Purchase order management in Microsoft Dynamics 365 Business Central lets you create purchase quotes directly from the requisition worksheet or planning worksheet. You can send the same request to several vendors by email in just a few clicks.
You send the request to multiple vendors at once. Each vendor replies whether they can deliver, cannot deliver, or need changes to the price. You then compare the offers and pick the best one.
When you select the winning quote, you create the purchase order in a few clicks and delete the remaining quote lines. The lines are removed from the requisition or planning worksheet once you finish processing them.
Creating purchase quotes from the requisition or planning worksheet
When you work in the requisition worksheet or the planning worksheet, you can turn the planned purchases into purchase quotes without leaving the worksheet. You enter a new vendor number, handle the journal, and repeat the process for as many vendors as you want.
This means you can send the same purchase request to several vendors in one workflow. In the example, three quotes were created and sent to three different vendors by email. Once the quotes are created, the lines are removed from the worksheet, and you see a set of new lines in the handling journal for the requests you just sent.
Getting answers from the vendors
After the requests go out, the vendors reply. Each one tells you whether they can deliver, whether they cannot deliver, or whether they need to change the price or other terms.
In the example, all three vendors answered. The offer from Furniture Industries was the best, so that quote was selected.
Turning the best quote into a purchase order
When you have chosen the best offer, you convert that quote into a purchase order in a few clicks. The remaining quotes are no longer needed, so you remove the last lines.
The full process is straightforward: send purchase quotes to several vendors by email, let them answer back, then create the order from the best offer and delete the rest.
Q&A
Can I send a purchase request to several vendors at once in Business Central?
Yes. Using purchase order management, you can create purchase quotes directly from the requisition worksheet or planning worksheet and send them to several vendors by email in just a few clicks.
How do I add multiple vendors to a purchase request?
You enter a new vendor number, handle the journal, and repeat the process for as many vendors as you want. Each vendor receives the same request.
What happens after I send the purchase quotes?
Each vendor replies whether they can deliver, cannot deliver, or need changes to the price or terms. You compare the answers and select the best offer.
How do I create a purchase order from a vendor’s quote?
You select the best offer and convert that quote into a purchase order in a few clicks. You then remove the remaining quote lines you no longer need.
What happens to the lines in the worksheet after I create the quotes?
The lines are removed from the requisition worksheet or planning worksheet once you finish processing them, and new lines appear in the handling journal for the requests you sent.