Only purchase items from linked purchase contact
In the entry layout you can specify that only articles of the linked purchase contact are allowed to be purchased using the purchase order.
If an article is available from two purchase contacts, but a price agreement is only present for one purchase contact, it prevents you from purchasing from the other contact.
To link items to a purchase contact:
If you want to use this check, the items must be linked to purchase contacts. The purchase contact does not have to be the preferred purchase contact.
To set ‘Only articles from a linked purchase contact in purchase order' in an entry layout:
- Go to: General / Management / Entry layout.
- Open the entry layout properties for the purchase order.
- Go to the tab: General settings.
- Go to the tab: Instellingen 2.
- Select the Only purchase articles from linked purch. contact. check box.
If this check box is not selected, you can also select other items in the purchase order.
- Click on: OK.
To add a purchase order with a check for articles for a linked purchase contact:
- Go to: Order Management / Purchase process / Purchase order.
- Click on: New.
- Select the entry layout in which you have specified that only articles of the purchase contact are allowed to be purchased.
- Select (one of the) purchase contact(s) that is linked in the article properties.
- Select the item in Code.
Here, you can only select the items to which the purchase contact just selected is linked as the purchase contact.
- Complete the fields.
- Click on: Finish.