Purchase Document Selection Dialogs Guide

How to use purchase document selection dialogs in QBM when choosing purchase invoices, orders, received items, or print items during purchasing workflows.

Purchasing & Vendors Document Selection End-User Guide

Overview

Purchase selection dialogs help users link the correct source document to a follow-up transaction, receiving process, or print output.

Where To Find It

Path: Vendors > Selection dialogs inside purchasing workflows

Access depends on the module, company setup, and security permissions assigned to the user.

How It Works

Users search or filter the selection dialog, choose the required vendor document or item lines, confirm the selection, and return to the active purchase workflow.

Main Areas

Area What It Means When To Use It
Filters and search Limits the list to the records the user needs to review. Use it before opening records from a busy list.
Result list Shows matching records with key dates, references, names, and amounts. Use it to identify the correct record and compare activity.
Open and follow up Opens the selected record or leads to the next action. Use it when the list result needs more detail or action.

Recommended Workflow

  1. Open the purchasing workflow that requires a source document.
  2. Use the selection dialog to find the purchase order, invoice, or received items.
  3. Review vendor, date, reference, and item details before selecting.
  4. Confirm the selected records.
  5. Check that the active transaction now reflects the selected source correctly.

Best Practice

  • Filter by vendor before selecting purchase documents.
  • Review quantities when selecting received items.
  • Use item print selection carefully when not all lines should print.