Insert excerpt

Def - Purchase Order

nopanel

Insert excerpt

	Def - Purchase Order
	Def - Purchase Order
nopanel	true

This page lists each unique Purchase Order. The purpose of this page is to show all the Posted, Void, and Replaced Purchase Orders based upon the parameters set in the Inquiry Criteria..

This list view also contains columns for each Attribute that is set up for the 'AP Purchasing' attribute type. Because these are user defined, they are not included in the default view but can be added a saved layout. AP Purchasing attributes are not included in the help documentation..

Software Version: 2021.07.23 and newer

Table of Contents

type	flat

...

Filter Items

Description

Ordered Date

Insert excerpt

	Date Type Lookup
	Date Type Lookup
nopanel	true

Search

Insert excerpt

	Search - Search Options
	Search - Search Options
nopanel	true

Description
Doc No
Purchase Order
Transaction
Vendor ID
Vendor Name

Transaction Class

Insert excerpt

	Inq - Transaction Class
	Inq - Transaction Class
nopanel	true

The values in this lookup are listed alphabetically. If there is more than one Transaction Class for the Transaction Type, then the value in the lookup will display as [Transaction Type] - [Transaction Class]. This is a multi-select standard lookup that is not required to return results. It defaults as blank.

Insert excerpt

	Def - Transaction Class - General
	Def - Transaction Class - General
nopanel	true

The lookup contains a list of all 'Active' AP Purchase Order Classes

Vendor

Used to select one or more Vendors. This is a multi-select standard lookup that is not required to return results. It defaults as blank.

Insert excerpt

	Def - Vendor
	Def - Vendor
nopanel	true

The lookup contains a list of all 'Active' Vendors.

Vendor Class

Insert excerpt

	Inq - Vendor Class
	Inq - Vendor Class
nopanel	true

This is a multi-select standard lookup that is not required to return results. It defaults as blank.

Insert excerpt

	Def - Vendor Class
	Def - Vendor Class
nopanel	true

The lookup contains a list of all 'Active' AP Vendor Classes.

Page Detail

This comes from the 'Amount' on the 'Home' tab of the Invoice/Credit Memo Record View and is calculated based on the sum of all transaction lines. This can only be edited by changing the quantity and/or price of one or more transaction lines ERPxAPTransactionHeaderExtendedAmount This comes from the 'Currency ID' on the 'Properties' tab of the Invoice/Credit Memo Record View. This is not editable on the transaction.

Database Fields: ERPx_MFCurrency.CurrencyID, ERPx_APTransactionHeader.CurrencySK

This can be edited from the 'Doc Date' on the 'Home' tab of the Invoice/Credit Memo Record View. This is always editable.

Database Field: ERPx_APTransactionHeader.TransactionDate

This can be edited from the 'Description' on the 'Home' tab of the Invoice/Credit Memo Record View. This is always editable, even after the transaction is Posted.

Database Field: ERPx_APTransactionHeader.Description

This can be edited from the 'Doc No' on the 'Home' tab of the Invoice/Credit Memo Record View and represents the transaction/Invoice # assigned by your Vendor. This is always editable while the transaction is in a Status of New.

Database Field: ERPx_APTransactionHeader.DocNumber

This can be edited from the 'GL Date' on the 'Properties' tab of the Invoice/Credit Memo Record View. If not manually edited, this will be automatically set to match the 'Doc Date' when the transaction is saved with a Status of either Approved or Ready to Post. This is always editable while the transaction is in a Status of New.

Database Field: ERPx_APTransactionHeader.GLDate

This can only be edited by changing the GL Date. This can only be edited by changing the GL Date. This can be edited from the 'Payment Terms Invoice/Credit Memo This is always editable while the transaction is in a Status of New.Def - Payment Terms

Database Fields: ERPx_MFPaymentTerms.PaymentTermName, APTransactionHeader.PaymentTermSK

Displays as "Yes" for AP Invoices and Credit Memos that are on a Payment or Application hold. This Pmt./Apply Hold' on the 'Properties' tab of the Invoice/Credit Memo Record View. This is always editable, even for posted transactions as long as they have not yet been fully applied.

