Versions Compared

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

Insert excerpt
Def - Purchase Order
Def - Purchase Order
nopaneltrue

This page lists each unique Purchase Order item on Open, Released and Closed Purchase Orders based upon the parameters set in the Search Filter criteriaThe purpose of this page is to view line items on closed Purchase OrdersOrder transactions

(lightbulb) 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: 2023.0608.30 31 and newer

Table of Contents
exclude(Toolbar Icons|Column Headers)
typeflat

...

Filter ItemsDescription
Auto Hide Filters
Insert excerpt
Auto Hide Filters
Auto Hide Filters
nopaneltrue
Auto Refresh on Open
Insert excerpt
Auto Refresh on Open
Auto Refresh on Opennopaneltrue
nopaneltrue
Include

Insert excerpt
Inq - Include
Inq - Include
nopaneltrue

  • Open - displays all the Purchase Orders that are in an Open or Released status 
  • Closed - displays all the Purchase Orders that are in a Closed status
Ordered Date
Insert excerpt
Date Control Text Box
Date Control Text Box
nopaneltrue
 This is required to return results and defaults with a date range of the past 30 days.
Saved Searches
Insert excerpt
Search Options for Framework 3.0 - Global
Search Options for Framework 3.0 - Global
nopaneltrue
Search

Insert excerpt
Search - Search Options
Search - Search Options
nopaneltrue

  • Comment
  • PO #
  • Vendor ID
  • Vendor Name
Transaction Class

Insert excerpt
Inq - Transaction Class
Inq - Transaction Class
nopaneltrue
The values in this lookup are listed alphabetically. If there is more than one Transaction Class for the Transaction Type, then the value in the lookup will display as [Transaction Type] - [Transaction Class]. This is a multi-select standard lookup that is not required to return results. It defaults as blank.

Insert excerpt
Def - Transaction Class - General
Def - Transaction Class - General
nopaneltrue

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

Insert excerpt
Def - Vendor
Def - Vendor
nopaneltrue

The lookup contains a list of all 'Active' Vendors

Vendor Class

Insert excerpt
Inq - Vendor Class
Inq - Vendor Class
nopaneltrue
 This is a multi-select standard lookup that is not required to return results. It defaults as blank.

Insert excerpt
Def - Vendor Class
Def - Vendor Class
nopaneltrue

The lookup contains a list of all 'Active' AP Vendor Classes.

Page Detail

Toolbar IconsDescription
Column Filter Show/Hide
Insert excerpt
Column Filter Show/Hide - Global
Column Filter Show/Hide - Global
nopaneltrue
Excel
Insert excerpt
Excel - LV 3.0
Excel - LV 3.0
nopaneltrue
Favorites
Insert excerpt
Favorites Add/Remove - Global
Favorites Add/Remove - Global
nopaneltrue
Group By Show/Hide
Insert excerpt
Group By Show/Hide - Global
Group By Show/Hide - Global
nopaneltrue
Help
Insert excerpt
Help - Global 3.0
Help - Global 3.0
nopaneltrue
More Actions

Insert excerpt
More Actions - Global 3.0
More Actions - Global 3.0
nopaneltrue

  • IQ: PO Linked Lines - Opens an inquiry with all the Purchase Orders, AP Invoices, AP Credit Memos, and Inventory Receipts with this Purchase Order Item assigned.  
  • RV: Transaction: Opens the Purchase Order Record View for the selected transaction.
  • RV: Source Transaction - Opens the Transaction that the Freight Purchase Order was automatically created from, such as the Inventory Transfer, Sales Order or Return. This option is only applicable to Freight Purchase Orders, otherwise the message " This is only applicable to Purchase Orders that were auto created from an Order, Return, or Transfer." will be displayed.
Print

