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Emma Greenwood

Emma Greenwood

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The purpose of this page is to 

Software Version: 2023.09.30 and newer

Table of Contents
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Page Header 

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  • Item Description
  • Item ID

Once items have been added to the grid and users have entered the quantities they wish to order for the item(s), there are two ways to add the item(s) to the order, users can click back into the Search box and press the Enter key or click the Refresh button.

Page Details

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  • IQ: Item Purchase Order History: Opens the Purchase Order Lines History Inquiry
  • IQ: Line Item History: Opens the Purchase Order Lines History Inquiry

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The purpose of this page is to see the Vendor Items that have been setup on the Vendor master file record to add to AP Invoice, AP Credit Memo and Purchase Order transactions. 

Software Version: 2023.09.29 and newer

Table of Contents
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Page Header 

FieldsDescription
Search

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Search - Search Options
Search - Search Options
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  • Item Description
  • Item ID

Once items have been added to the grid and users have entered the quantities they wish to order for the item(s), there are two ways to add the item(s) to the order, users can click back into the Search box and press the Enter key or click the Refresh button.


Page Details

Item ID & Item Description

Toolbar IconsDescription
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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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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More Actions

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More Actions - Global 3.0
More Actions - Global 3.0
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  • IQ: Item Purchase Order History: Opens the "Purchase Order Lines History" Inquiry showing all the Purchase Order Lines for the Vendor. 
  • IQ: Line Item History: Opens the "Invoice Lines History" Inquiry showing all the AP Invoice and AP Credit Memo lines for the Vendor. 
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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Save & Close
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Save & Close - RV Header 3.0
Save & Close - RV Header 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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FieldsDescription
Checkbox

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Checkbox
Checkbox
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Ext. Amount

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Amount - Extended
Amount - Extended
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 This is required and is calculated as [Quantity] * [Price] for each line item. This can only be edited by changing the Quantity and/or Price of the line item.  This is a calculated field and is not stored in the database. 

Item

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Item ID & Item Description
Item ID & Item Description
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 This is never editable from this page, users can edit the Vendor Items from the "Vendor Items" tab on the Vendor master file. 

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Def - Item
Def - Item
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Database Fields: ERPx_IMItem.ItemID:ItemDescription, ERPx_APVendorItem.ItemSK

Last Paid Date

Displays the last date the corresponding item was invoiced for the Vendor. This is a non-editable date field that is not required. This value updates when AP Invoices are Posted for the Vendor and the Item and UOM on the AP Invoice matches the Item and UOM setup on the Vendor Items for the Vendor.  If the item has never been invoiced this field will be blank. 

This field is not stored in the database. 

Last Paid Price

Displays the last Price that was paid for the corresponding item that was invoiced for the Vendor. This is a non-editable numeric text box that is not required. This value updates when AP Invoices are Posted for the Vendor and the Item and UOM on the AP Invoice matches the Item and UOM setup on the Vendor Items for the Vendor. If the item has never been invoiced this field will be blank. 

This field is not stored in the database. 

Last Paid Qty

Displays the last quantity of the corresponding item that was invoiced for the Vendor. This is a non-editable numeric text box that is not required. This value updates when AP Invoices are Posted for the Vendor and the Item and UOM on the AP Invoice matches the Item and UOM setup on the Vendor Items for the Vendor. If the item has never been invoiced this field will be blank. 

This field is not stored in the database. 

Item
Line Comment

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Item ID & Item Description
Line Item Comment
Line Item Comment
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 This

 This is

a

an editable text box that is not required.

It defaults as blank

  If a value is entered it must be <= 200 characters and is

not

editable

once the line item has been saved to the transaction.

When the 'Add Item' icon is clicked, users may enter all or part of an Item ID or Description and hit the Enter key on the keyboard. If a complete Item ID was entered, the line item will be saved, if not, the Item Lookup dialog box will open with a list of items containing the data entered. From the Item Lookup dialog box, users may check the checkbox next to one or multiple item(s) to add to the transaction using the Save & Close button.

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Database Fields: ERPx_IMItem.ItemID:ItemDescription, ERPx_APVendorItem.ItemSK

Last Paid DateLast Paid PriceLast Paid QtyLine Comment Insert excerptLine Item CommentLine Item Commentnopaneltrue 

while the transaction is in a status of New, Open or Released.  If a value exists on the Vendor Items tab of the Vendor master file for the item, this value will default but can be overwritten.  This value will display in the Line Comment field of the AP Invoice, AP Credit Memo and Purchase Order when added to the record from this page. 

Database Field: ERPx_APVendorItem.LineComment

PO Min Ord Qty

Displays the minimum quantity that should be ordered for the item. This is a numeric text box that defaults to the value specified for the Vendor Item on the Vendor master file record that is not required.

Database Field: ERPx_APVendorItem.POMinOrderQty

PO Order Multiple OfPO Order Multiple Of

Displays the multiple of quantity that the item should be ordered in. This is a numeric text box that defaults to the value specified for the Vendor Item on the Vendor master file record that is not required.

Database Field: ERPx_APVendorItem.LineComment

PO Min Ord Qty

POOrderMultiple

Price

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Price
Price
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 This is a numeric text box that is not required.  It defaults to the price entered on for the corresponding Vendor Item setup on the Vendor 's master file.  This is editable while the transaction is in 'New' Status. 

Database Field: ERPx_APVendorItem.Price

Qty

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Quantity
Quantity
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 This defaults as 0.00 and is not required. If a value is entered and added to the transaction, this will display in the 'Quantity' field for the line item. This is editable while the transaction is in 'New' Status.   This value is not stored in the database.

Seq.

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Seq.
Seq.
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 This is an editable text box that defaults to the next available base-10 number. It is required, and is always editable. To re-sequence the line items, edit one or more lines with a new positive number that would put the line item where you want it sorted, and click the Save button. On save, the line items will be resorted, and the Ln. values will be re-set to base-10 values.

For example, if you had line items 10, 20, and 30 and you wanted the last one (Ln. 30) to be second, you could edit the value to any number between 10 and 20 (i.e. 15) and on save the lines would be sorted in the new sequence (10, 15, and 30) and then all Ln.'s would be re-set to base 10 numbers (10, 20, 30).

Database Field: ERPx_APVendorItem.Database Field:LineItemSort

UOM

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UOM - Price
UOM - Price
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 This defaults from the 'UOM' saved to the Vendor Item on the Vendor's master file record. This is always editable from the Vendor's master file record. 

Database Fields: ERPx_IMUOM.UOMID, ERPx_APVendorItem.

LineItemSort

PriceUOMSK

UOM Insert excerptUOM - PriceUOM - Pricenopaneltrue This defaults from the 'UOM' saved to the Vendor Item on the Vendor's master file record. This is always editable from the Vendor's master file record. 

Database Fields: ERPx_IMUOM.UOMID, ERPx_APVendorItem.PriceUOMSK

Vendor ItemVendor Item Description

Displays the description of the Vendor Item. This is an editable text box that is not required.  If a value is entered it must be <= 200 characters and is editable while the transaction is in a status of New, Open or Released.  If a value exists on the Vendor Items tab of the Vendor master file for the item, this value will default but can be overwritten.  This value will display in the Line Description field of the AP Invoice, AP Credit Memo and Purchase Order when added to the record from this page. 

Database Field: ERPx_APVendorItem.VendorItem

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