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Smooth Processes with SCM Navision:

Procurement in Dynamics 365 Business Central

Supply Chain

With Dynamics 365 Business Central, you can efficiently map, simplify, and manage all processes along the supply chain. This ensures high transparency and smooth operations in areas such as purchasing, sales, manufacturing, logistics, and warehousing.

Customization to individual workflows is also possible thanks to the workflow capabilities. Simplify your work with the features of SCM.

Powerful Features:

Your Functions for the Procurement in Business Central

Dynamics 365 Business Central covers all key procurement processes as standard – from supplier management and order processing to invoice verification and evaluation. The deep integration into adjacent functional areas such as warehouse or finance ensures end-to-end transparency and efficiency in the supply chain.

  • Supplier and accounts payable management

    In Dynamics 365 Business Central, you can maintain and manage all relevant supplier master data (vendors), including contact information, bank details and specific conditions.

  • Article and warehouse management

    Item management allows you to centrally manage all procurement-relevant information such as prices, stock levels, replacement items and assignments to suppliers. Integration with the warehouse and logistics module ensures consistent data maintenance.

  • Automated requirements assessment

    Automated requirements planning helps you to generate order proposals based on stock levels, replenishment times and sales forecasts, thus ensuring security of supply. This means that buyers no longer have to enter every requirement manually.

  • Purchasing inquiries and offer management

    Procurement processes in Dynamics 365 Business Central often begin with the determination of requirements, either manually or automatically based on stock levels and replenishment times. On this basis, you can create purchase requests and send them to various suppliers. You can compare the incoming offers in the system so that you can select the best conditions and convert the offer directly into an order.

  • Purchase orders

    The creation and management of purchase orders is a central element. You can generate orders manually or automatically on the basis of order proposals. It is also possible to process and track orders.

  • Goods receipt and invoice verification

    Once the order has been sent to the supplier, the goods receipt is recorded in the system and compared with the order. This enables seamless tracking of whether the delivered quantities and items correspond to the order data.

    The invoice is then checked. Incoming invoices are assigned to the respective orders and goods receipts and checked for accuracy. This allows discrepancies to be identified immediately and reduces rework. Dynamics 365 Business Central supports both the classic and electronic document flow and offers functions for the automated processing and posting of invoices.

  • Price and discount management

    Price and discount management allows you to store individual prices, discounts and cash discounts for different suppliers, articles, quantities or time periods.

  • Approval and release workflows

    Approval and release workflows ensure that orders and invoices can only be processed after they have been checked accordingly. You can define individual approval limits and escalation levels.

  • Framework agreements and call-off orders

    You can manage framework agreements and call-off orders with suppliers in Dynamics 365 Business Central to secure long-term conditions and make procurement easier to plan.

  • Reporting and analyses

    Dynamics 365 Business Central offers extensive evaluation and reporting functions. The real-time analysis of data and the provision of personalized dashboards give purchasing managers an up-to-date overview of open orders, supplier performance and stock levels at all times. This makes it easier to manage the entire procurement process and enables well-founded decisions to be made, for example on optimizing order quantities or selecting alternative suppliers in the event of bottlenecks.

SCM Navision Is Strong in Comparison:

Your Benefits through the Procurement Functions

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Meet Deadlines

By using integrated data, you can predict the perfect times for reordering.

Eine Rakete

Automation

You receive automatic suggestions for repeat orders. Or even better: automate your orders.

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Take Advantage of Discounts

Manage your delivery companies centrally in the system and make targeted use of discounts (without reminder fees).

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Satisfied Customers

You can easily handle returns and cancellations. This increases your customers’ satisfaction enormously.

From Theory to Practice:

Tutorial: This is How Supply Chain Management works with Dynamics 365 Business Central

  • To what extent does the system support me in strategic purchasing planning?

    Make-or-buy decision

    The procurement management is involved in decisions of the management when it comes to determining procurement methods. For example, when deciding which products or components the company should produce internally and which should be purchased from external suppliers.

    The system supports multiple planning options in procurement. This includes last-minute changes or make-or-buy decisions. You can determine purchase prices and manufacturing costs and derive your decision from them.

    Reporting key figures

    Furthermore, strategic procurement management is interested in or obligated within the company to evaluate and report purchasing key figures. You benefit from a strong reporting system, which is further enhanced by the integration of Microsoft Power BI. Through condensed data from all departments, you work with excellent decision templates – even when it comes to convincing others – and make well-founded decisions in the end.

