Business Central: Purchasing 📦

Microsoft Dynamics 365 Business Central · Curated Video Lessons

The Purchasing module in Business Central handles your entire procure-to-pay process — from creating and managing vendor records, through purchase quotes, orders, and receipts, to vendor invoices and payments. This guide walks through each step of the purchasing cycle so your procurement and accounts payable teams can manage vendor relationships and purchasing workflows with confidence.

Vendors & Orders

🏭 Vendors, Purchase Orders & Returns

A comprehensive introduction to purchasing in Business Central covering the three core activities: setting up vendor cards, creating and posting purchase orders, and processing purchase returns and credit memos. This video is ideal for users new to the purchasing module who need a full overview of how vendor setup, order creation, receiving, and invoice posting all connect within the Business Central purchasing workflow.

• Vendor Cards
• Purchase Orders
• Purchase Returns
• Credit Memos

Source: Business Central Training

Purchasing Cycle

🔄 D365 Business Central Purchasing Cycle 101

A complete walkthrough of the purchasing cycle in Business Central — from creating a purchase order through receiving goods to posting the vendor invoice. This video explains how the three-way match works (purchase order, receipt, invoice), the difference between posting a receipt and posting an invoice, and how the purchasing cycle connects to inventory and the General Ledger. An essential video for understanding end-to-end purchasing flow.

• Purchasing Cycle
• Three-Way Match
• Goods Receipt
• Vendor Invoice

Source: Business Central 101 Series

Creating Orders

🛒 Creating a Purchase Order: Step-by-Step

A step-by-step tutorial on creating a purchase order in Business Central — covering how to select a vendor, add item lines, set quantities and unit costs, apply discount percentages, choose the expected receipt date, and release the order for approval or receiving. This practical guide is perfect for purchasing staff who need to learn the day-to-day process of entering and managing purchase orders in Business Central.

• Order Creation
• Item Lines
• Pricing & Discounts
• Order Release

Source: Business Central Purchasing Series

Receipts & Invoices

📋 Purchase Orders, Receipts & Invoices

This video covers the full sequence of a purchase transaction in Business Central: creating the purchase order, posting the receipt when goods arrive (which updates inventory), and then posting the vendor invoice (which creates the payable and posts to the G/L). Understanding the distinction between the receipt posting and invoice posting steps is key to maintaining accurate inventory levels and correctly timing the recognition of accounts payable.

• Goods Receipt
• Inventory Update
• Invoice Posting
• Accounts Payable

Source: Business Central Finance Series

Purchase to Payment

💸 Purchase to Payment Process

A complete end-to-end video covering the purchase-to-payment process in Business Central — from raising the initial purchase order all the way through to paying the vendor. This includes creating and receiving the order, posting the invoice, using the payment journal to generate vendor payments, and applying the payment to close the open vendor ledger entry. Understanding this full cycle is essential for anyone responsible for managing the procure-to-pay workflow.

• Full P2P Cycle
• Payment Journal
• Vendor Payment
• Ledger Entries

Source: Business Central Purchasing Series

Microsoft Dynamics 365 Business Central · Purchasing · Video Guide