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| Def - Purchase Order |
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| 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
Search
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| Ordered Date | | Insert excerpt |
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| Date Type Lookup |
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| Date Type Lookup |
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| Search | | Insert excerpt |
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| Search - Search Options |
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| Search - Search Options |
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- Description
- Doc No
- Purchase Order
- Transaction
- Vendor ID
- Vendor Name
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| Transaction Class | | Insert excerpt |
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| Inq - Transaction Class |
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| 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 |
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| 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 |
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| Def - Vendor |
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The lookup contains a list of all 'Active' Vendors. |
| Vendor Class | | Insert excerpt |
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| Inq - Vendor Class |
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| 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 |
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| Def - Vendor Class |
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The lookup contains a list of all 'Active' AP Vendor Classes. |
Page Detail
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| Column Filter Show/Hide - Global |
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| Column Filter Show/Hide - Global |
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| Excel | | Insert excerpt |
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| Excel - LV 3.0 |
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| Excel - LV 3.0 |
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| Favorites | | Insert excerpt |
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| Favorites Add/Remove - Global |
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| Favorites Add/Remove - Global |
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| Group By Show/Hide - Global |
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| Help | | Insert excerpt |
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| Help - Global 3.0 |
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| Help - Global 3.0 |
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| More Actions | | Insert excerpt |
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| More Actions - Global 3.0 |
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| More Actions - Global 3.0 |
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- RV: Transaction. Opens the Transaction Record View.
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| Print | | Insert excerpt |
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| Print - Global |
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| 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 | | Insert excerpt |
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| Quick Column Filter |
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| Quick Column Filter |
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| Refresh | | Insert excerpt |
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| Refresh - Global |
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| Refresh - Global |
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| Saved Layouts | | Insert excerpt |
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| Column Layouts for Framework 3.0 - Global |
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| Column Layouts for Framework 3.0 - Global |
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| Search Options | | Insert excerpt |
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| Search Options - Inquiry Grid 3.0 |
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| Search Options - Inquiry Grid 3.0 |
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| Fields | Description |
| Checkbox | | Insert excerpt |
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| Checkbox |
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| Checkbox |
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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 |
| 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 | | Insert excerpt |
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| Created |
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| Created |
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This field is required.
Database Field: ERPx_APPoHeader.CreatedDate |
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| Created By |
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| Created By |
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This field is required.Database Field: ERPx_APPoHeader.CreatedBy |
| Currency ID | | Insert excerpt |
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| Currency |
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| 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 |
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| Def - Currency |
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Database Fields: ERPx_MFCurrency.CurrencyID |
| Description | | Insert excerpt |
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| Description Comment - HeaderDescription |
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| 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 | | Insert excerpt |
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| PO Expire By |
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| PO Expire By |
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This is required and defaults from 1 year from the current date, and can be edited from the 'Expire By' 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.ExpireDate |
| Last Updated | | Insert excerpt |
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| Last Updated |
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| Last Updated |
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This field is required.
Database Field: ERPx_SOOrderHeader.LastUpdated |
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| Last Updated By |
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| Last Updated By |
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This field is required.Database Field: ERPx_SOOrderHeader.LastUser |
| Ordered | | Insert excerpt |
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| Doc Date |
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| 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 |
| PO | | Insert excerpt |
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| Transaction ID |
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| Transaction ID |
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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 | 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'. | Insert excerpt |
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| Def - Status |
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| Def - Status |
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The Statuses that apply to transaction in this List View include: | Insert excerpt |
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| Def - Status - Open |
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| Def - Status - Open |
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| Def - Status - Closed |
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| Def - Status - Closed |
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Database Fields: ERPx_APTransactionStatus.StatusName, ERPx_APPoHeader.TransactionStatusEN |
| Transaction Class | | Insert excerpt |
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| Transaction Class |
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| 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 |
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| Def - Transaction Class |
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Database Fields: ERPx_APTransactionClass.TransactionClassDescription, ERPx_APPoHeader.TransactionClassSK |
| 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.
- 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".
- 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 | | Insert excerpt |
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| Vendor Class |
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| 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 |
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| Def - Vendor Class |
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Database Field: ERPx_APVendorClass.ClassDescription, ERPx_APPoHeader.VendorSK |
| Vendor ID | | Insert excerpt |
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| Vendor ID |
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| 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 |
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| Def - Vendor ID |
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Database Fields: ERPx_APVendor.VendorID, ERPx_APPoHeader.VendorSK |
| Vendor Name | | Insert excerpt |
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| Vendor Name |
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| 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 |
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| Def - Vendor Name |
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Database Fields: ERPx_APVendor.VendorName, ERPx_APPoHeader.VendorSK |
Related Topics