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Fields

DescriptionCheckbox

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Amt. Ordered

Identifies the extended amount of the Purchase Order Item. This is required and can only be edited by changing either the 'Qty Ordered' or the 'Price' of a line item on the Items Grid of the Purchase Order Record View. It is calculated as [Qty Ordered] * [Price] and is formatted to 2 decimal places. This is editable until the Purchase Order is 'Closed'.

Database Field: ERPx_APPoLine.ExtendedAmount

AP Amt. Fully invoiced

Identifies whether the 'Amt. Ordered' of the 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) and 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

Identifies the extended amount of the line item that has 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_APPoLine.InvoicedAmount

AP Amt. Remaining

Identifies the dollar amount of the line item 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 either the 'Qty Ordered' or the 'Price' of a line item on the Items Grid of the Purchase Order Record View or by entering and/or posting AP Invoices/Credit Memos that are linked to this item. It is calculated as [Amt. Ordered] - [AP Amt. Posted] - [AP Amt. Unposted] and is formatted to 2 decimal places. This is editable until the Purchase Order is 'Closed'.

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

AP Qty Fully Invoiced

Identifies whether the 'Qty Ordered' of the 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) and 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 not stored in the database.

AP Qty Posted

Identifies the quantity of the line item that has been included on "Posted" AP Invoices and AP Credit Memos. This is a calculated field that is formatted to the Item's 'Unit Decimals' or 'Weight Decimals' depending on the Item's UOM.

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

Database Field: ERPx_APPoLine.InvoicedQty

AP Qty Remaining

Identifies the quantity of the line item 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 a line item on the Items Grid of the Purchase Order Record View or by entering and/or posting AP Invoices/Credit Memos that are linked to this item. It is calculated as [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 a calculated field that is not stored in the database.

AP vs IM Posted Qty

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 the Item's 'Unit Decimals' or 'Weight Decimals' depending on the Item's UOM. It is calculated as [IM Qty Posted] - [AP Qty Posted].

• A zero value means there is no difference between the 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.

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

Buyer

Identifies the person responsible for issuing the Purchase Order. This is not required and can be edited from the 'Buyer' 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.Buyer

Currency ID

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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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Database Fields: ERPx_MFCurrency.CurrencyID, ERPx_APVendor.CurrencySK

Comment

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Description Comment - HeaderDescription Comment - Header nopanel true

 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 even after the Purchase Order is 'Closed'.

Database Field: ERPx_APPoHeader.Description

Distributed To

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This is not required and is editable until the Purchase Order is 'Closed'.

Database Fields: ERPx_APVendor.VendorName, ERPx_MFEmployee.EmployeeName, ERPx_GLProject.ProjectDescription, ERPx_APPoLine.ToDistributionAccountSK 

Distributed TypeExpire By

IM Qty Fully Received

Identifies whether the 'Qty Ordered' of the Purchase Order item has 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) and 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 that is not stored in the database.

IM Qty Posted

Identifies the quantity of the line item that has been included on "Posted" IM Receipts. This is a calculated field that is formatted to the Item's 'Unit Decimals' or 'Weight Decimals' depending on the Item's UOM.

 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_APPoLine.ReceivedQty

IM Qty Remaining

Identifies the quantity of the line item 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 a line item on the Items Grid of the Purchase Order Record View or by entering and/or posting Inventory Receipts that are linked to this item. It is calculated as [Qty Ordered] - [IM Qty Posted] - [IM Qty Unposted] and is formatted to the Item's 'Unit Decimals' or 'Weight Decimals' depending on the Item's UOM.

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

Item Added

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Item Added By

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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 Fields: ERPx_IMItem.ItemDescription, ERPx_APPoLine.ItemSK

Item ID

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 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 Last UpdatedItem Last Updated By

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Database Field: ERPx_APPoLine.LastUser

Item TypeLine CommentLine Vendor Name

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 This is not required and can be edited from the 'Line Vendor' column of the Items Grid on the Purchase Order Record View.  This is editable until the first AP Invoice, AP Credit Memo, or IM Receipt against the Purchase Order Item is Posted or until the Purchase Order is 'Closed'.

The lookup contains a blank value, the current assigned value, and a list of all the 'Active' AP Vendors assigned to the same Currency ID as the Vendor on the Header. It excludes the Vendor assigned to the Transaction Header.

Database Fields: Database Field: ERPx_APVendor.VendorName, ERPx_APPoLine.VendorSK

Ln.Ordered

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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

Payable GL Account

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This is required and is only editable from "Accounts Payable" GL Account, on the Accounts Tab of the Vendor Record View of the assigned Purchase Order's Vendor.

Database Fields: ERPx_GLAccount.AccountNumber, ERPx_APVendor,APGLAcctRef 

Payable GL Account DescriptionPO # is a system assigned number that comes from the 'Transaction Class', it ReferencePO 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:

1. 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.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.   
4. 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

PricePurchase GL Account

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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

Purchase GL Account DescriptionQty Ordered

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 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

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

ReferenceRequisition #

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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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Database Field: ERPx_APPoHeader.Requisition

Ship Via

Identifies how the purchase will be shipped. This is not required and can be edited from the 'Ship Via' 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.ShipVia

Site IDTransaction Class ID

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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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Database Fields: ERPx_APTransactionClass.TransactionClassDescription, ERPx_APPoHeader.TransactionClassSK

UOMVendor Class ID

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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 Purchased Order Record View. Because this defaults from the Vendor it is not editable on the transaction.

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Database Field: ERPx_APVendorClass.ClassDescription, ERPx_APPoHeader.VendorSK

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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Database Fields: ERPx_APVendor.VendorID, ERPx_APPoHeader.VendorSK

Vendor Name

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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.

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Database Fields: ERPx_APVendor.VendorName, ERPx_APPoHeader.VendorSK