Page Comparison

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Manual PO's: PO #: [PO ID] Ship To: [Shipping Address Name] [Address 1] [Address 2] [Address 3] [City], [State] [ZIP]

Freight PO's: "PO #: [PO #] Created from [SourceTransactionType]: [SourceTransactionID] Shipped from: [Load Header Site Name]".

Fields

Description

Buyer

Identifies the person responsible for issuing the Purchase Order. This is a text box that defaults to blank and is not required, but if entered, it must be <=50 characters. This is always editable even after the Purchase Order is 'Closed'.

Database Field: ERPx_APPoHeader.Buyer

Comment

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	Comment - Header
	Comment - Header
nopanel	true

This is text box that defaults to blank and is not required, but if entered, it must be <=150 characters. This is always editable even after the Purchase Order is 'Closed' and will default on all new AP Invoices, AP Credit Memos, and IM Receipts that reference this Purchase Order.

Database Field: ERPx_APPoHeader.Description

Ordered

Insert excerpt

	Doc Date
	Doc Date
nopanel	true

This is a date picker that is required. It defaults as the current date. The 'Ordered' date must be on or before the Expire By date, else the message "Expire By date must be later than the Ordered date." will be displayed on Save. This is editable until the Purchase Order is 'Closed'.

Database Field: ERPx_APPoHeader.PODate

PO #

Insert excerpt

	Def - Purchase Order #
	Def - Purchase Order #
nopanel	true

This is an editable text box that is required. It defaults as the [Doc Prefix]+[Next Doc Number] from the Purchase Order Class selected when the Purchase Order was initially created. This is editable until the Purchase Order is 'Closed' and must be unique.

Database Field: ERPx_APPoHeader.PurchaseOrderID

PO Type

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	Def - Purchase Order Type
	Def - Purchase Order Type
nopanel	true

This is a single select lookup that defaults from the Transaction Class for manually entered Purchase Orders and defaults to 'Single Invoice and Receipt' for Freight Purchase Orders. It is only editable for non-Freight Purchase Orders, until the Purchase Order is 'Closed'.

This lookup contains all the values in the APPOType Enumeration Class.

Database Field: ERPx_APPoHeader.POTypeEN

Requisition #

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	Requisition Number
	Requisition Number
nopanel	true

This is text box that defaults to blank and is not required, but if entered, it must be <=25 characters. This is editable until the Purchase Order is 'Closed'. AP Invoices, AP Credit Memos, and IM Receipts that reference this Purchase Order will also reference this Requisition #.

Insert excerpt

	Def - Requisition #
	Def - Requisition #
nopanel	true

Database Field: ERPx_APPoHeader.Requisition

Ship Via

Identifies how the purchase will be shipped. This is text box that defaults to blank and is not required, but if entered, it must be <=100 characters. This is always editable even after the Purchase Order is 'Closed'.

Database Field: ERPx_APPoHeader.ShipVia

Site Name

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	Site Name
	Site Name
nopanel	true

This is a single-select lookup that is not required. It defaults from the 'Default Site' assigned to the Purchase Order Transaction Class. This is editable until the Purchase Order transaction is 'Closed'.

This is also editable after transactions have been posted against the Purchase Order since it is just used to set the default Site on new Inventory Receipts.

Insert excerpt

	Def - Site
	Def - Site
nopanel	true

This lookup contains a list of all active Sites.

Database Fields: ERPx_MFSite.SiteID, ERPx_APPoHeader.SiteSK

Status

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	Status
	Status
nopanel	true

This is a single-select lookup that is required. It defaults as "New" and is always editable.

The Statuses that apply to transactions in this Record View include:

Insert excerpt

	Def - Status - New
	Def - Status - New
nopanel	true

Insert excerpt

	Def - Status - Released
	Def - Status - Released
nopanel	true

Insert excerpt

	Def - Status - Closed
	Def - Status - Closed
nopanel	true

PO's cannot be 'Closed' if there are any unposted AP Invoices, Credit Memos or Inventory Receipts else the message "Purchase Orders referenced on unposted transactions cannot be closed.

PO#: [PurchaseOrderID] - AP Invoice [TransactionID]

PO#: [PurchaseOrderID] - AP Credit Memo [TransactionID]

PO#: [PurchaseOrderID] - IM Receipt [TransactionID]

Database Fields: ERPx_APPoHeader.POStatusSK

Vendor Name

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	Vendor Name
	Vendor Name
nopanel	true

This is a single-select lookup that is required. It defaults as blank and is editable until the Purchase Order is 'Closed' or until the first Invoice or Credit Memo is entered against the Purchase Order, whether it is posted or not, otherwise the message "You cannot change the Vendor on Purchase Orders that are assigned to invoices/credit memos. (AP Transaction # list)” will be displayed.

The lookup contains a blank value, the current assigned value, and a list of all the 'Active' Vendors with a VendorTypeEN = 1.

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

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Fields

Description

Group: 1

Purchase Contact Name

Identifies the Vendor's Contact Name for Purchases. This is text box that defaults from the "Purchase" Contact on the 'Contacts' tab of the Vendor Record View. It is not required, but if entered, it must be <=100 characters. This is always editable even after the Purchase Order is 'Closed'.

Database Field: ERPx_APPoHeader.PurchaseContactName

Ship Attention To

Identifies the name of the person the purchase is intended for. This is a text box that defaults to blank and is not required, but if entered, it must be <=100 characters. This is always editable even after the Purchase Order is 'Closed'.

Database Field: ERPx_APPoHeader.ShipAttentionTo

Reference

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	Reference
	Reference
nopanel	true

This is text box that defaults to blank and is not required, but if entered, it must be <=100 characters. This is always editable even after the Purchase Order is 'Closed'.

