Finance and Procurement Process
5 Articles in this category
- Contributors
- Print
- DarkLight
Finance and Procurement Process
5 Articles in this category
Written by Khadiga Abdoun
- DarkLight
Requester Process
This user guide will walk you through the process of creating petty cash, direct billing requests and purchase requisitions in Dynamics 365. To follow this guide, make sure you have the necessary permissions to create petty cash and direct billing r...
Written by Khadiga Abdoun
Updated on : 28 Aug 2023
Approval Process
This user guide will walk you through the process of approving petty cash, direct billing requests, and purchase requisitions in Dynamics 365. To follow this guide, make sure you have the necessary permissions to take the required action in Dynamics...
Written by Khadiga Abdoun
Updated on : 06 Oct 2023
Follow up on Closed Purchase Requisitions
This article will guide you through the process of following up on and tracking your closed purchase requisitions within the Dynamics 365. By following the steps outlined in this guide, you will gain a comprehensive understanding of how to effective...
Written by Khadiga Abdoun
Updated on : 18 Jan 2024
Follow up on Received Quantity within PO
To monitor the received quantity in a specific purchase order, follow these steps :
Follow the steps outlined in the previous article , then navigate to the “ General ” tab.
Click on “ Line quantity ”.
Here, you can review ...
Written by Khadiga Abdoun
Updated on : 18 Jan 2024
Receiving Services in Dynamics 365
The office/college must receive service items and non-stocked items in Dynamics 365. This process is exclusive to the Service Items purchase Requisitions and non-stocked items.
By following the steps provided in this article, you can efficiently r...
Written by Khadiga Abdoun
Updated on : 18 Jan 2024
Add Attachments
According to the process, all purchase requisitions, petty cash (Invoice signed by manager) and direct billings on Microsoft Dynamics 365 should include an attachment., therefore, this user manual should help you attach files to your PRs, when req...
Written by Khadiga Abdoun
Updated on : 25 Jan 2024
Manage Attachments
Once you've attached files, it's essential to know how to effectively manage them:
1. Viewing Attachments
Open the request that contains the attachment.
Note:
The number on the attachment icon represents the ...
Written by Khadiga Abdoun
Updated on : 25 Jan 2024
Budgeting
2 Articles in this category
Written by Khadiga Abdoun
Research Projects
When recording financial transactions for research projects, it is essential to use direct billing journals (Expense) as the standard procedure. However, an exception applies to the fixed assets requests related to project researches, as it requires...
Written by Khadiga Abdoun
Updated on : 08 Dec 2023
