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| Def - Purchase Order |
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| Def - Purchase Order |
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This page lists each unique Purchase Order. 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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| Fields | Description |
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| Checkbox |
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| Amt. Ordered | Identifies the sum of the Extended Amounts of all the line items on the Purchase Order. This is a calculated field that is not editable by the user. Database Field: ERPx_APPoHeader.OrderedAmount |
| Amt. Posted | Identifies the sum of the 'Invoiced Amount' of all the line items on the Purchase Order. It represents the dollar amount that has been accounted from on Posted AP Invoices/Credit Memos. This is a calculated field that is not editable by the user. Database Field: ERPx_APPoHeader.InvoicedAmount |
| Amt. Unposted | Identifies the sum of the 'Invoiced Amount' of all the line items on Unposted AP Invoices/Credit Memos. This is a calculated field that is not editable by the user. This field is not stored in the database. |
| Amt. Remaining | Identifies how much of the Purchase Order is still open. It is calculated as: [Amt. Ordered] - [Amt. Posted] - [Amt. Unposted]. This is a calculated field that is not editable by the user. This field is not stored in the database. |
| Created | | Insert excerpt |
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| Created |
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| Created |
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Database Field: ERPx_APPoHeader.CreatedDate |
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| Created By |
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Database Field: ERPx_APPoHeader.CreatedBy |
| Currency ID | | Insert excerpt |
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| Currency |
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| 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 |
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| Def - Currency |
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Database Fields: ERPx_MFCurrency.CurrencyID |
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| Comment - Header |
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| 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 |
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| PO Expire By |
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| 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 |
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| Last Updated |
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| Last Updated |
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Database Field: ERPx_APPoHeader.LastUpdated |
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| Last Updated By |
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Database Field: ERPx_APPoHeader.LastUser |
| Ordered | | Insert excerpt |
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| Doc Date |
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| 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 |
| PO | | Insert excerpt |
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| Transaction ID |
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| 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 |
| Transaction Class | | Insert excerpt |
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| Transaction Class |
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| 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 |
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| 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: - Allow Single Invoice: If this option is selected, the Purchase Order can only be assigned to a single AP Invoice.
- 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".
- 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 |
| Vendor Class | | Insert excerpt |
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| Vendor Class |
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| 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 |
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| Def - Vendor Class |
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Database Field: ERPx_APVendorClass.ClassDescription, ERPx_APPoHeader.VendorSK |
| Vendor ID | | Insert excerpt |
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| Vendor ID |
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| 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 |
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| Def - Vendor ID |
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Database Fields: ERPx_APVendor.VendorID, ERPx_APPoHeader.VendorSK |
| Vendor Name | | Insert excerpt |
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| Vendor Name |
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| 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 |
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| Def - Vendor Name |
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Database Fields: ERPx_APVendor.VendorName, ERPx_APPoHeader.VendorSK |