Calculate Purchase Document and Save Function in Naologic Actions

The Calculate Purchase Document and Save function is designed to calculate the details of a purchase document and either create a new document or save changes to an existing one. This function ensures accurate calculations and seamless management of purchase workflows.

What is the Calculate Purchase Document and Save Function?

This function calculates essential details for purchase documents, including item costs, vendor contracts, and settings. After performing the calculations, it either creates a new purchase document or updates an existing one based on the provided configuration.

How to Add the Calculate Purchase Document and Save Function

While editing the desired installed action:

1. Click on the "Add Function" button inside the action edit modal.

2. Search for "Calculate Purchase Document and Save" in the list of available functions.

3. Select the function to include it in the action.

4. Configure the function by specifying the following fields and connections:

   • Process Type: Define the type of process being executed, such as "Order Data."

   • Account Document: Specify the document containing account-related details.

   • Items Document: Select the document containing the purchase items.

   • Purchase Order Document: Choose the document for the purchase order being calculated or created.

   • Vendors Document: Specify the document that contains vendor details.

   • Purchase Settings Document: Link the settings document governing purchase configurations.

   • GPO Contract: Select the group purchasing organization (GPO) contract for pricing and terms.

   • GPO Contract Data: Specify the document that stores individual GPO contract data.

5. Save the action settings.

Once configured, the function calculates the details of the purchase and saves the results, either by updating an existing document or creating a new one.

The Calculate Purchase Document and Save function is an essential tool for automating purchase workflows, ensuring all components are accurately calculated and managed efficiently.