This page lists ..... The purpose of this page is to

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.??.?? and newer

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Used to select the date the Purchase Order was ordered. This is a date range control that allows users to select a single date or a range of dates, formatted from the users 'Date Format' preference. This is required to return results and defaults with a date range of the past 30 days.

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Description
Doc No
Purchase Order
Transaction
Vendor ID
Vendor Name

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

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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.

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

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

Page Detail

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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: Transaction. Opens the Transaction Record View.

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

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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

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AP Amt. Posted

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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

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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 Qty Fully Invoiced

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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

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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

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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.

AP vs IM Posted Qty

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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.

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Identifies the person responsible for issuing the Purchase Order. This is not required.

Database Field: ERPx_APPoHeader.Buyer

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Database Field: ERPx_APPoHeader.Description

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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, ERPx_APVendor.CurrencySK

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Identifies the Discount % associated with the Payment Terms of the Vendor. This is not editable on the transaction.

Database Fields: ERPx_MFPaymentTerms.DiscountPercent, APPOHeader.DiscountPercent

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Database Field: ERPx_APPoHeader.ExpireDate

IM Qty Fully Received

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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

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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

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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.

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Database Field: ERPx_APPoHeader.LastUpdated

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Database Field: ERPx_APPoHeader.LastUser

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This page lists ..... The purpose of this page is to

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.??.?? and newer

Table of Contents

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Filter Items

Description

Item

PO #

Requisition

Search

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	Search - Search Options
	Search - Search Options
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Item
Requisition
Transaction
Vendor ID
Vendor Name

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

Page Detail

Toolbar Icons

Description

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Excel

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Print

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

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	Search Options - Inquiry Grid 3.0
	Search Options - Inquiry Grid 3.0
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Fields

Description

Checkbox

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	Checkbox
	Checkbox
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Amt

Buyer

Identifies the person responsible for issuing the Purchase Order. This is not required.

Database Field: ERPx_APPoHeader.Buyer

Comment

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	Description - Header
	Description - Header
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This is not required and can be edited from the 'Comment' field on the 'Home' tab of the Purchase Order Record View. This is always editable until the even after the Purchase Order is 'Closed''.

Database Field: ERPx_APPoHeader.Description

Item Description

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	Item Description
	Item Description
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This is required and can only be edited from the 'Item Description' property on the Item Record View of the assigned Item ID.

Database Field: ERPx_APPoHeader.PODate

Payment Terms

Fields: ERPx_IMItem.ItemDescription, ERPx_APPoLine.ItemSK

Item ID

Payment Terms

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Payment Terms

Item ID - LV
	Item ID - LV
nopanel	true

This is required and can be edited from the 'Payment Terms' field on the 'Properties' tab of the Purchase Order Record View. This is editable until the Purchase Order is Closed.

The lookup contains a blank value, the current assigned value, and a list of all the 'Active' Payment Terms

This represents the Item ID assigned to the Purchase Order Line Item and is not editable.

Database Fields: ERPx_IMItem.ItemID, ERPx_APPoLine.ItemSK

Item Type

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	Item Type
	Item Type
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This represents the Item Type assigned to the Item ID and is not editable.

Database Fields: ERPx_MFPaymentTermsIMItemType.PaymentTermName, APPOHeader.PaymentTermSK

PO #

Description, ERPx_IMItem.ItemTypeSK

Line CommentTransaction ID

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Transaction ID

Line Item Description
	Line Item Description
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Clicking on this link opens

This is always editable from 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'

Items Grid until the Purchase Order is 'Closed'.

When AP Invoices, Credit Memos, and IM Receipts are loaded from a PO, this will default as the 'Line Comment' on those transactions.

Database Field: ERPx_

APPoHeader.PurchaseOrderIDPO 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.POTypeEN

Purchase Contact NameIdentifies the Vendor Contact for Purchases. This is not required and can be edited from the 'Purchase Contact Name' field on the 'Properties' tab of the Purchase Order Record View. This is always editable even after the Purchase Order is 'Closed'.

Database Field: ERPx_APPoHeader.PurchaseContactName

Qty OrderedIdentifies 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

APPoLine.LineDescription

Ln.

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	Ln. - RV Items Grid
	Ln. - RV Items Grid
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This is required and can be edited from the Ln. field on the Purchase Order Record View Items Grid until the Purchase Order is 'Closed'.

Database Field: ERPx_APPoLine.LineNumber

Owner
PO Ln.

Identifies the Purchase Order line item that the AP Invoice/Credit Memo line item is linked to. This is a single-select lookup that is not required. This is editable while the transaction is in a Status of "New".

Image Added The Price and Quantity will not default from the Purchase Order line item.

Database Field: ERPx_APTransactionLine.POLineSK

Price

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	Price
	Price
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This is required and can be edited from the 'Price' field on the Items Grid of the Purchase Order Record View. It is formatted to the Item's 'Price Decimals' and is editable until the Purchase Order is 'Closed'.

