Configuring Procurement and Sourcing

The Procurement and Sourcing  area within Dynamics AX not only allows you to manage and track all of the purchasing activities within your organization.  It is also where you can manage all of your purchasing hierarchies, which allow you to organize all of your purchased products into more manageable groups.  You can initiate purchase orders, manage the changes to the purchase orders, and even raise requisitions that can then work through approval workflows before you convert them into live purchase orders.  All of these transactions then feed down into the Accounts Payable module, making the whole procurement cycle seamless.

Setting up the Procurement and Sourcing details are not hard either and this guide is designed to give you step by step instructions to show you how to configure the Purchasing area, and also how some of the basic parts work to get you up and running.

Topics Covered:

• Configuring Procurement and Sourcing Controls
• Configuring Procurement Categories
• Processing Purchase Orders
• Configuring Price Lists & Discounts
• Enabling Change Management On Purchase Orders
  

Walkthrough Guides

The full Walkthrough Guides include all of the modules and are ideal for those of you that are wanting to work though the setup of the General Ledger from the beginning to the end.

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Module Guides

The guides are also available by the module which is great for those of you that want more of an à la carte option for learning.  You can choose just the modules that you want to tackle and skip the rest. 

Student Guides

The Student Guides are broken out into each of the individual modules and are more concise versions of the Walkthrough guides.  They are the ideal size to give to your own students as a classroom reference.

Training Resources

The Training Resources are available for this guide as well that well for those of you that would like to convert this material into your own training programs.  The PowerPoints can be used to help you with the training and also steps though all of the areas within the guide.

Additional Resources

Here are some other resources that you will help you with this guide.