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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

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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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...

Saved Column Layout

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 - New
Def - Status - New
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Def - Status - Released
Def - Status - Released
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Def - Status - Closed
Def - Status - Closed
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PO's cannot be 'Closed' if there are any unposted AP Invoices, Credit Memos or Inventory Receipts. - need to discuss error message options

More Actions

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	More Actions - Global 3.0
	More Actions - Global 3.0
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IQ: PO Transactions - Opens an inquiry with all the Purchase Orders, AP Invoices, AP Credit Memos, and Inventory Receipts with this Purchase Order assigned. This inquiry has not been designed yet.
RV: Purchase Order - opens the Purchase Order Record View in a new tab

New

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	New - Global 3.0
	New - Global 3.0
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Print

Refresh

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Refresh - Global 3.0

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true

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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, are assigned to this page, and that the user has rights to (if Report Data Access is enabled) are displayed.

Quick Column Filter Insert excerptQuick Column FilterQuick Column Filternopaneltrue

) are displayed.

Quick Column Filter

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	Column Layouts for Framework 3.0 - Global	Column Layouts for Framework 3.0 - GlobalQuick Column Filter
	Quick Column Filter
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FieldsRefreshDescriptionCheckbox Insert excerptCheckboxCheckboxnopaneltrue

Amt. Fully Received

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Identifies whether the 'Amt. Ordered' for every Purchase Order item has been fully Received. If the 'Amt. Received' for a Purchase Order item is >= the 'Amt. Ordered' for the item, the item is considered "Fully Received" in terms of Amount (cost). If all the Purchase Order Items are "Fully Received" in terms of their amounts, then 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.

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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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FieldsDescriptionCheckbox

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	Checkbox
	Checkbox
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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.

Database Field:

???

ERPx_APPoHeader.OrderedAmount

AP Amt. Fully Invoiced

Formerly - Amt. Fully Invoiced

Identifies whether the 'Amt. Ordered' for every Purchase Order item has been fully Invoiced. If the 'AP Amt. Remaining' for a Purchase Order item is <= 0, the item is considered "Fully Invoiced" in terms of Amount (cost) . If all the Purchase Order items are "Fully Invoiced" in terms of their amounts, then 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.

AP Amt. Posted

Formerly - 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:

???

ERPx_APPoHeader.InvoicedAmount

AP Amt. Remaining

NEW COLUMN

Identifies the sum of line item's 'AP Amt. Remaining' values. This is a calculated field and can only be changed by changing either the 'Qty Ordered' or the 'Price' of one or more line items on the Items Grid of the Purchase Order Record View or by entering and/or posting AP Invoices/Credit Memos that are linked to a PO line item. It is calculated as the sum of all line's [Amt. Ordered] - [AP Amt. Posted] - [AP Amt. Unposted] and is formatted to 2 decimal places.

This is a calculated field that is not stored in the database.

AP Amt. UnPosted

NEW COLUMN

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

places and is not stored in the database.

When AP Invoices and/or Credit Memos, with line items that reference a Purchase Order are entered, but not posted, this value is updated.

AP Qty Fully Invoiced

Formerly - Qty Fully Invoiced

Identifies whether the 'Qty Ordered' for every Purchase Order item has been fully Invoiced. If the 'AP Qty Remaining' for a Purchase Order item is <= 0, the item is considered "Fully Invoiced" in terms of quantity (units or weight). If all the Purchase Order items are "Fully Invoiced" in terms of their quantities, 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 that is formatted to two decimal places and is not stored in the database.

AP Qty Posted

Formerly - Qty Invoiced

Identifies the sum of the quantities of all the line items 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:

???

ERPx_APPoHeader.InvoicedQty

AP Qty Remaining

NEW COLUMN

Identifies the sum of all the line items that has not yet been accounted for on an AP Invoice/Credit Memo. This is a calculated field and can only be changed by changing the 'Qty Ordered' of one or more line items on the Items Grid of the Purchase Order Record View or by entering and/or posting AP Invoices/Credit Memos that are linked to one or more PO line items. It is calculated as the sum of each line items [Qty Ordered] - [AP Qty Posted] - [AP Qty Unposted] and is formatted to the Item's 'Unit Decimals' or 'Weight Decimals' depending on the Item's UOM. This is formatted to two decimal

places

places and is not stored in the database.

