance or incentive in which a part of the purchase price is returned by the vendor to the buyer when a specified quantity or value of goods has been purchased within a specified period. Unlike discounts which are deducted in advance of payments, rebates are given after payment. This episode will clearly demonstrate the entire pre-requisite setup needed for performing the vendor rebates. You can read more about the vendor rebates by following the below Microsoft docs link https://docs.microsoft.com/en-us/dynamics365/supply-chain/procurement/vendor-rebates

In this episode, we will be discussing the Vendor rebate process in Microsoft Dynamics 365 finance and operations. A vendor rebate is a type of vendor allowance or incentive in which a part of the purchase price is returned by the vendor to the buyer when a specified quantity or value of goods has been purchased within a specified period. Unlike discounts which are deducted in advance of payments, rebates are given after payment. This episode will clearly demonstrate the entire pre-requisite setup needed for performing the vendor rebates. You can read more about the vendor rebates by following the below Microsoft docs link https://docs.microsoft.com/en-us/dynamics365/supply-chain/procurement/vendor-rebates

In this episode, we will be discussing the Vendor rebate process in Microsoft Dynamics 365 finance and operations. A vendor rebate is a type of vendor allowance or incentive in which a part of the purchase price is returned by the vendor to the buyer when a specified quantity or value of goods has been purchased within a specified period. Unlike discounts which are deducted in advance of payments, rebates are given after payment. This episode will clearly demonstrate the entire pre-requisite setup needed for performing the vendor rebates. You can read more about the vendor rebates by following the below Microsoft docs link https://docs.microsoft.com/en-us/dynamics365/supply-chain/procurement/vendor-rebates

This episode demonstrates Invoice Validation Policies in Microsoft Dynamics 365 for Finance and Operation Accounts payable invoice matching is the process of matching vendor invoices, purchase orders, and product receipt information. Differences among these documents are called matching discrepancies. Matching discrepancies are compared with the tolerances that are specified. If a matching discrepancy exceeds the tolerance percentage or amount, match variance icons are displayed on the Vendor invoice page and the Invoice matching details page.

This episode demonstrates Invoice Validation Policies in Microsoft Dynamics 365 for Finance and Operation Accounts payable invoice matching is the process of matching vendor invoices, purchase orders, and product receipt information. Differences among these documents are called matching discrepancies. Matching discrepancies are compared with the tolerances that are specified. If a matching discrepancy exceeds the tolerance percentage or amount, match variance icons are displayed on the Vendor invoice page and the Invoice matching details page.

In this tutorial video, you will learn about how the Proposed Vendor Changes Workflow works in Microsoft Dynamics 365 for the Finance and supply chain. To begin with this, we often get requirements to track or have approval for changes on vendors for a certain set of fields. In the earlier versions of Dynamics AX, it was required to be customized. In this video, I will walk through the details about this change and its works using Dynamics 365.

This episode demonstrates the vendor return process in Microsoft Dynamics 365 for Finance and Operations The vendor return process typically occurs after a defect or issue is found during the quality check of a product during the purchase order receipt process and the product needs to be returned to the vendor for credit. In this video, we will be reviewing two scenarios for processing vendor return 1. the First scenario is, by creating a negative line in the return order 2. And secondly, by using the credit note option available in the return order.

The vendor return process typically occurs after a defect or issue is found during the quality check of a product during the purchase order receipt process and the product needs to be returned to the vendor for credit. In this video, we will be reviewing two scenarios for processing vendor return 1. the First scenario is, by creating a negative line in the return order 2. And secondly, by using the credit note option available in the return order.

This episode demonstrates everything you need to do about the vendor collaboration module in Microsoft Dynamics 365 for Finance and Operations Vendor collaboration is a process where you, as a company, grant access to your vendors to respond to purchase orders (PO), invoices, requests for quotations (RFQ) and even manage the consignment inventory information. it is a software as a service solution (SaaS) hosted, maintained, and supported by Microsoft Dynamics 365. So, companies and vendors will be working with real-time data within Microsoft Dynamics 365.

This episode demonstrates everything you need to do about the vendor collaboration module in Microsoft Dynamics 365 for Finance and Operations Vendor collaboration is a process where you, as a company, grant access to your vendors to respond to purchase orders (PO), invoices, requests for quotations (RFQ) and even manage the consignment inventory information. it is a software as a service solution (SaaS) hosted, maintained, and supported by Microsoft Dynamics 365. So, companies and vendors will be working with real-time data within Microsoft Dynamics 365.

This episode demonstrates everything you need to do about the vendor collaboration module in Microsoft Dynamics 365 for Finance and Operations Vendor collaboration is a process where you, as a company, grant access to your vendors to respond to purchase orders (PO), invoices, requests for quotations (RFQ) and even manage the consignment inventory information. it is a software as a service solution (SaaS) hosted, maintained, and supported by Microsoft Dynamics 365. So, companies and vendors will be working with real-time data within Microsoft Dynamics 365.

This is the continuation of my previous episode and it demonstrates everything you need to do about the vendor collaboration module in Microsoft Dynamics 365 for Finance and Operations. Vendor collaboration is a process where you, as a company, grant access to your vendors to respond to purchase orders (PO), invoices, requests for quotations (RFQ) and even manage the consignment inventory information. it is a software as a service solution (SaaS) hosted, maintained, and supported by Microsoft Dynamics 365. So, companies and vendors will be working with real-time data within Microsoft Dynamics 365.

This is the continuation of my previous episode and it demonstrates everything you need to do about the vendor collaboration module in Microsoft Dynamics 365 for Finance and Operations. Vendor collaboration is a process where you, as a company, grant access to your vendors to respond to purchase orders (PO), invoices, requests for quotations (RFQ) and even manage the consignment inventory information. it is a software as a service solution (SaaS) hosted, maintained, and supported by Microsoft Dynamics 365. So, companies and vendors will be working with real-time data within Microsoft Dynamics 365.

This is the continuation of my previous episode and it demonstrates everything you need to do about the vendor collaboration module in Microsoft Dynamics 365 for Finance and Operations. Vendor collaboration is a process where you, as a company, grant access to your vendors to respond to purchase orders (PO), invoices, requests for quotations (RFQ) and even manage the consignment inventory information. it is a software as a service solution (SaaS) hosted, maintained, and supported by Microsoft Dynamics 365. So, companies and vendors will be working with real-time data within Microsoft Dynamics 365.