Purchasing

Path: Business functionality > Local functionality > Switzerland > Purchasing · tier official · system purchasing · narrative reviewed (checked by Opus)

Overview

The section is about one Swiss-specific purchasing feature, delivery reminders. These are used to follow up with vendors on overdue deliveries. The pages follow the process in order: setup, assignment to vendors, creation, review, and issuing.

Start with the Delivery Reminders overview page, which describes the whole feature. Then use the setup page and the page on delivery reminder terms, levels, and text to configure it. After that, assign delivery reminder codes to vendors. Once setup is done, you can create reminders manually or generate them with a batch job. You can preview them with a test report before issuing them.

Key points

• Delivery Reminders [CH] is the overview page: setup, assignment, generation, and issuance.
• Set up delivery reminders (CH) establishes the initial configuration.
• Delivery reminder terms, levels, and text are configured on their own setup page.
• Delivery reminder codes are assigned to vendor records so reminders can be managed per vendor.
• Reminders can be created manually or generated through a batch job based on configured criteria.
• The Delivery Reminder - Test report lets you review and modify reminders before issuing, with selective filtering.
• Issuing delivery reminders is the final step to follow up on overdue deliveries.

Learn pages

• Assign Delivery Reminder Codes to Vendors [CH]: Learn how to assign delivery reminder terms to vendors in the Swiss version to enable reminders for overdue purchases.
• Delivery Reminder Terms, Levels, and Text [CH]: Learn how to set up delivery reminder terms, levels, and text messages in the Swiss version of Business Central to create delivery reminders.
• Delivery Reminders [CH]: Learn how to use delivery reminders to track overdue vendor shipments, and to remind vendors about overdue deliveries in the Swiss version.
• How to create delivery reminders manually [CH]: Learn how to manually create delivery reminders in Business Central for undelivered purchases in the Swiss version.
• How to generate delivery reminders [CH]: Learn how to generate delivery reminders in Business Central for overdue deliveries or create single reminders manually in the Swiss version.
• How to issue delivery reminders [CH]: Learn how to issue and print delivery reminders after creating them to notify vendors effectively.
• Print test reports for delivery reminders [CH]: Learn how to print test reports for delivery reminders in the Swiss version of Business Central.
• Set up delivery reminders (CH): Learn how to use purchase delivery reminders to remind vendors about overdue deliveries.

Business Central pages and reports

The pages, reports and queries this hub’s Learn pages name (ms.search.form, API reference), joined to the code by exact object id (data/index/docs-objects.json); a page shows the table it runs on.

Learn also names 2 objects with no object page: page/5005270, page/5005272.

Source: Microsoft Learn (CC BY 4.0). Descriptions are Learn’s own.