Purchase items

Purchase items express an itemized view on Purchase Orders. The book serves especially to browse purchase orders items of purpose to provide information about the status of the execution of particular items. You can also create the inferior documents in bulk for items.

Picture: Purchase items book

Displaying the records in this book is based on the work with Selections. The book does not support the displaying items in the Book status (no records are displayed in this status). If the Sales items book is not activated from the button with a predefined selection, then it is run in the Book status.

Except the using selections, items can also be filled into the book directly from the required purchase documents. By using Ctrl+Shift+F7 keys from the random page of a document. When activation from the page number 0, the selection is created either for the current document, documents in filter or for documents marked by asterisk.

Apart from basic identification data of the items (as an identification of an Order, identification of Articles, existence of an item on the inferior documents), these columns belongs to the predefined ones:

• Date of required delivery - it corresponds to the Required field on the Purchase item form.
• Date of planned or confirmed delivery - it corresponds to the Delivered field on the Purchase item form.
• Delay - the value is calculated within the existence or non-existence of confirmed Receipt card:
  • If the item has not a confirmed Receipt Card, then it is calculated as the difference between a current date and date of planned / confirmed delivery (if the date is not defined, then according to a date of required delivery).
  • If the item has a confirmed Receipt Card, then it is calculated as the difference between a confirmation date of the Receipt card and a date of planned / confirmed delivery (if the date is not defined, then according to a date of required delivery).
  • A positive value in this column means delay; a negative value determines how many days remain to deliver (at the items with a Receipt card it means how many days before delivery was made).

Note: By linkage field, it is possible to display the random data at items from all documents of purchase, from articles etc. Because of this, the Warehouse field is displayed in the bottom panel to find out or to execute changes of a current information warehouse.

Editing purchase items

The Purchase items book does not support the Change mode. Only the edit rows of the dates and the quantities is allowed. Change of the quantity is performed from the perspective of a Purchase Order - it means if the item contains the non-confirmed inferior documents, then the change of the Quantity is performed (increasing/decreasing) also on these documents. To change values, active the column with the date or the quantity by pressing Enter key on a requested item; change the value and confirm it by the Enter key again.

You can change the dates on items in bulk too in the menu Form - Bulk actions - Change of record.

Creation / cancellation of the inferior documents for items

Display the form for creation / cancellation documents for items by pressing F5 key or by means of the Creation / Cancellation inferior documents button. The inferior documents can be created / cancelled only for items indicated by asterisks. (Note: If it is not possible to indicate the item by asterisks, it means that the item of the document does not exist - it has been deleted by another user). A new inferior document is created, and also even when another unconfirmed document of the type already exists to the Order. If the items of more orders are marked, then a multidocument is created or is not created in dependence on the setting of the Do not create multidocument option, which is displayed after the activation of create documents. Even when multi-documents permission, the multi-documents are never created for the items of the different customers! Multi-documents are always created only within orders of the same customer.

If it exists at least one item that is not possible to process, the action will not be executed and any of the indicated items will not be added to a required document. The items, that have not been possible to process because of blocking (holding a document) or of changing the item by another user, will be indicated by the icon in the "B" column (see the Check items accessibility). All items will stay indicated by asterisks. (Note: The asterisks will be deleted only from the items that do not exist on the document any more and from the items for that the action is not meaningful (e.g. the document already exists)). You can display the "Hold. user" column (CFHoldUser) for information who currently holds the blocking items. A user, who is holding the record, will be displayed in this column.

You can also add the items on the already existing documents. Activate the Add on existing option for the required document type in the form for creation the documents. The book with a selection of unconfirmed documents for selection a document will be automatically opened. You can also display the book whenever after that by pressing the button with the three dots. You can also add the items simultaneously on various document types. In case that you add the item of an Order with entered Planned warehouse field on a stock document with another warehouse, then the warehouse from the heading of the selected document will be used for the item (simultaneously as when adding item on 2nd page of the documents). It is possible to create multidocuments over more customers when adding on the existing document.

In the form for creating documents, you can activate either the creation or cancellation of the documents at the same time. It is not possible to create the documents and to cancel the others documents at the same time. If you activate the Create filter of documents option, then the already created documents will be entered into the filter on in theirs books.

The control of accessibility of items

The control checks whether you can work with selected items - it means whether they are hold by another user or whether they has not been changed by another user. The checking runs automatically always before adding the item on a document/deletion the item from document and further it is also accessible by the Check items accessibility button or by pressing Alt+F5 keys. The check goes through all the items that are indicated by asterisks and also the items that are evaluated from previous control as hold. The result of the control of holding is shown in a new default "B" column (BFHold) by means of the icons:

• Inspected item - unblocked:
• Inspected item - blocked (a blocked document of an item):
• Inspected item - changed:
• Inspected item - deleted:

You can display the "Hold. user" column (CFHoldUser) for information who currently holds the blocking items. A user, who is holding the record, will be displayed in this column.

Functions over Purchase items

F5	Create / remove inferior documents in bulk. (detailed description of the function in the text)
Alt+F5	It runs the check items accessibility/holding. (detailed description of the function in the text)
Shift+F5	The Coverage form is displayed.
Ctrl+F4	It displays book of Batches and it sets the light indicator on an appropriate batch from the item.
Ctrl+F5	It displays book of Contract Codes and it sets the light indicator on an appropriate code from the item.
Ctrl+o, Ctrl+p, Ctrl+f, Ctrl+d	Switch to documents of the item (purchase order, receipt card, invoice, delivery confirmation)
Ctrl+Enter	Switch to the Articles book on the appropriate Article card.