Insert excerpt
Print - LV 3.0
Print - LV 3.0
nopaneltrue

Quick Column Filter
Insert excerpt
Quick Column Filter
Quick Column Filter
nopaneltrue
Refresh
Insert excerpt
Refresh - Global 3.0
Refresh - Global 3.0
nopaneltrue
Saved Column Layout
Insert excerpt
Column Layouts for Framework 3.0 - Global
Column Layouts for Framework 3.0 - Global
nopaneltrue
Search Options
Insert excerpt
Search Options - Inquiry Grid 3.0
Search Options - Inquiry Grid 3.0
nopaneltrue

Fields

Description
Checkbox
Insert excerpt
Checkbox
Checkbox
nopaneltrue
Amt. Ordered

Identifies the extended amount of the Purchase Order Item. 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 Purchase Order 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'.

Database Field: ERPx_APPoLine.ExtendedAmount

AP Amt. Fully invoiced


Identifies whether the 'Amt. Ordered' of the 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) and 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 extended amount of the line item that has been included on "Posted" AP Invoices and AP Credit Memos. This is a calculated field that is formatted to 2 decimal places.

(lightbulb) When AP Invoices and/or Credit Memos, with line items that reference a Purchase Order are posted, this value is updated.

Database Field: ERPx_APPoLine.InvoicedAmount

AP Amt. Remaining


Identifies the dollar amount of the line item 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 either the 'Qty Ordered' or the 'Price' of a line item on the Items Grid of the Purchase Order Record View or by entering and/or posting AP Invoices/Credit Memos that are linked to this item. It is calculated as [Amt. Ordered] - [AP Amt. Posted] - [AP Amt. Unposted] and is formatted to 2 decimal places. This is editable until the Purchase Order is 'Closed'.

This is a calculated field that is not stored in the database.

AP Qty Fully Invoiced


Identifies whether the 'Qty Ordered' of the 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) and 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 not stored in the database.

AP Qty Posted


Identifies the quantity of the line item that has been included on "Posted" AP Invoices and AP Credit Memos. This is a calculated field that is formatted to the Item's 'Unit Decimals' or 'Weight Decimals' depending on the Item's UOM.

(lightbulb) When AP Invoices and/or Credit Memos, with line items that reference a Purchase Order are posted, this value is updated.

Database Field: ERPx_APPoLine.InvoicedQty

AP Qty Remaining


Identifies the quantity of the line item 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 a line item on the Items Grid of the Purchase Order Record View or by entering and/or posting AP Invoices/Credit Memos that are linked to this item. It is calculated as [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 a calculated field that 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 the Item's 'Unit Decimals' or 'Weight Decimals' depending on the Item's UOM. It is calculated as [IM Qty Posted] - [AP Qty Posted].

  • A zero value means there is no difference between the quantities of "Posted" AP Invoices and "Posted" Inventory Receipts.
    • A positive value indicates more Qty has been received than has been paid for.
    • A negative value indicates more Qty has been paid for than has been received.

(lightbulb) 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.

This is a calculated field that is not stored in the database.

Buyer

Identifies the person responsible for issuing the Purchase Order. This is not required and can be edited from the 'Buyer' field on the 'Home' tab of the Purchase Order Record View. This is always editable even after the Purchase Order is 'Closed'.

Database Field: ERPx_APPoHeader.Buyer

Currency

Insert excerpt
Currency
Currency
nopaneltrue
 This is required and comes from the 'Currency' on the 'Properties' tab of the Purchase Order Record View. This is not editable on the transaction.

Insert excerpt
Def - Currency
Def - Currency
nopaneltrue

Database Fields: ERPx_MFCurrency.CurrencyID, ERPx_APVendor.CurrencySK

Comment

Insert excerpt
Comment - Header
Comment - Header
nopaneltrue
 This is not required and can be edited from the 'Comment' field on the 'Home' tab of the Purchase Order Record View. This is always editable even after the Purchase Order is 'Closed'.

Database Field: ERPx_APPoHeader.Description

Distributed To

Insert excerpt
Distributed To - Vendor
Distributed To - Vendor
nopaneltrue
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 Type

Insert excerpt
Distributed To Type
Distributed To Type
nopaneltrue
 This is an auto generated field that is not editable by the user. 

