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Insert excerptDef - Purchase OrderDef - Purchase Ordernopaneltrue This page lists each unique closed Purchase Order based upon the parameters set in the Inquiry Criteria. 

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Def - Purchase Order
Def - Purchase Order
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This page lists each unique Open, Released or Closed Purchase Orders based upon the parameters set in the Search Filter criteria.

(lightbulb) 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: 20212023.0708.23 31 and newer

Table of Contents
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Page Header

Filter ItemsDescription
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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Include

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Inq - Include
Inq - Include
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  • Open - displays all the Purchase Orders that are in an Open or Released status 
  • Closed - displays all the Purchase Orders that are in a Closed status
Ordered Date
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Date Control Text Box
Date Control Text Box
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 This is required to return results and defaults with a date range of the past 30 days.
Saved Searches
days.
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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  • Comment
  • PO #
  • 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

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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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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  • IQ: PO Linked Transactions - Opens the "PO Linked Transactions" inquiry showing the Purchase Order and all AP Invoices, AP Credit Memos, and Inventory Receipts associated with it. 
  • RV: Purchase Order - opens the Purchase Order Record View in a new tab.
  • RV: Source Transaction - Opens the Transaction that the Freight Purchase Order was automatically created from, such as the Inventory Transfer, Sales Order or Return. This option is only applicable to Freight Purchase Orders, otherwise the message "This is only applicable to Purchase Orders that were auto created from an Order, Return, or Transfer." will be displayed. 
Print

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Print - LV 3.0
Print - LV 3.0
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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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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 Column 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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FieldsDescription
Checkbox
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Checkbox
Checkbox
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Amt. Ordered

Identifies the sum of the 'Amt. Ordered' of all the line items on the Purchase Order. This is a calculated field that is formatted to 2 decimal places. 

Database Field: ERPx_APPoHeader.OrderedAmount

AP Amt. Fully Invoiced


Identifies whether the 'Amt. Ordered' for every 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). If all the Purchase Order items are "Fully Invoiced" in terms of their amounts, then this 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 sum of the extended amounts of all the line item that have been included on "Posted" AP Invoices and AP Credit Memos. This is a calculated field that is formatted to 2 decimal places.

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

Database Field: ERPx_APPoHeader.InvoicedAmount

AP Amt. Remaining


Identifies the sum of line item's 'AP Amt. Remaining' values. This is a calculated field and can only be changed by changing either the 'Qty Ordered' or the 'Price' of one or more line items on the Items Grid of the Purchase Order Record View or by entering and/or posting AP Invoices/Credit Memos that are linked to a PO line item. It is calculated as the sum of all line's [Amt. Ordered] - [AP Amt. Posted] - [AP Amt. Unposted] and is formatted to 2 decimal places.  

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

AP Qty Fully Invoiced


Identifies whether the 'Qty Ordered' for every 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). If all the Purchase Order items are "Fully Invoiced" in terms of their quantities, this 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 formatted to two decimal places and is not stored in the database.

AP Qty Posted


Identifies the sum of the quantities of all the line items that have been included on "Posted" AP Invoices and AP Credit Memos. This is a calculated field that is formatted to 2 decimal places.

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

Database Field: ERPx_APPoHeader.InvoicedQty

AP Qty Remaining


Identifies the sum of all the line items 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 one or more line items on the Items Grid of the Purchase Order Record View or by entering and/or posting AP Invoices/Credit Memos that are linked to one or more PO line items. It is calculated as the sum of each line items [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 formatted to two decimal places and 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 two decimal places and is not stored in the database. It is calculated as [IM Qty Posted] - [AP Qty Posted].

  • A zero value means there is no difference between the sum of the line items 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.

(lightbulb) 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.

Buyer

Identifies the person responsible for issuing the Purchase Order. This is not required.

Database Field: ERPx_APPoHeader.Buyer

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 Purchase Order Record View. This is always editable even after the Purchase Order is 'Closed'.

Database Field: ERPx_APPoHeader.Description

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, ERPx_APVendor.CurrencySK 

Discount Percent

Identifies the Discount % associated with the Payment Terms of the Vendor. This is not editable on the transaction.

Database Fields: ERPx_MFPaymentTerms.DiscountPercent, APPOHeader.DiscountPercent

Expire By

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PO Expire By
PO Expire By
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 This is required and can be edited from the 'Expire By' 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.ExpireDate

IM Qty Fully Received


Identifies whether the 'Qty Ordered' of all the Purchase Order items have 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). If all the Purchase Order items are "Fully Received" in terms of their quantities, this 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 and is not stored in the database.

IM Qty Posted


Identifies the sum of the line items that have been included on "Posted" IM Receipts. This is a calculated field that is formatted to two decimal places.

(lightbulb) When IM Receipts, with line items that reference a Purchase Order are posted, this value is updated.

