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' and 'Items' attribute types. Because these are user defined, they are not included in the default view but can be added a saved layout. AP Purchasing and Items attributes are not included in the help documentation..

Software Version: 2021.??.?? and newer

Table of Contents

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Item
Requisition
Transaction
Vendor ID
Vendor Name

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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.

Page Detail

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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 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 Fields: ERPx_IMItem.ItemDescription, ERPx_APPoLine.ItemSK

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Database Fields: ERPx_IMItem.ItemID, ERPx_APPoLine.ItemSK

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Database Fields: ERPx_IMItemType.Description, ERPx_IMItem.ItemTypeSK

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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_APPoLine.LineDescription

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Database Field: ERPx_APPoLine.LineNumber

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

Database Field: ERPx_APTransactionLine.POLineSK

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Database Field: ERPx_APPoLine.Price

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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

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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.

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Database Field: ERPx_APPoHeader.Requisition

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Database Fields: ERPx_APTransactionClass.TransactionClassDescription, ERPx_APPoHeader.TransactionClassSK

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This page lists the Purchase Order, all AP Invoices/Credit Memo, and all Inventory Receipt transaction line items. The purpose of this page is to quickly show all the Purchase Order related transaction for one or more selected line items.

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

Software Version: 2021.??.?? and newer

Table of Contents

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Page Header

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Filter Items

Description

Auto Hide Filters

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	Auto Hide Filters
	Auto Hide Filters
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Auto Refresh on Open

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	Auto Refresh on Open
	Auto Refresh on Open
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Item

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

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	Def - Item
	Def - Item
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The lookup contains a list of all 'Active' Items.

PO #

Used to select all or part of a PO #. This is a text box that is not required.

Requisition

Used to select all or part of a Requisition #. This is a text box that is not required.

Saved Searches

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	Search Options for Framework 3.0 - Global
	Search Options for Framework 3.0 - Global
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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.

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	Def - Vendor
	Def - Vendor
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The lookup contains a list of all 'Active' Vendors.

Page Detail

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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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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Print

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	Print - LV 3.0
	Print - LV 3.0
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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 Layouts

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	Column Layouts for Framework 3.0 - Global
	Column Layouts for Framework 3.0 - Global
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Search Options

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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

Identifies the extended amount of the transaction Line. 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 transaction 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' or the transaction status is >= 'Approved". This column is not applicable to IM Receipt Transactions.

Database Field: ERPx_APPOLine.ExtendedAmount, ERPx_APTransactionLine.ExtendedAmount

Comment

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

Database Field: ERPx_APPoHeader.Description, ERPx_APTransactionHeader.Description, ERPx_IMTransactionHeader.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 Fields: ERPx_IMItem.ItemDescription, ERPx_APPOLine.ItemSK, ERPx_APTransactionLine.ItemSK, ERPx_IMTransactionDetail.ItemSK

Item ID

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	Item ID - LV
	Item ID - LV
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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.ItemID, ERPx_APPOLine.ItemSK, ERPx_APTransactionLine.ItemSK, ERPx_IMTransactionDetail.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_IMItemType.Description, ERPx_APPOLine.ItemSK, ERPx_APTransactionLine.ItemSK, ERPx_IMTransactionDetail.ItemSK

Line Comment

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	Line Item Comment
	Line Item Comment
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This is always editable from the transaction Record View Items Grid until the Purchase Order is 'Closed' or the transaction status is >= 'Approved".

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_APPOLine.LineDescription, ERPx_APTransactionLine.LineDescription, ERPx_IMTransactionDetail.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 transaction Record View Items Grid until the Purchase Order is 'Closed' or the transaction status is >= 'Approved".

Database Field: ERPx_APPoLine.LineNumber, ERPx_APTransactionLine.LineNumber, ERPx_IMTransactionDetail.ItemSort

Owner

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	Owner - Inventory Lot
	Owner - Inventory Lot
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This is required and only applicable to Receipt transactions.

Database Field: ERPx_IMTransactionDetail.LotSK, ERPx_IMLotBalance.LotOwnerSK, ERPx_IMLotOwner.LotOnwerName

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_APPoLine.POLineSK, ERPx_APTransactionLine.POLineSK, ERPx_IMTransactionDetail.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 and AP Transaction Record View. It is formatted to the Item's 'Price Decimals' and is editable until the Purchase Order is 'Closed' or the AP Transaction's Status is >= "Approved". This column is not applicable to IM Receipt Transactions.

