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

Microsoft Dynamics 365 Finance and Operations- Advanced Procurement and Sourcing, Vendor collaboration, Vendor rebate

Created by: Mohammad Yasar
Microsoft Dynamics 365 F&O Expert | Microsoft MVP

What Will I Learn?

• Advanced Procurement and Sourcing Concepts
• • 1.1 Getting Started with Vendor Evaluation Criteria Set-up
• • 1.2 Vendor search function based on evaluation criteria
• • 1.3 End to end RFQ process from Purchase requisition
• • 1.4 Purchasing Policies rules (Category access policy rule)
• • 1.5 Purchasing Policies rules (Category Policy Rule)
• • 1.6 Purchasing Policies rules (Purchase requisition control rule)-
• • 1.7 Detailed discussion on Requisition Purpose rule & more
• • 1.8 Demand consolidation Policy rule in procurement module
• Exploring all about purchase agreements
• • 2.1 Introduction to purchase agreement setup focusing quantity commitment
• • 2.2 Example scenario using purchase agreement with quantity commitment
• • 2.3 Purchase agreement with value commitment -set up
• • 2.4 Example scenario using purchase agreement with value commitment
• Consignment warehouse process step by step in detail
• • 3.1 Introduction to the consignment business process
• • 3.2 Pre-requisite set-up for consignment warehouse
• • 3.3 Consignment Replenishment Orders
• • 3.4 Inventory ownership change journals
• Vendor rebate process in procurement module
• • 4.1 Getting started with vendor rebate in procurement module
• • 4.2 Getting into the pre-requisite set-up for rebate agreement
• • 4.3 Exploring the vendor rebate with a real-time scenario
• Vendor returns & Invoice matching validation
• • Invoice matching validation using a Purchase order
• • Additional scenarios focusing purchase invoice match
• • Proposed vendor changes workflow
• • Vendor returns using return orders
• • Additional scenarios by linking the return order with original PO
• Vendor collaboration module deep dive
• • Getting started with vendor collaboration module
• • Vendor collaboration module -setup
• • Exploring the vendor sign-in process
• • RFQ Process using vendor collaboration module
• • Purchase process using vendor collaboration module
• • Purchase invoice process using vendor collaboration module

Requirements

• Required to watch the Part -1,Part-2 & Part-3 of this course before proceeding with part 4
• Good to have a trail or test environment to practice all scenarios covered during this course

Target audience

• 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