This page lists the Purchase Order, all AP Invoices/Credit Memo, and all Inventory Receipt transaction line items. The purpose of this page is to quickly show all the Purchase Order related transaction for one or more selected line items.

This list view also contains columns for each Attribute that is set up for the 'AP Purchasing' and 'Items' attribute types. 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: 2021 2023.1106.24 and 30 and newer

Table of Contents

type	flat

Page Header

Search

Filter Items

Description

Auto Hide Filters

Insert excerpt

	Auto Hide Filters
	Auto Hide Filters
nopanel	true

Auto Refresh on Open

Insert excerpt

	Auto Refresh on Open
	Auto Refresh on Open
nopanel	true

Item

Insert excerpt

	Inq - Item
	Inq - Item
nopanel	true

This is a multi-select standard lookup that is not required to return results. It defaults as blank.

Insert excerpt

	Def - Item
	Def - Item
nopanel	true

The lookup contains a list of all 'Active' Items.

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.

Saved Searches

Insert excerpt

	Search Options for Framework 3.0 - Global
	Search Options for Framework 3.0 - Global
nopanel	true

Search

Insert excerpt

	Search - Search Options
	Search - Search Options
nopanel	true

Item
Requisition
Transaction
Vendor ID
Vendor Name

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.

Insert excerpt

	Def - Vendor
	Def - Vendor
nopanel	true

The lookup contains a list of all 'Active' Vendors.

Page Detail

Toolbar Icons

Description

Column Filter Show/Hide

Insert excerpt

	Column Filter Show/Hide - Global
	Column Filter Show/Hide - Global
nopanel	true

Excel

Insert excerpt

	Excel - LV 3.0
	Excel - LV 3.0
nopanel	true

Favorites

Insert excerpt

	Favorites Add/Remove - Global
	Favorites Add/Remove - Global
nopanel	true

Group By Show/Hide

Insert excerpt

	Group By Show/Hide - Global
	Group By Show/Hide - Global
nopanel	true

Help

Insert excerpt

	Help - Global 3.0
	Help - Global 3.0
nopanel	true

Print

Insert excerpt

	Print - LV 3.0
	Print - LV 3.0
nopanel	true

Quick Column Filter

Insert excerpt

	Quick Column Filter
	Quick Column Filter
nopanel	true

Refresh

Insert excerpt

	Refresh - Global 3.0
	Refresh - Global 3.0
nopanel	true

Saved Layouts

Insert excerpt

	Column Layouts for Framework 3.0 - Global
	Column Layouts for Framework 3.0 - Global
nopanel	true

Search Options

Insert excerpt

	Search Options - Inquiry Grid 3.0
	Search Options - Inquiry Grid 3.0
nopanel	true

Fields

Description

Checkbox

Insert excerpt

	Checkbox
	Checkbox
nopanel	true

Amt

Identifies the extended amount of the transaction Line. This is required and can only be edited by changing either the 'Qty Ordered' or the 'Price' of a line item on the Items Grid of the transaction Record View. It is calculated as [Qty Ordered] * [Price] and is formatted to 2 decimal places. This is editable until the Purchase Order is 'Closed' or the transaction status is >= 'Approved". This column is not applicable to IM Receipt Transactions.

Database Field: ERPx_APPOLine.ExtendedAmount, ERPx_APTransactionLine.ExtendedAmount

Comment

Insert excerpt

	Comment - Header
	Comment - Header
nopanel	true

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'Closed'.

Database Field: ERPx_APPoHeader.Description, ERPx_APTransactionHeader.Description, ERPx_IMTransactionHeader.Description

Currency

Insert excerpt

	Currency
	Currency
nopanel	true

This is required and comes from the 'Currency' on the 'Properties' tab of the transaction Record View. This is not editable on the transaction.

Insert excerpt

	Def - Currency
	Def - Currency
nopanel	true

Database Fields: ERPx_MFCurrency.CurrencyID, ERPx_APVendor.CurrencySK, ERPx_APPoHeader.CurrencySK, ERPx_APTransactionHeader.CurrencySK

Item Description

Insert excerpt

	Item Description
	Item Description
nopanel	true

This is required and can only be edited from the 'Item Description' property on the Item Record View of the assigned Item ID.

Database Fields: ERPx_IMItem.ItemDescription, ERPx_APPOLine.ItemSK, ERPx_APTransactionLine.ItemSK, ERPx_IMTransactionDetail.ItemSK

Item ID

Insert excerpt

	Item ID - LV
	Item ID - LV
nopanel	true

This is required and can only be edited from the 'Item Description' property on the Item Record View of the assigned Item ID.

