A quick walk-through for Buyer-planners an the functions within D365 F&O. In this deployment we are not using the purchase requisition function. Buyers can create, approve and send Purchase Orders up to a dollar limitation. All of the purchase approvals are managed through an external Power App for approvals.
This video focuses on a generic workflow that allows a buyer managing item numbers by assigned vendor (allocated by Buyer Group) to perform urgent through routine buys with a series views that help focus the buyer’s attention.
Focus is on the ‘order date’ which is a combination of requirement date minus lead time from the Default Order Settings Page.
Since this video has been made looking at pegging has fallen out of style instead we now look at an Explosion Up.