When you work in the requisition worksheet in Business Central, you can see directly how many handling lines from the purchase management journal relate to each planning line. This gives you a quick overview without leaving the worksheet.
The requisition worksheet shows two columns. One column shows related quote lines, and the other shows all handling lines. You can use the lookup on each column to drill into the specific lines in the purchase management journal.
How the requisition worksheet shows related handling lines
One of the advantages of working in the requisition worksheet is that you can see how many handling lines from the purchase management journal are connected to your planning lines. You do not have to switch context to find out whether there is purchasing activity tied to a given item.
There are two columns that give you this overview. The first column shows the related quote lines. The second column shows all handling lines. Together they let you assess the purchasing situation for each line at a glance.
Looking up the underlying purchase management journal lines
You can drill into the detail directly from the worksheet. If you take an item such as item 1320, you might see two lines for that item where the numbers match. From the column you can look up and see all the related quote lines that exist in the purchase management journal. The other column works the same way, so you can inspect the full set of handling lines.
Getting a planning overview without leaving the worksheet
The practical benefit is that everything is available from the requisition worksheet, and the same applies to the other planning worksheets. You can see how many lines there are in the purchase management journal straight from where you are planning, which keeps the workflow tight and saves you from jumping between pages.
Q&A
What do the two columns in the requisition worksheet show?
One column shows the related quote lines, and the other column shows all handling lines from the purchase management journal that relate to the planning line.
Can I see the underlying purchase management journal lines from the worksheet?
Yes. You can use the lookup on either column to drill into the specific quote lines or handling lines that exist in the purchase management journal.
Does this overview work in other planning worksheets too?
Yes. The same overview of related handling lines is available across the planning worksheets, not only the requisition worksheet.