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Def - Purchase Order

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	Def - Purchase Order
	Def - Purchase Order
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This page lists each unique Purchase Order. The purpose of this page is to show all the Posted, Void, and Replaced Purchase Orders based upon the parameters set in the Inquiry Criteria..

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: 2021.07.23 and newer

Table of Contents

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Page Header

Search

Filter Items

Description

Ordered Date

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	Date Type Lookup
	Date Type Lookup
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Search

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	Search - Search Options
	Search - Search Options
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Description
Doc No
Purchase Order
Transaction
Vendor ID
Vendor Name

Transaction Class

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	Inq - Transaction Class
	Inq - Transaction Class
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The values in this lookup are listed alphabetically. If there is more than one Transaction Class for the Transaction Type, then the value in the lookup will display as [Transaction Type] - [Transaction Class]. This is a multi-select standard lookup that is not required to return results. It defaults as blank.

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	Def - Transaction Class - General
	Def - Transaction Class - General
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The lookup contains a list of all 'Active' AP Purchase Order Classes

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.

Vendor Class

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	Inq - Vendor Class
	Inq - Vendor Class
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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 - Vendor Class
	Def - Vendor Class
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The lookup contains a list of all 'Active' AP Vendor Classes.

Page Detail

This comes from the 'Amount' on the 'Home' tab of the Invoice/Credit Memo Record View and is calculated based on the sum of all transaction lines. This can only be edited by changing the quantity and/or price of one or more transaction lines ERPxAPTransactionHeaderExtendedAmount This comes from the 'Currency ID' on the 'Properties' tab of the Invoice/Credit Memo Record View. This is not editable on the transaction.

Database Fields: ERPx_MFCurrency.CurrencyID, ERPx_APTransactionHeader.CurrencySK

This can be edited from the 'Doc Date' on the 'Home' tab of the Invoice/Credit Memo Record View. This is always editable.

Database Field: ERPx_APTransactionHeader.TransactionDate

This can be edited from the 'Description' on the 'Home' tab of the Invoice/Credit Memo Record View. This is always editable, even after the transaction is Posted.

Database Field: ERPx_APTransactionHeader.Description

This can be edited from the 'Doc No' on the 'Home' tab of the Invoice/Credit Memo Record View and represents the transaction/Invoice # assigned by your Vendor. This is always editable while the transaction is in a Status of New.

Database Field: ERPx_APTransactionHeader.DocNumber

This can be edited from the 'GL Date' on the 'Properties' tab of the Invoice/Credit Memo Record View. If not manually edited, this will be automatically set to match the 'Doc Date' when the transaction is saved with a Status of either Approved or Ready to Post. This is always editable while the transaction is in a Status of New.

Database Field: ERPx_APTransactionHeader.GLDate

This can only be edited by changing the GL Date. This can only be edited by changing the GL Date. This can be edited from the 'Payment Terms Invoice/Credit Memo This is always editable while the transaction is in a Status of New.Def - Payment Terms

Database Fields: ERPx_MFPaymentTerms.PaymentTermName, APTransactionHeader.PaymentTermSK

Displays as "Yes" for AP Invoices and Credit Memos that are on a Payment or Application hold. This Pmt./Apply Hold' on the 'Properties' tab of the Invoice/Credit Memo Record View. This is always editable, even for posted transactions as long as they have not yet been fully applied.

Invoices on hold will not be selected for payment when building AP Check Batches.
Credit Memos on hold cannot be selected to apply to open Invoice

Database Field: ERPx_APTransactionHeader.IsOnApplicationHold

Purchase OrderPO Invoice/Credit Memo Record View and represents the purchase order you used when making the purchase while transaction is in a Status of NewAPTransactionHeaderPurchaseOrderIDStatusStatus This can be edited from the 'Status' on the 'Home' tab of the Invoice/Credit Memo Record View and represents the status of the transaction. This is always editable while the transaction is in a Status of 'New' or 'Approved'. The Statuses that apply to transaction in this List View include: - Posted - Posted Deleted Deleted Replaced ReplacedAPTransactionHeaderTransactionStatusSK ID ID Clicking on this link opens the AP Invoice / Credit Memo Record View for the selected record. This is a system assigned number that ' and by users ID ID Field: APTransactionHeaderTransactionID This comes from the 'Transaction Class' on the 'Properties' tab of the Invoice/Credit Memo Record View. This is not editable.

Database Fields: ERPx_APTransactionClass.TransactionClassDescription, ERPx_APTransactionHeader.TransactionClassSK

This comes from the Transaction Type selected when starting a new transaction. This is not editable.

Database Fields: ERPx_APTransactionType.TransactionName, ERPx_APTransactionHeader.TransactionClassSK

This represents the ID of the 'Vendor' Invoice/Credit Memo This is only editable by changing the Vendor assigned to ID ID FieldsAPVendorVendorIDAPTransactionHeader Class Class comes from the 'Vendor Class' assigned to that is selected Invoice/Credit Memo Class ClassAPVendorClassClassDescription ERPxAPTransactionHeader This Invoice/Credit Memo ERPxAPTransactionHeader

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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More Actions

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	More Actions - Global 3.0
	More Actions - Global 3.0
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RV: Transaction. Opens the Transaction Record View.

Print

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	Print - Global
	Print - Global
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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.

Quick Column Filter

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	Quick Column Filter
	Quick Column Filter
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Refresh

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	Refresh - Global
	Refresh - Global
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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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Amount

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Amount - Transaction

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Amt. Ordered

Identifies the sum of the Extended Amounts of all the line items on the Purchase Order. This is a calculated field that is not editable by the user.

