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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

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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

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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.

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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.

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Database Field: ERPx_APPoHeader.CreatedDate

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Database Field: ERPx_APPoHeader.CreatedBy

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Database Fields: ERPx_MFCurrency.CurrencyID

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Database Field: ERPx_APPoHeader.Description

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Database Field: ERPx_APPoHeader.ExpireDate

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Database Field: ERPx_APPoHeader.LastUpdated

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Database Field: ERPx_APPoHeader.LastUser

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Database Field: ERPx_APPoHeader.PODate

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Insert excerptDef - Purchase OrderDef - Purchase Ordernopaneltrue

This page lists each unique Purchase Order. The purpose of this page is to view, add, edit, remove, and close Purchase Orders.

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

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Page Header

...

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	Def - Purchase Order
	Def - Purchase Order
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This page lists each unique Purchase Order. The purpose of this page is to view, add, edit, remove, and close Purchase Orders.

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

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Page Header

Database Field: ERPx_APPoHeader.TransactionTypeEN

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

Toolbar Icons

Description

Column Filter Show/Hide

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	Column Filter Show/Hide - Global
	Column Filter Show/Hide - Global
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Delete

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	Delete - LV 3.0
	Delete - LV 3.0
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Edit

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	Edit - LV 3.0
	Edit - LV 3.0
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Excel

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	Excel - LV 3.0
	Excel - LV 3.0
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Favorites

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	Favorites Add/Remove - Global
	Favorites Add/Remove - Global
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Group By Show/Hide

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	Group By Show/Hide - Global
	Group By Show/Hide - Global
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Help

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	Help - Global 3.0
	Help - Global 3.0
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Mass Update

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	Mass Update - Global 3.0
	Mass Update - Global 3.0
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Status: A single-select lookup that defaults to "(No Change)". Assigns the selected Status to selected/filtered transactions when Apply is clicked. Options include:
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Def - Status - Closed
Def - Status - Closed
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New

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	New - Global 3.0
	New - Global 3.0
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Print

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	Print - LV 3.0
	Print - LV 3.0
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When clicked, all the Reports assigned to the Functional Area of Purchasing, that launch from the Print Dialog, assigned to the Purchase Order List View page, and that the user has rights to are displayed.

Quick Column Filter

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	Quick Column Filter
	Quick Column Filter
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Refresh

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	Refresh - Global 3.0
	Refresh - Global 3.0
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Saved Column Layout

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	Column Layouts for Framework 3.0 - Global
	Column Layouts for Framework 3.0 - Global
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Fields

Description

Checkbox

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	Checkbox
	Checkbox
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Amt. Fully Invoiced

Identifies whether the 'Amt. Ordered' for every Purchase Order item has been fully Invoiced or not. If the 'Amt. Invoiced' for every Purchase Order item >= the 'Amt. Ordered' for each item, this will display as "Yes" otherwise it will be blank. This allows users to easily determine which PO's have amounts that have not yet been invoiced. This is a calculated field and is not stored in the database. Verify that this logic is correct.

Should we add logic and text here to indicate that it is only for PO's where all the lines have a price > 0? Should this column be a Yes, blank, or N/A?

Amt. Fully Received

Identifies whether the 'Amt. Ordered' for every Purchase Order item has been fully received or not. If the 'Amt. Received' for every Purchase Order item >= the 'Amt. Ordered' for each item, this will display as "Yes" otherwise it will be blank. This allows users to easily determine which PO's have amounts that have not yet been received. This is a calculated field and is not stored in the database. Verify that this logic is correct.

Should we add logic and text here to indicate that it is only for PO's where all the lines have a price > 0? Should this column be a Yes, blank, or N/A?

Amt. Invoiced

Identifies the sum of the extended amounts of all the line item that have been included on "Posted" AP Invoices and AP Credit Memos. This is a calculated field that is formatted to 2 decimal places.

When AP Invoices and/or Credit Memos, with line items that reference a Purchase Order are posted, this value is updated.

Database Field: ???

Amt. Ordered

Identifies the sum of the 'Amt. Ordered' of all the line items on the Purchase Order. This is a calculated field that is formatted to 2 decimal places.

When AP Invoices and/or Credit Memos are loaded from a PO, the 'Quantity' will default as [Qty Ordered] - [Qty Invoiced]. If this results in a negative amount it will default as 0.00.

