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

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

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Udemy
platform
English
language
Microsoft
category
instructor
Part 4 | MS Dynamics365-Finance & Operations-MB300 |330 |310
470
students
5 hours
content
Aug 2022
last update
$69.99
regular price

What you will 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

Why take this course?

🌟 Microsoft Dynamics 365 Finance and Operations: Advanced Procurement & Sourcing, Vendor Collaboration, & Vendor Rebate 🌟


Welcome to Part 4 of Our Masterclass Journey!

In this comprehensive course, we've been on an enlightening journey together, exploring the intricacies of Microsoft Dynamics 365 Finance and Operations. If you've been with us for Part 1, 2, and 3, you're well on your way to mastering the system. For new learners, welcome aboard! You've come at just the right time to dive into advanced procurement and sourcing, deepen your understanding of vendor collaboration, and tackle vendor rebate processes with confidence.

Course Highlights:

  • Real-World Application: We've designed this course to mimic a real-world implementation scenario, providing you with practical knowledge that can be applied directly to your Dynamics 365 projects.
  • Incremental Learning: From creating a new legal entity to mastering essential modules like General Ledger, Product Information Management, Sales & Marketing, and more, we've structured the course to build your expertise step by step.
  • Hands-On Scenarios: Each lesson includes detailed scenarios that bring theory into practice, ensuring you can navigate complex transactions with ease.

🚀 Part 4: In-Depth Focus on Advanced Procurement & Sourcing 🚀

This part of the course is dedicated to taking your procurement skills to the next level. You'll learn how to:

  • Set Up Vendor Evaluation Criteria: Begin your journey by learning how to evaluate vendors based on key criteria, and use this information to inform your purchasing decisions.

    • Vendor search function based on evaluation criteria
    • End to end RFQ process from Purchase Requisition
    • Purchasing Policies: Access Policy, Category Policy Rule, and Purchase Requisition Control Rule
    • Detailed discussions on the Requisition Purpose rule and more
    • Demand consolidation Policy rule in procurement module
  • Purchase Agreements: Understand the nuances of setting up purchasing agreements, focusing on both quantity and value commitments. You'll work through practical examples that illustrate these concepts.

  • Consignment Warehouse Process: Learn the intricacies of consignment warehouse management from start to finish, including pre-requisites, inventory ownership changes, and detailed processes.

  • Vendor Rebate Process: Explore the complexities of vendor rebates within the procurement module, from setup to real-time scenario examples.

  • Vendor Returns & Invoice Matching: Navigate the often-complex world of purchase invoice matching validation, vendor changes workflows, and handling vendor returns using return orders.

  • Vendor Collaboration Module: Delve into the vendor collaboration module for a deep dive into vendor sign-in processes, RFQs, purchases, and invoice processing with vendor collaboration.


🎓 Learning Objectives:

By the end of this course, you will have a robust understanding of:

  • Advanced Procurement Techniques: Master advanced procurement and sourcing strategies to streamline your organization's purchasing processes.
  • Vendor Management: Learn how to effectively manage vendor relationships and collaborate for better outcomes.
  • Financial Optimization: Utilize vendor rebates to optimize your organization's financial performance.
  • Operational Excellence: Streamline procurement operations with best practices in vendor returns and invoice matching.
  • Collaborative Efficiency: Harness the full power of Dynamics 365 Finance and Operations' Vendor Collaboration module to enhance collaboration and efficiency.

Join us for this advanced exploration of Microsoft Dynamics 365 Finance and Operations. With each lesson, you'll build upon your knowledge, gaining insights that will make you a power user in no time! 🚀

Let's embark on this journey together and transform the way you think about procurement and vendor management within Dynamics 365. Enroll now to ensure you don't miss out on this transformative learning experience! 📚✨

Screenshots

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udemy ID
19/04/2022
course created date
20/04/2022
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