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Populate items from Purchase price list into Item list on Purchase order line based on Vendor selected on Purchase header

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I am new Dynamics BC and still learning my way around BC tables and pages and extensions. My query is :-

On Purchase Order form when Vendor is selected , i want items ("No." field lookup) in Items List on Purchase Order Line to be filtered with Purchase price list items maintained for that Vendor selected on purchase order header. Currently it shows all items in Items list irrespective of Vendor selected. Please suggest a exact approach of how can i do this or any help would be appreciated.

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JAngle 133 on at

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Dedicated purchasing lists don’t currently exist when using the item table lookup. It is something which would require development. A possible alternative to consider. Setup recurring purchase lines. You can create these per vendor. You could ensure they contain only the items for that vendor.

Another alternative would be to produce a PowerApp for this way of creating a PO. BC could then be passed the initial version and used for the approval cycle for example.

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MahGah 15,529 on at

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I believe no out of the box solution exist for this. You either need customization or you can try the following

in Item Card go to Related -> Item -> Item reference then create a vendor catalog (make sure to select the vendor no) and populate it with vendor item no. then in PO line add Item Reference No (Older version Cross Reference No) then try to use this field instead of item no.

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If it needs to be done through customization , could you please suggest how it can be done exactly to achieve this functionality?

Thanks

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MahGah 15,529 on at

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Do you want to write a code and create extension or your partner? If you like to write a code then you need to learn AL and development. You can watch this series of video www.youtube.com/watch or see this docs.microsoft.com/.../

if you want to ask your partner than my only suggestion is limit Item Reference to show only the vendor on PO header. this way you have Item No just in case if you want to select other items not related to that vendor.

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Community Member on at

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Yes i am aware about AL programming and extensions and have already learned pretty much. So yes i believe i would require to write code for customization to achieve this. I just need exact approach step by step how to achieve this .

Thanks

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MahGah 15,529 on at

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Please see this post for more info. I am not developer but looks like the suggested method worked.

community.dynamics.com/.../577101

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JAngle 133 on at

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This is an elegant approach that will give you more control over what page/table you take the user to. In your case it’s the purchase price list. Otherwise I think you would have to add a new field which does as you need and hide the standard if it’s an item type line. Then validate it when you use your new field

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Inge M. Bruvik 1,111 Moderator on at

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[quote user="Adeel Ansari"]
If it needs to be done through customization , could you please suggest how it can be done exactly to achieve this functionality?

Thanks
[/quote]
I would recommend that you work together with your partner so have this solved in the best possible way. They can both suggest a way to do it and assist you with writing the AL code needed.

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YUN ZHU 95,729 Super User 2025 Season 2 on at

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Hi, How about using Security Filters? This is a out-of-box feature in BC.

https://yzhums.com/10133/

Hope this helps.

Thanks.

ZHU

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Community Member on at

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Hi Zhu , i dont think that would serve my requirement as i need to filter Item list on Purchase order line with Purchase price list items. Also i dont want to create this separate permission set and then apply to various users. Can you please suggest if this can be done through AL extensions and if yes how exactly would be the approach.

Thanks

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