You’re offline. This is a read only version of the page.
Hello Experts,
How do I create material or item requisitions in Business Central? Is there any default functionality instead of the requisition worksheet or planning worksheet?
The business requirement is that the different departments need to manually create the requisition for a particular item with the desired quantity and send for approval. Upon approval by the manager, the store team will issue the requested item in the requested quantity by transfer. I have seen the functionality of the requestion worksheet for purchase suggestion and transfer order functionality for the item transfer between warehouse locations. But there is no page for requisition creation like a purchase order or quote page.
Thank in advance for sharing your thoughts.
Hi Daniele,
The shared link is for D365 SCM not for BC. Thank you for your time
Hello All,
Thank you all for sharing your thoughts and time.
Since, there is no standard page / functionality for Purchase Requisition in BC, I will go with Purchase Order with conversion action permission control and approval workflow.
To add to Ben's suggestion below, you can create Requisition Worksheet batches by the department or user you want to have submit the "request". There is not out of the box workflow approval, but you could potentially restrict the creation of the PO by permissions. The process would be something like:
1. Users create the request in their requisition worksheet.
2. User notifies proper person to review. Manager reviews and changes Action Message to New.
3. Either Manager or Store team member is responsible for carrying out the action message to create the PO and send to the vendor.
Depending on the version of BC, you may be able to build a flow to help automate the approval and PO generation.
You can either create the Purchase Order manually as you described, or use either the Req. or Planning Worksheet to generate the Purchase Order. In either worksheet, the "Carry Out Action Messages" is what is used to generate the Purchase Orders.
Stay up to date on forum activity by subscribing. You can also customize your in-app and email Notification settings across all subscriptions.
#1
André Arnaud de Cal...
291,253
Super User 2024 Season 2
#2
Martin Dráb
230,188
Most Valuable Professional
#3
nmaenpaa
101,156
Share
Report
All responses (
Answers (