Lock Down Spend Before It Slips 

Simplify Procurement in Microsoft Dynamics 365 with Requisition Management & PunchOut 

Procurement shouldn’t feel like a black hole. But for many growing businesses, that’s exactly what it becomes. Purchase requests show up through scattered emails. Approvals are inconsistent or undocumented. Vendors get picked based on convenience, not contracts. And by the time finance sees the invoice, it’s too late to ask why. That’s why forward-thinking teams are turning to requisition management and PunchOut tools to close the gap between what gets requested and what gets approved. And with Corpay, you don’t just bolt these capabilities onto your ERP. You build them straight into your workflow inside Dynamics 365 Business Central, Finance & Operations (F&O), and GP. We help you control spend at the point of decision — where it actually counts. Start Smarter with Requisition Management Every purchase begins with a request. Whether it’s software, supplies, or services, someone in your organization needs something and needs someone else to sign off. In a well-run process, that request moves through a clear approval path, gets checked against budget, and turns into a purchase order that matches the invoice perfectly. In reality, most teams deal with something closer to this: 

1. Requests arrive via email or chat with missing context 

2. Approvals lag or are given verbally with no documentation 

3. Finance teams are left trying to reconcile the mess later 

It’s inefficient. And, more importantly, it’s risky. Corpay requisition management simplifies this process from the ground up, inside the Dynamics environment your team already uses. Users submit requests with the right fields, supporting details, and predefined routing logic. Approvals are triggered automatically. Budgets are visible at the moment of decision. And every step is trackable for auditing or reporting. The impact? Faster purchasing decisions, better compliance, and far fewer surprises down the line. 

Now let’s talk about the part of procurement most people actually interact with: shopping. When employees need to buy something, they often head to a supplier’s website, browse what they need, and try to manually transfer that product data back into your system. Sometimes it’s copied into an email. Sometimes it’s typed into an Excel sheet. Sometimes it’s just a screenshot. This is where even good processes fall apart. With PunchOut, your team can shop with ease. Inside Dynamics, users “punch out” to live, approved vendor catalogs. They browse real-time inventory, add items to a cart, and bring that cart back into the ERP as a requisition. It’s ready for approval, with all the correct data already included. Here’s what that enables: 

• Always-current pricing and product availability 

• Fewer data entry errors 

• A clear audit trail of what was ordered and from whom 

• Automatic alignment with preferred vendors and negotiated rates 

And it’s not just a better experience for users. Teams using PunchOut tools are often more compliant and responsive. With Corpay, this capability is embedded in Dynamics from day one. No new platforms, no extra logins, no retraining needed. How Corpay Connects It All in Dynamics You don’t need more software. You need better connection between the tools you already use. Corpay integrates directly into Dynamics 365 Business Central, F&O, and GP. That means the processes your team relies on — approvals, requisitions, purchases, and payments — finally live in the same place. This is what Corpay adds to the Dynamics experience: 

• Automated approval workflows that adapt to your org chart and spend limits 

• Live budget visibility so decision-makers see the financial impact before they approve 

• PunchOut catalogs that simplify purchasing and keep vendor relationships on track 

• AP automation that connects requisitions to invoices and payments, with less manual work 

Everything flows from request to reconciliation with fewer handoffs and headaches. Our clients have reduced rogue purchases, improved audit-readiness, and discovered remarkable efficiency gains across finance and procurement. 

Make Procurement a Priority You can’t afford to leave spend up to chance. Every unapproved purchase chips away at your margins. Every delayed order stalls productivity. Every off-contract vendor creates risk. Procurement inefficiencies are internal problems, and they show up on the balance sheet. And as your business scales, the cracks get wider. With automated requisition management and PunchOut tools, you stop relying on memory, email trails, and best guesses. You set a higher standard. One that gives your team clarity, finance peace of mind, and leadership the confidence to grow without losing control. Ready to Fix the Front End of Spend? If your purchasing process is fragmented, inconsistent, or invisible, now’s the time to fix it. Corpay’s requisition and PunchOut solutions give Dynamics users the structure, automation, and visibility needed to run procurement like a strategic function, not a scramble. Expect results like these: 

• A single, automated workflow for all purchase requests 

• Real-time insight into budgets and approvals 

• Fewer errors, cleaner data, and stronger vendor compliance 

• Seamless connection between procurement and AP 

• Greater control over spend, without adding complexity 

This is the future of procurement inside Dynamics, and it’s already here. Ready to take control? Book a demo with our in-house experts to get your business started on smarter purchasing.