Microsoft Dynamics 365: Business Central: Working with Procurement (Part 1)

Work with Purchase Quotes

Click on Search option on the main Ribbon (See Picture 1 [1])

On the following form, enter Purchase Quote (In picture 1[2]).
Select the first option (See Picture 1 [3])

The following form appears:

Click New in the main ribbon (See Picture 2 [1]). The following form appears:

General Fast Tab

Click on General Fast tab, and select the vendor in Vendor No. Field. (See Picture 4[1])

Lines Fast Tab

To add lines in purchase quotes, Go to Lines Grid and select the items (see picture 3.2[1]) you want quote for. Once the item is selected, enter Quantity ‘mandatory’ (see picture 3.2[2]) and Direct Unit Cost Excluding Tax ‘mandatory’ (see picture 3.2[3]).

Click Release, on main ribbon (see picture 3.3[1])

Once the quote is finalized, this quote will be converted to purchase order by clicking Make Order (see picture 3.3[2]). Click Yes on the pop-up
Note: after you click yes on the pop up, another popup appears showing the PO number. For this document the order no was 106005

Purchase Order

To find the purchase order stated above, go to search form (See figure 4[1])

On the following form, enter Purchase Order in search box (see picture 4[2])
Select the purchase order form. (see picture 4[3])
On the following form, find the purchase order that was created above

If the list is too long than search it using filter tool (See picture 5.1[1])

The above options appear, if you click on the arrow (see picture 5[1])
After clicking on filter, on the following form (see picture 5.2[1]) enter the order no.

Picture 5.2: Pop up window for filtering

Steps to work with purchase order in business central will be part of the next blog