EPISODE 14 | All About Purchase Requisition in Microsoft dynamics 365 Finance and Operations.

EPISODE 14 | All about Purchase Requisition in Microsoft dynamics 365 finance and operations.
Welcome to Episode 12 of our Microsoft Dynamics 365 Finance and Operations tutorial series! In this episode, we dive deep into the world of Purchase Requisitions. If you're looking to streamline your procurement process and efficiently manage purchase requests, this video is a must-watch!
Here's what you can expect in this episode:
🔹 Introduction: We kick things off with a brief overview of what Purchase Requisitions are and why they are essential for effective procurement management.
🔹 Purchase Requisition Prerequisites: We'll walk you through the essential prerequisites you need to have in place before you can start using Purchase Requisitions in Microsoft Dynamics 365.
🔹 Assigning Employees in User: Learn how to assign employees to user roles to ensure that the right people have access to create and manage Purchase Requisitions.
🔹 Creating New Employees: Step-by-step guidance on adding new employees to your Dynamics 365 system, ensuring a comprehensive user database.
🔹 Purchase Requisition Workflow: Discover how to set up and configure workflows to automate the approval process for Purchase Requisitions. Say goodbye to manual paperwork and hello to efficiency!
🔹 Creating Purchase Requisitions: Watch as we demonstrate the process of creating a Purchase Requisition from start to finish. We'll cover all the details you need to know.
🔹 Releasing Purchase Orders from Purchase Requisitions: Learn how to seamlessly convert your approved Purchase Requisitions into Purchase Orders, simplifying the purchasing process.
Whether you're a seasoned Dynamics 365 user or just starting out, this episode will equip you with the knowledge and skills to master Purchase Requisitions within the platform. Don't forget to like, subscribe, and hit the notification bell to stay updated with our latest tutorials.
If you have any questions or need further clarification on any topic covered in this video, feel free to leave a comment below. We're here to help you make the most of Microsoft Dynamics 365 Finance and Operations!
Timecoodes.
0:00 Introduction.
0:40 Purchase requestion prequiste
4:51 Assign employee in User
5:48 Create new employee
7:15 Purchase requestion workflow
9:00 Create purchase requestion.
24:00 Release Purchase order from purchase requestion.
#Dynamics365 #PurchaseRequisition #ProcurementManagement #Tutorial #Microsoft #FinanceAndOperations #Efficiency #Workflow #PurchaseOrder #Automation

[@D365FINANCEANDOPERATIONS]

Timecoodes. 0:00 Introduction. 0:40 Purchase requestion prequiste 4:51 Assign employee in User 5:48 Create new employee 7:15 Purchase requestion workflow 9:00 Create purchase requestion. 24:00 Release Purchase order from purchase requestion.

[@samraj-d5782]

Thanks for the session😊😊

[@D365FINANCEANDOPERATIONS]

You're welcome 😊

[@Shariff.0051]

Thank for this session

[@D365FINANCEANDOPERATIONS]

Welcome🙂

[@ulisestoribio8674]

A question, how to work with partial purchase requests. Example: I make a purchase request for 50 lines but I have a supplier who answers me with 5 lines and I want to place the Purchase Order for those 5 lines while I am still waiting for the response from the other suppliers for the other 45 lines.

[@Rajasekhar-pt7ou]

how to contact you sir!

[@D365FINANCEANDOPERATIONS]

Please ping me on LinkedIn so we can chat there.