For manufacturers, every late delivery and missed goods receipt eventually becomes a stopped production line. Helps discrete, process, food, pharma, and industrial manufacturers analyze and optimize the beginning of their supply chain inside Microsoft Dynamics 365: the purchase order process, vendor confirmation, inbound logistics, goods receipt, and the full procure-to-pay cycle, all tied directly to your BOMs, MRP, and production schedule.
For manufacturers, analyzing the delivery of materials is a production continuity exercise, measuring and optimizing every activity at the beginning of the supply chain, from MRP-driven requisitions and the purchase order creation process through inbound logistics and the goods receipt process. CConnects this entire upstream flow to your BOMs, production orders, and shop floor, automating the procure-to-pay workflow that ties it all together.
Materials Aligned to Your Production Plan Drive purchase requisitions and POs directly from MRP runs against your multi-level BOMs. Inbound material flow is sequenced to your production schedule, not just an arbitrary calendar, covering discrete, process, lean, and mixed-mode manufacturing.
Structured Purchase Order Process Configure the full purchase order creation process and purchase order approval process inside Dynamics 365, with role-based workflow routing. Every PO has a clear owner, status, and SLA.
Goods Receipt at the Dock with Mobile Capture Scan goods at the dock, validate against the PO, run the raw material receiving checklist, capture lot data for traceability, and post the goods receipt note in a single step.
Procure-to-Pay Automation Tied to Production Run the end-to-end procure-to-pay process, requisition, PO, goods receipt, three-way match, payment, on automated workflows. Compress the procure-to-pay cycle and ensure invoicing keeps pace with the inbound material flow.
For manufacturers, production halts rarely begin on the production line; they begin upstream, in a purchase order chasing approval, a vendor that missed an ASN, a goods receipt that wasn't reconciled.
Without a structured purchase order creation process tied to BOMs, your purchase order approval process is invisible to production planning, and inbound materials drift out of sync with the schedule.
Disconnected systems make it impossible to track inbound shipments or vendor confirmations in real time. Planners discover delays too late, leading to idle lines and expedited freight costs.
Your team logs the goods receipt and files the goods receipt note. Nobody analyzes goods issue vs goods receipt variance or enforces a raw material receiving checklist, so short shipments and defects are caught too late.
Without procure-to-pay automation, the end-to-end procure-to-pay process drags across multiple teams. Three-way matches fall out, invoices park, and the procure-to-pay cycle stretches into weeks.
Without proper supplier performance management software or live scorecards, sourcing decisions rest on relationships rather than data. Underperforming vendors keep winning the next contract.
Manufacturers sit on enough data for meaningful supply chain analysis and supply chain risk analysis, but it's scattered across systems with no analytical layer to surface what's about to break.
Folio3 implements Microsoft Dynamics 365 around how your factory actually operates, multi-level BOMs, MRP runs, mixed-mode production, multi-plant operations, and compliance-driven traceability.
MRP-Driven Purchase Planning Automatically generate POs from MRP runs against your multi-level BOMs, every requisition tied to a planned production order.
Direct Procurement of Raw Materials Manage direct procurement of raw materials separately from indirect procurement, with category-specific approval policies.
Vendor Collaboration Portal Real-time supplier communication, PO confirmations, ASN visibility, and invoice exchange, directly inside Dynamics365.
Sourcing for Compliance-Driven Industries For food, pharma, and regulated manufacturing, enforce approved-vendor lists, certification tracking, and audit trails.
Structured Purchase Order Creation Process Convert MRP suggestions or requisitions into POs automatically. Pull pricing from agreements, validate against budget and BOM requirements.
Configurable Purchase Order Approval Process Route every PO through the right approver by amount, category, vendor, or plant, with multi-step approval and delegation.
Mobile Approvals via Folio3's Workflow Approvals App Plant managers clear POs from their phone, keeping inbound flow moving even when approvers are on the floor.
Complete Procure-to-Pay Process Flow The end-to-end procure-to-pay process, requisition, PO, goods receipt, three-way match, payment, runs on connected workflows. Procure-to-pay automation handles routine; your team handles exceptions.
Inbound Warehouse Operations Automate load planning, dock scheduling, receiving, and put away across single or multi-plant operations.
Mobile Goods Receipt Process at the Dock For barcode-driven goods receipt, scan, verify against the PO, capture lot data, post the goods receipt note in one step.
Raw Material Receiving Checklist Enforce a configurable raw material receiving checklist, inspection, weight, COA, photo evidence, so quality issues are caught at the door.
Lot Traceability for Compliance Capture lot, batch, and expiry data at receipt for food, pharma, and regulated industries, with full audit trails.
Goods Issue vs Goods Receipt Reconciliation Goods receipt records material entering; goods issue records material leaving. Dynamics365 keeps both balanced across all plants.
Live Vendor Performance Tracking Every PO, receipt, and rejected lot updates the supplier record automatically, tracking lead time, fill rate, and quality variance natively in Dynamics365.
Supplier Scorecards with Power BI & Intellifabric Folio3 builds live supplier scorecards on Power BI or Intellifabric, on-time delivery, defect rate, price drift, without needing separate supplier performance management software.
Vendor Onboarding & Master Data Control Out-of-the-box workflows control approved suppliers with certification tracking and full audit trails, critical for regulated manufacturers.
