Create and send Purchase Quotes from Journal

Requisition Journal with Purchase Order Management
Video 2/3
  • Helpful
  • Not helpful
  • Needs update
  • Technical error
Videos with the tag "Commonly Used" describes the functionality that is used by most companies. Commonly Used This video includes functionality from the app "Purchase Order Management" which is available at Microsoft AppSource. Click to visit AppSource. Purchase Order Management

Playlists  Manage

Log in to create a playlist or see your existing playlists.

Open Playlist
Presenter: Jesper Nielsen, Head of Onboarding

In the Purchase Order Management it is possible to send quotes directly with an email to your vendors from the requisition worksheet or the planning worksheet.

Here we are in the requisition worksheet and I just checkmarked the lines I want to make a quote on. Go to action, functions and handle journal and send mail. I say create quotes and OK. And should the lines be deleted after handling, yes they should. And the quote in an email with attached PDF is ready to send to my vendor. And if I go to the quotes, I can now see my new purchase quote that is also sent with mail.