An assortment is a group of items classified under an assortment ID. You define Assortment ID’s in the Assortment file and can then assign items to these ID’s. See Set up an item assortment for instructions.
You can retrieve an assortment of items and selectively copy them into a purchase order during Purchase order entry.
Ways to access
There are two ways to access the Assortment panel. The first is described for informational purposes. The second way is what will be described for this example.
- Enter an Assortment ID in the Item/Assortment field on the Order lines panel and click OK.
- The assortment panel could be the first panel accessed after the first Purchase order maintenance panel, regardless if the view control for Fast entry is switched on, if an Assortment group and ID exists for the supplier in the Business partner file.
Note: For both cases the search for the assortment group/ID works as follows:
- The system first searches for this assortment assigned to this supplier in the Assortment file. If none,
- The system searches for a global assortment in the Assortment file, (meaning no assigned supplier).
The following describes how to immediately access the Assortment panel after the initial Purchase order maintenance panel is completed. Do as follows:
- Select the Work with purchase orders menu item.
- On Work with purchase orders, Header view, click Add.
- You access Purchase order maintenance. Complete the mandatory fields, which includes the Supplier that has the following:
- an Assortment ID and Assortment group defined in the Business partner file (Supplier file panel).
- an assortment of items assigned to it in the Assortment file.
- You access the Assortment panel, listing all items in the assortment for this supplier. The system defaults the following information:
- Assort group / ID
- Retrieved from the Assortment file for this supplier’s assigned assortment.
- Supplier
- Defaults the supplier for the Assortment group/ID.
- Tip: If you want to retrieve an assortment for another supplier, enter that supplier and a valid Assortment group/ID and click OK.
- Warehouse
- Dispatch date
- Defaults the delivery time of the purchase order. You can change to another.
- Quantity
- You can enter a quantity in this field to override any quantities on the bottom of the panel. Note: If you enter a quantity the system multiplies this quantity by the quantity defined in the Assortment file and updates all quantity fields with the calculated quantity.
- Quantity
- Enter the quantity of each item you want to include in the purchase order.
- Unit
- Defaults the purchase unit. You can change to another.
- Date
- You can individually assign a dispatch date for each item line.
- Whs
- Defaults the warehouse of the purchase order. You can change to another.
- The same panel is displayed, without quantity for each item you select, and displays messages indicating that the order lines have been added. Click OK to return to the Order lines panel, now with the added order lines. To change existing lines repeat the instructions in Change a purchase order. To add new lines see Manually enter a purchase order.
Click OK.
The next three fields can be used to override the values for all lines.
The fields on the bottom half of the panel work as follows:
Click OK.
Related topics
- About purchase order entry
- Manually enter a purchase order
- Change a purchase order
- Copy a purchase order
- Copy a purchase suggestion into a purchase order
- Enter a purchase order with batches
- Enter a purchase order with serial numbers
- Delete a purchase order line or entire purchase order
- Define landed costs on a purchase order line
- About item assortments