Create Purchase Quotes for Contacts

Enhancement Overview

Microsoft have introduced an enhancement to the purchasing process that allows you to create purchase quotes directly for contacts, without needing to first create a vendor.

This means you can begin working with potential suppliers earlier in the process, even if you’re unsure whether the purchase will go ahead. When the quote is confirmed (released or converted), the system will automatically create the vendor record for you using a predefined template.

How It Works

This functionality is built into the standard purchase quote process within Business Central.

You can now:

• Create a purchase quote and select a contact that is not linked to a vendor

• Choose a vendor template if multiple templates are available

• Enter the quote details as normal

• Release the quote or convert it to an order, at which point the system automatically creates the vendor

When generating the vendor, the system selects the most appropriate template based on criteria such as territory, country/region, and contact type. If more than one template matches, you will be prompted to choose one.

At A Glance

Why Is It Useful?

This enhancement simplifies the purchasing process by allowing you to delay vendor creation until it is actually required.

It reduces unnecessary setup, particularly when dealing with new or potential suppliers, and helps streamline quote creation. By only creating vendor records when a purchase progresses, you can reduce administrative overhead while still ensuring accurate and structured vendor data when needed.

System/User Requirements