The purchase management journal in Microsoft Dynamics 365 Business Central gives you an overview of all outstanding requests to your vendors. From the journal you can release purchase orders, accept or remove action messages, handle individual lines or the whole journal, and send emails and reminders to vendors directly.
You can act on all lines at once or work line by line. When you handle a line or the full journal, you can choose to send a mail to the relevant vendor at the same time.
You can also open the journal in Excel using the standard Excel function, so you can work with the data outside Business Central.
What the purchase management journal does
The purpose of the purchase management journal is to give you an overview of all outstanding requests to your vendors. It collects everything you need to keep track of in one place, so you can see what still needs to be acted on.
The page contains a number of fields and functions. The fields are covered separately, but the functions are what make the journal practical to work with day to day.
Standard page options in the journal
The journal includes the standard options you know from other pages in Business Central. You can edit the list and delete rows. You can also show all journals from all your purchase colleagues, not just your own. And you can release a purchase order directly from the journal.
Handling action messages and journal lines
The handling functions are the most useful part of the page. You can set a message on all your lines at once, choosing whether to accept the action message or remove it across every line.
Once your selection is activated in the relevant column, you can remove the action message. From there you have several handling options:
- Handle the journal
- Handle the journal and send mails to the vendors
- Handle a single line
- Handle a single line and send a mail to the vendor
- Send reminders to all your vendors
This lets you decide whether you want to work through everything at once or focus on a single line, and whether the vendor should be notified as part of the action.
Exporting the journal to Excel
Finally, you can open the journal in Excel. This uses the standard Excel function in Business Central, so you can pull the data out and work with it in a familiar spreadsheet format.
Q&A
What is the purpose of the purchase management journal in Business Central?
It gives you an overview of all outstanding requests to your vendors, so you can see what still needs to be acted on and handle it from one place.
Can you release a purchase order from the purchase management journal?
Yes. You can release a purchase order directly from the journal.
How do you accept or remove action messages on multiple lines at once?
You can set a message on all your lines at the same time, choosing to accept the action message or remove it across every line. Once your selection is activated in the relevant column, you can remove the action message.
Can you send emails to vendors from the journal?
Yes. You can handle the journal or a single line and send mails to the vendors as part of the action. You can also send reminders to all your vendors.
Can you see journals from your colleagues?
Yes. You can show all journals from all your purchase colleagues, not just your own.
Can you export the purchase management journal to Excel?
Yes. You can open the journal in Excel using the standard Excel function in Business Central.