Calculate Purchase Order Value Function in Naologic Actions

The Calculate Purchase Order Value function is designed to perform calculations on purchase orders without creating or saving them. This function focuses exclusively on computing values such as item costs, taxes, and GPO terms for reference or further processing.

What is the Calculate Purchase Order Value Function?

This function calculates the total value of a purchase order by processing linked data sources, including items, vendor details, and purchase settings. It is used when the calculated values are needed for decision-making or subsequent workflows, without saving the changes to a purchase document.

How to Add the Calculate Purchase Order Value Function

While editing the desired installed action:

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

2. Search for "Calculate Purchase Order Value" 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 which the purchase value is being calculated.

   • Vendors Document: Specify the document containing 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 storing individual GPO contract data.

5. Save the action settings.

Once configured, the function will calculate the purchase order values based on the connected documents, without creating or updating any records.

The Calculate Purchase Order Value function provides an efficient way to compute necessary purchase details for analysis or integration into other workflows, without making changes to the underlying data.