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

Table of Contents

type	flat

Page Header

...

Insert excerpt

	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

Table of Contents

type	flat

Page Header

Help

Toolbar Icons

Description

Column Filter Show/Hide

Insert excerpt

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

Edit

Insert excerpt

	Edit - LV 3.0
	Edit - LV 3.0
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

New

Insert excerpt

	New - Global 3.0
	New - 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

FavoritesSaved Column Layout

Insert excerpt

Favorites Add/Remove

	Column Layouts for Framework 3.0 - Global

Favorites Add/Remove

	Column Layouts for Framework 3.0 - Global
nopanel	true

Group By Show/Hide

Insert excerpt

Group By Show/Hide - Global

nopanel

true

Fields

Description

Checkbox

Help - Global 3.0

Insert excerpt

Help - Global 3.0

Checkbox
	Checkbox
nopanel	true

New Insert excerptNew - Global 3.0New - Global 3.0nopaneltruePrintAmount

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 Insert excerptCheckboxCheckboxnopaneltrueAmount

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 IDPrint - LV 3.0

Insert excerpt

Print - LV 3.0

Currency
	Currency
nopanel	true

When clicked, all the Reports assigned to the Functional Area of Purchasing, that launch from the Print Dialog, assigned to the Purchase Order Lines List View page, and that the user has rights to are displayed.Quick Column Filter Insert excerptQuick Column FilterQuick Column FilternopaneltrueRefresh Insert excerptRefresh - Global 3.0Refresh - Global 3.0nopaneltrueSaved Column Layout Insert excerptColumn Layouts for Framework 3.0 - GlobalColumn Layouts for Framework 3.0 - GlobalnopaneltrueFieldsDescriptionCheckbox

Insert excerptCurrencyCurrencynopaneltrue This is required and comes from the 'Currency ID' on the 'Properties 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.

Insert excerpt

	Def - Currency
	Def - Currency
nopanel	true

Database Fields: ERPx_MFCurrency.CurrencyID

Description

Insert excerpt

	Comment - Header
	Comment - Header
nopanel	true

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

Insert excerpt

	Distributed To - Vendor
	Distributed To - Vendor
nopanel	true

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 To Type

Insert excerpt

	Distributed To Type
	Distributed To Type
nopanel	true

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 ByExpire By

Insert excerpt

	PO Expire By
	PO Expire By
nopanel	true

This is required and can be edited from the 'Expire By' date on the 'Home' tab of the Purchase Order Record View.

This is

not

always editable

on the transaction as it comes in from the 'Currency' assigned to the Vendor. Insert excerptDef - CurrencyDef - Currencynopaneltrue

Database Fields: ERPx_MFCurrency.CurrencyID

Description Insert excerptDescription - HeaderDescription - Headernopaneltrue 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 Insert excerptDistributed To - VendorDistributed To - VendornopaneltrueThis 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 To Type Insert excerptDistributed To TypeDistributed To Typenopaneltrue This is an auto generated field that is not editable by the user.

The options include:

AP Vendor
Project

Database Field: ERPX_APPoLine.ItemTOMFDistributionTypeEN

Insert excerptPO Expire ByPO Expire BynopaneltrueThis until the Purchase Order is 'Closed'.

Database Field: ERPx_APPoHeader.ExpireDate

Item Added By

Insert excerpt

	Item Added By
	Item Added By
nopanel	true

Item Added

Insert excerpt

	Item Added (Date/Time)
	Item Added (Date/Time)
nopanel	true

Item Last Updated By

Insert excerpt

	Item Last Updated By
	Item Last Updated By
nopanel	true

Item Last Updated

Insert excerpt

	Item Last Updated (Date & Time)
	Item Last Updated (Date & Time)
nopanel	true

Item Description

Insert excerpt

	Item Description
	Item Description
nopanel	true

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

Insert excerpt

	Doc Date
	Doc Date
nopanel	true

This is required and can be edited from the '

Expire By

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.

ExpireDateItem Added By Insert excerptItem Added ByItem Added BynopaneltrueItem Added Insert excerptItem Added (Date/Time)Item Added (Date/Time)nopaneltrueItem Last Updated By

PODate

Payable AccountItem Last Updated By

Insert excerpt

Item Last Updated By

Insert excerptItem Last Updated (Date & Time)Item Last Updated (Date & Time)nopaneltrueItem

Payable Account
	Payable Account
nopanel	true

Item Last Updated

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

Insert excerpt

Item

	Payable Account Description

Item

	Payable Account Description
nopanel	true

This is required and can be edited from only editable by changing the 'Account 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

for the Vendors assigned 'Accounts Payable' from the GL Accounts List View.

PO

Doc Date

Insert excerpt

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 editableis 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.PODate PurchaseOrderID

Payable AccountPrice

Insert excerpt

Payable Account

	Price

Payable Account

	Price
nopanel	true

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

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 Insert excerptTransaction IDTransaction IDnopaneltrueClicking on this link opens

Insert excerpt

	Payable Purchase Account Description- ItemPayable
	Purchase Account Description- Item
nopanel	true

This is not required and is only editable by changing the 'Account Description' for the Vendors assigned 'Accounts Payable' from the GL Accounts List View.

PO

from the 'Purchase Account' column of the Items Grid on 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

Insert excerptPricePricenopaneltrue 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'.

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

Insert excerpt

	Purchase Account Description
	Purchase Account Description
nopanel	true

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

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.OrderedQuantity

Insert excerpt

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

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 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.

Status
	Status
nopanel	true

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

Insert excerpt

	Def - Status
	Def - Status
nopanel	true

The Statuses that apply to transactions in this List View include:

Insert excerpt

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

Insert excerpt

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

Database Fields: ERPx_APTransactionStatus.StatusName, ERPx_APPoHeader.TransactionStatusEN

Transaction Class

Insert excerpt

	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.

Insert excerpt

	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:

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.
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

Insert excerpt

	UOM - Units
	UOM - Units
nopanel	true

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

The lookup contains all 'Active' UOMs

Insert excerpt

	Def - UOM
	Def - UOM
nopanel	true

Database Fields: ERPx_IMUOM.UOMName, ERPx_APPoLine.QuantityUOMSK

Vendor Class

Insert excerpt

	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.

Insert excerpt

	Def - Vendor Class
	Def - Vendor Class
nopanel	true

Database Field: ERPx_APVendorClass.ClassDescription, ERPx_APPoHeader.VendorSK

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 Purchase Order 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

Vendor Name

Insert excerpt

	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.

Insert excerpt

	Def - Vendor Name
	Def - Vendor Name
nopanel	true

Database Fields: ERPx_APVendor.VendorName, ERPx_APPoHeader.VendorSK

Versions Compared

Old Version 9

New Version Current

Key

Page Header

Page Header

Related Topics

Page Definitions

Technical Details

Page Comparison

Versions Compared

Old Version 9

New Version Current

Key

Page Header

Page Header

Related Topics

Page Definitions

Technical Details