Fields on the Purchase Management Journal

This article explains the fields on the project management journal used to follow up on purchase quotes and orders in Microsoft Dynamics 365 Business Central. The journal lets you track what you requested from a vendor against what the vendor has confirmed.

You use the requested fields to record what you asked for: requested quantity, direct unit cost, and requested receipt date. You use the confirmed fields to record what the vendor sends back: confirmed quantity, confirmed direct unit cost, and confirmed receipt date.

You can split a quantity on a line when the vendor delivers in parts, so a single order line can reflect a partial delivery.

You must place a check mark in the Accept Estimated column to handle a line or to handle the journal.

The journal also tracks how many reminders you have sent to the vendor, the reminder date, the original request date, and which user last updated each line.

Document type, number, and lines on the project management journal

The journal starts with the document type, which can be a quote or an order. Next to it you have the number of the quote or order, and the related line on that quote or order. If you have a vendor number, you can enter it here.

On the lines you have the item numbers, the name of the vendor, and the unit of measure.

Requested fields: quantity, direct unit cost, and receipt date

The requested fields hold what you asked the vendor for. You have a requested quantity, a direct unit cost, and a requested receipt date. These correspond to the normal fields you know from the purchase order, which is quantity, direct unit cost, and receipt date.

Confirmed fields: what you need back from the vendor

The confirmed fields hold the data you need from your vendors. You have a confirmed quantity, a confirmed direct unit cost, and a confirmed receipt date.

For example, if the vendor confirms the quantity, the unit cost, or the date, you enter that here. The confirmed values are what the vendor has agreed to, so you can compare them against what you originally requested.

Splitting quantities for partial deliveries

You have the option to split a quantity, and the vendor also has the option to split the quantity. This lets you handle a partial delivery, where the vendor delivers part of the order now and the rest later.

Status and handling type on the line

The status tells you the current state of the line. Right now it shows that the line is a new order. The handling type changes as soon as you make any changes on the line.

Accept estimated: handling lines and the journal

You use the Accept Estimated column to control handling. You need a check mark in this column to handle the line or to handle the journal.

Reminders, request dates, and user tracking

The journal shows the reminder number if you have sent any reminders. In this case there are five lines of reminders, along with the reminder date.

The request date is the original date when you sent your request for the quote or for the order. You can also see which user has updated the lines in the journal.

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