Learn how to set up Purchase in Business Central, import and manage master data, and run purchase processes.
Details
This package includes the complete solution of BC2GO - Manage Vendors (2022), and all relevant information on the Purchasing module in Microsoft Dynamics 365 Business Central. The information provided is fundamental for both Accounts Payable and Purchasing and makes it easier for new users to get started with sales in Microsoft Dynamics 365 Business Central. Experienced users can benefit from the linked detailed information.
| Workpackage | Description |
|---|---|
| Preparation | - Basic considerations - Coordinate numbering for master and transaction data - Coordinate posting groups and dimensions with financial accounting - Make decisions on price/discount policy |
| Setup | - Basic design of purchasing - Define No. series for masterdata and Documents - Enter dimensions for later evaluations |
| Masterdata | - Enter general information of the vendor card - Assign payment and shipping information - Maintain vendor prices - Maintain vendor discounts - Maintain Purchaser codes - Maintain contacts |
| Data transfer | If you plan to transfer data from another system, you will receive information on how to prepare the necessary configuration packages in order to then import the master data such as .B vendor data with the side tables. |
| Processes | - Process Purchase Quotes - Process Orders - Create Invoices - Process Return Orders - Process Blanket Orders - Create Credit Memos - Create Order worksheets - Archive Documents |
| BC2GO -Approvals | - Approval User Setup - Approvals Worflows - Approvals Example |
| Analysis | - Show history - Show Ledger Entries - Use various Reports |
| Training | Watch various training/learning videos to deepen the topics covered. |
After completing this project, you will be able to:
| Create, change and migrate Vendors | Create and post Purchase Documents | Manage and create Purchaseperson |
| Create and Manage Posting groups | Create and Manage Numberseries | Create and Manage Dimensions |
| Use Purchase Analysis and Statistics | Create and Manage Purchase prices and -discounts | Import Vendor pictures |
Duration
18 hours
Requirements
This training and setup project is delivered via the COSMO Digital Consultant App. Installation of the app is a prerequisite to using the project and its contents.
Recommended training:
- BC2GO – Business Central Basics
- BC2GO – Digital Consultant
Supported Countries
Business Central Localization: Germany, W1
Languages: English, German
We gather the best information and best practices so you don't have to spend time to look for information from the vast world of the internet. We use the years of experience we have working with different clients to give you only the steps you need, from start to finish. We keep our solutions up-to-date with all the latest versions coming out. Prefer to watch a video? working better with text? we have it all, you choose what works best for you. No need to wait for a consultant to be available, you do it at your own pace.