Purchase Requisition Add-on for Dynamics 365 Business Central

Key Benefits and Results

The Purchase Requisition Add-on for Dynamics 365 Business Central enhances procurement by offering:

• Increased Control and Workflow: Rigorous approval processes ensure proper authorization, while a user-friendly interface facilitates efficient submission, review, and approval.

• Improved Visibility: Users gain clear insights into upcoming purchases, aiding in better budget management.

• Reduced Errors and Delays: Clearly defined purchase requests up front minimize confusion.

• System Integration: It seamlessly connects with existing financial and supply chain systems.

Purchase Requisition Process Summary

The LevelShift Purchase Requisition Add-on for Dynamics 365 Business Central involves four main steps:

• Creating a Request: Initiate the requisition, detailing items, quantities, and delivery dates, then assign approvers.

• Approval Process: Route the requisition for approval and track its current status.

• Conversion: Convert the approved requisition into the required document type, such as a purchase order, purchase quote, or transfer order.

• Tracking and Completion: Monitor the overall requisition status and view completed records.

Why Choose LevelShift?

• Deep Expertise: Ensures seamless integration and optimal performance within Business Central.

• Customization: Solutions are tailored to specific, unique procurement processes.

• Support: Offers dedicated support to maximize ROI and ensure smooth operations.