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Retain Purchase Line Description after changing vendor name in Purchase Header

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Posted on by SammySevens

130

Hi All,

We ask employees to use purchase quotes to submit requests for non-inventory related items. When an employee needs something from a vendor that is not in our BC system, we ask them to use a generic vendor No. 0000 (Vendor Not Listed).

When they use this vendor, in the purchase lines, we ask them to use the Description to include some details about the item they are purchasing.

After the approval process is completed - and the Purchase Header is set to Released - our finance goes in, opens the Purchase Header and updates the No. 0000 with an actual vendor name (after we identify one). When this happens, the purchase line Descriptions get reset and the user entered description is erased, and overwritten by the default description value.

So my question is, how do I retain the original purchase line description, and maintain it even after the vendor name has been changed?

Thank you

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Mohana Yadav 60,232 Super User 2025 Season 1 on at

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RE: Retain Purchase Line Description after changing vendor name in Purchase Header

try this code. you can add additional conditions if you want.

[EventSubscriber(ObjectType::Table, Database::"Purchase Header", 'OnRecreatePurchLinesOnBeforeInsertPurchLine', '', false, false)]

local procedure OnRecreatePurchLinesOnBeforeInsertPurchLine(var PurchaseLine: Record "Purchase Line"; var TempPurchaseLine: Record "Purchase Line"; ChangedFieldName: Text[100]);

begin

PurchaseLine.Description := TempPurchaseLine.Description;

end;
Dynamics 365 2 on at

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RE: Retain Purchase Line Description after changing vendor name in Purchase Header

Hey Sammy,

Sorry but I would help only in Functional Side.
SammySevens 130 on at

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RE: Retain Purchase Line Description after changing vendor name in Purchase Header

Thank you Aman, and yes I would like to customize it - do you have a suggestion on some methods I could try. I am comfortable in AL programming - but stuck at this problem :S
Dynamics 365 2 on at

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RE: Retain Purchase Line Description after changing vendor name in Purchase Header

Hi Sammy

As per Microsoft base functionality,If you changed the vendor at purchase order then system will refresh the Line details as well.

Without any customisation, you can go with comments.

But if you want to follow same process then you need to customise it with Technical end.

Thanks

Aman
SammySevens 130 on at

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RE: Retain Purchase Line Description after changing vendor name in Purchase Header

Hi Inge,

I am looking for some guidance on customization. I am comfortable in AL programming already and have done various customizations (events, reports, flowfields, codeunits) - but can not identify an appropriate method

Do you have some suggestions?

I thought of using xRec and Rec on the page view - but I can not complete it

If Xrec = 0000 and Rec <> 0000 then.... - but how do I retain the xRec of the purchase line?

Looking at event subscriber with codeunit is a similar issue - as I do not have an xRec or Rec value to reference - so not sure what to do there

Appreciate some guidance, think I can do this - just not sure on what methods to use.

Thank you and Merry Christmas
SammySevens 130 on at

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RE: Retain Purchase Line Description after changing vendor name in Purchase Header

Thank you for the suggestion - and appreciate the screenshots. Yes this is my understanding as well, but I still need to find a means to persist the description instead of changing the current process. Thank you anyway.
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Dynamics 365 2 on at

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RE: Retain Purchase Line Description after changing vendor name in Purchase Header

Hello Sammy,

You Can add those details in Comments Action at Purchase Quote header Level.

Why it's happening ?

Because when you changed the Vendor at Purchase order header level, System will update the Line Details also and it will take form Item card.

Hope it will help you.

Please Verify my answer if you found this relevant and it will help to other Community member also.

Thanks

Aman
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Inge M. Bruvik 1,025 Moderator on at

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RE: Retain Purchase Line Description after changing vendor name in Purchase Header

Maybe you should look into the catalogue items functionality in Business Central and consider using that instead of the procedure you use now.

learn.microsoft.com/.../inventory-how-work-nonstock-items

To retain the description and continue using the procedure you use now you will have to do customization to your system.
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Manan_Shah 1,459 on at

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RE: Retain Purchase Line Description after changing vendor name in Purchase Header

Hi,

As you mention 1st user create a Purchase Quote on that time they pick non-Inventory Item. Once Purchase Quote is approved and Then they create a Actual Item & Pick correct or Final Vendor on Purchase Order, In this case you change the Item no. as you create a new Item. So system will pick it's description from item card and delete the old one. which is added on Purchase Quote. I suggest instead of description create a new field for notes enter it to Purchase quote and once quote convert to order transfer it to Order. In my suggestion this how you can fulfil your requirement.

Many Thanks,
Manan