Add items (form) [AX 2012]

Updated: May 11, 2011

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.

The following tables provide descriptions for the controls in this form.

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.

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.

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.

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:

  • Item number

  • Item search name

  • Item group

  • Item type

  • Vendor search name

  • Vendor

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.

NoteNote

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.

NoteNote

The actual delivery address for the item is the default value from the warehouse if the delivery address is defined in the Warehouses form.


Announcements: To see known issues and recent fixes, use Issue search in Microsoft Dynamics Lifecycle Services (LCS).

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