EX046 Purchase Request (PRQ)

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


AI FEATURES

Purchase Request Agent simplifies and automates the creation of purchase requests by processing incoming emails and converting them into structured procurement documents.
The agent automatically identifies requested items and quantities, recognizes the requester, and creates the corresponding Purchase Request directly within Business Central.

Key Benefits

  • Automates purchase request creation from incoming emails.
  • Reduces manual data entry and administrative workload.
  • Accelerates procurement processes and request handling.
  • Improves data accuracy and completeness.
  • Ensures traceability and standardization of purchasing workflows.

By transforming unstructured requests into actionable procurement records, Purchase Request Agent enables purchasing teams to work faster and more efficiently while maintaining full control of the process.

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
  • FREE-DEMO-TRIAL version: it’s automatically activated at first request and give full access to all features. This trial expires after 20 days from the activation

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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