Getting started with Purchase Order Management – Workshop

The Getting Started Workshop for Purchase Order Management helps you understand how to streamline your purchasing function, create transparency across purchasers, and eliminate spreadsheets and inbox chaos, all directly inside Microsoft Dynamics 365 Business Central.

You will learn how Purchase Order Management introduces a structured, centralised way to manage all communication, requests, confirmations, and follow‑ups with suppliers, so you make your purchasing more reliable, predictable, and efficient.

Workshop Deliverables

After this workshop you will have

• A clear understanding of how Purchase Order Management centralises all supplier requests and confirmations in one shared journal, so multiple purchasers can collaborate seamlessly.
• Insight into how the app enhances standard purchasing with additional date handling, vendor interaction tracking, and improved overview of outstanding actions.
• Practical knowledge of how to use the Purchase Management Journal to replace spreadsheets and inbox-driven workflows.
• An understanding of how the app supports lead‑time transparency, including separating vendor production time from transport time, and calculating realistic expected receipt dates.
• A first proof‑of‑concept aligned to your procurement processes, helping you evaluate fit and business value.

What we cover during the workshop

The Purchase Management Journal: How you track every request, line by line, share workload across purchasers, see what is pending, overdue, or confirmed and use built‑in actions to send follow‑ups to multiple suppliers at once.

Enhanced Purchasing Functionality: Extended date management, Vendor lead‑time and transport‑time calculations, Expected Receipt and Shipment date calculations.

Supplier Communication & Tracking: Automated email sending of purchase orders, structured reminders grouped by vendor and how to make a a full archive of interactions.

Vendor Performance Overview: How teams can use communication data to identify reliable suppliers, wendors who require extra follow‑up and bottlenecks across categories or geographical regions.

Optional Extensions: Purchase Order Management works seamlessly with other Abakion apps, such as Document Handling (for automated emailing) and Graphical Inventory Profile (for planning insights). We briefly show how these can enhance your procurement workflows.

Important Note

This is a 3‑hour onboarding workshop and does not include a full implementation of purchasing processes, configuration of all journals and templates, setup of approval flows or custom vendor integrations.

The workshop focuses on concepts, examples, a guided walkthrough, and a small proof‑of‑concept to help you evaluate value and next steps.

For additional consulting, full implementation support, or extended training please reach out to your representative at Abakion.

Pre-requisites

Purchase Order Management app should be installed and activated. A sandbox environment is recommended for hands‑on guidance. Participants should be familiar with basic purchase order workflows in Business Central.