Smarter Sourcing Decisions Award contracts based on objective vendor performance management data, not historical relationships, protecting margin and quality.
Real-Time Supply Chain Analysis Connect data across procurement, warehouse, production, and finance to spot inbound bottlenecks and vendor drift before they affect production.
Supply Chain Risk Analysis with Power BI Identify single-source dependencies, geographic concentration, and raw material price exposure with Power BI dashboards on Dynamics365 SCM.
Microsoft Fabric & Intellifabric for Unified Data Consolidate data from multiple ERPs, plants, or vendor systems into one analytical layer with Microsoft Fabric or Folio3's Intellifabric.
BURQ iPaaS for Vendor, Carrier & Plant Integration Connect D365 to vendor portals, EDI partners, and carrier APIs through Folio3's proprietary BURQ iPaaS, so inbound logistics data flows in without manual rekey.
Copilot in Dynamics 365 acts as a personal assistant for your procurement, planning, and warehouse teams, automating routine tasks across the inbound flow and surfacing the insights that protect production uptime.
Get real-time, AI-driven recommendations on which POs to expedite to keep production on schedule, which vendors are drifting on delivery, and where the procure-to-pay cycle is slowing down.
Copilot drafts order requests, expedite notices, and exception follow-ups to suppliers, saving buyers hours per week while maintaining clear records of every vendor interaction.
Copilot summarizes incoming raw material status, reorder points, and goods receipt exceptions so planners stay ahead of production needs without manually pulling reports.
When a delayed inbound shipment threatens a production schedule, Copilot flags the conflict and suggests alternatives, alternate vendors, substitute materials from the BOM, or production resequencing.
Real-time inbound logistics visibility and AI alerts help planners spot disruptions early and reshuffle production with materials on hand.
A connected end-to-end procure-to-pay process closes faster, freeing up working capital for raw inventory or capacity expansion.
Mobile goods receipt, the raw material receiving checklist, and live supplier scorecards reject defective material at receipt, before it becomes scrap or rework.
Connect your purchase order process, goods receipt process, supplier data, and production orders inside one Dynamics 365 platform.
Folio3 Dynamics focuses on manufacturing ERP, covering procurement, production, warehouse, and distribution. Our services include
Book a free 60-minute assessment with a Folio3 D365 manufacturing consultant. We'll review your current purchase order process, goods receipt flow, supplier performance, and procure-to-pay cycle, and show you what full-chain coverage looks like inside Microsoft Dynamics 365.
Folio3 Dynamics is a certified Microsoft Gold Partner with 4 Solution Partner Designations and a focus on manufacturing ERP — covering discrete, process, food & beverage, pharma, and industrial manufacturing.
We are not just an implementation provider but a true technology partner, offering consulting, deployment, migration, training, and 24/7 global support across your entire D365 journey.
Implementation, customization, integration, migration, ERP rescue, and 24/7 support, plus our proprietary BURQ iPaaS and Intellifabric platforms.
20+ years implementing Microsoft Dynamics. Our certified team turns Dynamics 365 Procurement, Warehouse, and Inventory configuration into real outcomes on the production floor.
A portfolio of successful implementations over the past 20 years, including manufacturers, trusts Folio3 to deliver and support their Dynamics manufacturing solutions.
Gold Microsoft Dynamics partner with manufacturing customers across discrete, process, food, and industrial sectors.
Inbound logistics is the flow of raw materials and components from suppliers into your facility — transportation, receiving, inspection, putaway. In D365 SCM, it's managed across Procurement & Sourcing and Warehouse Management, with MRP tying it to your production schedule.
Your warehouse team scans incoming items against the PO using Folio3's Warehouse Management App. D365 validates quantities, runs the raw material receiving checklist, captures lot data, posts the goods receipt note, and triggers putaway.
A goods receipt records inventory coming in (raw materials on a PO). A goods issue records inventory leaving (raw materials issued to a production order, or finished goods shipped). Together they keep manufacturing inventory accurate.
Six stages: MRP requisition → PO creation and approval → vendor confirmation → goods receipt → invoice and three-way match → payment. Folio3 configures each to your approval matrix and compliance requirements.
Yes. We configure D365 to drive purchase requisitions and POs directly from MRP runs against multi-level BOMs and production orders — standard scope in our manufacturing implementations.
For most manufacturers, no. D365 SCM tracks vendor performance natively; Folio3 extends it with Power BI or Intellifabric scorecards. Specialized supplier performance management software is only needed for complex bases and can be integrated via BURQ iPaaS.
Yes, ERP Rescue is a core Folio3 service. We diagnose what's misconfigured in your purchase order approval process, goods receipt process, and procure-to-pay workflow, then rebuild it to fit your manufacturing operations.
Discrete (machinery, electronics, automotive), process (chemicals, coatings), food & beverage, pharmaceuticals, and industrial. We support batch processing, lot traceability, compliance audits, and multi-plant operations.
Yes. We work with organizations already on D365 Finance & Operations or D365 SCM who aren't getting full value from procurement workflows. We review the current procure-to-pay process, identify automation opportunities, and configure workflows and AP automation (including Azure Form Recognizer for invoice OCR) to compress the cycle.
