In this blog, we’ll explore how the Vendor/Item Catalog can streamline the process of creating purchase orders in Microsoft Dynamics 365 Business Central. By leveraging this feature, you can enhance efficiency and accuracy in your procurement process.
In Microsoft Dynamics 365 Business Central, you can create a purchase order manually or via a requisition/planning worksheet. Using requisition/planning worksheet would be an ideal solution once it is all set up. Often, clients start with manual purchase ordering and later choose to automate it using requisition/planning (MRP) worksheets. If running with a manual process, then setting up the Vendor/Item Catalog will help with the purchase order data entry. Vendor catalogue allows clients to set up multiple vendors for items.
- Open the Vendor Card.
- Navigate to Related.
- Select Purchases.
- Click on Items.
Fill in the Item No. and Vendor Item No. fields. Additionally, you can specify the lead time, which indicates the time required for the vendor to deliver the item.
The Vendor/Item Catalog entries will flow through the item reference table.
Note: You can set up Vendor/Item Catalog from an Item Card also.
Also note when creating a purchase order, you can look up the Item Reference No. on the purchase order line to see the items related to the vendor only (instead of seeing all the items in the system when you click on the No. field).
Setting up the Vendor/Item Catalog in Business Central can significantly streamline your purchase order process, saving time and reducing errors.