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List items that are associated to a vendor - PO

  • 1.  List items that are associated to a vendor - PO

    Posted Nov 16, 2020 04:03 PM
    Hi all,

    In the purchase order lines, is there a way to only see items that are associated with the selected vendor? So that when we choose the vendor, the item list is filtered to show only what is available from that specific vendor.

    Thanks!

    #Functional

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    Aybike Turk
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    Digital Acceleration Binge Day.  January 28th 2021 | 11:00 AM - 2:00 PM EST


  • 2.  RE: List items that are associated to a vendor - PO

    Posted Nov 17, 2020 02:15 AM
    Hi Aybike

    Unfortunately we dont have nay such funstionality. THe workarounf dynamics 365 suggests is to use atuorised vendor option so that when the user selects an item , system will verify it and provides a warning message (or even stop them based on your configuration on item master).


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    Rejul
    365 world
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    Digital Acceleration Binge Day.  January 28th 2021 | 11:00 AM - 2:00 PM EST


  • 3.  RE: List items that are associated to a vendor - PO

    Posted 17 days ago
    Edited by Andre Breillatt 17 days ago
    Hi Aybike,

    This is a couple months old, but just in case you were still looking for an alternative.

    When creating a Purchase Order, there are 2 links on the left side above the lines: Add Line & Add Lines.
    Clicking on the Add Lines link will open a query window. By default it will only show a single line with the Item Number field selected and blank.
    Add a line to this query and select Vendor from the Field column. Then input or select the vendor ID that you would like to use.

    This will provide a list of the items that are linked to that vendor. Note that this currently only works if the Vendor field on the Released Product matches the selected vendor. There is a gap where items for approved vendors (vendor is approved, but is not the default/preferred) will not show in the list. It's not a perfect solution, but it does come in handy when working with a restricted list.

    Note that the user will have to reset this query each time they use it for a different vendor. The system will remember the last vendor they used.

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    Andre Breillatt
    AX Consultant
    Hitachi Solutions
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    Digital Acceleration Binge Day.  January 28th 2021 | 11:00 AM - 2:00 PM EST


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