In the All purchase orders functionality, we want to be able to look up all the purchase orders created for a particular item. When we personalize the table, we can select the item field, but this field does not populate.
We also have the same problem with looking up all RFQ's that have been created for an item.
Is there a way to get this information?
Cathy
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Is it possible to create an 'Item Number' Column in the (All) Purchase Orders screen; to filter through all PO's based on Item Number?
Specifically, by using the 'Create field' feature in partner with advance filter settings?
Hi Cathy,
I don't believe there is a way to view purchase agreements from the item details. Purchase agreements do not show in the transactions form.
A way to view purchase agreements for a specific item is to use the report "Purchase agreement fulfilment" and use the query to select an item(s). This report is found in Procurement and sourcing>Reports>Status>Purchase agreement fulfilment.
Thanks Matt. Another question: I see in the item master you can view any existing trade agreements for that item; however, I do not see you can view any Purchase Agreements that may exist for that item. Is there a way to view an existing PA from the item, or do I need to go to Transactions and look that up?
In addition to the great suggestions by Matthew, you could also used the "Advanced filter/sort" functionality to filter the All purchase orders list page by the items that appear on the purchase order lines. You can open this dialog by pressing Ctrl+F3. When in there, right click and add a 1:n reference on purchase order table to the order lines table and then include the order lines item number in your query.
Hi Cathy,
To view all "Open" purchase orders for an item. There is a button called "Open purchase order lines". You can find this on the product details page in the "Purchase order" group in the "Purchase" tab of the action pane at the top of the page.
To view all purchase orders for an item you could use the "Transactions" view from the item details page and filter the "Reference" column by "Purchase order". This can be found in the "View" group in the "Manage stock" tab of the action pane at the top of the page.
For RFQ's you could also use the "Transactions" view and filter the "Reference" to "Purchase order" and the "Receipt" to "Quotation receipt". There are also reports found in the procurement and sourcing module under Statistics > Request for quotation that may be of use.
Regards,
Matt
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