Page Comparison

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• Description: Enter the description of the line item (e.g. Office Supplies or Rent). This field defaults once the item has been selected. Note: New line items on these transactions, without a Description, will not be saved.
• Extended: This field is read-only and displays the product of the price per UOM and the quantity. 
• Price: Enter the price for the line item. Prices must be greater than or equal to 0.
• Purchase Account: Enter the expense account that will be used for the credit side of the journal entry (for an invoice, this would be a Debit Account). The lookup contains all the active financial accounts that are marked as “Use in Purchasing”. This field is blank by default, but is required in order to save the line itemand defaults to the Vendors default "Purchase Account" (this can be assigned from the Accounts tab on the Vendor record view) and can be edited while the transaction is 'New.'. If the line is distributed to an employee, this field will default to the Employee Accounts Receivable Account and will become disabled. If the line is distributed to a Fisherman, Tender, or Fisherman & Tender, this field will default to the AP Vendor's Settlement Accrual Account and will become disabled.
• Quantity: Enter the amount of the line item. This field defaults to 1 and can be positive or negative, but the total transaction amount must be greater than 0or equal to $0.

Optional line item field(s):

• Distributed To: If the line item is being distributed, use this lookup to select the project, fisherman, or tender. The lookup contains a list of all active projects and all active vendors with a “Vendor Type” of Fisherman, Tender, or Fisherman/Tender.
• UOM: This field displays a drop-down menu of all active UOMs to select the unit of measure for the line item. This field defaults from the Purchasing preference "Default Invoice, Credit, & PO UOM", but can be changed to any active UOM in the Units of Measure master file. If no default preference is set, or the UOM is inactive, new transaction lines will not default a UOM value.  This field can be edited while the transaction is set to a status of 'New' and is not required.

Placing Credit Memos on Hold (Optional)

The properties tab on the record has a field ‘Pmt./Apply Hold’ which allows the user to place Credit Memos on hold, preventing it from displaying in the list of transactions when applying documents. 

To place a Credit Memo on hold, open the Credit Memo transaction, click the properties tab, scroll to the ‘Pmt./Apply Hold’ field and click the dropdown menu and select ‘Yes’.  Click Save from the header toolbar.  Credit Memos in the status of New, Approved, Ready to Post or Posted can be placed on hold.  The field will be disabled for transactions in the status of Void or Replaced. Credit Memos that have been fully settled will not be able to be placed on hold.

Credit Memos may also be placed on hold using the Mass Update tool from the AP Invoice and Invoice Lines List Views and Inquiries as well as the Vendor History Inquiry. 

Assigning Attributes (Optional)

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