    There are over 100 standard reports available for your use. However, you can also create custom reports tailored to your company’s needs. Frequently used reports, which are available in the purchasing module, for example, at the touch of a button, include:

    • Item ABC analysis
    • Item inventory turnover
    • Inventory value (see screenshot)
    • Material requirements
    • Inventory status (dimensions: purchase price variance, purchase/sales price list, by creditors, availabilities)

     

    Microsoft Dynamics 365 Business Central Purchasing Inventory Value Report
    Purchase inventory value report
  • How do I determine the need for materials or raw materials?

    For the procurement management, procurement planning is one of the most important tasks. The expected and actual needs of the company are crucial for this. The goal is to avoid stockouts and keep ordering and inventory costs as low as possible. It is necessary to adapt to the market situation and plan accordingly in the short, medium, or long term.

    The system automatically calculates the date by which you need to order an item to have it available in inventory by a certain date. If you specify a desired goods receipt date in a purchase order header, the calculated order date is the date by which the order must be placed to receive the items on the date you requested. If you do not specify a desired goods receipt date, the order date is used as the starting point for calculating the date by which the items are to arrive.

    The system distinguishes four different replenishment methods to accommodate various industries and companies:

    1. Fixed order quantity
    2. Replenish to maximum
    3. Order
    4. Lot-for-lot

    Various parameters can be considered depending on the method, such as:

    • Item reservations
    • Order quantity
    • Inventory levels
    • Lot accumulation period
    • Replanning period
    • Maximum stock
    • Minimum stock
    • Production type
    • Safety stock
    • Safety margins
    • Tolerance quantity in percentage
    • Overflow level
    • Time frame

    To decide on the replenishment method, the ABC analysis for classifying items serves as a basis. Items are classified into three different classes based on their value and volume relative to the total inventory. After classifying goods into these item classes, decisions about replenishment methods can be made:

    • A-Items typically have a low order frequency, so inventory holding is not necessary. Demand for these should be planned order by order.
    • For B-Items, the lot-for-lot method is recommended, where an order quantity is calculated to cover the sum of demand that will be due within a certain time frame.
    • C-Items are items with high and regular order frequency. Here, the recommendation is to maintain availability consistently at a level (=minimum stock) but below the maximum stock.
  • How can the order be processed?

    Once the demand for the goods is determined, they need to be procured. This means that they are requested from one or more suppliers and eventually ordered from a selected supplier.

    The basis for procurement is provided by the item and creditor master data. This master data is required in the procurement area for every purchase request, purchase order, and order processing. This highlights the necessity of correct master data management. Therefore, it is necessary to create the supplier as a creditor. The same applies to required items or references in the master data.

    Subsequently, it is possible to generate a purchase request. This can be the initial draft for an order. If the procurement management and the selected supplier agree, the order is processed internally. For this purpose, the request can be converted into an order.

    Microsoft Dynamics 365 Business Central Purchase Request
    Purchase request

    It is also possible to map blanket orders or framework contracts. These represent a framework for a long-term agreement between you and a creditor. A framework contract is typically created when a company commits to purchasing larger quantities, which will be provided over a longer period in several smaller deliveries.

    After successful confirmation of the purchase request, a request can be converted into a purchase order by the supplier at any time, with the option to archive the request if desired. The conversion to a purchase order can be completed via the Create Order action.

    Microsoft Dynamics 365 Business Central Purchase Request Create Order
    Purchase request create order

    The purchase order can then serve as the basis for later goods receipt and subsequent invoice posting, enabling items to be successfully booked into your own inventory and the order to be paid to the supplier.

    Potential returns can also be processed based on this.

Decision Made Easy:

Why anaptis? Your Benefits

We have been a Microsoft-certified partner for medium-sized businesses for over 20 years. We assist you with the implementation of Dynamics 365 Business Centralupgrading existing systems, or providing support for your current software. Our clients operate in a wide range of industries, as we do not offer pre-packaged solutions but instead provide tailored, near-standard solutions that are precisely adapted to your individual processes. No frills. Only what you truly need.

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Why anaptis? Discover the advantages that will make your heart beat faster:

  • Standard-oriented software

    We prefer a standard-based software approach and first assess if a requirement can be solved with the standard. This is how we ensure that you remain independent and Update-capable!

  • Honesty & fairness

    From day one, expect honest and fair statements. We also stick to our commitments.
  • Fair usage rights to the code

    You receive fair usage rights to the individual content created by us, including editing and access by third parties.
  • Personal support

    You’ll be supported by a dedicated project team. We ensure that everyone feels included and understood.
  • Project methodology

    Our unique project methodology is structured but flexible – with maximum transparency, minimum costs, interactive workshops instead of specifications and comprehensible communication without technical jargon.
  • Modernity & innovation

    With state-of-the-art technologies and a specialized innovation team, we help you get more out of your data.
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