(lightbulb) 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_APPoHeader.ReceivedQty

IM Qty Remaining


Identifies the sum of the quantity of the line items 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 one or more line items on the Items Grid of the Purchase Order Record View or by entering and/or posting Inventory Receipts that are linked to a PO line item. It is the sum of the line items [Qty Ordered] - [IM Qty Posted] - [IM Qty Unposted]. This is formatted to two decimal places.

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

Last Updated

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Last Updated
Last Updated
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This field is required.

Database Field: ERPx_APPoHeader.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_APPoHeader.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 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

Payment Terms

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Payment Terms
Payment Terms
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This is required and can be edited from the 'Payment Terms' field on the 'Properties' tab of the Purchase Order Record View. This is editable until the Purchase Order is Closed.

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

PO #

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Transaction ID
Transaction ID
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 Clicking on this link opens the Purchase Order Record View for the selected record. This is required, and can be edited from the 'Reference' field on the 'Home' tab of the Purchase Order Record View. This is editable until the Purchase Order is 'Closed'.

Database Field: ERPx_APPoHeader.PurchaseOrderID

PO 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.
  2. 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

Purchase Contact NameIdentifies the Vendor Contact for Purchases. This is not required and can be edited from the 'Purchase Contact Name' field on the 'Properties' tab of the Purchase Order Record View.  This is always editable even after the Purchase Order is 'Closed'.

Database Field: ERPx_APPoHeader.PurchaseContactName

Qty Ordered

Identifies the sum of the 'Qty Ordered' of all the line items on the Purchase Order. This is a calculated field that is formatted to 2 decimal places. The 'Qty Ordered' can be 0.00 but it cannot be negative. This is editable until the Purchase Order is 'Closed'. 

(lightbulb) When AP Invoices and/or Credit Memos are loaded from a PO, the 'Quantity' will default as [Qty Ordered] - [Qty Invoiced]. If this results in a negative amount it will default as 0.00.

(lightbulb) When IM Receipts are loaded from a PO, the 'Quantity' will default as [Qty Ordered] - [Qty Received]. If this results in a negative amount it will default as 0.00.

Database Field: ERPx_APPoHeader.OrderedQty

Receive ByIdentifies the date the Purchase Order should be fully received.

as 0.00.

Database Field: ERPx_APPoHeader.OrderedQty

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

Reference

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Reference
Reference
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 This is not required and can be edited from the 'Reference' field on the 'Home' tab of the Purchase Order Record View. This is always editable even after the Purchase Order is 'Closed'.

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Def - Reference #
Def - Reference #
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Database Field: ERPx_APPoHeader.Reference

Requisition #

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Requisition Number
Requisition Number
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 This is not required and can be edited

from

 from the '

Receive By

Requisition' field on the '

Properties

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

.

Database Field: ERPx_APPoHeader.ReceiveBy

Reference

Reference

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Reference

Def - Requisition #
Def - Requisition #
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 This

Database Field: ERPx_APPoHeader.Requisition 

Ship Via

Identifies how the purchase will be shipped. This is not required and can be edited

 from

from the '

Reference

Ship Via' field on the 'Home' tab of the Purchase Order Record View.

 

This is always editable even after the Purchase Order is 'Closed'.

Insert excerptDef - Reference #Def - Reference #nopaneltrue

Database Field:ERPx_APPoHeader.

Reference

ShipVia

Requisition #Site IDRequisition Number

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Requisition Number

Site ID
Site ID
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 This is not required and can be

edited from

edited from the '

Requisition

Site Name' 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 #

Site
Def -

Requisition #

Site
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Database Field: ERPx_MFSite.SiteID, ERPx_APPoHeader.

Requisition Ship ViaIdentifies 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'.

SiteSK

Source Transaction

Displays the Transaction ID of the originating transaction that the Purchase Order was created from. This is not required and will only display a value for Freight Purchase Orders that are automatically created from Inventory Transfers and Sales Orders and Returns. 

Database Field: ERPx_APPoHeader.ShipViaSourceTransactionID

Site IDStatus

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Site ID
Status
Site ID
Status
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 This is not required and  This can be edited edited from the 'Site NameStatus' field on the 'Home' tab of the Purchase Order Record View and represents the status of the transaction.   This is always editable until the Purchase Order is 'Closed'.

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Def - Status
Def -
SiteDef - Site
Status
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 The Statuses that apply to transactions 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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Database FieldFields: ERPx_MFSiteAPPOStatus.SiteIDStatusName, ERPx_APPoHeader.SiteSKPOStatusSK

Transaction Class ID

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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 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

Vendor Class ID

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

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Def - Vendor Class ID
Def - Vendor Class ID
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Def - Vendor Class
Def - Vendor Class
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Database Field: ERPx_APVendorClass.ClassDescription, ERPx_APPoHeader.VendorSK

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 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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