Database Fields: ERPx_IMItem.ItemID, ERPx_APPOLine.ItemSK, ERPx_APTransactionLine.ItemSK, ERPx_IMTransactionDetail.ItemSK

Item Type

Insert excerpt

	Item Type: Inventory
	Item Type: Inventory
nopanel	true

This represents the Item Type assigned to the Item ID and is not editable.

Database Fields: ERPx_IMItemType.Description, ERPx_APPOLine.ItemSK, ERPx_APTransactionLine.ItemSK, ERPx_IMTransactionDetail.ItemSK

Line Comment

Insert excerpt

	Line Item Comment
	Line Item Comment
nopanel	true

This is always editable from the transaction Record View Items Grid until the Purchase Order is 'Closed' or the transaction status is >= 'Approved".

When AP Invoices, Credit Memos, and IM Receipts are loaded from a PO, this will default as the 'Line Comment' on those transactions.

Database Field: ERPx_APPOLine.LineComment, ERPx_APTransactionLine.LineComment, ERPx_IMTransactionDetail.LineComment

Line Description

Insert excerpt

	Line Description
	Line Description
nopanel	true

This is a textbox that defaults to Item Description for the corresponding Item and is editable from the Purchase Order record until it is 'Closed'.

Image Added When AP Invoices, Credit Memos are loaded from a PO, this will default as the 'Line Description' on those transactions.

Database Field: ERPx_APPOLine.LineDescription, ERPx_APTransactionLine.LineDescription, ERPx_IMTransactionDetail.LineDescription

Ln.

Insert excerpt

	Ln. - RV Items Grid
	Ln. - RV Items Grid
nopanel	true

This is required and can be edited from the Ln. field on the transaction Record View Items Grid until the Purchase Order is 'Closed' or the transaction status is >= 'Approved".

Database Field: ERPx_APPoLine.LineNumber, ERPx_APTransactionLine.LineNumber, ERPx_IMTransactionDetail.ItemSort

Owner

Insert excerpt

	Owner - Inventory Lot
	Owner - Inventory Lot
nopanel	true

This is required and only applicable to Receipt transactions.

Database Field: ERPx_IMTransactionDetail.LotSK, ERPx_IMLotBalance.LotOwnerSK, ERPx_IMLotOwner.LotOnwerName

PO Ln.

Identifies the Purchase Order line item that the AP Invoice/Credit Memo line item is linked to. This is a single-select lookup that is not required. This is editable while the transaction is in a Status of "New".

The Price and Quantity will not default from the Purchase Order line item.

Database Field: ERPx_APPoLine.POLineSK, ERPx_APTransactionLine.POLineSK, ERPx_IMTransactionDetail.POLineSK

Price

Insert excerpt

	Price
	Price
nopanel	true

This is required and can be edited from the 'Price' field on the Items Grid of the Purchase Order and AP Transaction Record View. It is formatted to the Item's 'Price Decimals' and is editable until the Purchase Order is 'Closed' or the AP Transaction's Status is >= "Approved". This column is not applicable to IM Receipt Transactions.

Database Field: ERPx_APPoLine.Price, ERPx_APTransactionLine.Price

Prod Batch

Insert excerpt

	Production Batch
	Production Batch
nopanel	true

This value defaults from the 'Production Batch' value specified on the Inventory transaction that created the Production Batch. This can be edited from the 'Production Batch' field on the Properties tab of the Production Batch record view. If the inventory lot is committed and the item is not lot tracked, this value will display as "Item Tracked". If the inventory lot is committed and the item is not tracked, this value will display as "Commitments". This is only applicable to Inventory Tracked items on Receipt transactions.

Database Field: ERPx_IMProductionLot.ProductionLotID

Purchase GL Account

Insert excerpt

	Purchase Account - Item
	Purchase Account - Item
nopanel	true

This is not required and is editable from the 'Purchase Account' column of the Items Grid on the Purchase Order Record View. This is not applicable for IM Receipt Transactions.

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_APPoLine.AccountSK, ERPx_APTransactionLine.AccountSK

Qty

Identifies the Quantity of the line item on the Purchase Order, AP Invoice/Credit Memo, or IM receipt Transaction. This is required and can be edited from the transaction Record View. It is formatted to the Item's 'Unit Decimals' or 'Weight Decimals' depending on the Item's UOM. This is editable until the Purchase Order is 'Closed' or the transaction is in a Status >= "Approved".

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

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

Database Field: ERPx_APPoLine.OrderedQuantity, ERPx_APTransactionLine.Quantity, ERPx_IMTransactionDetail.TransactionUnits or TransactionWeight

Requisition #

Insert excerpt

	Requisition Number
	Requisition Number
nopanel	true

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

	Def - Requisition #
	Def - Requisition #
nopanel	true

Database Field: ERPx_APPoHeader.Requisition

Site ID

Insert excerpt

	Site ID
	Site ID
nopanel	true

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

Insert excerpt

	Status
	Status
nopanel	true

This is required and is always editable.

