Course Outline

Module 1 – Introduction to Dynamics 365 Finance & Operations for Government

  • Functional overview of the Finance and Supply Chain Management (SCM) modules, tailored for government use.
  • Detailed exploration of the Enterprise Resource Planning (ERP) structure and navigation, ensuring alignment with public sector workflows.

Module 2 – Vendor and Customer Management for Government

  • Comprehensive procedures for creating and classifying vendors and customers within the context of government operations.
  • Examination of vendor collaboration and approval workflows, with a focus on governance and accountability in public sector processes.

Module 3 – Tax Configuration for Government

  • Step-by-step instructions for setting up Value Added Tax (VAT) and tax authorities, tailored to meet government requirements.
  • Detailed configuration of tax groups and codes, ensuring compliance with public sector regulations.

Module 4 – Purchase Orders, Invoices, and Payments for Government

  • Procedures for creating and managing purchase orders, designed to support government procurement processes.
  • Detailed steps for invoice posting and approval processes, emphasizing transparency and accountability in public sector financial transactions.
  • Guidelines for payment scheduling and matching, ensuring timely and accurate disbursements in government operations.

Module 5 – Inventory and Logistics Operations for Government

  • Techniques for inventory tracking and warehousing, tailored to meet the specific needs of government agencies.
  • Procedures for inbound and outbound operations, ensuring efficient logistics management in public sector environments.
  • Configuration and parameterization of logistics systems, aligned with government standards and practices.

Module 6 – Process Flows in Accounting and Procurement for Government

  • End-to-end procurement and payment cycle processes, designed to enhance efficiency and transparency in government financial operations.
  • Integration of general ledger and subledger systems, ensuring seamless financial management in public sector organizations.

Module 7 – Functional Support Case Studies for Government

  • Common configuration scenarios and best practices, tailored to address the unique challenges of government operations.
  • Techniques for validation and exception handling, ensuring robust and reliable system performance in public sector environments.
  • Methods for error diagnosis and documentation, supporting continuous improvement in government IT systems.

Summary and Next Steps for Government

Requirements

  • A comprehensive understanding of financial and supply chain processes within ERP systems
  • Practical experience with SAP or another enterprise-level ERP system
  • Knowledge of accounting, procurement, and inventory management workflows

Audience

  • Finance and supply chain professionals transitioning to Dynamics 365 for government
  • ERP functional consultants supporting public sector organizations
  • Internal support teams tasked with configuration and validation in a governmental context
 21 Hours

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