Purchase Requisition Management for Dynamics 365 Business Central

Introduction to Purchase Requisition Management

“Puts you in control of procurement and purchase order management along with approval workflow while leveraging low-cost Business Central Team Member license.”

Purchase Requisition Management for Dynamics 365 Business Central is an add-on to the standard Business Central Purchase Quote/Purchase Order/Purchase Invoice process, the Purchase Requisition module supporting the formal request prepared by an employee (using low-cost Business Central Team Member license) to purchase a good or service. It includes a form containing a description of the purchase need (product description), the relevant department and budget item, the specific item(s) being requested and any related files/quotes/agreements that approvers should review.

Visit at Microsoft AppSource Purchase Requisition for Microsoft Dynamics 365 Business Central 

Key Benefits

By providing employee self-service procurement capabilities, enhancing spend visibility, improving budget control efficiency, and promoting accountability throughout the supply chain, integrating purchase requisition into an organization’s procurement process can bring numerous benefits. Not only does it initiate the purchasing process, it helps teams track and trace important purchasing information, involve the right stakeholders and approvers, and establish a PO process that will help create an audit trail and lessen the chances of error or fraud.

Here is a list of key benefits.

List of Benefits

• Building on the Dynamics 365 Business Central that many organizations already use for centralized procurement and purchase order management.
• Full control of procurement process using low-cost Business Central Team Member license.
• Early involvement from key stakeholders without detailed vendor or purchasing knowledge.
• Better control and visibility into the spend pipeline including item, non inventory item or fixed asset.
• Elimination of fraud and misconduct with ability to compare multiple quotes before converting to order.
• Better financial and budget planning capabilities.

Key Features

Here are the features of the app.

Requisition Categories

This master table helps in creating a category for requisition in case the user does not know the item or fixed asset or it is a new item or fixed asset. So a user can use categories to raise a requisition.

No. Series for Purchase Requisition

Using the standard purchase and payable setup to define a number series for purchase requisition.

Item Template

We can define a template for automatic creation of item when user selects new item. The template is defined on the purchase and payable setup.

Requisition Approval Workflow

The workflow uses standard approval user setup to submit and approve a request for workflow.

Purchase Requisitions

This function helps the user to generate a requisition. The user can either create a requisition for an existing item, a new item, fixed asset or new fixed assets. User can mention the description for the requisition, the estimated value and also can use the standard dimensions and can attach any documentation related to the requisition. Multiple lines can be added on a single requisition form. User can than send the requisition for approval. Once approved the requisition status changes to released and it can then be used to create a quote.

Purchase Req. Worksheet

Once the requisition is approved and released, the user can use that to create multiple purchase quotes, by using the purchase requisition worksheet. Based on this the user can then create a quote for the requisition, and unless a purchase order is created from the quote of the purchase requisition, the user can create multiple quotes to do a quote comparison.

Quote Comparison

User can compare multiple quotes against a single requisition, to approve a single quote and convert to purchase order. A report can be generated to compare multiple quotes.

Convert to Purchase Order

Each quote can go through the standard approval workflow, and the designated approver can approve the quote and reject others to convert the quote to order.

Summary

Purchase Requisition Management add-on for Dynamics 365 Business Central creates a formal, controlled procurement process initiated by any employee using a low-cost Team Member license. It allows employees to raise requests for items or assets, complete with descriptions, budget details, and supporting documentation.

The core benefit is achieving better financial control and visibility over the entire spend pipeline. By forcing all requests through a system, it promotes accountability and aids in budget planning. The module includes a necessary Requisition Approval Workflow and a Quote Comparison feature, which helps procurement staff gather multiple vendor quotes and mitigate the risk of error or fraud before a request is released.

Once approved, the system converts the requisition into the appropriate document, like a Purchase Quote, which can then be converted to a Purchase Order. This centralized, auditable process eliminates manual gaps and ensures all procurement activity starts with a controlled, approved employee self-service request within Business Central.