Invoices on hold will not be selected for payment when building AP Check Batches.
Credit Memos on hold cannot be selected to apply to open Invoice

Database Field: ERPx_APTransactionHeader.IsOnApplicationHold

Purchase OrderPO Invoice/Credit Memo Record View and represents the purchase order you used when making the purchase while transaction is in a Status of NewAPTransactionHeaderPurchaseOrderIDStatusStatus This can be edited from the 'Status' on the 'Home' tab of the Invoice/Credit Memo Record View and represents the status of the transaction. This is always editable while the transaction is in a Status of 'New' or 'Approved'. The Statuses that apply to transaction in this List View include: - Posted - Posted Deleted Deleted Replaced ReplacedAPTransactionHeaderTransactionStatusSK ID ID Clicking on this link opens the AP Invoice / Credit Memo Record View for the selected record. This is a system assigned number that ' and by users ID ID Field: APTransactionHeaderTransactionID This comes from the 'Transaction Class' on the 'Properties' tab of the Invoice/Credit Memo Record View. This is not editable.

Database Fields: ERPx_APTransactionClass.TransactionClassDescription, ERPx_APTransactionHeader.TransactionClassSK

This comes from the Transaction Type selected when starting a new transaction. This is not editable.

Database Fields: ERPx_APTransactionType.TransactionName, ERPx_APTransactionHeader.TransactionClassSK

This represents the ID of the 'Vendor' Invoice/Credit Memo This is only editable by changing the Vendor assigned to ID ID FieldsAPVendorVendorIDAPTransactionHeader Class Class comes from the 'Vendor Class' assigned to that is selected Invoice/Credit Memo Class ClassAPVendorClassClassDescription ERPxAPTransactionHeader This Invoice/Credit Memo ERPxAPTransactionHeader

Toolbar Icons

Description

Column Filter Show/Hide

Insert excerpt

	Column Filter Show/Hide - Global
	Column Filter Show/Hide - Global
nopanel	true

Excel

Insert excerpt

	Excel - LV 3.0
	Excel - LV 3.0
nopanel	true

Favorites

Insert excerpt

	Favorites Add/Remove - Global
	Favorites Add/Remove - Global
nopanel	true

Group By Show/Hide

Insert excerpt

	Group By Show/Hide - Global
	Group By Show/Hide - Global
nopanel	true

Help

Insert excerpt

	Help - Global 3.0
	Help - Global 3.0
nopanel	true

More Actions

Insert excerpt

	More Actions - Global 3.0
	More Actions - Global 3.0
nopanel	true

RV: Transaction. Opens the Transaction Record View.

Print

Insert excerpt

	Print - Global
	Print - Global
nopanel	true

When clicked, all the Reports assigned to the Functional Area of Purchasing, that launch from the Print Dialog, are assigned to this inquiry, and that the user has rights to (if Report Data Access is enabled) are displayed.

Quick Column Filter

Insert excerpt

	Quick Column Filter
	Quick Column Filter
nopanel	true

Refresh

Insert excerpt

	Refresh - Global
	Refresh - Global
nopanel	true

Saved Layouts

Insert excerpt

	Column Layouts for Framework 3.0 - Global
	Column Layouts for Framework 3.0 - Global
nopanel	true

Search Options

Insert excerpt

	Search Options - Inquiry Grid 3.0
	Search Options - Inquiry Grid 3.0
nopanel	true

Fields

Description

Checkbox

Insert excerpt

	Checkbox
	Checkbox
nopanel	true

Amount

Insert excerpt

Amount - Transaction

nopanel

true

Amt. Ordered

Identifies the sum of the Extended Amounts of all the line items on the Purchase Order. This is a calculated field that is not editable by the user.

Database Field:

ERPx_

APPoHeader.