The options include:

  • Project
  • Fisherman
  • Tender
  • Fisherman & Tender
  • Loan

Database Field: ERPX_APPoLine.ToMFDistributionTypeEN

Expire By

Insert excerpt
PO Expire By
PO Expire By
nopaneltrue
 This is required and can be edited from the 'Expire By' date field on the 'Properties' tab of the Purchase Order Record View. This is editable until the Purchase Order is 'Closed'.

Database Field: ERPx_APPoHeader.ExpireDate

IM Qty Fully Received


Identifies whether the 'Qty Ordered' of the Purchase Order item has 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) and 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 that is not stored in the database.

IM Qty Posted


Identifies the quantity of the line item that has been included on "Posted" IM Receipts. This is a calculated field that is formatted to the Item's 'Unit Decimals' or 'Weight Decimals' depending on the Item's UOM.

(lightbulb) When IM Receipts, with line items that reference a Purchase Order are posted, this value is updated.

(lightbulb) Because non-Inventory Purchase Order Items are not "Received" using an Inventory Receipt transaction, the 'IM Qty Posted' value is updated from posted AP Invoices and Credit Memos that reference the Purchase Order Item.

Database Field: ERPX_APPoLine.ReceivedQty

IM Qty Remaining


Identifies the quantity of the line item that has not yet been accounted for on Invoice Receipts. This is a calculated field and can only be changed by changing the 'Qty Ordered' of a line item on the Items Grid of the Purchase Order Record View or by entering and/or posting Inventory Receipts that are linked to this item. It is calculated as [Qty Ordered] - [IM Qty Posted] - [IM Qty Unposted] and is formatted to the Item's 'Unit Decimals' or 'Weight Decimals' depending on the Item's UOM.

This is a calculated field that is not stored in the database.

Item Added
Insert excerpt
Item Added (Date/Time)
Item Added (Date/Time)
nopaneltrue
Item Added By
Insert excerpt
Item Added By
Item Added By
nopaneltrue
Item Description

Insert excerpt
Item Description
Item Description
nopaneltrue
 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

Item ID

Insert excerpt
Item ID - LV
Item ID - LV
nopaneltrue
 This represents the Item ID assigned to the Purchase Order Line Item and is not editable.

Database Fields: ERPx_IMItem.ItemID, ERPx_APPoLine.ItemSK

Item Last Updated

Insert excerpt
Item Last Updated (Date & Time)
Item Last Updated (Date & Time)
nopaneltrue
 

Database Field: ERPx_APPoLine.LastUpdated

Item Last Updated By

Insert excerpt
Item Last Updated By
Item Last Updated By
nopaneltrue
 

Database Field: ERPx_APPoLine.LastUser

Item Type

Insert excerpt
HELP:Item Type: Inventory
HELP:Item Type: Inventory
nopaneltrue
 This represents the Item Type assigned to the Item ID and is not editable.

Database Fields: ERPx_IMItemType.Description, ERPx_IMItem.ItemTypeSK

Line Comment

Insert excerpt
Line Item Comment
Line Item Comment
nopaneltrue
 This is always editable from the Purchase Order Record View Items Grid until the Purchase Order is 'Closed'.

(lightbulb) 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

Line Description

Insert excerpt
Line Description
Line Description
nopaneltrue
 This is a textbox that defaults from the Item Description of the corresponding Item ID and is editable from the Purchase Order record until it is 'Closed'. 

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

Database Fields: ERPx_IMItem.ItemDescription, ERPX_APPoLine.LineDescription

Line Source

A non-editable textbox that displays where the corresponding line item originates from. The available options include:

  1. Manual: The line item was manually added by a user.
  2. Freight: The line item was auto-added to reflect the Freight + Surcharge amount of a Shipment Leg.
  3. Freight - Handling: The line item was auto-added to reflect the Handling amount of a Shipment Leg.
  4. Freight - Other: The line item was auto-added to reflect an Other Charge amount of a Shipment Leg.

