This page lists the Purchase Order, all AP Invoices/Credit Memo, and all Inventory Receipt transactions. The purpose of this page is to quickly show all the Purchase Order related transactions.
This list view also contains columns for each Attribute that is set up for 'AP Purchasing'. Because these are user defined, they are not included in the default view but can be added a saved layout. AP Purchasing and Items attributes are not included in the help documentation.
Software Version: 20212023.1106.24 30 and newer
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| Filter Items | Description |
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| PO # | Used to select all or part of a PO #. This is a text box that is not required. |
| Requisition | Used to select all or part of a Requisition #. This is a text box that is not required. |
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| Search | | Insert excerpt |
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- Requisition #
- Transaction
- Vendor ID
- Vendor Name
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| 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. |
Page Detail
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| Excel | | Insert excerpt |
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| Help | | Insert excerpt |
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| Help - Global 3.0 |
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| Print | | Insert excerpt |
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| Print - LV 3.0 |
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| Column Layouts for Framework 3.0 - Global |
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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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| Comment | | Insert excerpt |
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| Comment - Header |
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| Comment - Header |
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This is not required and can be edited from the 'Comment' field on the 'Home' tab of the transaction Record View. This is always editable even after the transaction is 'Closed'.
Database Field: ERPx_APPoHeader.Description, ERPx_APTransactionHeader.Description, ERPx_IMTransactionHeader.Description |
| Currency | | Insert excerpt |
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| Currency |
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| Currency |
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This is required and comes from the 'Currency' on the 'Properties' tab of the transaction 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, ERPx_APVendor.CurrencySK, ERPx_APPoHeader.CurrencySK ERPx_APTransactionHeader.CurrencySK |
| Requisition # | | Insert excerpt |
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| Requisition Number |
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| Requisition Number |
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This is not required and can be edited from the 'Requisition' field on the 'Home' tab of the Purchase Order Record View. This is always editable until the Purchase Order is 'Closed'.
| Insert excerpt |
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| Def - Requisition # |
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| Def - Requisition # |
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Database Field: ERPx_APPoHeader.Requisition |
| Site ID | | Insert excerpt |
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| Site ID |
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| Site ID |
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| nopanel | true |
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This is only applicable for Purchase Order and IM Receipts (it is not applicable for AP Invoice/Credit Memos) and it is only required for IM Receipts.
Database Field: ERPx_MFSite.SiteID, ERPx_APPoHeader.SiteSK, ERPx_IMTransactionHeader.SiteSK |
| Status | This is required and is always editable.
The Statuses that apply to Purchase Orders in this inquiry include: | Insert excerpt |
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| Def - Status - New |
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| Def - Status - New |
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| Insert excerpt |
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| Def - Status - Released |
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| Def - Status - Released |
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| Insert excerpt |
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| Def - Status - Closed |
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| Def - Status - Closed |
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The Statuses that apply to AP Invoices/Credit Memos and IM Receipts in this inquiry include: | Insert excerpt |
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| Def - Status - New |
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| Def - Status - New |
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| Def - Status - Approved |
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| Def - Status - Approved |
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| Insert excerpt |
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| Def - Status - Posted |
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| Def - Status - Posted |
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Database Fields: ERPx_APPOStatus.StatusName, ERPx_APPoHeader.POStatusSK, ERPx_APTransactionHeader.TransactionStatusSK, ERPx_IMTransactionHeader.TransactionStatusSK |
| Transaction Class | | Insert excerpt |
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| Transaction Class |
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| Transaction Class |
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This is required and comes from the 'Transaction Class' on the 'Properties' tab of the transaction Record View. This is not editable.
| Insert excerpt |
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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, ERPx_APTransactionHeader.TransactionClassSK, ERPx_IMTransactionClass.TransactionClassID, ERPx_IMTransactionHeader.TransactionClassSK |
| Transaction Date | | 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 'Home' tab of the Transaction Record View. This is editable until the Purchase Order is 'Closed' or the transaction is in a Status >= "Approved".Database Field: ERPx_APPoHeader.PODate, ERPx_APTransactionHeader.TransactionDate, ERPx_IMTransactionHeader.TransactionDate |
| Transaction ID | | Insert excerpt |
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| Transaction ID |
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| Transaction ID |
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| nopanel | true |
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Database Field: ERPx_APPoHeader.PurchaseOrderID, ERPx_APTransactionHeader.TransactionID, ERPx_IMTransactionHeader.TransactionID |
| Transaction Type | | Insert excerpt |
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| Def - Transaction Types |
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| Def - Transaction Types |
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The Transaction Types applicable to this inquiry include:- Purchase Order
- AP Invoice
- Credit Memo
- IM Receipt
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| 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 transaction 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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| nopanel | true |
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Database Fields: ERPx_APVendor.VendorID, ERPx_APPoHeader.VendorSK, ERPx_APTransactionHeader.VendorSK, ERPx_IMTransactionHeader.ReceivedFromVendorSK |
| 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 Name' on the 'Home' tab of the transaction Record View. This is only editable by changing the Vendor assigned to the transaction.
| Insert excerpt |
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| Def - Vendor Name |
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| Def - Vendor Name |
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| nopanel | true |
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Database Fields: ERPx_APVendor.VendorName, ERPx_APPoHeader.VendorSK, ERPx_APTransactionHeader.VendorSK, ERPx_IMTransactionHeader.ReceivedFromVendorSK |
Related Topics
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