Setting Up Purchasing

Before you can manage purchase processes, you must configure the rules and values that define the company's purchase policies.

You must define the general setup, such as which purchase documents are required and how their values are posted. This general setup is typically performed once during the initial implementation.

A separate series of tasks related to registering new vendors is to record any special price or discount agreements that you have with each vendor.

Finance-related purchase setup, such as payment methods and currencies, are covered in the Finance Setup section. For more information, see Setting Up Finance.

To	See
Create a vendor card for each vendor that you purchase from	Register New Vendors
Enter the different discounts and special prices that vendors grant you depending on item, quantities, and/or date	Record Purchase Price, Discount, and Payment Agreements
Prioritize vendors	Prioritize Vendors
Set up purchasers	Set Up Purchasers
Specify default reports to be used for different document types.	Report Selection in Business Central

Tip

Depending on your geographical location, some pages can contain fields that are not described in the articles that are listed here because they apply to local functionality or customizations. Hover over a field to read a short description.

Setting Up Purchasing

Tip

See Also

Note

Setting Up Purchasing

Tip

See Related Training at Microsoft Learn

See Also

Note