Database Field: ERPx_APPoLine.LineSourceEN

Line Vendor Name

Insert excerpt
Item Vendor
Item Vendor
nopaneltrue
 This is not required and can be edited from the 'Line Vendor' column of the Items Grid on the Purchase Order Record View.  This is editable until the first AP Invoice, AP Credit Memo, or IM Receipt against the Purchase Order Item is Posted or until the Purchase Order is 'Closed'.

The lookup contains a blank value, the current assigned value, and a list of all the 'Active' AP Vendors assigned to the same Currency ID as the Vendor on the Header. It excludes the Vendor assigned to the Transaction Header.

Database Fields: Database Field: ERPx_APVendor.VendorName, ERPx_APPoLine.VendorSK

Ln.

Insert excerpt
Ln. - RV Items Grid
Ln. - RV Items Grid
nopaneltrue
 This is required and can be edited from the Ln. field on the Purchase Order Record View Items Grid until the Purchase Order is 'Closed'.

Database Field: ERPx_APPoLine.LineNumber

Ordered

Insert excerpt
Doc Date
Doc Date
nopaneltrue
This is required and can be edited from the 'Ordered' date field on the 'Home' tab of the Purchase Order Record View. This is editable until the Purchase Order is 'Closed'.

Database Field: ERPx_APPoHeader.PODate

Payable GL Account

Insert excerpt
Payable Account
Payable Account
nopaneltrue
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 GL Account Description

Insert excerpt
Payable Account Description
Payable Account Description
nopaneltrue
 This is only editable by changing the 'Account Description' for the Vendors assigned 'Accounts Payable' from the GL Accounts List View. 

Database Fields: ERPx_GLAccount.Description, ERPx_APVendor,APGLAcctRef

PO #

Insert excerpt
Transaction ID
Transaction ID
nopaneltrue
 Clicking on this link opens the Purchase Order Record View for the selected record. This is required, and can be edited from the 'PO #' field on the 'Home' tab of the Purchase Order Record View. This is editable until the Purchase Order is 'Closed'.

Database Field: ERPx_APPoHeader.PurchaseOrderID

PO Type

Identifies whether or not more than one AP Invoice and/or Inventory Receipt can be recorded against the Purchase Order. This is editable until the Purchase Order is 'Closed' and the options include:

  1. Single Invoice and Receipt: If this option is selected, the Purchase Order can only be assigned to a single AP Invoice and a single Inventory Receipt transaction.
  2. Multiple Invoices and ReceiptsIf this option is selected, the Purchase Order can be assigned to multiple AP Invoices and multiple Inventory Receipt transactions. 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.POTypeEN

Price

Insert excerpt
Price
Price
nopaneltrue
 This is required and can be edited from the 'Price' field on the Items Grid of the Purchase Order Record View. It is formatted to the Item's 'Price Decimals' and is editable until the Purchase Order is 'Closed'. 

Database Field: ERPx_APPoLine.Price

Purchase GL Account

Insert excerpt
Purchase Account - Item
Purchase Account - Item
nopaneltrue
This is not required and is editable from the 'Purchase Account' column of the Items Grid on the Purchase Order Record View.

(lightbulb) 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

Purchase GL Account Description

Insert excerpt
Purchase Account Description
Purchase Account Description
nopaneltrue
 This is only editable by changing the 'Account Description' for the line items assigned 'Purchase Account' from the GL Accounts List View. 

Database Fields: ERPx_GLAccount.Description, ERPx_APPoLine.AccountSK

Qty Ordered

Identifies the 'Qty Ordered' of the line item on the Purchase Order. This is required and can be edited from the 'Qty Ordered' field on the Items Grid of the Purchase Order 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'. 

(lightbulb) 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.

