Purchase worksheet

General setup > Inventory > Purchase orders > View Purchase Worksheets > Select an inventory template > Click the Finish button

What is the view used for?

Review, edit and post a purchase worksheet, generated from an inventory template, to create a purchase order.

 

Fields & buttons Description
Item ID Displays the item ID.
Description Displays the item description.
Variant Displays the variant description.
Vendor Displays the vendor description.
Quantity Displays quantity to be ordered.
Suggested quantity The calculated quantity that the replenishment algorithm suggests the user should order.
Inventory on hand Displays the number of the current item available.
Reorder point Displays the minimum number of items in stock before the replenishment is activated.
Maximum inventory Displays the maximum number of items desired in the stock level.
Post Select this button to post the purchase worksheet.
Edit Highlight a line and select the Edit button to make changes to the purchase worksheet line. Opens Purchase worksheet line.
Add Select the Add button to add an item to a purchase worksheet. Opens New purchase worksheet line dialog.
Delete Highlight a line and select the delete button to delete an item from the purchase worksheet.

 

See also

 

The user can edit the purchase worksheet before pressing post and creating the purchase order(s).

 

Last updated: February 2021
Version: LS One 2021