Finance and Procurement Process
29 articles · 4 topics
Topics
D365Requester ProcessThis user guide will walk you through the process of creating petty cash, direct billing requests and…12 articlesD365Approval ProcessThis user guide will walk you through the process of approving petty cash, direct billing requests, and…5 articlesD365Budgeting3 articlesD365Research ProjectsWhen recording financial transactions for research projects, it is essential to use direct billing journals…3 articles
articles
- Activate PR Notifications in Dynamics 365 for AU EmailThis guide provides step-by-step instructions for setting up Purchase Requisition (PR) notifications in Dynamics 365. It ensures that you receive notifications…Updated 17 Feb 2025 · 1 min read
- Follow up on Closed Purchase RequisitionsThis article will guide you through the process of following up on and tracking your closed purchase requisitions within the Dynamics 365. By following the…Updated 18 Jan 2024 · 1 min read
- Follow up on Received Quantity within POTo monitor the received quantity in a specific purchase order, follow these steps : Follow the steps outlined in the previous article, then navigate to the…Updated 18 Jan 2024 · 1 min read
- Receiving Services in Dynamics 365The office/college must receive service items and non-stocked items in Dynamics 365. This process is exclusive to the Service Items purchase Requisitions and…Updated 28 Nov 2025 · 1 min read
- Add AttachmentsAccording to the process, all purchase requisitions, petty cash (Invoice signed by manager) and direct billings on Microsoft Dynamics 365 should include an…Updated 25 Jan 2024 · 1 min read
- Manage AttachmentsOnce you've attached files, it's essential to know how to effectively manage them: 1. Viewing Attachments Open the request that contains the attachment.…Updated 25 Jan 2024 · 1 min read