Purchase Requisition Management for
Dynamics 365 Business Central
Purchase Requisition Module in Business Central
Puts you in control of procurement and purchase order management, including approval workflow, leveraging low-cost Business Central Team Member license.
Purchase Requisition Management for Dynamics 365 Business Central is an add-on to the standard Business Central Purchase Quote-Purchase Order-Purchase Invoice process, the module supports formal requests prepared by employees (using low-cost Business Central Team Member license) to purchase goods or services. It includes a form with product description of the purchase need, the relevant department and budget item, the specific item(s) being requested and any related files/quotes/agreements for approvers’ review.
Key Benefits
Better financial and budget planning capabilities.
Building on the Dynamics 365 Business Central that many organizations already use for centralized procurement and purchase management.
Full control of procurement process using low-cost Business Central Team Member license.
Early involvement from key stakeholders without detailed vendor or purchasing knowledge.
Better control and visibility into the spend pipeline.
Elimination of fraud and misconduct with ability to compare quotes before converting to order.
By providing employee self-service procurement capabilities, enhancing spend visibility, improving budget control efficiency, and promoting accountability throughout the supply chain, integrating purchase requisition into the procurement process brings numerous benefits – from purchasing process initiation and tracking important purchasing information, to involving the right stakeholders and approvers, and to establishing an auditable PO process that lessens the chances of error or fraud.
Key Features
Requisition Categories
Establishes categories for requisition with unknown items or fixed assets, allowing the use of categories to raise a requisition.
No. Series for Purchase Requisition
Defines number series for requisitions systematically.
Item Template
Facilitates the creation of items automatically when selecting “new item”.
Requisition Approval Workflow
Uses standard approval workflow for request submission and approvals.
Purchase Requisitions
Creates requisitions for existing or new items with or without variants, or fixed assets. Allows description, estimated value, dimensions, and attachments.
Projects
Selection of Project & Project Task No., which flows to purchase quotes and purchase orders.
Item Availability
Users can check the availability of existing items based on location, lot number, and period.
Item Details FactBox
Quick check on item details: available inventory, scheduled receipts, and gross requirement.
Purchase Req. Worksheet
When approved, users can use this worksheet to create and associate multiple purchase quotes, compare them, and create purchase orders.
Send RFQ Emails
Select requisition and send RFQ emails directly to vendors from the requisition worksheet with subject & email template options.
Quote Comparison
Compare and approve multiple quotes against a requisition. Approved quote is converted into a purchase order.
Convert to Purchase Order
Streamlines workflow for selected quotes, converting them into purchase orders.
Report Selection
Attach your own report under report selection for purchases using requisitions.
Events Availability
Add events to subscribe and use purchase requisition capability.