Purchase to Pay process in Dynamics 365 Business Central: 6-Wk Implementation

Purchase to pay is a process that comprehensively supports purchases from the moment of from demand and defining long-term contracts, through order fulfillment to the budget. In this way, we automate the work of the accounting department. Invoices are registered in the system automatically, which means that the scanned data from the invoice header and lines are automatically entered into the preliminary invoice.

Types of costs that are supported by P2P:

• Long-term contracts (utilities, rents, etc.)
• Ad-hoc costs (training - recurring costs)
• Defining orders and contracts
• Defining a contract in the purchasing module by creating a blanket purchase order
• Defining a purchase order in the purchasing module.

Key Benefits:

• Work automation
• Cost records
• Real-time budget information
• Detailed information about expenses.
• More efficiency controlling

Scope of work:

1. Assessment:

• Briefing with presentation of overall concept of Purchase to Pay process in Dynamics 365 Business Central;
• Discussion on functional needs for the purchase to pay process – transfer knowledge:
  • Customer to Vendor – scope clients requirements;
  • Vendor to Customer – scope important functionality regarding to Purchase to Pay process;
• Note meeting.

2. Proof of Concept:

• Analytical workshops with the collection of functional requirements from Business;
• Mapping to standard functionality aligns business processes with a Business Central system's standard features to avoid significant customizations;
• Recommendation document with overall architecture, estimated budget of recommendations, general schedule, gap fit difference and indication of project risks.

3. Implementation:

• Implementation base on Proof of Concept delivered by Alna Business;
• Presentation and training in the use of the Purchase to Pay on Business Central.

Please note:

• The service can be performed remotely;
• The estimated budget may change depending on the platform used - Document Capture or Microsoft Power Platform.