EPISODE 47 | Purchasing Policy in Dynamics 365 Finance and Operations

EPISODE 47 | Purchasing Policy in Dynamics 365 Finance and Operations
In this episode, we will be discussing Purchasing Policies in Microsoft Dynamics 365 finance and operations. A purchasing policy is a collection of rules that control the requisition process. Purchasing policies help procurement administrators implement their procurement strategy by creating a policy structure that is aligned with the organization’s strategic purchasing requirements.
A purchasing policy consists of a set of policy rules. When you define a policy rule, you first select a rule type. You then create a rule for the rule type by defining the settings, the start date, and the end date for the rule.
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[@Jay91Byrd]

Very helpful video! Does the category policy rule only apply to requisitions and not purchase orders?

[@sourabhsuresh717]

how to consolidate two purchase requestion to a single RFQ

[@rajin6208]

Hi your videos are very informative and easy to understand... please available all the remaining videos from 1to till

[@TechTalks365]

All videos are available from 1 to 49 .. pls have a look properly .. I have already provided link to my playlist in your previous comment . Pls check them

[@junnelduluguin5324]

Hi Mohammad, Do you have a cycle-counting episode?

[@TechTalks365]

Yes it’s called counting journals . Look for it in playlist please

[@hilaldemir2009]

Thank you for that video!! I want to ask "Could we consolidate purchase requisitions when accounting dates are different?"

[@sintijarevina-r3q]

Amazing content. I'm learning so much . Thank you :)

[@TechTalks365]

👍

[@riyazsunny2800]

Hi thank you so much for your efforts and am unable to convert some of the PRs to PO can you please tell us what needs to be do for this PR in approved status still not converting to PO

[@alaaaladawy2192]

I appreciate your support I need to ask you about the Purchase requisition Rule the RFQ updated the QTY on the PR I need to deny this

[@keremkeles5420]

you are genius

[@rajendraroy9705]

One of the best tutorials on this topic, I would say. Thanks

[@TechTalks365]

👍

[@micheleorsinifederici4132]

Hello how to allow edit on unit price in purchase requisition?

[@chriss7771]

Thank you!

[@joylm9108]

What of the case where you have two PR from two diffrent vendors and you choose a purchase order creation policy to be automatic; Will two purchase order be created automatically and be displayed on PR form ?

[@TechTalks365]

Yes two PO will be created automatically correct

[@mohamedghouse7677]

Thanks for the great video. Pls upload some videos of advance warehouse management.

[@TechTalks365]

👍

[@Jazzystuff123]

I accidently retired purchasing policy - how do I un-retire it please

[@TechTalks365]

That’s fine you can creat a new one quickly if the old one is retired by mistake

[@achalalokugamage]

This was helpful! Thanks

[@TechTalks365]

👍

[@divyanandshivanand9906]

Tharoughly enjoyed the episode and also took more time since there were many conepts to understand in detail, nice.

[@TechTalks365]

Glad you enjoyed it!

[@ganilokeswarareddy1974]

Well said sir

[@TechTalks365]

👍

[@bigb9186]

Thanks for that. It really helped me understand this.

[@TechTalks365]

Welcome !!

[@chriss7771]

Any chance you can do an episode on Tax?

[@TechTalks365]

Yes I will definitely do it !

[@chriss7771]

@@TechTalks365 Nice! I like your teaching style.

[@gsunilch]

Well Explained

[@TechTalks365]

Thank you