Deletes the transaction, batch, or master file record. When clicked, users will be prompted with: "Are you sure you want to delete this record?". Click "OK" to confirm, or "Cancel" to return without deleting. 

_{WARNING: Records cannot be recovered once they are deleted!}

Note: Users will not be able to delete a Freight Purchase Order record, the message “[PO#] is a Freight Purchase Order and therefore can not be deleted. Freight Purchase Orders can only be closed.” will be displayed when the button is clicked. 

 Displays a drop down menu of related actions. The list of options includes:

• IQ: Invoice History - Opens the "Invoice History" inquiry showing all the AP Invoices and AP Credit Memos for that Vendor for the last 12 months (by default). 
• IQ: PO Linked Transactions - Opens the "PO Linked Transactions" inquiry showing the Purchase Order and all AP Invoices, AP Credit Memos, and Inventory Receipts associated with it. 
• IQ: Purchase Order History - Opens the "Purchase Order History" inquiry showing all the Purchase Orders for that Vendor for the last 12 months (by default). 
• 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." is displayed. 

_

• Change Ship To - Opens the 'Change Ship To' window allowing users to change the Ship To address for this Purchase Order. 

 Allows users to select the type of transaction or record they want to add.

The list contains all the 'Active' Purchase Order Classes displayed as Purchase Order - [ClassID]. 

Note: The Transaction Class will display after the Transaction Type if there is more than one Transaction Class for the Transaction Type.

 Opens the Print dialog window, where transaction and/or analysis reports can be downloaded, printed and/or emailed. 

When clicked, all the Reports that launch from the Print Dialog that are assigned to this page, and that the user has rights to (if Report Data Access is enabled) are displayed.

 Adds a blank line in the grid to allow for data entry. If a valid Item ID is entered, the line will be saved. If not, the 'Item Lookup' window will open allowing users to search for the Item. 

 Displays a drop down menu of related actions. The list of options includes:

• IQ: Item Purchase Order History - Opens the "Purchase Order Lines History" Inquiry showing all the Purchase Order Lines for the Vendor. 
• IQ: Line Item History - Opens the "Invoice Lines History" Inquiry showing all the AP Invoice and AP Credit Memo lines for the Vendor. 
• IQ: PO Linked Lines - Opens the "PO Linked Lines" inquiry showing the Purchase Order and all the AP Invoices, AP Credit Memos, and Inventory Receipt lines associated with this Purchase Order Item.
• RV: Item - Opens the Item Record for the selected record. If more than one items are selected, the Record View is opened for the 1st item selected. 

 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. 

 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.

 Removes the selected line(s). When clicked, you are prompted with the message "Are you sure you want to delete n item(s)? Okay or Cancel". This cannot be done on transactions with a Status of 'Approved', Ready to Post', 'Posted', 'Closed', 'Void', or 'Replaced'. Only line items, with an 'Line Source' of "Manual", that have not been invoiced or received can be removed. If a line item with a Line Source other than "Manual" is attempted to be removed, the message "Only lines with a Line Source of Manual can be removed." will be displayed. If a line item that has been Received or Invoiced is attempted to be removed, the message “Purchase Order Lines that are assigned to transactions cannot be deleted. (Transaction #)” will be displayed.

Identifies how the (extended) amount of the line item was, or will be, applied. Identifies the name of a Project, Employee, Fisherman, Tender or Fisherman Loan.  This is a single-select lookup that defaults as blank and is not required. This is only editable for line items with an 'Item Type' of "Manual" until the Purchase Order is 'Closed'.

The lookup contains a blank value, the current assigned value, and a list of all the 'Active' Fishermen, Tenders, Loans, and Projects.

 This defaults to "Single Invoice and Receipt" and is not editable for Freight Purchase Orders.

Database Fields: ERPx_APVendor.VendorName, ERPx_MFEmployee.EmployeeName, ERPx_GLProject.ProjectDescription, ERPx_APPoLine.ToDistributionAccountSK

Identifies the Description associated with the Item ID assigned to a transaction line, journal line detail or master file record. This is a textbox that is required.  It defaults from the Item Description of the corresponding Item ID and is not editable.  Users can update the Item Description of an item on the Item master file record. 

Database Fields: ERPx_IMItem.ItemDescription, ERPx_APPoLine.ItemSK

Identifies the ID of the Item. This is a text box that is required. It defaults as blank and is not editable once the line item has been saved to the transaction.

When the 'Add Item' icon is clicked, users may enter all or part of an Item ID or Description and hit the Enter key on the keyboard. If a complete Item ID was entered, the line item will be saved, if not, the Item Lookup dialog box will open with a list of items containing the data entered. From the Item Lookup dialog box, users may check the checkbox next to one or multiple item(s) to add to the transaction using the Save & Close button.

Items represent objects that you sell, produce, and/or purchase that are tracked within the system. They are used on Sales, Inventory, Fisherman Accounting and Purchasing transactions.

Database Fields: ERPx_IMItem.ItemID,  ERPx_APPoLine.ItemSK

Identifies the type of item and its behavior in the system. Item Types fall under two main categories: 

1. Item Types that maintain perpetual inventory balances 
   1. Inventory
2. Item Types that do not maintain perpetual inventory balances
   1. AP Expense 
   2. Freight
   3. Misc
   4. Tax

Database Fields: ERPx_IMItemType.Description, ERPx_IMItem.ItemTypeSK

Identifies an alternate comment/description for a line item. This is most commonly used to either identify the Vendor's Item ID or to add more clarity to a generic/bulk Item ID.  This is a textbox that defaults to blank and is never required. This is always editable, even after the Purchase Order is 'Closed' and if assigned, it must be <= 100 characters.

