Enable the Purchase Contracts module

The Purchase Contracts is a separate module that must be enabled manually. Once enabled, you can basically start using it right away, since it includes a default setup allows any user to create and manage the purchase contracts. If you want to enable approval for your purchase contracts, a little more set up is needed. We'll get to that later in this learning module.

The process for enabling the module is very simple and you can do it from:

• The Continia Solution Management page
• A notification in the document journal in Document Capture

The Continia Solution Management page

From any page in Business Central, simply search for Continia Solution Management and select the related link.

To start a trial, in the Subscription Modules FactBox, locate Purchase Contracts and select the Try it out link.

A notification in the document journal

Even before you enable the Purchase Contracts module, the AI engine analyzes your incoming invoices and notifies you when an invoice appears to be part of a recurring pattern. A notification appears at the top of your document journal in Document Output, notifying you that it might be a good idea to let the Purchase Contracts module handle this and similar future invoices automatically.

To enable the Purchase Contracts module, select Learn more in the notification and the Try out Purchase Contracts today assisted setup guide opens.

The Try out Purchase Contracts today assisted setup guide
In the assisted setup guide that appears, a link takes you to a list of your current vendors and invoices that have been identified as suitable for being handled by a purchase contracts. The list is for your information only, so that you can see the potential of using Purchase Contracts in your company.

To continue, select Next in the assisted setup guide and then Start Trial. Document Capture quickly synchronizes with Continia Online and you're ready to go.

The Role Center

Like Document Capture, the Purchase Contracts module is integrated directly into Microsoft Dynamics 365 Business Central. As soon as you enable the module, the Purchase Contracts CueGroup appears on the Role Center.

Other resources

• A complete list of the features included in the Purchase Contracts module (Continia Docs article)
• Using Continia Solution Management (Continia Docs article)