Overview on the Purchase Management Journal

Handling Journal with Purchase Order Management
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Watch the "basic" videos to take the tour of the main processes of Business Central. This is the basic, need-to-use functionality. The Basics This video includes functionality from the app "Purchase Order Management" which is available at Microsoft AppSource. Click to visit AppSource. Purchase Order Management

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Presenter: Jesper Nielsen, Head of Onboarding

In this video, we are going to look into the Purchase Management Journal. So the purpose of the Purchase Management Journal is to get an overview of all outstanding requests to your vendors.

We have some functions on the page and we have some fields on this page. We’ll get back to the fields in another video. But from this journal, the Purchase Management Journal, and it’s important that you see it as a journal, we have different options.

We have, of course, the standard options of a page. We can edit the list. We can delete rows. I can show all journals from all my purchase colleagues. I can release purchase orders directly from here. But the interesting part is the handling. It’s possible for me to set action messages to all my lines if I want to accept them or remove the action message to all the lines. Set action messages now activated in this column, and I can remove the action message.

I can handle the journal or I can handle the journal and send mails to the vendors. I can handle a single line, and I can handle a single line and send a mail to the vendor. And I can send reminders to all my vendors. Finally, I can open Excel and edit Excel as the standard.