 When AP Invoices and 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

Identifies an alternate item description for a line item. This is most commonly used to either identify the Vendor's Item Description or to add more clarity to a generic/bulk Item ID. This is a textbox that defaults to Item Description for the corresponding Item and is editable until the Purchase Order record is 'Closed'. 

 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

Identifies the Vendor that the transaction line item was purchased and/or received from. This is a single-select lookup that defaults as blank and is not required. This is only used for non-inventory type Items and line items that are being sourced from a different Vendor than is assigned on the Purchase Order header. This is only editable for line items with an 'Item Type' of "Manual" 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'.  This is disabled for all line items that are inventory type items. 

This feature is used when more than 1 vendor is required to complete the Purchase Order. For example, on PO-123 you are purchasing 2 different Item Codes of packaging from ACME PACKAGING for $2,200. However, the order will be delivered by ABC DELIVERY who will be invoicing you separately for $150. Using this feature, you can add all 3 lines to the same Purchase Order and assign "ABC Delivery" as the 'Item Vendor' for the 'FREIGHT' line. When you enter the invoice from ACME PACKAGING it will auto load with only the 2 Item Codes and when you enter the invoice from ABC DELIVERY it will auto load with only the freight item. This helps ensure more visibility to all your costs while reducing the chance of overpaying for something.

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: ERPx_APVendor.VendorName, ERPx_APPoLine.VendorSK

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 an editable text box that defaults to the next available base-10 number. It is required, and is editable until the transaction is Approved, Posted, or Closed. To re-sequence the line items, edit one or more lines with a new positive number that would put the line item where you want it sorted, and click the Save button. On save, the line items will be resorted, and the Ln. values will be re-set to base-10 values.

For example, if you had line items 10, 20, and 30 and you wanted the last one (Ln. 30) to be second, you could edit the value to any number between 10 and 20 (i.e. 15) and on save the lines would be sorted in the new sequence (10, 15, and 30) and then all Ln.'s would be re-set to base 10 numbers (10, 20, 30).

Database Field: ERPx_APPoLine.LineNumber

Identifies the price of the line item. This is a numeric text box that is required. It defaults as 0 and must be greater than or equal to 0. It is formatted to the Item's 'Price Decimals'. This is only editable for line items with an 'Item Type' of "Manual" until the Purchase Order is 'Closed'.

 When AP Invoices and/or Credit Memos are loaded from a PO, the 'Price' will default from the current Purchase Order Item's Price.

Database Field: ERPx_APPoLine.Price

Identifies the GL Account the purchase line will post to. This is a single-select lookup that is not required. This is only editable for some of the line items with an 'Item Type' of "Manual", until the Purchase Order is 'Closed' and is editable based on:

1. For line items that are NOT being distributed to a Fisherman, Tender, or Loan
   1. Defaults from the Primary Vendor's default "Purchases" account if one has been setup, or if a Line Vendor has been selected, this will update to the Line Vendor's default "Purchases" account after Save.
   2. Otherwise, it defaults from the Item's default "Purchases" account if one has been setup, else it will be blank for the user to select an account.
   3. Editable until the Purchase Order is 'Closed'.
2. For line items distributed to a Fisherman, Tender, or Loan
   1. Defaults from the Fishermen, Tender, or Loans default "Settlement Accrual" account if one has been setup otherwise it defaults from the Fisherman Accounting Preferences default "Settlement Accrual" account.
   2. Edit is not allowed.

 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.

The lookup contains a blank value, the current assigned value, and a list of all the 'Active' GL Accounts where the "Use in AP" checkbox has been assigned.

Database Fields: ERPx_GLAccount.AccountNumber, ERPx_APTransactionLine.AccountSK, ERPx_APPoLine.AccountSK

Identifies the quantity of the line item being ordered. This is a numeric text box that defaults to 0 and must be > = 0. It is formatted to the Item's 'Unit Decimals' or 'Weight Decimals' depending on the UOM. This is only editable for line items with an 'Item Type' of "Manual" until the Purchase Order is 'Closed'. If the line item is a Fixed Weight item that requires whole units, then on Save:

1. If a user enters a quantity and a weight UOM we check all conversions back to unit UOMs to verify that the weight value can actually convert back when we create a receipt.

2. If no conversions are found then the following alert will be displayed to the user but will still allow the line item to save.

   1. Alert “Warning: Item [ItemID]: Qty does not convert to any UOMs on the [UOMScheduleID] UOM Schedule.”

1. If a user enters a fractional quantity and selects a unit UOM the following alert will be displayed to the user but will still allow the line item to save.

   1. Alert “Warning: Item [ItemID]: Requires whole units and you have saved a fractional unit.”

 These alerts are only displayed where applicable for new lines being added, or if an existing line Quantity or UOM are being updated.  

An Item is a 'Fixed Weight' item that requires whole units when the following properties are set as:

• Manage Items By = "Units and Weight"
• Variable Weight = "No"
• Require Whole Units = "Yes" 

 When AP Invoices and/or Credit Memos are loaded from a PO, the 'Quantity' will default as [Qty Ordered] - [Qty Invoiced]. If this results in a negative amount it will default as 0.00.

 When IM Receipts are loaded from a PO, the 'Quantity' will default as [Qty Ordered] - [Qty Received]. If this results in a negative amount it will default as 0.00.

Database Field: ERPx_APPoLine.OrderedQuantity

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 a single-select lookup that defaults from the Item's default "Purchase Order UOM" if one has been setup, otherwise it will default from the "Default Invoice, Credit & PO UOM" Purchasing Preference. This is required and is only editable for line items with an 'Item Type' of "Manual" 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 all 'Active' UOMs on the selected Item's UOM Schedule.

 When AP Invoices and Credit Memos are loaded from a PO, the 'UOM' will default from the Purchase Order Item's UOM.

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