Purchase items and services in Microsoft Dynamics 365 Business Central

Overview

Module 1: Do you need to create purchase documents like blanket orders, orders, and invoices? This module will provide basic information that you should know to create these purchase documents in Business Central.

By the end of this module, you will be able to:

Create purchase quotes and convert them to orders.
Create blanket orders and convert them to orders.

Module 2: Do you want to know how to receive and invoice purchase documents in Business Central? This module will focus on how to receive items from vendors and how to process purchase invoices.

By the end of this module, you will be able to:

Receive items from vendors.
Post partial receipts.
Post a purchase invoice for one receipt.
Post a purchase invoice for multiple receipts.
Review posted purchase documents.

Module 3: Do you need to set up item purchase prices and item discounts? If so, then follow along with this module, which will show you how. Additionally, this module provides an overview of the conditions that can be used for special prices. You will also learn how to set up and use purchase discounts.

By the end of this module, you will be able to:

Create a special price for one vendor.
Know the available sales prices when you are purchasing items.
Create an item discount for one vendor.
Know the available discounts when you are purchasing items.
Create an invoice discount for a vendor.
Use invoice discounts in purchase documents.

Module 4: Do you want to know how to process additional direct item costs, such as freight, in Business Central? This module shows how to process item charges in Business Central and how these charges affect the direct unit cost of an item.

By the end of this module, you will be able to:

Set up item charges.
Process item charges in a purchase order and purchase invoice.
Assign item charges to multiple items.
Allocate item charges based on volume and weight.
Analyze the direct unit cost of an item.

Module 5: Do you want to estimate purchase order receipt dates? This module provides an overview of the date fields on purchase orders and explains the relationships between them.

By the end of this module, you will be able to:

Set up lead times for vendors and items.
Estimate purchase order receipts.