Purchase and Payables Basic User Training Guide for Dynamics 365 Business Central

Introduction

This user training guide provides a comprehensive overview of the Purchase and Payables processes within Microsoft Dynamics 365 Business Central. It is designed to support users in confidently performing day-to-day purchasing and accounts payable activities in a consistent, accurate, and controlled manner.

The guide walks through the full procure-to-pay lifecycle, from setting up vendors and contacts, creating and managing purchase orders, recording receipts and invoices, through to processing vendor payments and reviewing standard accounts payable reports. Both standard and exception scenarios—such as prepayments, returns, credit memos, and on‑account payments—are covered to reflect real-world operational requirements.

This document is intended for standard users, including purchasing officers, finance staff, and accounts payable users, who require practical, step-by-step instructions supported by screenshots and examples. While the focus is on operational tasks, the guide also highlights key controls, system validations, and best practices to help ensure data integrity and compliance with internal policies.

By following this guide, users will gain a clear understanding of how purchasing and payables transactions flow through Business Central and how their actions impact inventory, vendor balances, and the general ledger.