About Procurement Level 1
Procurement Level 1 supports the procure-to-pay cycle and empowers businesses with the capabilities to purchase non-stocked goods and services by product category. Whilst this is a hybrid version of the Procurement functionality, this chapter incorporates all necessary functionality to conduct supplier management, apply purchasing policies, maintain charges and enable approval workflows. The level of Procurement required by a business is dependent upon requirements and other chapters undertaken.
Procurement Level 1 Sections
Survey sections are found within each chapter and segment the chapter into manageable topics. This enables end users to review the topics prior to taking the survey to gauge an understanding of the types of question content that will follow. This ensures the correct business user is assigned to answer questions.
Questions are found within each section to ask end users business specific questions to enable the build of a functional Dynamics 365 system. Questions can be assigned to specific users to answer. GYDE365 provides questions within the template as standard, however partners can also build their own questions.
- Categorising procured goods
- Approved suppliers
- Buyer groups
- Managing suppliers
- Approval workflows
Changing purchase order information post confirmation
Charges and Returns
- Documenting transaction reasons
Parameters and General Setup
- System level settings relative to procuring goods from suppliers