OrderedAmount

Currency

Insert excerpt

Currency

nopanel

true

Insert excerpt

Def - Currency

nopanel

true

Doc Date

Insert excerpt

Doc Date

nopanel

true

Doc Description

Insert excerpt

Description - Header

nopanel

true

Doc No

Insert excerpt

Doc No

nopanel

true

GL Date

Insert excerpt

GL Date

nopanel

true

GL Period

Insert excerpt

GL Period

nopanel

true

GL Year

Insert excerpt

GL Year

nopanel

true

Payment Terms

Insert excerpt

Payment Terms

nopanel

true

Amt. Posted

Identifies the sum of the 'Invoiced Amount' of all the line items on the Purchase Order. It represents the dollar amount that has been accounted from on Posted AP Invoices/Credit Memos. This is a calculated field that is not editable by the user.

Database Field: ERPx_APPoHeader.InvoicedAmount

Amt. Unposted

Identifies the sum of the 'Invoiced Amount' of all the line items on Unposted AP Invoices/Credit Memos. This is a calculated field that is not editable by the user. This field is not stored in the database.

Amt. Remaining

Identifies how much of the Purchase Order is still open. It is calculated as: [Amt. Ordered] - [Amt. Posted] - [Amt. Unposted]. This is a calculated field that is not editable by the user. This field is not stored in the database.

Created

Insert excerpt

	Created
	Created
nopanel	true

This field is required.

Database Field: ERPx_APPoHeader.CreatedDate

Created By

Insert excerpt

	Created By
	Created By
nopanel	true

This field is required.

Database Field: ERPx_APPoHeader.CreatedBy

Currency ID

Insert excerpt

	Currency
	Currency
nopanel	true

This is required and comes from the 'Currency ID' on the 'Properties' tab of the Purchase Order Record View. This is not editable on the transaction.

Insert excerpt

	Def - Currency
	Def - Currency
nopanel	true

Database Fields: ERPx_MFCurrency.CurrencyID

Description

Insert excerpt

	Description - Header
	Description - Header
nopanel	true

This is not required and can be edited from the 'Description' on the 'Home' tab of the

Purchase Order Record View.

This is always editable until the Purchase Order is 'Closed'.

Database Field: ERPx_APPoHeader.Description

Expire By

Insert excerpt

Def - Payment Terms

PO Expire By
	PO Expire By
nopanel	true

Pmt./Apply Hold

This is required and defaults from 1 year from the current date, and can be edited from the 'Expire By' date on the '

PO

Insert excerpt

Purchase Order

Home' tab of the Purchase Order Record View. This is always editable until the Purchase Order is 'Closed'.

Database Field: ERPx_APPoHeader.ExpireDate

Last Updated

Insert excerpt

	Last Updated
	Last Updated
nopanel	true

This field is required.

Database Field: ERPx_SOOrderHeader.LastUpdated

Last Updated By

Insert excerpt

	Last Updated By
	Last Updated By
nopanel	true

This field is required.

Database Field: ERPx_SOOrderHeader.LastUser

Ordered

Insert excerpt

	Doc Date
	Doc Date
nopanel	true

This is required and can be edited from the '

Ordered' date on the 'Home' tab of the

Purchase Order Record View. This is always editable

until the

Purchase Order is 'Closed'.

Database Field: ERPx_

APPoHeader.

PODate

StatusPO

Insert excerpt

	Transaction ID

	Transaction ID
nopanel	true

Insert excerpt

Def - Status

nopanel

true

Insert excerpt

Def - Status - New

nopanel

true

Insert excerpt

Def - Status - Approved

nopanel

true

Insert excerpt

Def - Status - Ready to Post

nopanel

true

Clicking on this link opens the Purchase Order Record View for the selected record. This is a system assigned number that comes from the 'Transaction Class' and is required and is editable by users until the Purchase Order is 'Closed'.

