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Procure-to-Pay in Dynamics 365: Design, Configure and Control

Design and control procure-to-pay in Dynamics 365 SCM and Finance: vendors, policies, requisitions, purchase orders, receipts, invoice matching and payments.

Free

Free 44-page e-book. A practical guide to vendors, purchasing policies, requisitions, sourcing, purchase orders, receiving, invoice matching and payments. Practical, field-tested guidance with worked examples, checklists, a quick-reference sheet and a glossary, ready to use on your next project.

This e-book is a hands-on design guide to procure-to-pay in Dynamics 365 Supply Chain Management and Finance. It explains how to structure vendor master data and onboarding, procurement categories and purchasing policies, requisitions and approval workflows, sourcing with RFQs and agreements, purchase order lifecycle and change management, receiving with and without warehouse management, two-way and three-way invoice matching, invoice automation, and payments. It focuses on controls that auditors expect and on the configuration decisions that drive efficiency. Includes checklists for every stage, an end-to-end illustrative scenario and a ready-to-use P2P test plan.

What's inside

  • Chapter 1: Scoping Procure to Pay
  • Chapter 2: Vendor Master Data and Onboarding
  • Chapter 3: Procurement Categories, Catalogs and Purchasing Policies
  • Chapter 4: Requisitions and Approval Workflows
  • Chapter 5: Sourcing — RFQs, Agreements and Purchase Prices
  • Chapter 6: Purchase Orders and Change Management
  • Chapter 7: Receiving Goods and Services
  • Chapter 8: Vendor Invoices, Matching and Automation
  • Chapter 9: Payments and Reconciliation
  • Chapter 10: Controls, Compliance and Analytics
  • Chapter 11: End-to-End Scenario and Test Plan

Plus a one-page Quick Reference, a glossary of key terms and next steps.

Who it's for

Functional consultants, business analysts, key users and project leads working on Microsoft Dynamics 365 Finance & Operations, plus anyone moving into D365 from another ERP.

How to get the most from it

  • Skim the contents and jump to the chapter that matches the challenge in front of you today
  • Use the checklists in your next workshop, review or status meeting
  • Share it with your team so everyone works from the same playbook

Let's connect

I'm Pranshu Shubham, a Microsoft Dynamics 365 F&O Solution Architect and PMP-certified program lead with 8+ years of ERP and AI transformation across the USA, Europe and APAC. I created this resource from real project experience, and I'd love to hear how you use it.