This section provides overviews of the purchasing business process components, lists the forms associated with each business process component, and discusses the tasks associated with each business process component.

Purchasing business process component forms

The following table lists the forms that support the purchasing process component. The table entries are organized by business process component task and then alphabetically by form name.

Note
Some forms in the following table require information or parameter settings to navigate to them.

Business process component task	Form name	Usage
Identify sources and supply	Configure request for quote reply	Choose the information that you want to receive from vendors when they reply to requests for quotes.
	Delete request for quote	Select a set of requests for quotes to delete at one time.
	Planned purchase order	View and process planned purchase, transfer, and production orders. Planned orders are generated by master scheduling or forecast scheduling to cover requirements.
	Purchase requisition	Create and modify purchase requisitions, and then submit them to Workflow.
	Request for quote	Create request for quote header information, such as the purchase type, delivery, and expiry dates, and delivery address information.
	Request for quote follow-up	Follow up on request for quote replies, for example, to identify which request for quote replies expire on a specific date or to identify request for quote lines that you have not received replies to.
	Sending request for quote	Send a sales quotation with the status Created, and update the status to Sent.

Select final supplier and negotiate	Compare	Compare request for quote replies and accept and reject request for quote replies.
	Compare requests for quotes	Find the request for quote for which to compare replies from vendors.
	Posting request for quote acceptance	Post accepted request for quote replies from vendors.
	Posting request for quote rejection	Post rejected request for quote replies from vendors.
	Request for quote reply	Accept request for quote replies from vendors.

Manage purchase requisitions and orders	Address selection	Create, edit, or reuse vendor or customer addresses.
	Allocate misc. charges	Allocate miscellaneous charges to multiple lines on a purchase order or invoice.
	Backorder lines	View back orders for a selected vendor.
	Calculated supplementary items	View and select supplementary items, which are added to sales orders or purchase orders when items are sold or purchased.
	Check intercompany order price discrepancies	Check intercompany order price discrepancies in connection with upgrading from Microsoft Axapta 3.0 to Microsoft Dynamics AX.
	Create purchase requisition	Create purchase requisition header information, such as the name, requested date, and delivery address.
	Create release order	Create a release order if a customer wants to order against a blanket order. You create release orders from blanket orders to release, deliver, and invoice items until the contract is fulfilled.
	Delete history of update	Delete the history of updates. You might do this when you upgrade from earlier versions of Microsoft Dynamics AX, because deleting the history of updates is less demanding on system resources.
	Delete purchase requisitions	Select a set of purchase requisitions to delete at one time.
	Endpoints	Configure endpoints for data transfer. For inbound transfers, the endpoint is the source; for outbound transfers, the endpoint is the destination. For example, trading partners are endpoints.
	Explode BOM	Transfer items from a bill of material (BOM) to a purchase order line.
	History on update	Post purchase orders that have a job status of Errors detected.
	Intercompany action policies	Set up the parameters that are used in intercompany sales or purchase orders.
	Invoice journal	Choose that an invoice is for an intercompany purchase order.
	Invoice Journal	View all invoiced purchase orders with details, such as invoice number, invoice currency, totals, and the lines of the individual purchase orders.
	Open purchase order lines	View purchase order lines that have an %1 - %2 Reportstatus. %1 - %2 Reportmeans that the purchase order lines have not been received and invoiced.
	Packing material transactions	Create and modify packing material transactions for purchase order lines.
	Packing slip journal	Choose that a packing slip is for an intercompany purchase order.
	Posting invoice	Post packing slips, including packing slips for intercompany purchase orders.
	Posting invoice	Post invoices for purchase orders.
	Posting packing slip	Post packing slips, including packing slips for intercompany purchase orders.
	Posting packing slip	Post packing slips for purchase orders.
	Posting purchase orders	Update, modify, and post purchase orders.
	Purchase order	Create a purchase order.
	Purchase order	Process purchase orders, including those that have been created from approved purchase requisitions.
	Purchase order journal	Display all purchase orders.
	Purchase requisition statistics	Displays the purchase requisition statistics for you and the users who report to you either directly or through another user.
	Purchase requisitions	Create and modify purchase requisitions, and submit them to Workflow.
	Request for quote	Process requests for quotes that are created from requisitions.
	Sales order	Create a purchase order based on a sales order.
	Sales order	Automatically create a purchase order with the intercompany vendor that is associated with the items.
	Temporary sales tax transactions	View the sales tax amounts for each sales tax code.
	Totals	View the totals for a purchase order.

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