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items:ad_hoc_items [2016/04/18 14:23] – Gary Willetts | items:ad_hoc_items [2019/10/22 15:43] – [Adding ad hoc items to a purchase order] Emily Porrello | ||
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- | =====Ad | + | {{indexmenu_n> |
- | {{entry> | + | ====== 4.09. Ad hoc items ====== |
From the **Item** menu, choose **Ad Hoc items...** | From the **Item** menu, choose **Ad Hoc items...** | ||
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From this window you can view Ad Hoc items, add new items, delete items and edit existing items. | From this window you can view Ad Hoc items, add new items, delete items and edit existing items. | ||
- | == The "Show" Drop-down list == | + | == Show drop-down list == |
This drop-down list allows you to view Ad Hoc items by their status. Ad Hoc items can have the following status codes: | This drop-down list allows you to view Ad Hoc items by their status. Ad Hoc items can have the following status codes: | ||
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< | < | ||
- | == The "Name" | + | == Name field == |
Enter part of a customer or supplier name in this field and press // Tab// to show a list of matching names. Choosing a supplier will show items assigned to that supplier. Choosing a customer will show items supplied or to be supplied to that customer. | Enter part of a customer or supplier name in this field and press // Tab// to show a list of matching names. Choosing a supplier will show items assigned to that supplier. Choosing a customer will show items supplied or to be supplied to that customer. | ||
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Once you have chosen a name you can fine-tune the list displayed for that name. | Once you have chosen a name you can fine-tune the list displayed for that name. | ||
- | == The "New" | + | == New button == |
Clicking the " | Clicking the " | ||
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When the customer orders an item, you may not know who the supplier is. You can just leave the supplier name blank. | When the customer orders an item, you may not know who the supplier is. You can just leave the supplier name blank. | ||
- | == Editing an Ad Hoc item == | + | == Editing an ad hoc item == |
To edit an item, double-click it in the list to display the item details, and a window **Edit Ad hoc item**, almost identical to the **Add Ad hoc item** :, appears where you can edit the required details. | To edit an item, double-click it in the list to display the item details, and a window **Edit Ad hoc item**, almost identical to the **Add Ad hoc item** :, appears where you can edit the required details. | ||
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{{ : | {{ : | ||
- | == Adding | + | == Adding |
When you are making a Purchase Order for a particular supplier, you can click on the **Ad Hoc items** Tab to view a list of Ad Hoc items you have assigned to that supplier, allowing you to add them to the Purchase Order. More information is available here - [[purchasing: | When you are making a Purchase Order for a particular supplier, you can click on the **Ad Hoc items** Tab to view a list of Ad Hoc items you have assigned to that supplier, allowing you to add them to the Purchase Order. More information is available here - [[purchasing: | ||
- | + | \\ | |
- | // Previous: [[items: | + | \\ |
+ | | | ||
---- struct data ---- | ---- struct data ---- | ||
---- | ---- | ||