When IM Receipts are loaded from a PO, the 'Quantity' will default as [Qty Ordered] - [Qty Received]. If this results in a negative amount it will default as 0.00.

Database Field: ???

Amt. Received

Identifies the calculated sum of the extended amounts of all the line item that have been included on "Posted" AP Invoices, AP Credit Memos, and IM Receipts. This is a calculated field that is formatted to 2 decimal places.

When IM Receipts, with line items that reference a Purchase Order are posted, this value is updated as [Qty Received] * [PO Item Price].

Because non-Inventory Purchase Order Items are not "Received" using an Inventory Receipt transaction, the 'Amt. Received' value is updated from the extended amounts of posted AP Invoices and Credit Memos that reference the Purchase Order Item.

Database Field: ???

Created

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	Created
	Created
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This field is required.

Database Field: ERPx_APPoHeader.CreatedDate

Created By

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	Created By
	Created By
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This field is required.

Database Field: ERPx_APPoHeader.CreatedBy

Currency ID

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	Currency
	Currency
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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.

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	Def - Currency
	Def - Currency
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Database Fields: ERPx_MFCurrency.CurrencyID

Description

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	Description - Header
	Description - Header
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This is not required and can be edited from the 'Description' field 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

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	PO Expire By
	PO Expire By
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This is required and can be edited from the 'Expire By' date field on the 'Home' tab of the Purchase Order Record View. This is editable until the Purchase Order is 'Closed'.

Database Field: ERPx_APPoHeader.ExpireDate

Last Updated

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	Last Updated
	Last Updated
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This field is required.

Database Field: ERPx_APPoHeader.LastUpdated

Last Updated By

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	Last Updated By
	Last Updated By
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This field is required.

Database Field: ERPx_APPoHeader.LastUser

Ordered

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	Doc Date
	Doc Date
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This is required and can be edited from the 'Ordered' date field on the 'Home' tab of the Purchase Order Record View. This is editable until the Purchase Order is 'Closed'.

Database Field: ERPx_APPoHeader.PODate

PO #

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	Transaction ID
	Transaction ID
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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', it is required, and can be edited from the 'Reference' field on the 'Home' tab of the Purchase Order Record View. This is editable until the Purchase Order is 'Closed'.

Database Field: ERPx_APPoHeader.PurchaseOrderID

PO Type

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

Single Invoice and Receipt: If this option is selected, the Purchase Order can only be assigned to a single AP Invoice and a single Inventory Receipt transaction.
1. Once it has been used on one of those transactions, it can no longer be manually entered and will no longer be displayed in the PO Lookups for that transaction.
2. Once it has been used on both an AP Invoice and Inventory Receipt (for PO's that contain inventory items) the Purchase Order's Status will be auto set to "Closed".
3. An 'Open' Purchase Order can always be applied to multiple AP Credit Memos.
4. This will need to be evaluated for each Vendor, the PO Vendor and any additional Item Vendors
Multiple Invoices and Receipts: If this option is selected, the Purchase Order can be assigned to multiple AP Invoices and multiple Inventory Receipt transactions. 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

Qty Fully Invoiced

Identifies whether the 'Qty Ordered' for every Purchase Order item has been fully Invoiced or not. If the 'Qty Invoiced' for every Purchase Order item >= the 'Qty Ordered' for each item, this will display as "Yes" otherwise it will be blank. This allows users to easily determine which PO's have quantities that have not yet been invoiced. This is a calculated field and is not stored in the database. Verify that this logic is correct.

Should we add logic and text here to indicate that it is only for PO's where all the lines have a qty > 0? Should this column be a Yes, blank, or N/A?

Qty Fully Received

Identifies whether the 'Qty Received' for every Purchase Order item has been fully received or not. If the 'Qty Received' for every Purchase Order item >= the 'Qty Ordered' for each item, this will display as "Yes" otherwise it will be blank. This allows users to easily determine which PO's have quantities that have not yet been received. This is a calculated field and is not stored in the database. Verify that this logic is correct.

Should we add logic and text here to indicate that it is only for PO's where all the lines have a qty > 0? Should this column be a Yes, blank, or N/A?

Qty Invoiced

Identifies the sum of the quantities of all the line item that have been included on "Posted" AP Invoices and AP Credit Memos. This is a calculated field that is formatted to 2 decimal places.

