Fast Order Entry: Enter purchase line via purchase item catalog

Vendor Item Catalog  •  Article  •  4/3/2023  • 

You can quickly create purchase order lines using the Purchase Item Catalog page. This page can be opened from the purchase order and contains the Vendor Item Catalog. On this page, only the Quantity field is editable. When you close this page, sales order lines are created automatically for every Purchase Item Catalog line with a quantity above zero.

Create a new Purchase Order

You can quickly create purchase order lines by using the Purchase Item Catalog page. This page can be opened from the purchase order, and it contains the Vendor Item Catalog.

  1. Select the Search icon , enter Purchase Orders, and then choose the related link.
    The Purchase Orders list page opens.
  2. On the action bar, select New.
  3. On the Purchase Order page, in the Vendor Name field, select the required No. from the AssistEdit button.
  4. Fill in the required fields.

The Purchase Order is now created.

Open the Purchase Item Catalog page on the purchase order

When a vendor has a Vendor Item Catalog setup, a notification stating that It's easier to use Item Catalog to create purchase lines will be displayed after creating a purchase order. The Purchase Item Catalog page can be opened directly from this notification which contains the Vendor Item Catalog.

The procedures listed below can also be used to open the Purchase Item Catalog page.

  1. On the Purchase Order page, on the action bar, select Actions > Functions > Item Catalog.
  2. On the action bar, select Edit List to make the required changes.
  3. In the Quantity field, enter the required number of units.
  4. Select OK.

Closing the page by clicking OK automatically creates purchase order lines for every Purchase Item Catalog line with a Quantity above 0.

Closing the page by clicking Cancel will open a dialog stating that,

Purchase Item Catalog still contains quantities. Do you want to save these? Select Yes.

When re-opening the Purchase Item Catalog page, the quantities will be shown on the correct item line.