Managed Business & IT Training Solutions

MBIT Training Ltd

Configure Purchasing Policies and Signing Limits in Microsoft Dynamics 365 for Operations (81016)

This course provides information on configuring purchasing policies and signing limits in Microsoft Dynamics 365 for Operations including setting up and configuring policies and policy rules, configuring purchase requisition expenditure reviewers, and defining signing limits.
SKU: 81016
GTIN: 81016
Manufacturer: Microsoft
£40.00 (GBP)

This course provides information on configuring purchasing policies and signing limits in Microsoft Dynamics 365 for Operations including setting up and configuring policies and policy rules, configuring purchase requisition expenditure reviewers, and defining signing limits.

Learning Objectives

  • Understand Purchasing Policies
  • Set Up Purchasing Policies
  • Create Purchasing Policies
  • Configure Catalog Policy Rules
  • Configure Category Access Policy Rules
  • Configure Category Policy Rules
  • Configure Purchase Requisition RFQ Rules
  • Configure Purchase Requisition Control Rules
  • Configure Purchase Order Creation and Demand Consolidation Rules
  • Configure Purchase Requisition Expenditure Reviewers
  • Define Signing Limits Parameters
  • Configure Signing Limits Policy Rules

Prerequisites

  • General knowledge of Microsoft Windows
  • The ability to use Microsoft Dynamics 365 for Operations for basic processing
  • Basic knowledge of enterprise resource planning concepts