Retired 30-June-2017 Public Sector Procurement and Payables in Microsoft Dynamics AX 2012


This course provides insight and guidance to procurement and sourcing features along with Accounts Payable features in Microsoft Dynamics AX that are often used by public sector organizations as they request, order and pay for products and services. It also provides information on workflow and the Vendor Portal and Procurement Order Site.


After completing this course, students will be able to: 

  • Understand basic procurement processes for public sector entities
  • Review and set up budget controls for procurement transactions
  • Create purchasing policies for employees
  • Define policy rules to customize the purchasing process
  • Understand basic workflow concepts
  • Set up procurement vendors and complete other related vendor setups
  • Create a procurement category and add attributes to the category
  • Create, publish, and update a catalog
  • Create a request for quotation (RFQ)
  • Create a purchase order from an RFQ
  • Create a RFQ from a purchasing requisition
  • Create a purchase requisition and complete the purchase requisition by approving the document and creating a purchase order
  • Use demand consolidation
  • Create a purchase order, add purchase lines to it, and process a purchase order
  • Create a purchase agreement and identify the four types of commitments that comprise an agreement
  • Use a purchase agreement on a purchase order
  • Identify the available signing limits that can be applied to employees
  • Enter vendor invoices against purchase orders, purchase agreements, and projects
  • Create, send and view notifications on the Vendor Portal
  • View and create purchase requisitions on the Procurement Order Site
  • Order goods and services using the Procurement Order Site
  • Complete year-end activities for procurement

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Course Info

  • Code: 80415
  • Duration: 3 days
  • Price: Call for price

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