Create and archive purchase orders

When you confirm a purchase order in Dynamics 365 Business Central, you automatically archive the purchase order in the ECM system.

Here's how

1. Open the purchase order in Dynamics 365 Business Central so that you are in the Edit - Purchase Order dialog.

2. Click on Print/Send in the ribbon. You can then select various options to confirm your purchase order.

   1. Print: prints the report. You can select further options in the dialog.

   2. Send: sends the report e.g. as an e-mail attachment and/or to a printer. You can select and combine other options in the Send document to dialog.

   3. Attach as PDF: attach the report as an attachment to the purchase order.

3. Select the option that is intended for the process in your organization.

The print process creates the purchase order form. The purchase order is sent to the ECM system and archived with the process.