Purchase Assistant (Voucher)

The Purchase Assistant dialog box allows you to view and select purchase items and purchased line items. This dialog box is available from Purchase Order, Purchase Receipt and Voucher.

From the Voucher Extended view, the Purchase Assistant allows you to search for items from open purchase orders for the selected Voucher Vendor. You can select one or more instances from the search results. Selected results that are applied will populate as purchase order line items in the voucher line items.

Note:The Voucher Purchase Assistant is only enabled after the Source Company, Currency, and Employee / Vendor fields have been populated.

How To Use The Purchase Assistant

1. From the Voucher 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 purchase order line items. The purchase order and purchase order line item are used to populate the voucher line item values.

Screen Description

Restrictions

Returned instances are limited to those that match the search criteria as well as any restrictions. The vendor restriction in the Voucher Purchase Assistant restricts against the purchase order vendor only and does not display by default. The voucher complete restriction should not be included as a restriction in the Purchase Assistant.

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