Business Central / NAV UG
Business Central / NAV UG
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Purchase Quotes / Purchase Orders and Approval Workflows
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Purchase Quotes / Purchase Orders and Approval Workflows
Anyone else find it odd that once a purchase quote is approved and in the released state, that once you convert it to a Purchase Order, it doesn’t default to Released? Instead it’s created in the Open state, requiring you to go through the approval process again.
Am I missing something here? We’re on BC 21 on-prem.
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3 Replies
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Hi Chris,
Yes, I am pretty sure that is the way it works. We looked at it earlier this year when we implemented purchase approvals for indirect purchases. I though we could have users enter a quote, get it approved and then convert it to an (approved) order.
To avoid an approval on the PO after the quote had already been approved, we decided to skip the purchase quotes. Users enter a purchase order and we just have an approval workflow on that.
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@Lewis_Rosenberg Thanks, it’s good to know I wasn’t missing something about this functionality. I’ve also noticed that only purchase orders flow into Cash Flow Forecasting, not quotes, so that’s something to keep in mind.
I agree that it doesn’t make sense to use Purchase Quotes if you just have to get the PO approved again.
@davidwiser – Great tip!
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