Purchase Assistant (Vendor Invoice)

The Purchase Assistant for vendor invoice allows you to view and select purchased line items. The Purchase Assistant is only available from the Vendor Invoice Extended view.

The Purchase Assistant icon in Vendor Invoice only displays purchase orders where:

• Purchase order payable vendor matches the vendor invoice vendor
• Purchase order Source Company is the same as the vendor invoice Source Company
• Purchase order Currency is the same as the vendor invoice Currency

Note: The Vendor Invoice properties of EVC Type (Vendor), Source Company and Currency may not be used as restrictions or changed in the Purchase Assistant.

The viewing panel can be undocked as a separate window. The undocked window can be moved around the screen or to a second monitor as well as resized. When the viewing panel is undocked, the action panel consumes the space previously occupied by the viewing panel.

How To Use The Purchase Assistant

1. From the Vendor Invoice Extended view, click the Purchase Assistant button in the Line Items area.
   
   The Purchase Assistant is displayed.
2. On the Items list, in the Restrictions area, enter any restrictions. This is optional. For more information on how to enter restrictions, see Restrictions.
3. Click the Run button.
   
   A list of instances that match the search criteria and any entered restrictions display. Each search replaces the current contents of the Items list.
4. Select one or more line items from the Items list and then click the Move button on the context tab.
   
   The selected line items are removed from the Items list and moved to the Applied Items list.
5. Review the instances on the Applied Items list. To remove an instance from this list, select the line item and then click the Remove button on the context tab. Removed items are not added back to the Items list.
6. Click OK.
   
   The Purchase Assistant is closed. The instances in the Applied Items area are used to create vendor invoice line items.

Screen Description

Restrictions

Returned instances are limited to those that match the search criteria as well as any restrictions.

The Purchase Assistant includes the following default restrictions:

	Restriction	Description
	Document Number	Enter or select a document date. This is the date the document was created. You can filter the document date using the filter button with Begins with, Contains, Ends with and Equals.
	Project	Select the project.
	Task	Select the task.
	Category	Select the category.
	Item	Select the item.

For a list of the optional restrictions, see Purchase Assistant Optional Restrictions.

For more information on restrictions, see Restrictions.

Purchased Items

The Purchased Items list includes the search results of purchase order instances.

The default columns are marked with an indicator ( ). For information on how to display the optional columns, see Manage Columns.

For a list of available column descriptions, see Purchased Items Column Description.

Applied Items

The Applied Items list contains a list of all of the instances that have been selected from the Items list. Selected instances will be added to the purchase order line items when the user clicks OK.

The default columns are marked with an indicator ( ). For information on how to display the optional columns, see Manage Columns.

For a list of available column descriptions, see Applied Items Column Description.