Purchase order creation is a formal process to replenish the stock of any item or to buy a new item. This will help to keep the record of buying quantities against the respective vendors in the system. This information is useful in certain analyses and also helps in planning future supplies and purchases. To create a purchase order in Business central, search “Purchase Orders” on a role center page and open a related link.
The list of all existing purchase orders will appear and create a new one with the “New” option.
In the purchase order card, select the available vendor in the system from the drop-down list. Upon vendor selection, the detail of the vendor automatically comes in from the vendor card.
In the Lines tab, select the item and its respective variants in the “variant code” field. If a variant code field doesn’t exist, then add it through personalization. Define the parameters like cost, taxable or not, etc. according to your business process.
If a payment needs to be made to a different vendor than the one from which items have been purchased (This is usually a case with subsidiary companies). In this case select “Another Vendor” in the Pay to field and then choose the vendor from the list by clicking on three dots.
If any prepayment is required to purchase from the vendor, then its percentage can be defined in the prepayment section. To post the purchase order, make a prepayment and post it also. After completing the purchase process, post this purchase order to convert it into an invoice. Enter the vendor invoice number before posting, by default it is a mandatory field.
Purchase Order Posting
Now post the purchase order, you can preview it before posting to view G/L entries
Choose the option as per the business process.
On posting, the order converts into posted purchase invoice.
The process of creating a purchase order in Business Central is explained in this blog. accsoft has years of experience in implementing Microsoft ERPs. For further assistance and to make us your implementation partner reach us at info@localhost