This page lists ..... The purpose of this page is to
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.??.?? and newer
Page Header
Search
| Filter Items | Description |
|---|---|
| Item | |
| PO # | |
| Requisition | |
| Search | A non-required text box that defaults to blank and is used to search across multiple fields. When the page is 'Refreshed', the data returned will be limited by what was included in the Search box (in addition to any other Search Options). Refer to this FAQ for advanced search options. The Search field can be used to search across the following fields:
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| 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. A Vendor is a company or person that sells goods or services to your company. They are used in Purchasing and on Brokerage Sales Programs. The lookup contains a list of all 'Active' Vendors. |
Page Detail
| Toolbar Icons | Description |
|---|---|
| Column Filter Show/Hide |  Toggles between displaying and hiding a filter row in the grid under the column headers. The filter row will be displayed by default if the Quick Column Filter is also implemented in the page. When enabled, this will allow users to type in text to filter by a specific column. |
| Excel |  Exports the contents of the grid to an Excel file that will automatically download. The contents that export are those that are visible to the user. Therefore, if the user has filtered the view, or excluded columns, only the contents in the grid will be exported. |
| Favorites |   Clicking on the star icon when it is an outline, adds the page to the 'My Shortcuts' tab and fills in the star. Clicking on the star icon when it is filled in (solid color), removes the page from the 'My Shortcuts' tab and returns the icon to an outline.
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| Group By Show/Hide |  Toggles between displaying and hiding a row in the grid above the column headers to enable grouping by one or more column(s). Once displayed, users may drag and drop column headers to group by a specific column. Once the grid is grouped by a column(s), a subtotal footer row will display in the grouping for columns that have a page footer total. |
| Help |  Opens the online WIKI help page for the current page. |
Opens the Print dialog window, where transaction and/or analysis reports can be downloaded, printed and/or emailed. When clicked, all the Reports assigned to the Functional Area of Purchasing, that launch from the Print Dialog, are assigned to this inquiry, and that the user has rights to (if Report Data Access is enabled) are displayed. | |
| Quick Column Filter |  Used to filter across all columns in the grid. When the user types text into the Quick Column Filter text box, the grid's Filter Row will be automatically hidden. The text in the Quick Column Filter text box automatically replaces any existing Filter Row filters. The results of the data immediately refresh as you enter text. |
| Refresh | Re-queries the contents of the grid/page based on the Inquiry Criteria parameters or the default parameters for grids that do not support Inquiry Criteria. |
| Saved Layouts |  Displays the column layout lookup and related icons. This tool allows users to select a previously saved layout, create a new layout, save changes to a layout, forget/delete a layout and/or assign a saved layout as the default for the page. Once changes are made to the layout, such as columns are added or removed, the user can click the Save Layout icon and save the changes to the column layout. The visibility of the Filter Row is also saved with a saved layout. The new layout can also be set as the default. This is useful for creating specific views to separate master files or transaction types (i.e. Invoice specific vs. Credit Memo specific). Default layouts can be removed by clicking the 'Set as Default' button again when the current default layout is selected. Please note that existing saved grid layouts will display the Filter Row as hidden by default. |
| Search Options |  Toggles between displaying and hiding the Search Options portion of the page. |
| Fields | Description |
| Checkbox | Used to select one or more records to perform an action, such as Mass Update, More Actions, or Delete. |
| Amt | |
| Buyer | Identifies the person responsible for issuing the Purchase Order. This is not required. Database Field: ERPx_APPoHeader.Buyer |
| Comment | Error rendering macro 'excerpt-include' : No link could be created for 'Description - Header'. 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 |
| Item Description | Identifies the Description associated with the Item ID assigned to a transaction line, journal line detail or master file record. 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 | Identifies the Item ID of the Item on the transaction line. 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 Type | Error rendering macro 'excerpt-include' : No link could be created for 'Item Type'. This represents the Item Type assigned to the Item ID and is not editable. Database Fields: ERPx_IMItemType.Description, ERPx_IMItem.ItemTypeSK |
| Line Comment | Error rendering macro 'excerpt-include' : No link could be created for 'Line Item Description'. This is always editable from the Purchase Order Record View Items Grid until the Purchase Order is 'Closed'.
Database Field: ERPx_APPoLine.LineDescription |
| Ln. | Identifies the Line # for each Transaction Line Item. The Line # sets the sort of the items on grids, list views, inquiries, and reports. 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 |
| Owner | |
| PO Ln. | Identifies the Purchase Order line item that the AP Invoice/Credit Memo line item is linked to. This is a single-select lookup that is not required. This is editable while the transaction is in a Status of "New".
Database Field: ERPx_APTransactionLine.POLineSK |
| Price | Identifies the price of the line item. 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 |
| Prod Batch | |
| Purchase GL Account | Identifies the GL Account the purchase line will post to. This is not required and is editable from the 'Purchase Account' column of the Items Grid on the Purchase Order Record View.
Database Fields: ERPx_GLAccount.AccountNumber, ERPx_APPoLine.AccountSK |
| Qty | 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'.
Database Field: ERPx_APPoLine.OrderedQuantity |
| Requisition # | Identifies the (source) requisition number that the Purchase Order belongs to. 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'. A purchase requisition is a document used to inform department managers, or the purchasing officer, of the decision to purchase so that the purchasing department can start the purchase ordering process. A requisition can have one or more Purchase Orders. Database Field: ERPx_APPoHeader.Requisition |
| Site ID | |
| Status | |
| Transaction Class | The unique identifier of the Transaction Class. This is required and comes from the 'Transaction Class' on the 'Properties' tab of the Purchase Order Record View. This is not editable. Transaction Classes are used to differentiate transactions within a Transaction Type. For example, Transaction Classes of Fresh and Frozen can be setup for the Transaction Type of 'Sales Order'. Transaction Classes are used in all functional areas throughout the application. Database Fields: ERPx_APTransactionClass.TransactionClassDescription, ERPx_APPoHeader.TransactionClassSK |
| Transaction Date | |
| Transaction ID | |
| Transaction Type | |
| UOM | Identifies the unit of measure that the units are stored in (Box, Bag, Case, Each, Tote, etc.) for a line item or on the transaction. 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'. A UOM is a quantity used as a standard of measurement. It identifies how much makes up "1" of the measurement. Examples include Bag, Box, Each, Kg, Lb, ext. Database Fields: ERPx_IMUOM.UOMName, ERPx_APPoLine.QuantityUOMSK |
| Vendor ID | Identifies the ID of the Vendor account that is assigned to the transaction. 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. Vendor IDs are used as a short description and unique identifier for Vendor records. They can be changed at any time to any alphanumeric value. If you do not have an existing strategy for Vendor IDs the 3-3-2 method would be recommended. Database Fields: ERPx_APVendor.VendorID, ERPx_APPoHeader.VendorSK |
| Vendor Name | Identifies the name of the Vendor assigned to the transaction or master file. This is set in the Vendor Record View. 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. Vendor Names are used as a long description for Vendors. Database Fields: ERPx_APVendor.VendorName, ERPx_APPoHeader.VendorSK |
| Warehouse Lot | |
| Vendor Class ID | Identifies the class that is assigned to the Vendor on the transaction. 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. Vendor Class IDs are used as a short description and unique identifier for Vendor Class records. Vendor Classes are used to identify default values that will be applied to new Vendor accounts and to group Vendor accounts together for reporting purposes. Database Field: ERPx_APVendorClass.ClassDescription, ERPx_APPoHeader.VendorSK |