Database Field: ERPx_APPoLine.Price

Prod Batch
Purchase GL Account

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	Purchase Account - Item
	Purchase Account - Item
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This is not required and is editable from the 'Purchase Account' column of the Items Grid on the Purchase Order Record View.

When AP Invoices and/or Credit Memos are loaded from a PO, the 'Purchase Account' will default from the current Purchase Account assigned to the Purchase Order Item.

Database Fields: ERPx_GLAccount.AccountNumber, ERPx_APPoLine.AccountSK

Qty

Identifies the 'Qty Ordered' of the line item on the Purchase Order. This is required and can be edited from the 'Qty Ordered' field on the Items Grid of the Purchase Order Record View. It is formatted to the Item's 'Unit Decimals' or 'Weight Decimals' depending on the Item's UOM. 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] - [AP 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

Receive ByIdentifies the date the Purchase Order should be fully received. This is not required and can be edited from the 'Receive By' field on the 'Properties' tab of the Purchase Order Record View. This is editable until the Purchase Order is 'Closed'.

Database Field: ERPx_APPoHeader.ReceiveBy

Reference Insert excerptReferenceReferencenopaneltrue 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'. Insert excerptDef - Reference #Def - Reference #nopaneltrueDatabase Field: ERPx_APPoHeader.Reference

Posted] - [AP Qty Unposted]. 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] - [IM Qty Posted] - [IM Qty Unposted]. If this results in a negative amount it will default as 0.00.

Database Field: ERPx_APPoLine.OrderedQuantity

Requisition #

Insert excerpt

	Requisition Number	Requisition Number
nopanel	true

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'. Insert excerptDef - Requisition #Def - Requisition #nopaneltrue

Database Field: ERPx_APPoHeader.Requisition

Ship Via

Identifies how the purchase will be shipped.

Number
	Requisition Number
nopanel	true

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

Insert excerpt

	Def - Requisition #
	Def - Requisition #
nopanel	true

Database Field: ERPx_APPoHeader.ShipViaRequisition

Site ID
Status
Transaction ClassSite ID

Insert excerpt

Site ID

Transaction Class
	Transaction Class
nopanel	true

This

This is required and

can be edited

comes from the '

Site Name

Transaction Class'

field

on the '

Home

Properties' tab of the Purchase Order Record View.

This is

always editable until the Purchase Order is 'Closed'

not editable.

Insert excerpt

	Def -

Site

Transaction Class
	Def -

Site

Transaction Class
nopanel	true

Database

Field

Fields: ERPx_

MFSite

APTransactionClass.

SiteID

TransactionClassDescription,

ERPx_APPoHeader.

SiteSK

TransactionClassSK

Transaction Date
Transaction ID
Transaction Class IDType
UOMTransaction Class

Insert excerpt

Transaction Class

UOM - Units
	UOM - Units
nopanel	true

This

This is required and

comes

can be edited from

the

the '

Transaction Class

UOM' field on the

'Properties' tab

Items Grid of the Purchase Order Record View

. This is not editable

until the Purchase Order is 'Closed'.

Insert excerpt

	Def -

Transaction Class

UOM
	Def -

Transaction Class

UOM
nopanel	true

Database Fields:

ERPx

ERPx_

APTransactionClass

IMUOM.

TransactionClassDescription

UOMName,

ERPx

ERPx_

APPoHeader

APPoLine.

TransactionClassSK

QuantityUOMSK

Vendor Class ID

Insert excerpt

	Vendor ClassID
	Vendor ClassID
nopanel	true

This is required and comes from the 'Vendor Class' assigned to represents the ID of the 'Vendor' that is selected on the 'Home' tab of the Purchased Order Purchase Order Record View. Because this defaults from the Vendor it is not editable on the transaction. Insert excerptDef - Vendor Class IDDef - Vendor Class IDnopaneltrue This is only editable by changing the Vendor assigned to the transaction.

Insert excerpt

	Def - Vendor

Class

ID
	Def - Vendor

Class

ID
nopanel	true

Database FieldFields: ERPx_APVendorClassAPVendor.ClassDescriptionVendorID, ERPx_APPoHeader.VendorSK

Vendor IDName

Insert excerpt

	Vendor IDName
	Vendor IDName
nopanel	true

This This is required and represents the ID 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 IDName
	Def - Vendor IDName
nopanel	true

Database Fields: ERPx_APVendor.VendorIDVendorName, ERPx_APPoHeader.VendorSK

Warehouse Lot
Vendor NameClass ID

Insert excerpt

	Vendor NameClass
	Vendor NameClass
nopanel	true

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

Insert excerpt

	Def - Vendor Class ID
	Def - Vendor Class ID
nopanel	true

Insert excerpt

	Def - Vendor

Name

Class
	Def - Vendor

Name

Class
nopanel	true

Database FieldsField: ERPx_APVendorAPVendorClass.VendorNameClassDescription, ERPx_APPoHeader.VendorSK

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