Add items (form)
Applies To: Microsoft Dynamics AX 2012 R3, Microsoft Dynamics AX 2012 R2, Microsoft Dynamics AX 2012 Feature Pack, Microsoft Dynamics AX 2012
Click Procurement and sourcing > Common > Purchase requisitions > Purchase requisitions prepared by me. On the Purchase requisitions prepared by me list page, select a purchase requisition or create a new purchase requisition. In the Purchase requisition header form, on the Purchase requisition lines FastTab, click Add items.
Use this form to add catalog and non-catalog items to a purchase requisition.
Tasks that use this form
Key tasks: Create and submit a purchase requisition
Navigating the form
The following tables provide descriptions for the controls in this form.
Tabs
Upper pane
Tab |
Description |
---|---|
Catalog items |
Add items from a procurement catalog. |
Non-catalog items |
Enter item information to request items that are not found in a procurement catalog. |
Lower pane
Tab |
Description |
---|---|
Overview |
View items to be added to the purchase requisition. |
Details |
View the product, inventory, and project dimensions for the item that is selected on the Overview tab. |
Buttons
Button |
Description |
---|---|
Select -> |
Add the selected catalog or non-catalog items to the grid to add them to the purchase requisition. |
Suggest vendors |
Suggest a vendor for items that are ordered by procurement category or for items that are not associated with a specific vendor. |
Fields
Field |
Description |
---|---|
Requester |
The user who requests the item or service. If a purchasing policy has been defined, only the items and services that the requester is authorized to order appear in the list. |
Buying legal entity |
Select or view the name of the organization that incurs the cost of the product after it is purchased. This is usually the legal entity in which the requester is employed or has permission to request products. |
Receiving operating unit |
Select or view the name of the organization’s operating unit, such as the department or cost center that receives the product. This is usually the operating unit in which the requester holds a position or has permission to request products. |
Show Procurement category |
Select a procurement category to display only the catalog items that are in that category. |
Search |
Search for an item by using a keyword value. You can search by using one of the following options:
|
Unit price |
The purchase price per unit. By default, the unit price on the Non-catalog items tab uses the vendor or company currency to calculate the unit price. However, the unit price can be modified. |
Currency |
The currency code in which the unit price is calculated. The currency code that is displayed on the Catalog items tab is display only. By default, the currency code that is displayed on the Non-catalog items tab displays the vendor or company currency. However, the currency code can be modified. |
Product name |
On the Non-catalog items tab, enter the name of the product that you want to request. |
Procurement category |
Select the procurement category that you want to request a product from if the product is not found in a catalog. |
Vendor account |
Select a vendor for the non-catalog item. A purchasing policy rule can be set up to restrict the vendor selection to preferred or approved vendors or to prevent the user from selecting any vendor. |
Quantity |
Enter the requested quantity of the item. |
Unit |
View or enter the unit of measure that the item is sold in and to which the price applies. This value is used to calculate the net amount for the item. |
Internet address |
Enter the URL for the vendor's catalog site for products that were ordered from a vendor catalog. |
External item number |
Enter the vendor’s item number for the product. |
Net amount |
The total line amount. |
Configuration |
Select an item configuration to specify an item with specific attributes. |
Site |
Select the site where the items are received if the purchase requisition is approved and a purchase order is created. Note The actual delivery address for the item is the default value from the site if the delivery address is defined in the Sites form. |
Warehouse |
The warehouse where the items are stored if the purchase requisition is approved and a purchase order is created. Note The actual delivery address for the item is the default value from the warehouse if the delivery address is defined in the Warehouses form. |
See also
Announcements: To see known issues and recent fixes, use Issue search in Microsoft Dynamics Lifecycle Services (LCS).