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Add My Items to the Purchase Order Management Role Center

Role Center for Purchase Order Management
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Videos with the tag "Commonly Used" describes the functionality that is used by most companies. Commonly Used This video includes functionality from the app "Purchase Order Management" which is available at Microsoft AppSource. Click to visit AppSource. Purchase Order Management

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Presenter: Jesper Nielsen, Head of Onboarding

The Purchase Order Management Role Center in Business Central lets you set up a list of favorite items. These are the items you purchase regularly in your role as a purchaser, and keeping them in a personal list saves you from searching through the full item catalog every time.

Setting up favorite items in the Purchase Order Management Role Center

If you work in purchasing, you probably buy the same items again and again. Instead of looking them up each time, you can collect them in a personal favorites list directly from your Role Center.

To do this, click on My Items. From here you can manage the list of items that make up your regular purchasing portfolio.

To add an item, press New and select the items you normally purchase. Once they are on the list, they are easy to access whenever you need them.

You can set up the same kind of favorites list in other parts of the system as well, so you get quick access to the records you use most often.

Q&A

What are favorite items in the Purchase Order Management Role Center?

Favorite items are a personal list of the items you purchase regularly. By collecting them under My Items, you avoid searching through the full item catalog every time you create a purchase.

How do you add a favorite item?

Click on My Items in the Purchase Order Management Role Center, then press New and select the items you want to add to your list.

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