EX046 Purchase Request

The Eos Solutions Purchase Request app allows you to manage purchase requests of goods / services in Microsoft Dynamics 365 Business Central.

Quick Guide

1Set a Number of series in the setup
2Create a Purchase Request
3Create an order/quote directly from the PRQ
4Choose whether to duplicate / archive the PRQ

Workflow PRQ template
Template.zip

Introduction




The Purchase Request App allows you to manage the business process related to requests for the purchase of goods / services. It allows to:

  • Generate orders and quotes directly from the PRQ (Purchase Requests)
  • Archive closed PRQs
  • Group several requests into one
  • Differentiate the PRQs by category

 It is possible to associate the Purchase Requests with an approval workflow in three ways:

BASE

allows you to change the purchase request’s status manually

ADVANCED

allows the user to use the standard Business Central approval feature

ADDITIONAL

installs the DataSecurity App of Eos Solutions


Subscriptions

Some features of this app require a subscription.

The subscription can be activated from Subscription control panel page or directly from the notification messages that the system proposes, by clicking on the link that allows you to start the subscription wizard.

In details:

  • FULL VERSION: it’s possibile to buy a full version that will last for 12 months following the wizard and accessing to the EOS AppStore

See https://www.eos-solutions.app/ website for more information.

Setup

Setting Up Purchase Request

Role Center

Management of purchase requests Role Center

Create a Purchase Request

How to create purchase requests

Create a purchase document

Creation of purchasing documents from purchase requests

F.A.Q.

Purchase Request - F.A.Q.


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