Database Field: ERPx_APPoLine.Price, ERPx_APTransactionLine.Price

Prod Batch

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	Production Batch
	Production Batch
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This value defaults from the 'Production Batch' value specified on the Inventory transaction that created the Production Batch. This can be edited from the 'Production Batch' field on the Properties tab of the Production Batch record view. If the inventory lot is committed and the item is not lot tracked, this value will display as "Item Tracked". If the inventory lot is committed and the item is not tracked, this value will display as "Commitments". This is only applicable to Inventory Tracked items on Receipt transactions.

Database Field: ERPx_IMProductionLot.ProductionLotID

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. This is not applicable for IM Receipt Transactions.

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, ERPx_APTransactionLine.AccountSK

Qty

Identifies the Quantity of the line item on the Purchase Order, AP Invoice/Credit Memo, or IM receipt Transaction. This is required and can be edited from the transaction 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' or the transaction is in a Status >= "Approved".

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, ERPx_APTransactionLine.Quantity, ERPx_IMTransactionDetail.TransactionUnits or TransactionWeight

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.Requisition

Site ID

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	Site ID
	Site ID
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This is only applicable for Purchase Order and IM Receipts (it is not applicable for AP Invoice/Credit Memos) and it is only required for IM Receipts.

Database Field: ERPx_MFSite.SiteID, ERPx_APPoHeader.SiteSK, ERPx_IMTransactionHeader.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 inquiry 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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The Statuses that apply to AP Invoices/Credit Memos and IM Receipts in this inquiry include:

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	Def - Status - New
	Def - Status - New
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	Def - Status - Approved
	Def - Status - Approved
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	Def - Status - Posted
	Def - Status - Posted
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Database Fields: ERPx_APPOStatus.StatusName, ERPx_APPoHeader.POStatusSK, ERPx_APTransactionHeader.TransactionStatusSK, ERPx_IMTransactionHeader.TransactionStatusSK

Transaction Class

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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 transaction 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, ERPx_APTransactionHeader.TransactionClassSK, ERPx_IMTransactionClass.TransactionClassID, ERPx_IMTransactionHeader.TransactionClassSK

Transaction Date

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	Doc Date
	Doc Date
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This is required and can be edited from the 'Home' tab of the Transaction Record View. This is editable until the Purchase Order is 'Closed' or the transaction is in a Status >= "Approved".

Database Field: ERPx_APPoHeader.PODate, ERPx_APTransactionHeader.TransactionDate, ERPx_IMTransactionHeader.TransactionDate

Transaction ID

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	Transaction ID
	Transaction ID
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Database Field: ERPx_APPoHeader.PurchaseOrderID, ERPx_APTransactionHeader.TransactionID, ERPx_IMTransactionHeader.TransactionID

Transaction Type

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	Def - Transaction Types
	Def - Transaction Types
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The Transaction Types applicable to this inquiry include:

Purchase Order
AP Invoice
Credit Memo
IM Receipt

UOM

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	UOM - Units
	UOM - Units
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This is required and can be edited from the 'UOM' field on the Items Grid of the

Purchase Order

transaction Record View until the Purchase Order is 'Closed' or the transaction is in a Status >+ "Approved".

Insert excerpt

	Def - UOM
	Def - UOM
nopanel	true

Database Fields: ERPx_IMUOM.UOMName, ERPx_APPoLine.QuantityUOMSK, ERPx_APTransactionLine.QuantityUOMSK, ERPx_IMTransactionDetail.TransactionUnitsUOMSK or TransactionWeightUOMSk

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

transaction 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, ERPx_APTransactionHeader.VendorSK, ERPx_IMTransactionHeader.ReceivedFromVendorSK

Vendor Name

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

Purchase Order

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

Insert excerpt

	Def - Vendor Name
	Def - Vendor Name
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Database

Fields:

Fields: ERPx_APVendor.VendorName, ERPx_APPoHeader.VendorSK, ERPx_

APVendor

APTransactionHeader.

VendorName

VendorSK, ERPx_

APPoHeader

IMTransactionHeader.ReceivedFromVendorSK

Warehouse LotVendor Class ID

Vendor Class

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Vendor Class

Warehouse Lot
	Warehouse Lot
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This is required and comes value defaults 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 transactionWarehouse Lot' value specified on the Inventory transaction that created the Inventory Lot. This can be edited from the 'Warehouse Lot' field on the Warehouse Lots list view.

Insert excerpt

	Def -

Vendor Class ID

Warehouse Lot
	Def -

Vendor Class ID

Warehouse Lot
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Insert excerpt

	Def -

Vendor Class

Inventory Lot
	Def -

Vendor Class

Inventory Lot
nopanel	true

Database FieldFields: ERPx_APVendorClassIMWarehouseLot.ClassDescriptionWarehouseLotID, ERPx_APPoHeaderIMLotBalance.VendorSKWarehouseLotSK

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