The purchase requisition process plays a key role in the buying process of an organization. It ensures that fraud is prevented, and organizations get the most value for their money. Enhance your procurement process on Business Central easily with the ACT: Purchase Requisition & Sourcing app!
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Yes, a simple, one time setup is required for the sourcing and approval workflow. There are 2 easy ways to do so:
Click on the Search icon > insert Purchase & Payable Setup in the search bar > Related > Create Purchase Req… Workflow Template/ Create Sourcing Workflow Template.
Click on the Search icon > insert Workflows in the search bar > New > New Workflow from Template > Purchase Requisition Approval Workflow/Sourcing Approval Workflow.
Yes, users can use the “Copy Document” function in the Purchase Requisition to quickly copy details from a closed purchase requisition into a new purchase requisition. Data can also be copied from purchase requisitions that have not been closed yet.
In Purchase Requisition click Process > Copy Document
This app helps users manage vendor sourcing data more easily and efficiently.
Users can create purchase requisitions as usual, and leave the vendor number blank in requisition line. After that, create sourcing documents from the purchase requisition. You can then insert details received from your vendors in the sourcing document.
From here, decision makers can view all data related to the purchase requisition and choose which vendor to purchase from, directly creating a purchase order from the sourcing document. The system will automatically close the related purchase requisitions and sourcing documents after your purchase order is posted.
In Purchase Requisition click Process > Create Sourcing Document
In Sourcing Document click Process > Get Purchase Requisition > Select Lines > Insert Sourcing PR Line
For purchase requisitions, the Purchase Requisition Report will show the items listed in the purchase requisition lines and along with the item quantity, unit cost, amount and etc. Apart from that, the purchase requisition report will also show the requestor and approver of the purchase requisition.
For sourcing documents, there is a Price Comparison report that allows users to view the item differences from different vendor. In the report, user can view unit cost, quantity, total cost, expected receipt date and etc. of items sourced from multiple vendors.
In Purchase Requisition click Reports > Purchase Requisition
In Sourcing Document click Reports > Price Comparison
Users can insert 4 types of procurement lines into purchase requisition line which are:
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