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Selecting items in purchase orders, return to vendor (RTV) orders, and blanket purchase orders

Introduction 

You will see the following screen by pressing the F2 key in the Item column in the purchase order lines, return to vendor (RTV) order lines, or blanket purchase order lines at the Purchase order, RTV order, or Blanket PO screen (go to Purchase ➔ Entries ➔ Purchase orders, Purchase ➔ Entries ➔ RTV orders, or Purchase ➔ Entries ➔ Blanket purchase orders ➔ Enter, and then click Open or New). The screen displays the items which have been created.

Menu paths  

  • Go to Purchase ➔ Entries ➔ Purchase orders
  • Go to Purchase ➔ Entries ➔ Blanket purchase orders ➔ Enter 

Fields

Warehouse

Select a warehouse to display the items belonging to the selected warehouse.

Note: This is available only if you have E-Warehouse management in your license.

Previous

Click this to return to the previous page.

Next

Click this to display the next page.

Number of rows

Type the number of rows to be displayed for each page. If you have set the default number of rows to 10, then 10 rows will be displayed. Therefore, if you have more than 10 rows listed, the Previous and Next buttons will be enabled.

 Advanced/ Simple

Click Advanced to expand the search criteria. You will see the Description, Item code, Search code, Sales unit, User-defined, Supplier’s item code, and Assortment boxes and the Show: Supplier data check box.

Click Simple to hide the search criteria.

Description

Type a description or part of it to search for the item. The description of the item is based on the Description defined for the item at the item maintenance (go to Purchase/Items/Maintain, select the relevant item, and then click Open). You can leave this box blank to display items with any description.

Item code

Type an item code or part of it to search for the item. The item code is based on the Item code defined for the item at the item maintenance (go to Purchase ➔ Items ➔ Maintain, select the relevant item, and then click Open). You can leave this box blank to display items with any item code.

Search code

Type a search code or part of it to search for the item. The search code is based on the Search code defined for the item at the item maintenance (go to Purchase ➔ Items ➔ Maintain, select the relevant item, and then click Open). You can leave this box blank to display items with any search code.

Sales unit

Type or select the sales unit of the item to be searched. The sales unit is based on the Sls. unit defined for the item at the item maintenance (go to Purchase ➔ Items ➔ Maintain, select the relevant item, and then click Open). You can leave this box blank to display items with any sales unit.

User-defined

Type a user-defined description or part of it to search for the item. The user-defined description is based on the Items : UserField defined for the item at the item maintenance (go to Purchase ➔ Items ➔ Maintain, select the relevant item, and then click Open), under the Extra tab in the Free fields section. You can leave this box blank to display items with any user-defined description.

Note: This box is enabled only if the User-defined check box is selected.

Supplier’s item code

Type a supplier item code or part of it to search for the item. The supplier item code is based on the Supp. item code defined for the item at the item maintenance (go to Purchase ➔ Items ➔ Maintain, select the relevant item, and then click Open), under the Purchase/ Sales tab in the Suppliers section (select a supplier and click  Edit). You can leave this box blank to display items with any supplier item code.

Note: This box is enabled only if the Supplier’s item code check box is selected.

Show: Supplier data

Select this check box to display the details of the supplier for the selected item such as the purchase price, main supplier, extra item description, time of delivery, and picture of the item.

Note: This check box is enabled only if the Supplier’s item code check box is selected.

Assortment

Select the assortment to search for items that are linked to the selected assortment(s). Select All to display items with any assortment.

Note: The Assortment boxes displayed depend on the number of assortments defined at Purchase ➔ Items ➔ Assortments or System ➔ General ➔ Settings, under Item data settings in the Assortments section. For example, if three assortments are defined, three assortment boxes will be displayed.

Filter

Select starts with or contains to search for items that begin with or have a certain letter or word.

Search

Click this to search for entries based on the defined criteria.

Clear

Click this to clear the defined criteria.

User-defined

Select this check box to enable the User-defined box.

Supplier’s item code

Select this check box to enable the Supplier’s item code box and Show: Supplier data check box.

 New

Click this to add a new item. For more information, see Creating and maintaining items.

 Edit

Click this to edit the selected item. For more information, see Creating and maintaining items.

Buttons

Select

Click this to select the selected item(s).

Note: This button is enabled only if an item is selected. You can select more than one item. Hold the CTRL key and click the items that you require. Alternatively, hold the SHIFT key and click to select all the items between the two selected items.

All items

Click this to view all the items for which no suppliers have been defined.

Note: This button is enabled only if you have clicked By supplier.

By supplier

Click this to view all the items offered by the selected supplier.

Note: This button is enabled only if you have click All items.

Card

Click this to view the transactions of the selected item. For more information, see Viewing Item Transaction Cards (available soon).

Note: This button is enabled only if an item is selected.

Copy

Click this to copy the selected item. For more information, see Copying items.

Note: This button is enabled only if an item is selected.

Close

Click this to exit.

Related documents

     
 Main Category: Attachments & notes  Document Type: Support - On-line help
 Category:  Security  level: All - 0
 Sub category:  Document ID: 17.753.972
 Assortment:  Date: 26-09-2022
 Release: 390  Attachment:
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