Database Field: ERPx_APPoHeader.PurchaseOrderID

Status

Insert excerpt

	Status
	Status
nopanel	true

This can be edited from the 'Status' on the 'Home' tab of the Invoice/Credit Memo Record View and represents the status of the transaction. This is always editable while the transaction is in a Status of 'New' or 'Approved'.

Insert excerpt

	Def - Status


	Def - Status


nopanel	true

Insert excerpt

Def - Status - Void

nopanel

true

The Statuses that apply to transaction in this List View include:

Insert excerpt

	Def - Status -

Open
	Def - Status -

Open
nopanel	true

Insert excerpt

	Def - Status -

Closed
	Def - Status -

Closed
nopanel	true

Database Fields: ERPx_APTransactionStatus.StatusName, ERPx_

APPoHeader.

TransactionStatusEN

Transaction Class

Insert excerpt

	Transaction

Class
	Transaction

Class
nopanel	true

This comes from the 'Transaction Class

' on the 'Properties' tab of the Purchase Order Record View. This is not editable

.

Insert excerpt

	Def - Transaction

Class
	Def - Transaction

Class
nopanel	true

Database

Fields: ERPx_APTransactionClass.TransactionClassDescription, ERPx_

APPoHeader.

TransactionClassSK

Transaction Class

Insert excerpt

Transaction Class

nopanel

true

Insert excerpt

Def - Transaction Class

nopanel

true

Transaction Type

Insert excerpt

Transaction Type

nopanel

true

Insert excerpt

Def - Transaction Types

nopanel

true

Vendor

Insert excerpt

Vendor ID

nopanel

true

Type

Identifies whether or not more than one AP Invoice can be recorded against the Purchase Order. This is editable until the Purchase Order is 'Closed' and the options include:

Allow Single Invoice: If this option is selected, the Purchase Order can only be assigned to a single AP Invoice.
1. Once it has been assigned on and AP Invoice, it can no longer be manually entered and will no longer be displayed in the PO Lookups for that transaction and the Purchase Order's Status will be auto set to "Closed".
2. An 'Open' Purchase Order can always be applied to multiple AP Credit Memos.
Allow Multiple Invoices: If this option is selected, the Purchase Order can be assigned to multiple AP Invoices. Purchase Orders set to this Type must be manually Closed.

This lookup contains all the values in the APPOType Enumeration Class

Database Field: ERPx_APPoHeader.TransactionTypeEN

Vendor Class

Insert excerpt

	Vendor Class
	Vendor Class
nopanel	true

This is required and comes from the 'Vendor Class' assigned to the 'Vendor' that is selected on the 'Home' tab of the

Purcahse Order Record View.

Because this defaults from the Vendor it is not editable on the transaction.

Insert excerpt

	Def - Vendor

Class
	Def - Vendor

Class
nopanel	true

Database

Field: ERPx_

APVendorClass.

ClassDescription, ERPx_

APPoHeader.VendorSK

Vendor ClassID

Insert excerpt

	Vendor

ID
	Vendor

ID
nopanel	true

This

is required and represents the ID of the 'Vendor'

on the 'Home' tab of the

Purchase Order Record View. This is only editable by changing the Vendor assigned to the transaction.

Insert excerpt

	Def - Vendor

ID
	Def - Vendor

ID
nopanel	true

Database Fields: ERPx_

APVendor.

VendorID,

ERPx_

APPoHeader.VendorSK

Vendor Name

Insert excerpt

	Vendor Name
	Vendor Name
nopanel	true

This is required and represents the name of the 'Vendor' on the 'Home' tab of the

Purchase Order Record View. This is only editable by changing the Vendor assigned to the transaction.

Insert excerpt

	Def - Vendor Name
	Def - Vendor Name
nopanel	true

Database Fields: ERPx_APVendor.VendorName,

ERPx_

APPoHeader.VendorSK

Versions Compared

Old Version 2

New Version 3

Key

Page Detail

Related Topics

Page Definitions

Page Comparison

Versions Compared

Old Version 2

New Version 3

Key

Page Detail

Related Topics

Page Definitions