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Dynamics 365 Community / Forums / Finance forum / Checklist to set up Pr...
Finance forum

Checklist to set up Procurement and Sourcing module

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Posted on by D365_FC 10

Hi Folks,

I'm wondering if there is any checklist available to guide step by step process to set up Procurement and Sourcing module

Categories:
Procurement and Sourcing
Financial Management
I have the same question (0)
  • Suggested answer
    Community Member Profile Picture
    Community Member on at

    it depends, what all scenarios needs to be mapped.

    If only PO is needed then just parameters, vendor and few other dependent setups are needed.

  • André Arnaud de Calavon Profile Picture
    André Arnaud de Cal... 304,729 Super User 2026 Season 1 on at

    Hi D365_FC,

    You can use the Business Process Modeler to discuss what option would be required within an implementation and if there are gaps. Once you know the features, you have to define which setup is required. Apart from learning and some documentation, there is no checklist which table to setup per feature. Mainly the knowledge is gained by experience or partners did create their implementation checklists themselves.

  • MATTGUO Profile Picture
    MATTGUO 22,351 Moderator on at

    Hi D365_FC,

    D365FO is a complicated ERP and it has many settings parameters, only when you get familiar with it, then you can set parameters easily to meet the requirements of different situations.

    The following link is the basic business process in AX but its logic and process also apply to D365FO, you can refer to it: www.dynamicsaxtraining.com/trade-and-logistics-training

  • D365_FC Profile Picture
    D365_FC 10 on at

    Thanks guys for your input so far.

    I need to set up Procurement and sourcing module for Standard purchasing such as buying office supplies, order transport, capex, services in foreign currency for Marketing Dept.

    Questions are:

    What is the difference between Procurement category and Item Type/Product Type creation?

    Do i need to create both or can i use only 1 option for both goods and services? If 1, then which one and why?

    I believe creation of items is used for buying and selling goods, so i don't need to use that. We only gonna buy consumables or services. Is it correct?

    Why does D365 not have Product description free text field in PO lines view? or am i missing something?

    Where is the option to print PO on screen or on printer? Want to see default template.

    Appreciate!

  • guk1964 Profile Picture
    guk1964 10,888 on at

    The 'docs' help largely covers what you want.

    implementing erp generally needs a foundation of several weeks training, and support of an experienced implementor, then the help files are more useful.

    You would not teach yourself to drive a car and this is a much bigger topic- its the foundation for the future of the business..

    The elearning covers most of the information you mention.

    You might find it useful to read a basic primer - there are se4val such books available e.g .from PAKT or search for  Murray Fife who sells such blueprints.

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