Database Field:

ERPx_

APPoHeader.

OrderedAmount

Currency

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Currency

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true

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Def - Currency

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true

Doc Date

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Doc Date

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true

Doc Description

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Description - Header

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true

Doc No

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Doc No

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true

GL Date

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GL Date

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true

GL Period

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GL Period

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true

GL Year

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GL Year

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true

Payment Terms

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Payment Terms

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true

Amt. Posted

Identifies the sum of the 'Invoiced Amount' of all the line items on the Purchase Order. It represents the dollar amount that has been accounted from on Posted AP Invoices/Credit Memos. This is a calculated field that is not editable by the user.

Database Field: ERPx_APPoHeader.InvoicedAmount

Amt. Unposted

Identifies the sum of the 'Invoiced Amount' of all the line items on Unposted AP Invoices/Credit Memos. This is a calculated field that is not editable by the user. This field is not stored in the database.

Amt. Remaining

Identifies how much of the Purchase Order is still open. It is calculated as: [Amt. Ordered] - [Amt. Posted] - [Amt. Unposted]. This is a calculated field that is not editable by the user. This field is not stored in the database.

Created

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	Created
	Created
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This field is required.

Database Field: ERPx_APPoHeader.CreatedDate

Created By

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	Created By
	Created By
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This field is required.

Database Field: ERPx_APPoHeader.CreatedBy

Currency ID

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	Currency
	Currency
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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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	Def - Currency
	Def - Currency
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Database Fields: ERPx_MFCurrency.CurrencyID

Description

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	Comment - Header
	Comment - Header
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This is not required and can be edited from the 'Description' on the 'Home' tab of the

Purchase Order Record View.

This is always editable until the Purchase Order is 'Closed'.

Database Field: ERPx_APPoHeader.Description

Expire By

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Def - Payment Terms

PO Expire By
	PO Expire By
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Pmt./Apply Hold

This is required and defaults from 1 year from the current date, and can be edited from the 'Expire By' date on the '

PO

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Purchase Order

Home' tab of the Purchase Order Record View. This is always editable until the Purchase Order is 'Closed'.

Database Field: ERPx_APPoHeader.ExpireDate

Last Updated

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	Last Updated
	Last Updated
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This field is required.

Database Field: ERPx_SOOrderHeader.LastUpdated

Last Updated By

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	Last Updated By
	Last Updated By
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This field is required.

Database Field: ERPx_SOOrderHeader.LastUser

Ordered

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	Doc Date
	Doc Date
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This is required and can be edited from the '

Ordered' date on the 'Home' tab of the

Purchase Order Record View. This is always editable

until the

Purchase Order is 'Closed'.

Database Field: ERPx_

APPoHeader.

PODate

StatusPO

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	Transaction ID

	Transaction ID
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Def - Status

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true

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Def - Status - New

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true

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Def - Status - Approved

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true

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Def - Status - Ready to Post

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true

Clicking on this link opens the Purchase Order Record View for the selected record. This is a system assigned number that comes from the 'Transaction Class' and is required and is editable by users until the Purchase Order is 'Closed'.

Database Field: ERPx_APPoHeader.PurchaseOrderID

Status

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	Status
	Status
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This can be edited from the 'Status' on the 'Home' tab of the Invoice/Credit Memo Record View and represents the status of the transaction. This is always editable while the transaction is in a Status of 'New' or 'Approved'.

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	Def - Status


	Def - Status


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Def - Status - Void

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true

The Statuses that apply to transaction in this List View include:

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	Def - Status -

Open
	Def - Status -

Open
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	Def - Status -

Closed
	Def - Status -

Closed
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Database Fields: ERPx_APTransactionStatus.StatusName, ERPx_

APPoHeader.

TransactionStatusEN

Transaction Class

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	Transaction

Class
	Transaction

Class
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This comes from the 'Transaction Class

' on the 'Properties' tab of the Purchase Order 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

Transaction Class

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Transaction Class

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Def - Transaction Class

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true

Transaction Type

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Transaction Type

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true

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Def - Transaction Types

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true

Vendor

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Vendor ID

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true

Type

Identifies whether or not more than one AP Invoice can be recorded against the Purchase Order. This is editable until the Purchase Order is 'Closed' and the options include:

Allow Single Invoice: If this option is selected, the Purchase Order can only be assigned to a single AP Invoice.
1. Once it has been assigned on and AP Invoice, it can no longer be manually entered and will no longer be displayed in the PO Lookups for that transaction and the Purchase Order's Status will be auto set to "Closed".
2. An 'Open' Purchase Order can always be applied to multiple AP Credit Memos.
Allow Multiple Invoices: If this option is selected, the Purchase Order can be assigned to multiple AP Invoices. 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.TransactionTypeEN

Vendor Class

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	Vendor Class
	Vendor Class
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This is required and comes from the 'Vendor Class' assigned to the 'Vendor' that is selected on the 'Home' tab of the

Purcahse Order Record View.

Because this defaults from the Vendor it is not editable on the transaction.

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	Def - Vendor

Class
	Def - Vendor

Class
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Database

Field: ERPx_

APVendorClass.

ClassDescription, ERPx_

APPoHeader.VendorSK

Vendor ClassID

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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 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

Vendor Name

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	Vendor Name
	Vendor Name
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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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	Def - Vendor Name
	Def - Vendor Name
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Database Fields: ERPx_APVendor.VendorName,

ERPx_

APPoHeader.VendorSK

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