Microsoft Dynamics 365 Business Central
Purchase Requisition
Add-on for Business Central
Full visibility
End-to-End Tracking
Compliance
Policy-aligned Approvals
Control
Structured Workflows
How it works
Purchase Requisition Process Flow
in Microsoft Dynamics 365 Business Central
A simplified, automated workflow — from the moment a request is created to the point a purchase order reaches your supplier. Every step is tracked, controlled, and aligned to your organisation’s approval policies.
Open My Purchase Requisitions
Launch the purchase requisition module directly within Business Central to begin a new request.
Create the requisition — header & lines
Enter all required details, including requester, date, description, quantities, estimated costs, and vendor information.
Select items or services
Choose from the procurement catalog or enter custom requirements for goods and services not listed.
Submit for Approval
The requisition is routed to designated approvers through the workflow engine.
Approval workflow triggered by company rules, roles & authorization levels
Track status in real time
Monitor requisition progress from draft through to final approval stages directly on the role center dashboard.
Convert to a purchase order
Once approved, the system automatically generates a purchase order and sends it to the supplier — no manual re-entry required.
Requisition status updated automatically — marked as Approved, Closed, or Archived according to your system setup.
Capabilities
Key Features of Purchase Requisition
for Microsoft Dynamics 365 Business Central
From project-based purchasing and approval controls to real-time reporting and audit tracking — every capability is built to support a more controlled and efficient procurement process within Business Central.
Foundation step
Purchase Requisition
Acts as the initial procurement step — routing requests to a purchase quotation for vendor comparison or directly to a purchase order. Every decision is evaluated and justified before any commitment is made.
Project-linked procurement
Link with Project Module
The Purchase Requisition (PR) can be linked to the Project Module by associating each requisition with a specific project. This enables users to track project-related procurement requests and maintain a clear reference between the project and its corresponding purchase requisitions.
Document-ready approvals
Supporting Attachments & Notes
Attach specifications, quotations, or contracts directly to a requisition and add contextual notes — giving approvers everything they need to make informed decisions without back-and-forth.
Cost center tracking
Dimensions Support
Classifies every requisition by department, cost center, or project within Business Central — improving financial visibility and ensuring procurement activities map to the correct business structure.
Instant approver alerts
Email Integration & Real-Time Alerts
Automatic notifications are sent to approvers whenever a requisition is submitted or pending review — speeding up decisions and reducing delays across the procurement workflow.
Real-time procurement insights
Requisition Reports
Built-in reporting provides real-time insights into requisition status, purchase trends, and department-level spend — enabling better procurement decisions and ongoing spend optimisation.
Role-based governance
Access Control & Security
Role-based access ensures only authorised users can create, view, approve, or modify requisitions — protecting procurement data and maintaining compliance with internal controls throughout the workflow.
Full audit trail
Archive Purchase Requisitions
Maintains a complete version history of all requisitions — preserving records of past approvals and changes for full audit compliance, transparency, and future reference.
Why it Matters
Benefits of Purchase Requisition
in Microsoft Dynamics 365 Business Central
A structured purchase requisition solution delivers measurable operational and financial advantages — improving control, speed, and visibility across every stage of the procurement process.
01.
Improved Governance over Procurement
Faster Approval Process
Automated notifications and workflow-driven approvals accelerate decision-making, reducing delays and keeping procurement execution on schedule.
Fewer Manual Errors
Minimises data duplication and manual entry, reducing the risk of calculation mistakes and improving overall data accuracy across procurement records.
Better Project & Cost Management
Integration with financial and project modules enables better budgeting, cost allocation, and alignment of purchasing activities with project requirements.
Improved Reporting & Traceability
Every stage is recorded — provides complete visibility and traceability from request creation to purchase order generation, with no gaps in the audit trail.
100%
Policy-aligned approvals
Zero
Manual re-entry between requisition and PO
End-to-end
Audit trail from request to order
Form Anatomy
Key Components of a Complete
Purchase Requisition Form
Every field in the requisition form serves a specific purpose — from capturing requestor accountability to enabling spend reporting. Here is what a complete purchase requisition includes within Business Central.
1. Identity & Accountability
Identifies the employee or department submitting the requisition, ensuring clear accountability and traceability throughout the workflow.
2. Timeline Tracking
Captures the exact date the requisition is created, helping organisations track request timelines and manage procurement cycles effectively.
3. Approval Clarity
Provides a detailed description of what is being requested, ensuring clarity for approvers and accurate processing within the procurement system.
4. Precision Ordering
Defines the number of items required along with the unit of measure — enabling precise procurement handling and avoiding ordering errors.
5. Budget Control
Displays the estimated cost per unit and total requisition value, supporting budget control and financial visibility before any commitment is made.
6. Supplier Selection
Includes preferred or potential vendor details, streamlining supplier selection during the requisition-to-purchase-order conversion.
7. Supporting Documents
Attach quotations, specifications, or contracts and add contextual notes to give approvers the full picture without back-and-forth communication.
8. Real-Time Visibility
Indicates the current stage of the requisition within the workflow — providing real-time visibility into request progress from draft to approved.
9. Authorisation
10. Analytics
Implementation
Transform Your Supply Chain with
Purchase Requisition Solution Implementation
Step 01
Purchase Requisition Setup
Configured in alignment with company policies — defining approval limits, purchasing rules, and workflow structure from day one.
- Approval limits defined per role
- Policy-aligned workflow structure
- Approval limits defined per role
Step 02
Role Center for Monitoring
A dedicated dashboard to track request status, oversee approvals, and manage all procurement activity from one centralised view.
- Real-time requisition status tiles
- Approval queue visibility
- Centralised procurement overview
Step 03
Purchase Requisition Window
A structured interface for creating and managing all requisition requests — ensuring organised processing and full control over procurement activities.
- Intuitive request creation interface
- Organised line-item management
- Smooth processing from draft to PO
Microsoft Certified
Purchase Requisition Solution
Now Available on Microsoft AppSource
Access the full Purchase Requisition listing on Microsoft AppSource and experience the solution in your live Dynamics 365 Business Central procurement capabilities. To help organizations modernize procurement with confidence, Evincible Solutions is offering the first month free for new customers through Microsoft AppSource.
Evincible Solutions
Purchase Requisition
Configured in alignment with company policies — defining approval limits, purchasing rules, and workflow structure from day one.
- Approval limits defined per role
- Policy-aligned workflow structure
- Approval limits defined per role
Why Choose Evincible Solutions
as Your Business Central Partner?
Microsoft Dynamics Standards Certified
Full Lifecycle Support
Our specialists support clients at every stage:
Customisation, Implementation Training, User enablement, Extension development
All aligned with Microsoft Dynamics standards.
Flexible & Scalable Solution
The Solution evolves with your Business.
Flexible enough to adapt to changing needs &
Scalable to support organisational growth without costly re-implementation.
Ready to streamline procurement with a certified Business Central partner?
Talk to the Evincible Solutions team — implementation, training, and support included.
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