Request Quotes
A purchase quote can be used as a preliminary draft for a purchase order, which can then be converted to a purchase invoice.
Create a purchase quote
- Choose the
icon, enter Purchase Quotes, then choose the related link. - Create a new document, in the same way as you make a purchase order. Learn more at Record Purchases.
Convert a purchase quote to a purchase order
When you have accepted the vendor's quote, you can convert it to a purchase order to process the purchase.
- Open the purchase quote you want to convert, then choose the Make Order action.
The purchase quote is removed from the database. A purchase order is created based on the information in the purchase quote, which you can use to process the purchase, and then post a purchase invoice. In the Quote No. field on both the purchase order and purchase invoice you can see the number of the purchase quote they were made from.
Note
It is not possible to convert a purchase quote to a purchase invoice directly, like it is possible with sales quotes. For details on how to create a purchase invoice, read Record Purchases with Purchase Invoices.
See also
Related Articles
Various Vendor & Purchase Reports
Standard Business Central provides a number of reports that can present Vendor related analysis. Below are some of them mentioned. Tips In most reports it's possible to apply filters to limit what is included in the report output. Some reports does ...Create Recurring Purchase Lines
In this article Set up recurring purchase lines Assign recurring purchase lines to a vendor Insert recurring purchase lines on a purchase invoice See also If you often need to create purchase lines with similar information, you can set up standard ...Setting up Item Purchase prices (VIDEO)
How to set up item purchase prices in Business Central? VIDEO: Setting up Item Purchase prices Item purchase prices in Business Central can be set up either on the items, or from the vendors. So first of all, let’s look on the items and we take an ...Process Purchase Returns or Cancellations
In this article Inventory Costing To create a purchase credit memo from a posted purchase invoice To create a purchase credit memo by copying a posted purchase invoice To create a purchase return order based on one or more posted purchase ...Setting up Item Purchase Discounts (VIDEO)
How to set up item purchase discounts in Business Central? VIDEDO: Setting up Item Purchase Discounts It is possible to define line discounts per item per vendor in Business Central and that is set up either from the vendor card or from the item ...