How To: Setup Purchasers In Microsoft Business Central
In Dynamics 365 Business Central you can setup Purchasers to follow an employee’s purchase activities. You can assign Purchasers to Vendors in the same way you assign Salespeople to Customers.
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To Setup a new Purchaser choose the search icon at the top right of the screen, type “Salespeople/Purchasers” and choose the Salespeople/Purchasers link on the search results.
Press New to create a new purchaser card. Fill in the Code and the Purchaser’s name. Define the Job Title.
Finally, fill in the Phone number and email.
After you create the new purchaser you will need to assign it to a user and/or to an employee. Choose the search icon at the top right of the screen, type “User Setup” and choose the User Setup link on the search results.
On the User setup page find the User for which you have created the purchaser and update the Salesperson Code field with the newly created purchaser.
Similarly, Choose the search icon at the top right of the screen, type “Employees” and choose the Employees link on the search results. Open the employee’s card and under the Administration fast tab fill in the Salesperson/Purchaser Code.
The Purchaser is now ready to be assigned to Vendors.