Purchase Ledger Entries

Why?

Purchase Ledger Entries is a Business Central extension that builds a dedicated purchase analysis ledger from posted purchasing activity, giving users a fast and consistent way to analyse vendors, quantities, amounts, items, resources, G/L accounts, locations, responsibility centres, and dimensions without relying on multiple standard entry tables.

What does it do?

Consolidated Purchase Analysis Ledger

  • Creates a dedicated Purchase Ledger Entries table designed for reporting and operational analysis.
  • Stores purchase facts in one place so users can review posted purchasing activity without jumping between Value Entries, Resource Ledger Entries, purchase invoice lines, purchase credit memo lines, and related source entries.

Rich Purchase Dimensions and Attributes

  • Captures invoice date, order date, year, month, and week breakdowns for time-based analysis.
  • Stores Dimension Set ID and up to 8 shortcut dimensions for filtering and reporting.
  • Includes operational attributes such as vendor, purchaser, location, responsibility centre, origin, source, and posting groups.

Amount and Quantity Visibility

  • Tracks amount excluding VAT and quantity in the same ledger entry.
  • Helps finance, purchasing, and operations teams analyse purchasing activity by vendor, item, resource, G/L account, or dimension combination.

Multi-Type Purchase Source Coverage

  • Supports analysis across different purchase-related source types including items, resources, charges, fixed assets, and G/L accounts.
  • Preserves source references such as source entry, source document, and source document line for traceability back to posted transactions.

User-Friendly Analysis Page

  • Provides a dedicated Purchase Ledger Entries page for browsing, filtering, and analysing the generated entries.
  • Exposes descriptive fields such as vendor name, item name, resource name, location name, and G/L account name to make analysis easier for end users.

Setup and Refresh Management

  • Includes a setup page to control how the extension updates and maintains the purchase ledger data.
  • Supports full refresh and unposted data refresh actions, plus setup options for automatic updates of posted purchase facts.
  • Includes job queue support for scheduled updates.

Integrated with Navigate / Find Entries

  • Supports opening related entries through Navigate / Find Entries from the originating document context.
  • Makes it easier for users to move from a posted document to the corresponding analytical purchase facts.

Who is it for?

Ideal for finance teams, controllers, purchasers, supply chain analysts, and Business Central users who need a simpler and more analysis-friendly view of posted purchasing activity and dimensions.

Typical Use Cases

  • Analyse purchases by vendor.
  • Review purchased quantities and amounts by item, resource, or G/L account.
  • Filter posted purchasing activity by location, responsibility centre, purchaser, or dimension values.
  • Investigate a posted document through Navigate and open the related Purchase Ledger Entries directly.
  • Build Power BI or internal reporting on top of a cleaner purchase fact table.

Supported Languages

The user interface currently includes translations in:

  • English
  • Czech
  • German
  • Spanish
  • French
  • Indonesian
  • Italian
  • Japanese
  • Dutch
  • Polish
  • Portuguese
  • Swedish
  • Thai
  • Chinese (Simplified)

The extension uses the standard Business Central translation model, making it easier to maintain and extend language coverage over time.