In Dynamics 365 Finance and Operations the purchase requisition is an internal document that allows users to create purchase requests for products, services and fixed assets for various purposes. An...
Category: Procurement and Sourcing
Participant token ‘Department’ does not resolve to any user: D365 Finance and Operations
If you are using the purchase requisition or purchase order approval workflow and routing the workflow to approvers based on the department financial dimension you may come across the error below...
Procurement category hierarchies are used to classify products for reporting and analysis purposes as well as represent categories for purchasing. A category hierarchy consists of a hierarchical...
Trade Agreements Explained: Dynamics 365 Finance and Operations
Trade agreements are the primary means by which pricing and discounts are set up and applied in Dynamics 365 Finance and Operations. Trade agreements are commonly confused with sales and purchase...
Purchase Agreements Explained: Dynamics 365 Finance and Operations
In Dynamics 365 Finance and Operations a purchase agreement is the promise to buy a given quantity or value of a specific product or category from a specific vendor. Purchase agreements often come...
How to Create a Contact: Dynamics 365 Finance and Operations
Dynamics 365 Finance and Operations has functionality to create individual contact records that can be associated to a vendor or a customer record. These contact records can be used to store specific...