The Statuses that apply to Purchase Orders in this inquiry include:

Insert excerpt

	Def - Status - New
	Def - Status - New
nopanel	true

Insert excerpt

	Def - Status - Released
	Def - Status - Released
nopanel	true

Insert excerpt

	Def - Status - Closed
	Def - Status - Closed
nopanel	true

The Statuses that apply to AP Invoices/Credit Memos and IM Receipts in this inquiry include:

Insert excerpt

	Def - Status - New
	Def - Status - New
nopanel	true

Insert excerpt

	Def - Status - Approved
	Def - Status - Approved
nopanel	true

Insert excerpt

	Def - Status - Posted
	Def - Status - Posted
nopanel	true

Database Fields: ERPx_APPOStatus.StatusName, ERPx_APPoHeader.POStatusSK, ERPx_APTransactionHeader.TransactionStatusSK, ERPx_IMTransactionHeader.TransactionStatusSK

Transaction Class

Insert excerpt

	Transaction Class
	Transaction Class
nopanel	true

This is required and comes from the 'Transaction Class ID' on the 'Properties' tab of the transaction Record View. This is not editable.

Insert excerpt

	Def - Transaction Class
	Def - Transaction Class
nopanel	true

Database Fields: ERPx_APTransactionClass.TransactionClassDescription, ERPx_APPoHeader.TransactionClassSK, ERPx_APTransactionHeader.TransactionClassSK, ERPx_IMTransactionClass.TransactionClassID, ERPx_IMTransactionHeader.TransactionClassSK

Transaction Date

Insert excerpt

	Doc Date
	Doc Date
nopanel	true

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

	Transaction ID
	Transaction ID
nopanel	true

Database Field: ERPx_APPoHeader.PurchaseOrderID, ERPx_APTransactionHeader.TransactionID, ERPx_IMTransactionHeader.TransactionID

Transaction Type

Insert excerpt

	Def - Transaction Types
	Def - Transaction Types
nopanel	true

The Transaction Types applicable to this inquiry include:

Purchase Order
AP Invoice
Credit Memo
IM Receipt

UOM

Insert excerpt

	UOM - Units
	UOM - Units
nopanel	true

This is required and can be edited from the 'UOM' field on the Items Grid of the transaction Record View until the Purchase Order is 'Closed' or the transaction is in a Status >+ "Approved".

Insert excerpt

	Def - UOM
	Def - UOM
nopanel	true

Database Fields: ERPx_IMUOM.UOMName, ERPx_APPoLine.QuantityUOMSK, ERPx_APTransactionLine.QuantityUOMSK, ERPx_IMTransactionDetail.TransactionUnitsUOMSK or TransactionWeightUOMSk

Vendor ID

Insert excerpt

	Vendor ID
	Vendor ID
nopanel	true

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.

Insert excerpt

	Def - Vendor ID
	Def - Vendor ID
nopanel	true

Database Fields: ERPx_APVendor.VendorID, ERPx_APPoHeader.VendorSK, ERPx_APTransactionHeader.VendorSK, ERPx_IMTransactionHeader.ReceivedFromVendorSK

Vendor Name

Insert excerpt

	Vendor Name
	Vendor Name
nopanel	true

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

	Def - Vendor Name
	Def - Vendor Name
nopanel	true

Database Fields: ERPx_APVendor.VendorName, ERPx_APPoHeader.VendorSK, ERPx_APTransactionHeader.VendorSK, ERPx_IMTransactionHeader.ReceivedFromVendorSK

Warehouse Lot

Insert excerpt

	Warehouse Lot
	Warehouse Lot
nopanel	true

This value defaults from the 'Warehouse Lot' value specified on the Inventory transaction that created the Inventory Lot. This can be edited from the 'Warehouse Lot' field on the Warehouse Lots list view.

Insert excerpt

	Def - Warehouse Lot
	Def - Warehouse Lot
nopanel	true

Insert excerpt

	Def - Inventory Lot
	Def - Inventory Lot
nopanel	true

Database Fields: ERPx_IMWarehouseLot.WarehouseLotID, ERPx_IMLotBalance.WarehouseLotSK

Versions Compared

Old Version 7

New Version Current

Key

Page Header

Search

Page Detail

Related Topics

Page Definitions

Technical Details

Page Comparison

Versions Compared

Old Version 7

New Version Current

Key

Page Header

Search

Page Detail

Related Topics

Page Definitions

Technical Details