If your main way of contacting your vendors is by email, Business Central lets you send purchase requests directly from the requisition or planning worksheet. You don’t have to create purchase orders first and send them separately. You select the lines you want, run the email function, and the system generates one email per vendor automatically.
This is useful when you handle purchasing from the planning worksheet and want to reach out to several vendors at once without leaving the worksheet.
Sending vendor emails from the requisition and planning worksheet
The purchase management functionality in the requisition and planning worksheet includes an option to send emails directly to your vendors. You don’t need to switch to another screen or build the orders manually before contacting the vendor.
To use it, go to the worksheet and select the lines you want to handle. In this example, four lines are checkmarked, and each line points to a different vendor. From the process menu, choose to carry out the action message and send the email.
One email per vendor generated automatically
When you run the function across lines that belong to different vendors, the system groups them by vendor. With four lines split across four different vendors, you get four separate emails, one for each vendor. If a vendor had more than one line, those lines would be collected into a single email for that vendor.
In the action message, you can choose to create orders. You can also close lines if that fits the situation. The result in this case is four emails ready to go, each addressed to the right vendor.
Q&A
Can I email vendors directly from the planning worksheet in Business Central?
Yes. The requisition and planning worksheet includes purchase management functionality that lets you send emails directly to vendors. You select the lines and run the send email function from the process menu.
How does Business Central group worksheet lines into emails?
The system groups the selected lines by vendor. If you select four lines for four different vendors, you get four separate emails. Multiple lines for the same vendor are combined into one email.
Do I have to create purchase orders before emailing vendors?
No. You can send the emails directly from the requisition or planning worksheet without creating orders first. You can also choose to create orders or close lines as part of the action message.