AP Qty UnPosted

NEW COLUMN

Identifies the sum of the quantities of the line items that have been included on "UnPosted" AP Invoices and AP Credit Memos. This is a calculated field that is formatted to two decimal

places

places and is not stored in the database..

When AP Invoices and/or Credit Memos, with line items that reference a Purchase Order are entered, but not posted, this value is updated.

AP vs IM Posted Qty

NEW COLUMN

Identifies the difference between the quantities accounted for on "Posted" AP Invoices/Credit Memos and "Posted" Inventory Receipts for the line item. This is a calculated field that is formatted to two decimal places and is not stored in the database. It is calculated as [IM Qty Posted] - [AP Qty Posted].

A zero value means there is no difference between the sum of the line items quantities of "Posted" AP Invoices and "Posted" Inventory Receipts.
A positive value indicates more Qty has been received than has been paid for.
A negative value indicates more Qty has been paid for than has

been received.

When AP Invoice, AP Credit Memo, and/or Inventory Receipt transactions with line items that reference a Purchase Order are posted, this value is updated.

Amt. Received

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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

been received.

When

IM Receipts,

AP Invoice, AP Credit Memo, and/or Inventory Receipt transactions 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,

ERPx

ERPx_APVendor.

CurrencyID

CurrencySK

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 even after 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

IM Qty Fully Received

Formerly - Qty Fully Received

Identifies whether the 'Qty Ordered' of all the Purchase Order items have been fully Received. If the 'IM Qty Remaining' for a Purchase Order item is <= 0, the item is considered "Fully Received" in terms of quantity (units or weight). If all the Purchase Order items are "Fully Received" in terms of their quantities, 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.

IM Qty Posted

Formerly - Qty Received

Identifies the sum of the line items that have been included on "Posted" IM Receipts. This is a calculated field that is formatted to two 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 'IM Qty Posted' value is updated from posted AP Invoices and Credit Memos that reference the Purchase Order Item.

Database Field: ERPx_APPoHeader.ReceivedQty

IM Qty Remaining

New Column

Identifies the sum of the quantity of the line items that has not yet been accounted for on Invoice Receipts. This is a calculated field and can only be changed by changing the 'Qty Ordered' of one or more line items on the Items Grid of the Purchase Order Record View or by entering and/or posting Inventory Receipts that are linked to a PO line item. It is the sum of the line items [Qty Ordered] - [IM Qty Posted] - [IM Qty Unposted]. This is formatted to two decimal places.

This is a calculated field that is not stored in the database.

IM Qty Unposted

New Column

Identifies the sum of the line items that have been included on "UnPosted" IM Receipts. This is a calculated field that is formatted to two decimal places and is not stored in the database.

When IM Receipts, with line items that reference a Purchase Order are entered, but not posted, this value is updated.

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

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 be assigned to additional transactions but those transactions cannot be 'Approved' or 'Posted'.
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 assigned to multiple AP Credit Memos.
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

POTypeEN

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:

???

ERPx_APPoHeader.OrderedQty

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 even after 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

Requisition

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 - Site
	Def - Site
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Database Field: ERPx_MFSite.SiteID, ERPx_APPoHeader.SiteSK

Status

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	Status
	Status
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This is required and is always editable.

The Statuses that apply to Purchase Orders in this list view include:

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	Def - Status - New
	Def - Status - New
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	Def - Status - Released
	Def - Status - Released
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Closed Purchase Orders are only visible from the Purchase Order History and/or Purchase Order Item History inquiries.

Database Fields: ERPx_APPOStatus.StatusName, ERPx_APPoHeader.

TransactionStatusEN

POStatusSK

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
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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 18	New Version 19
Changes made by	Tom Williams	Emma Greenwood
Saved on	Aug 13, 2021	Aug 24, 2021

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