If you`re using Microsoft Dynamics 365 for your business, chances are you`re dealing with various transactions, including purchase agreements. A purchase agreement is a legal document between a buyer and a seller that outlines the terms and conditions of a sale. In this article, we`ll guide you on how to create a purchase agreement in D365 in a few easy steps.

Step 1: Navigate to the Purchase Agreements Form

To create a new purchase agreement, you`ll need to navigate to the Purchase Agreements form. To do this, go to your D365 dashboard and select “Procurement and sourcing” on the left-hand side navigation menu. From there, select “Purchase agreements.”

Step 2: Create a New Purchase Agreement

Once you`re on the Purchase Agreements form, click „New“ to initiate the creation of a new purchase agreement. You`ll be prompted to enter a unique identifier for your purchase agreement, such as an Agreement Number or Name.

Step 3: Set the Purchase Agreement Header Information

In the header section of the purchase agreement, you`ll need to specify the seller`s details, the buyer`s details, and the relevant dates. Enter the name and address of the seller and buyer, along with the effective date and expiration date of the agreement. You can also include additional details, such as payment terms and shipping information, in this section.

Step 4: Add the Purchase Agreement Lines

After setting up the header information, you`ll need to enter the purchase agreement lines. This section will document the specific items or services being purchased, along with the corresponding quantities and prices.

To add a purchase agreement line, click the „Add Line“ button and input the applicable information. Repeat this step for each of the items or services included in the purchase agreement. If you need to add additional lines later, you can do so by clicking the „Add Line“ button again.

Step 5: Review and Save Your Purchase Agreement

Once you`ve finished setting up the purchase agreement lines, you should review all the details to ensure accuracy. Check that all the information is correct, including prices, quantities, and other details. If everything looks good, you can save your purchase agreement by clicking the „Save“ button.

In conclusion, creating a purchase agreement in D365 is a straightforward process involving a few simple steps. Ensure that you enter all the necessary details to avoid any potential issues down the line. Follow these steps to create a purchase agreement that is legally sound and protects your business`s interests.