EPISODE 41| Microsoft Dynamics 365 SCM | How to create a purchase order workflow in D365 (Part 1)
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EPISODE 41| Microsoft Dynamics 365
EPISODE 41| Microsoft Dynamics 365 SCM | How to create a purchase order workflow in D365 (Part 1)-
In this episode, I show you how to create and use a purchase order approval workflow with Microsoft Dynamics 365. Workflow is a representation of a business process that defines who must complete a task, make a decision, or approve a document. Benefits of using workflows include consistency, ensuring documents are processed and approved in a consistent and efficient manner, processes visibility, which allows for tracking the status and history of a specific workflow.
Procurement and Sourcing workflows allow for purchase requisitions and purchase orders to be approved by a user other than the person who created the transaction. They provide the ability to track/limit spending, such as requiring approval if an order total is above a set amount. Automatic Actions can be set to automatically complete an action (approve, reject) if a certain condition is set. For example, automatically approve purchase order lines if the net amount is under $50k.I have also provided many more examples in this video recording.
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In this episode, I show you how to create and use a purchase order approval workflow with Microsoft Dynamics 365. Workflow is a representation of a business process that defines who must complete a task, make a decision, or approve a document. Benefits of using workflows include consistency, ensuring documents are processed and approved in a consistent and efficient manner, processes visibility, which allows for tracking the status and history of a specific workflow.
Procurement and Sourcing workflows allow for purchase requisitions and purchase orders to be approved by a user other than the person who created the transaction. They provide the ability to track/limit spending, such as requiring approval if an order total is above a set amount. Automatic Actions can be set to automatically complete an action (approve, reject) if a certain condition is set. For example, automatically approve purchase order lines if the net amount is under $50k.I have also provided many more examples in this video recording.
Do you enjoy watching Techtalk365 tutorial videos?
Do you wish to watch all of them ads-free and well-organized by topics?
Visit us at - https://dynamics365lab.com
3 سال پیش
در تاریخ 1400/08/16 منتشر شده
است.
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