Add Purchase Order Items from Standard Orderable Products

Owned by Rick Eggleston (Unlicensed)
Last updated: Oct 11, 2023
2 min read

This functionality is new as of version 4.1.

Picklists provide the ability to quickly add Products and Services to a Purchase Order. The ‘Standard Orderable Products’ Picklist is a system-generated Picklist created from the Products that already exist in the Inventory Area, for the Vendor, and Vendor Contract.

In order to have access to add Picklist Items to a Purchase Order:

One of the following must apply:

To Add ‘Standard Orderable Products’ to a Purchase Order:

  1. Navigate to the ‘Purchase Order Details’ screen.

    'Purchase Order Details' screen - 'Standard Orderable Products' picklist option
    'Purchase Order Details' screen → 'Standard Orderable Products' picklist option

  2. The Purchase Order Status must be equal to ‘New’.

  3. Click the ‘Picklist’ button.

  4. The ‘Add Picklist’ dialog will open.

    'Purchase Order Details' screen - 'Add Picklist' dialog - 'Standard Orderable Products' option
    'Purchase Order Details' screen → 'Add Picklist' dialog → 'Standard Orderable Products' option

     

  5. Select the ‘Standard Orderable Products’ Picklist.

    1. The ‘Standard Orderable Products’ Picklist is automatically created with the Products that already exist in Inventory for the Inventory Area, Vendor, and Vendor Contract.

  6. Enter the ‘Requested Qty’ needed.

  7. Click the ‘Post’ button to add the Purchase Order Items and close the dialog.

  8. Click the ‘Cancel’ button to close the dialog without saving.

  9. The ‘Purchase Order Details’ screen will have the new items from the Picklist.

     

  10. If a Purchase Order Item was duplicated, a message will appear at the bottom of the screen and the Ordered Quantity field will be highlighted in red.

  11. If a Purchase Order Item has reached the Minimum Quantity, the row will be highlighted in red.