Insert excerpt
Insert excerpt | ||||||
---|---|---|---|---|---|---|
|
This page lists each unique closed Purchase Order based Open, Released or Closed Purchase Orders based upon the parameters set in the Inquiry CriteriaSearch Filter criteria.
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: 2023.0608.30 31 and newer
Table of Contents | ||
---|---|---|
|
...
Filter Items | Description | ||||||||||||||||
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Auto Hide Filters |
| ||||||||||||||||
Auto Refresh on Open |
| ||||||||||||||||
Ordered DateInclude | Date Control
Date Control Text Box |
| |||||||||||||||
Ordered Date |
| ||||||||||||||||
Saved Searches |
| ||||||||||||||||
Search |
| ||||||||||||||||
Transaction Class |
The lookup contains a list of all 'Active' AP Purchase Order 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.
The lookup contains a list of all 'Active' Vendors. | ||||||||||||||||
Vendor Class |
The lookup contains a list of all 'Active' AP Vendor Classes. |
Page Detail
Toolbar Icons | Description | ||||||||||||||||
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Column Filter Show/Hide |
| ||||||||||||||||
Excel |
| ||||||||||||||||
Favorites |
| ||||||||||||||||
Group By Show/Hide |
| ||||||||||||||||
Help |
| ||||||||||||||||
More Actions |
| ||||||||||||||||
| |||||||||||||||||
Quick Column Filter |
| ||||||||||||||||
Refresh |
| ||||||||||||||||
Saved Column Layouts |
| ||||||||||||||||
Search Options |
| ||||||||||||||||
Fields | Description | ||||||||||||||||
Checkbox |
| ||||||||||||||||
Amt. Ordered | Identifies the sum of the 'Amt. Ordered' of all the line items on the Purchase Order. This is a calculated field that is formatted to 2 decimal places. Database Field: ERPx_APPoHeader.OrderedAmount | ||||||||||||||||
AP Amt. Fully Invoiced | Identifies whether the 'Amt. Ordered' for every Purchase Order item has been fully Invoiced. If the 'AP Amt. Remaining' for a Purchase Order item is <= 0, the item is considered "Fully Invoiced" in terms of Amount (cost). If all the Purchase Order items are "Fully Invoiced" in terms of their amounts, then this will display as "Yes" otherwise it will be blank. This allows users to easily determine which PO's have amounts that have not yet been invoiced. This is a calculated field and is not stored in the database. | ||||||||||||||||
AP Amt. Posted | Identifies the sum of the extended amounts of all the line item that have been included on "Posted" AP Invoices and AP Credit Memos. This is a calculated field that is formatted to 2 decimal places. When AP Invoices and/or Credit Memos, with line items that reference a Purchase Order are posted, this value is updated. Database Field: ERPx_APPoHeader.InvoicedAmount | ||||||||||||||||
AP Amt. Remaining | Identifies the sum of line item's 'AP Amt. Remaining' values. This is a calculated field and can only be changed by changing either the 'Qty Ordered' or the 'Price' of one or more line items on the Items Grid of the Purchase Order Record View or by entering and/or posting AP Invoices/Credit Memos that are linked to a PO line item. It is calculated as the sum of all line's [Amt. Ordered] - [AP Amt. Posted] - [AP Amt. Unposted] and is formatted to 2 decimal places. This is a calculated field that is not stored in the database. | ||||||||||||||||
AP Qty Fully Invoiced | Identifies whether the 'Qty Ordered' for every Purchase Order item has been fully Invoiced. If the 'AP Qty Remaining' for a Purchase Order item is <= 0, the item is considered "Fully Invoiced" in terms of quantity (units or weight). If all the Purchase Order items are "Fully Invoiced" in terms of their quantities, this will display as "Yes" otherwise it will be blank. This allows users to easily determine which PO's have quantities that have not yet been invoiced. This is a calculated field that is formatted to two decimal places and is not stored in the database. | ||||||||||||||||
AP Qty Posted | Identifies the sum of the quantities of all the line items that have been included on "Posted" AP Invoices and AP Credit Memos. This is a calculated field that is formatted to 2 decimal places. When AP Invoices and/or Credit Memos, with line items that reference a Purchase Order are posted, this value is updated. Database Field: ERPx_APPoHeader.InvoicedQty | ||||||||||||||||
AP Qty Remaining | Identifies the sum of all the line items that has not yet been accounted for on an AP Invoice/Credit Memo. This is a calculated field and can only be changed by changing the 'Qty Ordered' of one or more line items on the Items Grid of the Purchase Order Record View or by entering and/or posting AP Invoices/Credit Memos that are linked to one or more PO line items. It is calculated as the sum of each line items [Qty Ordered] - [AP Qty Posted] - [AP Qty Unposted] and is formatted to the Item's 'Unit Decimals' or 'Weight Decimals' depending on the Item's UOM. This is formatted to two decimal places and is not stored in the database. | ||||||||||||||||
AP vs IM Posted Qty | Identifies the difference between the quantities accounted for on "Posted" AP Invoices/Credit Memos and "Posted" Inventory Receipts for the line item. This is a calculated field that is formatted to two decimal places and is not stored in the database. It is calculated as [IM Qty Posted] - [AP Qty Posted].
When AP Invoice, AP Credit Memo, and/or Inventory Receipt transactions with line items that reference a Purchase Order are posted, this value is updated. | ||||||||||||||||
Buyer | Identifies the person responsible for issuing the Purchase Order. This is not required. Database Field: ERPx_APPoHeader.Buyer | ||||||||||||||||
Comment |
Database Field: ERPx_APPoHeader.Description | ||||||||||||||||
Created |
Database Field: ERPx_APPoHeader.CreatedDate | ||||||||||||||||
Created By |
Database Field: ERPx_APPoHeader.CreatedBy | ||||||||||||||||
Currency |
Database Fields: ERPx_MFCurrency.CurrencyID, ERPx_APVendor.CurrencySK | ||||||||||||||||
Discount Percent | Identifies the Discount % associated with the Payment Terms of the Vendor. This is not editable on the transaction. Database Fields: ERPx_MFPaymentTerms.DiscountPercent, APPOHeader.DiscountPercent | ||||||||||||||||
Expire By |
Database Field: ERPx_APPoHeader.ExpireDate | ||||||||||||||||
IM Qty Fully Received | Identifies whether the 'Qty Ordered' of all the Purchase Order items have been fully Received. If the 'IM Qty Remaining' for a Purchase Order item is <= 0, the item is considered "Fully Received" in terms of quantity (units or weight). If all the Purchase Order items are "Fully Received" in terms of their quantities, this will display as "Yes" otherwise it will be blank. This allows users to easily determine which PO's have quantities that have not yet been received. This is a calculated field and is not stored in the database. | ||||||||||||||||
IM Qty Posted | Identifies the sum of the line items that have been included on "Posted" IM Receipts. This is a calculated field that is formatted to two decimal places. When IM Receipts, with line items that reference a Purchase Order are posted, this value is updated. |