Waris Khan

  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 with associated discounts for agreeing to buy a specific quantity or value so those can be established as well on a purchase agreement. Purchase agreements also allow you to track the fulfillment of these agreements over time. There is often confusion between trade agreements and purchase agreements, so I’ll make that clear now. In Dynamics 365 Finance and Operations a trade agreement is just a price or a discount. While a purchase agreement can include prices or discount, it also constitutes an agreement to purchase a certain quantity or value from a vendor over a given period of time. In this post we will go through the setup required for purchase agreements as well as how to process a purchase agreement, and then track th

  Outbound operations Output orders are used to link sales order lines and transfer order lines with the outbound picking processes that use picking lists. When picking lists are generated from either sales orders or transfer orders, output orders and shipments are automatically created. A picking list has a one-to-one relationship with a shipment. The transfer order shipment or the sales order packing slip can be processed from the shipment. The following figure shows an overview of the process for outbound orders. You can set up outbound rules to define how Supply Chain Management should handle the outbound process. You can use these rules to control the shipment process and to control during which stage in the process a shipment can be sent. The following settings define how the outbound processes are handled. Picking route status for sales and transfer orders Go to  Account receivable > Setup > Account receivable parameters  and then, on the  Updates  tab, select a value in t