Tuesday, July 21, 2020

Creation of purchase quote on Microsoft Dynamics Nav Business Central

Dear Friends,

Today we will learn how to create a purchase quote then proceed to make it a purchase order. Some companies they do not generate purchase order directly for any purchases they take quotation from different supplier and the best quotation will be converted to purchase order.

Step 1:

to create a purchase quote go on the following menu:

Main Menu --> Department --> Purchasing --> Order Processing --> Purchase Quotes

Step 2:

Click on the button New.


Step 3:




General 
Vendor NoEnter the Vendor No
Vendor NameThe name of the vendor will appear automatically
Quotation NoEnter the quotation number you received
ContactIf the vendor has a specific contact person
Document DateEnter the document date
Order DateEnter the order date
Request Receipt DateEnter the receipt date
Vendor Order NoEnter the vendor order number
Vendor Shipment NoEnter the vendor shipment number
Purchaser CodeEnter a purchase code if there are
Campaign NoEnter the campaign no if there are
Alternate Vendor Address CodeEnter if the vendor has an alternate address
Responsibility CenterEnter the location of the vendor
StatusThis shows the status of the order
Lines
TypeEnter the type you wish to use 
NoEnter the type number
DescriptionThe name of the type will be display automatically here
Location CodeEnter location Code
QuantityEnter the quantity
Unit of MeasureEnter the unit of measure
Direct Unit Cost Excl VATEnter the unit cost
Line Amount Excl VATIt will take the quantity * unit cost
Line Discount %If you want to give a discount in term of percentage
Line Discount AmountIf you want to give a discounted amount
VAT Prod Posting GroupEnter the VAT type


Invoice Detail
Currency CodeEnter the currency code
Expected Receipt DateEnter the delivery date
Price Including VATIf you want to enter the price including vat
VAT Bus posting GroupEnter the VAT Bus Posting Group
Payment Terms CodeEnter the Payment Term Code
Payment Method CodeEnter the Payment Method Code
Transaction TypeEnter the transaction type
Payment Discount %
Enter if there are payment discount
Pmt Discount DateEnter the payment discount date
Shipment Method CodeEnter the shipment method code
Payment ReferenceEnter Payment Reference
Creditor NoEnter the creditor number
On Holdstate if it is on hold
Shipping and Payment
Ship-toIf you want to ship to another location
NameEnter location name
AddressEnter ship to address
Address 2Enter ship to address
Post CodeEnter ship to post code
CityEnter ship to city
Country/RegionEnter ship to region
ContactEnter if there is a contact person to the shipment location
Pay-toIf you want to pay the vendor on another name
NameEnter vendor name
AddressEnter vendor address
Address 2Enter vendor address
Post CodeEnter vendor post code
CityEnter Vendor city  
Country/RegionEnter vendor country
Contact NoIf vendor has a contact person enter contact no   
ContactContact person name will display automatically


Foreign Trade
Transaction SpecificationEnter the transaction specification
Transport MethodEnter the transport method
Entry PointEnter the entry point
AreaEnter the area

Step 4:

proceed to make the purchase quote to a purchase order.

Click on the button Make Order.


Step 5:

to check if the purchase order has been created, go on the following menu.

Main Menu --> Department -->  Purchasing --> Order Processing --> Purchase Order.