Insert excerptDef - Purchase OrderDef - Purchase Ordernopaneltrue

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

 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

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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

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Database Fields: ERPx_MFCurrency.CurrencyID 

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Database Field: ERPx_APPoHeader.Description

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

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The options include:

• AP Vendor 
• Project

Database Field: ERPX_APPoLine.ItemTOMFDistributionTypeEN 

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Def - Purchase Order Def - Purchase Order nopanel true

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

 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

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type flat

Page Header

Insert excerptItem Last Updated (Date & Time)Item Last Updated (Date & Time)nopaneltrueItem Item Last UpdatedPayable Account DescriptionOrderedPO

Doc Date

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Doc Date

Transaction ID Transaction ID nopanel true

 This is required and can be edited from the 'Ordered' date on the 'Home' tab of Clicking on this link opens the Purchase Order Record View for the selected record. This is always editablea 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.PODate PurchaseOrderID

Payable AccountPricePayable Account DescriptionPurchase Account Insert excerptTransaction IDTransaction IDnopaneltrueClicking on this link opens PO 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

PricePurchase Account DescriptionQuantity

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.

Price

OrderedQuantity

Purchase AccountStatusQuantity

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.OrderedQuantityPurchase Account Description Insert excerptPurchase Account DescriptionPurchase Account DescriptionnopaneltrueThis is only editable by changing the 'Account Description' for the line items assigned 'Purchase Account' from the GL Accounts List View. Transaction Class

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Transaction Class Transaction Class nopanel true

 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 nopanel true

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 

UOMVendor Class

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Vendor Class Vendor Class nopanel true

 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 nopanel true

Database Field: ERPx_APVendorClass.ClassDescription, ERPx_APPoHeader.VendorSK

Vendor ID

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Vendor ID Vendor ID nopanel true

 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 nopanel true

Database Fields: ERPx_APVendor.VendorID, ERPx_APPoHeader.VendorSK

Vendor Name

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Vendor Name Vendor Name nopanel true

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 nopanel true

Database Fields: ERPx_APVendor.VendorName, ERPx_APPoHeader.VendorSK