In Microsoft Dynamics 365 Business Central, you can set up popup information that appears automatically when a purchaser works on a purchase order. You configure this on items so the popup appears when the purchaser enters the item number on a purchase line. You can also configure it on vendors so the popup appears when the purchaser enters the vendor number.
This gives you a way to remind purchasers of important details at the exact moment they create order lines and order headers. You can use it for notes to yourself or for information that anyone in the organisation wants the purchaser to remember.
Setting up popup information on items and vendors in purchase orders
If you want to work with popup information on the vendor side of a purchase order, you have two places to set it up. You can add it to items, so the popup appears when the purchaser enters the item number on a purchase line. Or you can add it to vendors, so the popup appears when the purchaser enters the vendor number.
Both options serve the same purpose: making sure the right information shows up at the right time during the purchasing process.
Example: adding a popup specification to an item
Take item 1120 as an example. On this item, you can add a specification and mark it as a popup specification. In this case, the note says: “Remember to get a good discount.” The point is to make sure the purchaser sees that reminder when entering that item on a purchase line.
When you create a purchase order for a vendor that has no popup information of its own, nothing appears at the vendor level. But once you enter the item number for item 1120, the popup shows up with the reminder to get a good discount.
How purchasers use popup information in practice
This setup works in two ways. A purchaser can add information as a reminder to themselves. Or anyone else in the organisation can add information that the purchaser should keep in mind when creating order lines and order headers.
The result is a simple way to surface useful notes at the moment they matter, whether that note is for the individual purchaser or for the whole team.
Q&A
Where can you set up popup information for purchase orders in Business Central?
You can set it up in two places. On items, so the popup appears when the purchaser enters the item number on a purchase line. And on vendors, so the popup appears when the purchaser enters the vendor number.
When does the popup appear if you add it to an item?
The popup appears when the purchaser enters that item number on a purchase line. For example, adding a popup specification to item 1120 makes the reminder appear as soon as the item is entered on the order.
Who can add popup information for a purchaser?
A purchaser can add information as a reminder to themselves, or anyone else in the organisation can add information that the purchaser should remember when creating order lines and order headers.