November 6, 2019
How to Create a Purchase Quote and Convert It to an Order in Microsoft Dynamics Business Central or NAV
In this blog, you’ll learn how to create a Purchase Quote and convert it to an Order in Microsoft Dynamics NAV or Business Central. You would use this for various reasons, including:
- To purchase items or services
- Receive the offers from vendors
- Provide the prices and delivery time of items customers need
- In the search box, search for Purchase Quotes.
Figure 1 – Purchase Quote option in the Search box in Microsoft Dynamics Business Central or NAV - To create a new Purchase Quote, click New in the home ribbon or use Ctrl +N.
Figure 2 – Create a new Purchase Quote in Microsoft Dynamics Business Central or NAV
A Quote number is automatically generated specifying the series to which it belongs. - Enter the vendor name and press Enter, which will automatically populate the header.
Figure 3 – Enter the vendor details in Microsoft Dynamics Business Central or NAV - After completing the details required:
- Select the type field in the Line tab
- Enter the item Number (it automatically populates the description)
- Enter the location code
- Enter the quantity that need to order
- Enter the direct unit cost
Figure 4 – Enter the item details in Microsoft Dynamics Business Central or NAV
- On the Action tab, click Make Order to create a Purchase Order from the Purchase Quote.
Figure 5 – Convert a Purchase Quote to a Purchase Order in Microsoft Dynamics Business Central or NAV
Figure 6 – Message specifying the Order Number converted from the Quote Number in Microsoft Dynamics Business Central or NAVÂ
Figure 7 – Purchase Order in Microsoft Dynamics Business Central or NAV
If you have any questions about Dynamics NAV or Business Central questions for any version, contact ArcherPoint.
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