When AP Invoices and/or Credit Memos, with line items that reference a Purchase Order are posted, this value is updated.

Database Field: ???

Qty Ordered

Identifies the sum of the 'Qty Ordered' of all the line items on the Purchase Order. This is a calculated field that is formatted to 2 decimal places. The 'Qty Ordered' can be 0.00 but it cannot be negative. This is editable until the Purchase Order is 'Closed'.

When AP Invoices and/or Credit Memos are loaded from a PO, the 'Quantity' will default as [Qty Ordered] - [Qty Invoiced]. If this results in a negative amount it will default as 0.00.

When IM Receipts are loaded from a PO, the 'Quantity' will default as [Qty Ordered] - [Qty Received]. If this results in a negative amount it will default as 0.00.

Database Field: ???

Qty Received

Identifies the sum of the quantities of all the line item that have been included on "Posted" IM Receipts. This is a calculated field that is formatted to 2 decimal places.

When IM Receipts, with line items that reference a Purchase Order are posted, this value is updated.

Because non-Inventory Purchase Order Items are not "Received" using an Inventory Receipt transaction, the 'Qty Received' value is updated from posted AP Invoices and Credit Memos that reference the Purchase Order Item.

Database Field: ???

Reference

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	Reference
	Reference
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This is not required and can be edited from the 'Reference' field on the 'Home' tab of the Purchase Order Record View. This is always editable until the Purchase Order is 'Closed'.

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	Def - Reference #
	Def - Reference #
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Database Field: ERPx_APPoHeader.Reference

Requisition

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	Requisition Number
	Requisition Number
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This is not required and can be edited from the 'Requisition' field on the 'Home' tab of the Purchase Order Record View. This is always editable until the Purchase Order is 'Closed'.

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	Def - Requisition #
	Def - Requisition #
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Database Field: ERPx_APPoHeader.Requision

Site ID

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	Site ID
	Site ID
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This is required and can be edited from the 'Site Name' field on the 'Home' tab of the Purchase Order Record View. This is always editable until the Purchase Order is 'Closed'.

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	Def - Requisition #
	Def - Requisition #
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Database Field: ERPx_MFSite.SiteID, ERPx_APPoHeader.SiteSK

Transaction Class IDStatus

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	Transaction ClassStatusTransaction Class
	Status
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This is required and comes from the 'Transaction Class' on the 'Properties' tab of the Purchase Order Record View. This is not editable.is always editable.

The Statuses that apply to Purchase Orders include:

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	Def - Transaction ClassStatus - New
	Def - Transaction ClassStatus - New
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Database Fields: ERPx_APTransactionClass.TransactionClassDescription, ERPx_APPoHeader.TransactionClassSK

Type

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	Def - Status - Released
	Def - Status - Released
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	Def - Status - Closed
	Def - Status - Closed
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Database Fields: ERPx_APPoHeader.TransactionStatusEN

Transaction Class ID

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	Transaction Class
	Transaction Class
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This is required and comes from the 'Transaction Class' on the 'Properties' tab of the Purchase Order Record View. This is not editable.

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	Def - Transaction Class
	Def - Transaction Class
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Database Fields: ERPx_APTransactionClass.TransactionClassDescription, ERPx_APPoHeader.TransactionClassSK

Vendor Class ID

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	Vendor Class
	Vendor Class
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This is required and comes from the 'Vendor Class' assigned to the 'Vendor' that is selected on the 'Home' tab of the Purchased Order Record View. Because this defaults from the Vendor it is not editable on the transaction.

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	Def - Vendor Class ID
	Def - Vendor Class ID
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	Def - Vendor Class
	Def - Vendor Class
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Database Field: ERPx_APVendorClass.ClassDescription, ERPx_APPoHeader.VendorSK

Vendor ID

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	Vendor ID
	Vendor ID
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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.

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	Def - Vendor ID
	Def - Vendor ID
nopanel	true

Database Fields: ERPx_APVendor.VendorID, ERPx_APPoHeader.VendorSK

Vendor Name

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	Vendor Name
	Vendor Name
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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.

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	Def - Vendor Name
	Def - Vendor Name
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Database Fields: ERPx_APVendor.VendorName, ERPx_APPoHeader.VendorSK

Version	Old Version 5	New Version 6
Changes made by	Tom Williams	Tom Williams
Saved on	Jul 13, 2021	Jul 14, 2021

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