Generate a Purchase Order from a filter

General setup > Inventory > Purchase Orders > Generate from a filter

What is the dialog used for?

  • Create a purchase order generated from a filter created by the user. When Finish button is clicked then the filtered items are added to the new purchase order.

Items can be searched for in a filtered search. One filtering line is added for each type of filter. You can even save your preferred filtering settings and they will be available when you open the Goods receiving documents view.

Fields & buttons Description
  • Retail group
  • Vendor
  • Special group
  • Retail department

Select a filter type for each search filter line.

If there are more than one line press this button to delete a search criteria.
Press this button to add search criteria and narrow the filter.

The following actions are available from a drop down menu when this button is pressed.

  • Reset: Select this option to reset the layout to be as displayed in image above.
  • Toggle button locations: Select this option to set the and buttons in front of the filter type.
Button:
Preview		 Press this button or hit enter button on keyboard to activate a search with the filters set.
Click on this button to preview the items on the purchase order being created.

Preview of a filter result

Fields & buttons Description
Item ID Displays item ID.
Description Displays item description.
Variant description If the item is a variant item the variant description is displayed here.
Inventory unit Displays the item's inventory unit.
Retail group Displays the item's retail group.
Retail department Displays the item's retail department.
Vendor Displays vendor description.
Button:
Next		 Click on this button to finalize the purchase order.

 

This filter is not saved anywhere, the next time the user selects this option he needs to enter the filter again. If he wants to save a filter then a template needs to be created.

See also

 

Reviewed: August 2017
Version: LS One 2017.2