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Def - Purchase Order
Def - Purchase Order
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This page lists each unique Purchase Order line item. The purpose of this page is to view, add, edit, remove, and close Purchase Orders. 

(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: 2021.07.23 and newer

Table of Contents
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Page Header

Filter ItemsDescription
Ordered DateUsed to select the date the Purchase Order was ordered. This is a date range control that allows users to select a single date or a range of dates, formatted from the users 'Date Format' preference. This is required to return results and defaults with a date range of the past 30 days.
Search

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Search - Search Options
Search - Search Options
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  • Description
  • Item Description
  • Purchase Order
  • 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' Transaction 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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Edit
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Edit - LV 3.0
Edit - LV 3.0
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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 Purchase Order Record View for the selected transaction.
  • Void Transaction: Opens the Void Transaction page
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, assigned to the Purchase Order Lines Inquiry, and that the user has rights to 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 3.0
Refresh - Global 3.0
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Saved Column Layout
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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

Identifies the extended amount of the line item based on the ordered quantity. This is a numeric text box that is auto calculated as [Quantity] x [Price]. This can only be updated by changing either the 'Quantity' or 'Price'. This is formatted to 2 decimal places.

Database Field: ERPx_APPoLine.ExtendedAmount

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 as it comes in from the 'Currency' assigned to the Vendor.

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

Description

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Description Comment - HeaderDescription
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

Distributed To

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Distributed To - Vendor
Distributed To - Vendor
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This is not required and is editable until the Purchase Order is 'Closed'.

Database Fields: ERPx_APVendor.VendorName, ERPx_MFEmployee.EmployeeName, ERPx_GLProject.ProjectDescription, ERPx_APPoLine.ToDistributionAccountSK 

Distributed Type

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Distributed To Type
Distributed To Type
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 This is an auto generated field that is not editable by the user. 

The options include:

  • AP Vendor 
  • Project

Database Field: ERPX_APPoLine.ToMFDistributionTypeEN

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 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

Item Added By
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Item Added By
Item Added By
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Item Added
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Item Added (Date/Time)
Item Added (Date/Time)
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Item Last Updated By
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Item Last Updated By
Item Last Updated By
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Item Last Updated
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Item Last Updated (Date & Time)
Item Last Updated (Date & Time)
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Item Description
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Item Description
Item Description
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This is required and can be edited from the 'Description' column of the Items Grid on the 'Home' tab of the Purchase Order Record View. This is always editable until the Purchase Order is 'Closed'.
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 

Payable Account

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Payable Account
Payable Account
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This is required and is only editable from "Accounts Payable" GL Account, on the Accounts Tab of the Vendor Record View of the assigned Purchase Order's Vendor.

Database Fields: ERPx_GLAccount.AccountNumber, ERPx_APVendor,APGLAcctRef 

Payable Account Description
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Payable Account Description
Payable Account Description
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This is only editable by changing the 'Account Description' for the Vendors assigned 'Accounts Payable' from the GL Accounts List View. 
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 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

Price

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Price
Price
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This is a numeric text box that is required and must be greater than or equal to 0. It is formatted to the Item's 'Price Decimals'. This is editable until the Purchase Order is 'Closed'. 

Database Field: ERPx_APPoLine.Price

Purchase Account

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Purchase Account - Item
Purchase Account - Item
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This is not required and is editable from the 'Purchase Account' column of the Items Grid on the Purchase Order Record View.

(lightbulb) When AP Invoices and/or Credit Memos are loaded from a PO, the 'Purchase Account' will default from the current Purchase Account assigned to the Purchase Order Item.

Database Fields: ERPx_GLAccount.AccountNumber, ERPx_APTransactionLine.AccountSK

Purchase Account Description
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Purchase Account Description
Purchase Account Description
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This is only editable by changing the 'Account Description' for the line items assigned 'Purchase Account' from the GL Accounts List View. 
Quantity

Identifies the quantity of the line item being ordered. This is a numeric text box that must be greater than 0. It is formatted to 2 decimal places. This is editable until the Purchase Order is 'Closed'. 

Database Field: ERPx_APPoLine.OrderedQuantity

Status
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Status
Status
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This is required and can be edited from the 'Status' on the 'Home' tab of the Sales Transaction Record View.

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Def - Status
Def - Status
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 The Statuses that apply to transactions in this List View 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 Fields: ERPx_APTransactionStatus.StatusName, ERPx_APPoHeader.TransactionStatusEN

Transaction Class

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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

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:

  1. 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.   
  2. 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 

UOM

This is a single-select lookup and is required and is editable until the Purchase Order is 'Closed'.

The lookup contains all 'Active' UOMs 

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Def - UOM
Def - UOM
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Database Fields: ERPx_IMUOM.UOMName, ERPx_APPoLine.QuantityUOMSK

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 Purchase 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 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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