Pro Forma Purchase Orders

Feature Description

The Pro Forma Purchase Orders introduces a streamlined way to process purchase orders by allowing users to create and manage pro forma orders. Linked directly to categories, with user-specific filters, it simplifies selecting the correct purchase lines while ensuring accuracy for non-finance users. This minimises errors and guarantees consistent coding and item selection. Pro forma orders can be approved and converted into purchase orders through an integrated approval and job queue. Additionally, goods can be received directly from the pro forma order, enabling operational users to manage their tasks efficiently without switching between multiple screens or views.

🔷 Important

This feature functionality is only available in version 26.8 or later of EliteParks or EliteMarinas. View which version you are on in the Extension Management view within Business Central.

Feature Video

Feature Screenshots

Business Uses

• Streamlined Procurement for Operational Teams - Operational users can raise and receive goods against pro forma orders without switching between views, improving efficiency and reducing training overhead for non-finance staff.

• Error Reduction in Purchase Line Selection - Category linked filters and user-specific views help ensure that only relevant and correctly coded items are selected, minimising mistakes and improving data integrity.

• Controlled Approval Workflow - Pro forma orders can be reviewed and approved through a structured job queue, ensuring compliance with internal purchasing policies before conversion into formal purchase orders.

System/User Requirements