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EPISODE 48 | Purchasing Agreements in Dynamics 365 Finance and Operations (PART 1)

EPISODE 48| Purchasing Agreements in Dynamics 365 Finance and Operations (PART 1) In this episode we will be discussing about Purchasing Policies in Microsoft Dynamics 365 finance and operations. Purchase agreements provide the option to register and to follow up on blanket orders. Apart from agreements at the level of product number and quantity, there are agreements which specify the total amount per product (and not the quantity),and agreements at the level of product categories or vendor totals.( This will be discussed in the part 2 video which is next episode) In order to create a purchase agreement, open the menu item Procurement and sourcing- Purchase agreements- Purchase agreements and click the button New in the action pane. In the Create dialog, you have to select a Purchase agreement classification for the new agreement. Agreement classifications (Procurement and sourcing-Setup-Purchase agreement classification) are only used for grouping and reporting purposes and do not refer to specific functionality. The field Default commitment on the tab General in the dialog determines the level of the agreement: 1.Product quantity commitment – Product number and quantity. 2. Product value commitment – Product number and value. 3.Product category value commitment – Value of a product category. 4.Value commitment – Total value for a vendor. The fields Effective date (start date of the contract) and Expiration date (end-date) in the dialogue are used as a default for the agreement lines. Once you close the dialogue with the button OK, Dynamics 365 creates the purchase agreement header and switches to the purchase agreement detail form in the lines view. In the agreement lines, you can enter a new line with the Item number, Quantity ,Unit price, and Discount per cent (or Net amount and Procurement category, depending on the option selected in the Default commitment). If you want to prevent, that the total quantity of related release order lines exceeds the quantity in the agreement, set the slider Max is enforced on the sub-tab General of the order lines to “Yes”.Once you have completed the agreement lines, you can click the button PURCHASE AGREEMENT/Generate/Confirmation in the action pane to confirm and print the agreement. In the Confirm purchase agreement dialog, set the slider Print report to “Yes” if you want to print the confirmation. In addition, you can set the slider Mark agreement as effective to “Yes” if you want to set the Status in the agreement header to “Effective” .If you do not set the agreement to effective when posting the confirmation, you have to change the Status in the agreement header from “On hold” to “Effective” manually before you can generate a release order. 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