For Freight PO's generated from Sales Orders this value will default to the Shipment number.

Database Field: ERPx_APPoHeader.Reference

Receive By

Identifies the date the Purchase Order should be fully received. This is a date picker that defaults as blank and is not required. If entered, it must be on or after the 'Ordered' date, else the message "Receive By date must be later than the Ordered date." will be displayed on Save. This is editable until the Purchase Order is 'Closed'.

This is for informational purposes only.

Database Field: ERPx_APPoHeader.ReceiveBy

Expire By

Insert excerpt

	PO Expire By
	PO Expire By
nopanel	true

This is a date picker that is required. It defaults as 1 year from the current date. The 'Expire By' date must be on or after the 'Ordered' date, else the message "Expire By date must be later than the Ordered date." will be displayed on Save. This is editable until the Purchase Order is 'Closed'.

This is for informational purposes only, until a Purchase Order's Status is set to "Closed" it can be used regardless of whether it has expired or not.

Database Field: ERPx_APPoHeader.ExpireDate

Group: 2

Payment Terms (Primary PO Vendor)

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	Payment Terms
	Payment Terms
nopanel	true

This is a single-select lookup that defaults from the Payment Terms assigned to the selected Vendor on the Home tab. This is not required and is editable until the Purchase Order is Closed.

Insert excerpt

	Def - Payment Terms
	Def - Payment Terms
nopanel	true

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

Database Fields: ERPx_MFPaymentTerms.PaymentTermName, APPOHeader.PaymentTermSK

Discount Percent

This is a textbox that identifies the Discount percent associated with the Payment Terms, formatted to 5 decimal places. This is editable while the transaction is in a 'New' status and will be reset if the Payment Terms are changed. If the Payment Terms does not have a discount (e.g., "Net 30") this will default to 0.00000.

Note: If the transaction's 'Payment Terms' are changed, this value will be recalculated.

Database Fields: ERPx_MFPaymentTerms.DiscountPercent, APPOHeader.DiscountPercent

Discount Days

This is a numeric textbox that identifies the Discount Days associated with the Payment Terms. This is editable and required if a Discount Percent is specified, if missing, the message "Discount Days is required" will be displayed on Save. The value must be >= 0 when specified.

Note: If the transaction's 'Payment Terms' are changed, this value will be recalculated.

Database Field: APPOHeader.DiscountDays

Due Days

This is a numeric textbox that identifies the Due Days associated with the Payment Terms. This is always required and must be >= 0 and >= 'Discount Days' value, if missing the message "Due Days is required" will be displayed on Save. This is editable until the Purchase Order is Closed.

Note: If the transaction's 'Payment Terms' are changed, this value will be recalculated.

Database Field: APPOHeader.DueDays

Group: 3

Transaction Class ID

Insert excerpt

	Transaction Class
	Transaction Class
nopanel	true

This is required and comes from the 'Purchase Order Class' selected when the Purchase Order was initially created. This is not editable.

Insert excerpt

	Def - Transaction Class - General
	Def - Transaction Class - General
nopanel	true

Database Field: ERPx_APPoHeader.TransactionClassSK, ERPx_APTransactionClass.TransactionClassID

Vendor ID

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	Vendor ID
	Vendor ID
nopanel	true

This defaults from the 'Vendor ID' for the Vendor assigned to the Purchase Order. It can only be edited from the 'Vendor ID' field on the 'Properties' tab of the Vendor Record View, for the Vendor assigned to the Purchase Order.

Insert excerpt

	Def - Vendor ID
	Def - Vendor ID
nopanel	true

Database Fields: ERPx_APVendor.VendorID, ERPx_APPoHeader.VendorSK

Currency

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	Currency
	Currency
nopanel	true

This is required and comes from the 'Currency' assigned on the 'Properties' tab of the Vendor Record View, for the Vendor assigned to the Purchase Order. This is not editable on the transaction.

Insert excerpt

	Def - Currency
	Def - Currency
nopanel	true

Database Fields: ERPx_MFCurrency.CurrencyID, ERPx_APPoHeader.CurrencySK

Group: 4

Created By

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	Created By
	Created By
nopanel	true

This is a non-editable text box that is required.

Database Field: ERPx_APPoHeader.CreatedBy

Created

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	Created
	Created
nopanel	true

This is a system assigned value and is never editable by a user. This is a non-editable text box that is required.

Database Field: ERPx_APPoHeader.CreatedDate

Last Updated By

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	Last Updated
	Last Updated
nopanel	true

This is a non-editable text box that is required.

Database Field: ERPx_APPoHeader.LastUser

Last Updated

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	Last Updated By
	Last Updated By
nopanel	true

This is a non-editable text box that is required.

Database Field: ERPx_APPoHeader.LastUpdated

Transaction SK

Identifies the SK value of the Transaction. This is a non-editable text box that is informational only.

Database Field: ERPx_APPoHeader.POHeaderSK

Vendor SK

Identifies the SK value of the Vendor assigned on the Home Tab of the Purchase Order. This is a non-editable text box that is informational only.

Database Field: ERPx_APPoHeader.VendorSK

Attributes Tab

Fields

Description

Attributes

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	Attribute - Attribute
	Attribute - Attribute
nopanel	true

The Attributes displayed here are setup and assigned in the Attributes section of the Company module (Company → Setup → Attributes → Sales Order).

Required

A non-editable text box that shows whether the Attribute Value is required or not. If the Attribute Value is required, it will display "Yes". If it is optional, it will display as blank. This value is only editable from the 'Assign Attribute Rules' page (Company → Setup → Attributes → AP Purchasing → Transactions hyperlink).

Value

Insert excerpt

	Attribute - Value
	Attribute - Value
nopanel	true

This is always editable until the Purchase Order is Closed.

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Key

Attributes Tab