Source to Pay business process overview in Dynamics 365 Finance & Supply Chain Management | TechTalk

Source to Pay business process overview TechTalk will cover high level business processes of sourcing, procurement, vendor invoicing and vendor payment in Dynamics 365 Finance and Supply Chain Management. For example: • Help organizations manage and optimize the procure to pay business processes - Dynamics 365 | Microsoft Learn • Overview of the procure to pay end-to-end business process flow - Dynamics 365 | Microsoft Learn • Procurement and sourcing home page - Supply Chain Management | Dynamics 365 | Microsoft Learn • Accounts payable home page - Finance | Dynamics 365 | Microsoft Learn Chapters: 00:00 Intro 00:49 Agenda 01:16 Source to Pay – Overview 03:04 Procurement Types 04:25 Source to Pay – Introduction 05:48 Source to Pay – Benefits 07:38 Source to Pay – Stakeholders 08:42 Business Process Areas 12:29 Process Relationship 12:51 Define procurement and sourcing strategies 14:13 Use case 1: Create purchasing policy 16:01 Define procurement catalogs 17:42 Use case 2: Assign vendor to Catalog 18:51 Manage Vendor Relationships 20:15 Use case 3: Create Vendor 23:04 Procurement materials and services 24:41 Use case 4: Create purchase requisition 31:49 Inquiry and confirm Purchase Order 33:09 Use Case – Confirm and send purchase order 35:39 Process vendor invoices 37:41 Use case 6: Receive and record invoice 41:00 Issue and settle vendor payments 42:59 Use case 7: Issue and Settle Vendor Payments 46:26 Process vendor rebates and incentives 48:29 Use case 8: Process Vendor Rebate 51:00 Resources 52:09 Q&A 52:17 Closing comments Presenters: • Hiren Naik • Mathieu Binaisse • Adi Vijayashankar