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38Hi everyone,
We're a project-heavy company using Business Central, and I'm looking for advice on best practices for our purchasing process.
Our business model is:
Almost all purchases are made directly for a specific project/job.
We don't maintain inventory for project materials—everything is purchased specifically for the project.
The only inventory we keep is consumables and other low-value items used across multiple projects.
We're trying to establish a process where:
A project team member creates a requisition for the required materials or services.
The requisition goes through an approval workflow.
Once approved, it is sent to Procurement.
Procurement creates the Purchase Order and issues it to the vendor.
We're hoping to keep project teams from creating POs directly while maintaining proper approval controls and ensuring all purchases are correctly assigned to the project.
For those with a similar project-based business model:
We don't maintain inventory for project materials—everything is purchased specifically for the project.
The only inventory we keep is consumables and other low-value items used across multiple projects.
We're trying to establish a process where:
A project team member creates a requisition for the required materials or services.
The requisition goes through an approval workflow.
Once approved, it is sent to Procurement.
Procurement creates the Purchase Order and issues it to the vendor.
We're hoping to keep project teams from creating POs directly while maintaining proper approval controls and ensuring all purchases are correctly assigned to the project.
For those with a similar project-based business model:
How are you managing requisitions in Business Central?
Are you using standard Business Central functionality, Power Apps/Power Automate, or a third-party AppSource solution?
How do you handle approvals before Procurement creates the PO?
What has worked well, and what would you avoid?
I'd appreciate hearing how others have implemented this workflow and any recommendations you have.
Are you using standard Business Central functionality, Power Apps/Power Automate, or a third-party AppSource solution?
How do you handle approvals before Procurement creates the PO?
What has worked well, and what would you avoid?
I'd appreciate hearing how others have implemented this workflow and any recommendations you have.
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