(lightbulb) 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

Receive ByIdentifies the date the Purchase Order should be fully received. This is not required and can be edited from the 'Receive By' field on the 'Properties' tab of the Purchase Order Record View. This is editable until the Purchase Order is 'Closed'.

Database Field: ERPx_APPoHeader.ReceiveBy

Reference

Insert excerpt
Reference
Reference
nopaneltrue
 This is not required and can be edited from the 'Reference' field on the 'Properties' tab of the Purchase Order Record View. This is always editable even after the Purchase Order is 'Closed'.

Insert excerpt
Def - Reference #
Def - Reference #
nopaneltrue

Database Field: ERPx_APPoHeader.Reference

Requisition #

Insert excerpt
Requisition Number
Requisition Number
nopaneltrue
 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 #
nopaneltrue

Database Field: ERPx_APPoHeader.Requisition

Ship Via

Identifies how the purchase will be shipped. This is not required and can be edited from the 'Ship Via' field on the 'Home' tab of the Purchase Order Record View. This is always editable even after the Purchase Order is 'Closed'.

Database Field: ERPx_APPoHeader.ShipVia

Site ID

Insert excerpt
Site ID
Site ID
nopaneltrue
 This is not required and can be edited from the 'Site Name' 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 #
nopaneltrue

Database Field: ERPx_MFSite.SiteID, ERPx_APPoHeader.SiteSK

Source Transaction

Displays the Transaction ID of the originating transaction that the Purchase Order was created from. This is not required and will only display a value for Freight Purchase Orders that are automatically created from Inventory Transfers and Sales Orders and Returns. 

Database Field: ERPx_APPoHeader.SourceTransactionID

Status

Insert excerpt
Status
Status
nopaneltrue
 This can be edited from the 'Status' on the 'Home' tab of the Purchase Order Record View and represents the status of the transaction. This is always editable.

Insert excerpt
Def - Status
Def - Status
nopaneltrue
 The Statuses that apply to transactions in this Inquiry include:

Insert excerpt
Def - Status - New
Def - Status - New
nopaneltrue

Insert excerpt
Def - Status - Released
Def - Status - Released
nopaneltrue

Insert excerpt
Def - Status - Closed
Def - Status - Closed
nopaneltrue

Database Fields: ERPx_APPOStatus.StatusName, ERPx_APPoHeader.POStatusSK

Transaction Class ID

Insert excerpt
Transaction Class
Transaction Class
nopaneltrue
 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
nopaneltrue

Database Fields: ERPx_APTransactionClass.TransactionClassDescription, ERPx_APPoHeader.TransactionClassSK

UOM

Insert excerpt
UOM - Units
UOM - Units
nopaneltrue
This is required and can be edited from the 'UOM' field on the Items Grid of the Purchase Order Record View until the Purchase Order is 'Closed'.

Insert excerpt
Def - UOM
Def - UOM
nopaneltrue

Database Fields: ERPx_IMUOM.UOMName, ERPx_APPoLine.QuantityUOMSK

Vendor Class ID

Insert excerpt
Vendor Class
Vendor Class
nopaneltrue
 This is required and comes from the 'Vendor Class' assigned to the 'Vendor' that is selected on the 'Home' tab of the Purchased Order Record View. Because this defaults from the Vendor it is not editable on the transaction.

Insert excerpt
Def - Vendor Class ID
Def - Vendor Class ID
nopaneltrue
 
Insert excerpt
Def - Vendor Class
Def - Vendor Class
nopaneltrue

Database Field: ERPx_APVendorClass.ClassDescription, ERPx_APPoHeader.VendorSK

Vendor ID

Insert excerpt
Vendor ID
Vendor ID
nopaneltrue
 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
nopaneltrue

Database Fields: ERPx_APVendor.VendorID, ERPx_APPoHeader.VendorSK

Vendor Name

Insert excerpt
Vendor Name
Vendor Name
nopaneltrue
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
nopaneltrue

Database Fields: ERPx_APVendor.VendorName, ERPx_APPoHeader.VendorSK

...