C5online: Sådan opretter du et indkøb i Microsoft Dynamics C5

Introduction

In this tutorial, we will guide you through the process of creating a purchase order in Microsoft Dynamics C5. You will learn how to manually set up a purchase order as well as how to generate one based on a sales order, automatically adding item lines to your purchase order. This guide is designed for users looking to streamline their purchasing process within the C5 platform.

Step 1: Accessing the Purchase Order Module

• Open Microsoft Dynamics C5.
• Navigate to the Purchasing section of the application.
• Select Purchase Orders from the menu.

Step 2: Creating a New Purchase Order Manually

• Click on the New Purchase Order button.

• Fill in the following details:

  • Supplier Information: Select the supplier from the list.
  • Order Date: Enter the date of the order.
  • Delivery Date: Specify when you expect the items to arrive.

• Add item lines:

  • Click on Add Item.
  • Search for the item you want to purchase.
  • Enter the quantity and price for each line.

Step 3: Creating a Purchase Order from a Sales Order

• In the Purchasing section, select Create Purchase Order from Sales Order.

• Choose the relevant sales order from the list.

• The application will automatically populate the purchase order with the item lines from the sales order.

• Review and adjust the order details as necessary:

  • Confirm supplier information.
  • Check quantities and prices.

Step 4: Finalizing the Purchase Order

• Once all information is accurate, click on the Save button to store the purchase order.
• If you are ready to send the order to the supplier, select the Send Order option.

Step 5: Reviewing and Managing Purchase Orders

• To review or manage existing purchase orders, return to the Purchase Orders list.
• Use filters to find specific orders based on criteria like date, supplier, or status.

Conclusion

You have now learned how to create a purchase order in Microsoft Dynamics C5, both manually and from a sales order. This streamlined process helps ensure that your purchasing operations are efficient and well-managed. For further exploration, consider trying the 30-day demo available at C5online and explore additional features to enhance your business operations.