The Basket is a personal, temporary collection of item numbers. It lets you search for items with flexible filters, collect the ones you need in a shopping-cart-like list, and then insert all of them at once as new lines into a supported document - instead of adding items to the document one by one.
Every user has their own Basket; items you collect are only visible to you and do not interfere with the Baskets of other users.
Basket Search
The Basket Search page is used to find items and add them to your Basket.
You can narrow down the item list using the following filters.
Field
Description
Search Text
One or more words to search for. An item is only listed if every word is found - either in the item's Description, in the description of its Item Category, or in the name or value of one of its Item Attributes.
Item Category 1-5
Restricts the search to items belonging to a specific Item Category (or one of its sub-categories). The five fields represent the levels of the category hierarchy: level 1 must be filled in before level 2, level 2 before level 3, and so on, and each level's category must be a sub-category of the one entered in the level before it.
Location Filter
Restricts the search to items available at one or more locations. Use the lookup to add a location to the filter.
The result list shows the item's No., Description and Inventory, together with the standard Item Attributes and Inventory per Location FactBoxes and the Basket FactBox described below.
Actions
Start Search
Searches for the items matching the Search Text, Item Category and Location filters entered above.
Move to Basket
Adds the selected item(s) to your Basket, after asking for confirmation.
Reset Search
Clears the current search result so a new search can be started.
Card
Opens the Item Card of the selected item.
Clear Basket
Removes all items from your Basket, after asking for confirmation.
Basket FactBox
The Basket FactBox shows the items currently in your Basket (No. and Description). It is available on the Basket Search page and can be shown on other pages that support adding items to a document from the Basket.
Remove Item from Basket
Removes the selected line(s) from the Basket, after asking for confirmation.
Clear Basket
Removes all items from the Basket, after asking for confirmation.
Applying the Basket to a document
Once your Basket contains the items you need, it can be applied to the document line list you are currently working on. For every item in the Basket, a new line is inserted after the last existing line, with Type set to Item and the item's No. validated - so all standard validation (unit of measure, price, dimensions, and so on) runs as if you had entered the line manually.
The Basket can be applied to the line list of the following document types.
Document
Line table
Purchase Documents
Purchase Line
Bill of Quantities Calculation
BoQ Calculation
Production BOM
Production BOM Line
Demand Requisition
Dem. Req. Pln. Line
Repair Recordal
Repair Recordal Line Mat.
Production Order
Prod. Order Component
Job Expense / Site Pick List
Job Expense Line
Before applying, you are asked to confirm the number of items to transfer; after applying, you are offered to clear the Basket.
Important
The Basket cannot be applied while it is empty, and applying it always requires confirmation, since it inserts one new line per item into the document you are currently working on.
Basket
