Dynamics Community Forum Thread Details

Purchase request

Hi,

we use Navision 2018 and I'd like to know if there is a screen to enter a Purchase request?

My process would be a requester fill in a purchase request and gets it approved. At this step he knows what is the item required, but has no idea who will be the vendor. The purchase request is sent to the purchase dept. Then, they send a quote to the vendor and convert the quote into a purchase order.

Thanks.

That functionality does not exist. The earliest starting point you can have for purchase is a purchase quote. You do of course need a supplier so that you can add lines. Draw back of putting just a dummy supplier and then following an approval process is once you know who the correct vendor is you need the document to be "Open" to change it. This would mean going back through the approval stage again.

If you can't live with this workaround then you may want to look at something custom or use a different tool and then feed the data to NAV once it is ready. Web services could be explored as a way of pushing the data into the system once the other tool is done with it's part. Powerapps and Power Automate could be worth looking at in this instance if you have the licensing in hand.

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