Create Purchase Documents with Carts

This chapter describes how you can create purchase documents with the carts in your company.

The contents of this chapter are divided into the following sections:

Transfer Item Lines from Carts for a specific Vendor
Create Multiple Purchase Quotes with Carts

Transfer Item Lines from Carts for a specific Vendor

This chapter describes how to transfer item lines from carts to a purchase document for a specific vendor.

Warning

Delete item lines from the document
Please note that when deleting one or more item lines in the document, the item lines are NOT written back to the cart. The link to the document in the item lines of the cart remains.

Note

Item lines in the cart
After the item lines have been transferred to a purchase document, they are highlighted in color. The color highlighting remains until the items have been booked via a purchase order. After posting, the item lines are deleted from the cart.

Note

User permissions required
To be able to carry out the following steps, your user account must be assigned at least the BYD CR User (or BYD CR Admin) permission set. If none of these permission sets have been assigned to your user account, you will not be able to carry out the following procedure in your system. Please contact your system administrator or, if necessary, your Business Central consultant at your partner. For more information on the permission sets and how to assign the permission sets to user accounts, see Assign User Permissions.

Note

Procedure for purchase quotes and purchase orders
The procedure described here can also be used in the same way for purchase orders.

Tip

Less Documents
The procedure in this section allows you to transfer item quantities from different carts to a single document. With the collected item quantities, you put your company in a better negotiating position with your vendor and may be able to negotiate better conditions (such as lower purchase prices). In addition, you ensure fewer documents in goods receipt and optimize logistics through larger item deliveries.

Tip

Multiple selection possible
You can select several item lines in one step. To do this, hold down the SHIFT key to select a range of item lines. Hold down the CTRL key to select the item lines individually. Click again to deselect the item lines.

To transfer item lines from carts to a purchase document for a specific vendor, proceed as follows:

Open the search function from the role center (ALT+Q).
Search for Purchase Quotes and click on the corresponding search result.
The Purchase Quotes list is displayed.
To create a new purchase quote, click on the New option in the Purchase Quotes list in the menu bar.
A new card is displayed for a Purchase Quotes.
Complete the information in the document header.
To transfer item lines from all carts for the vendor, click on the Get Cart Lines option in the menu bar.
The Cart Lines window is displayed.
The items in the lines originate from the carts in your system. All items in these lines are sourced from the vendor specified in the purchase document.
Select the item line(s) that you want to transfer to the purchase document.
To transfer the selected item lines to the purchase document, click on OK in the Cart Lines window.
The screenshot above shows how this function transfers the item lines from two carts to a purchase quote. After the transfer to a purchase document, the transferred lines in the carts are highlighted in color.

You have transferred one or more item lines to a purchase document.

Create Multiple Purchase Quotes with Carts

This chapter describes how you can create several purchase quotes at the same time by transferring item lines from carts.

Warning

Note

Item lines in the cart
After the item lines have been transferred to a purchase document, they are highlighted in color. The color highlighting remains until the items have been posted via a purchase order. After posting, the item lines are deleted from the cart.

Note

User permissions required
To be able to carry out the following procedure, your user account must be assigned at least the BYD CR User (or BYD CR Admin) permission set. If none of these permission sets have been assigned to your user account, you will not be able to carry out the following procedure in your system. Please contact your system administrator or, if necessary, your Business Central consultant at your partner. For more information on the permission sets and how to assign the permission sets to user accounts, see Assign User Permissions.

Tip

To transfer item lines from carts and create several purchase quotes at the same time, proceed as follows:

Open the search function from the role center (ALT+Q).
Search for Purchase Quotes and click on the corresponding search result.
The Purchase Quotes list is displayed.
In the menu bar of the Purchase Quotes list, click on the Create from Cart option.
The Cart Lines window is displayed.
The items in the lines originate from the carts in your system. All item lines that are contained in carts are displayed.
Select the item line(s) that you want to transfer to purchase documents.
Confirm the selection with OK.
A dialog box is displayed.
To create multiple quotes, confirm the dialog box with Yes.
After the transfer to the purchase quotes, the transferred lines are highlighted in color in the carts.

You have transferred one or more item line(s) to purchase quotes.