This page lists each unique Purchase Order. The purpose of this page is to show all the Posted, Void, and Replaced Purchase Orders based upon the parameters set in the Inquiry Criteria.. 

(lightbulb) 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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Ordered Date
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  • Description
  • Doc No
  • Purchase Order
  • Transaction
  • Vendor ID
  • Vendor Name
Transaction Class

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.

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

 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' AP Vendor Classes.

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  • RV: Transaction. Opens the Transaction Record View. 
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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.

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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. UnpostedIdentifies 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. RemainingIdentifies 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

 This field is required.

Database Field: ERPx_APPoHeader.CreatedDate

Created By

This field is required.

Database Field: ERPx_APPoHeader.CreatedBy

Currency ID

 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.

Database Fields: ERPx_MFCurrency.CurrencyID 

Description

 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

Expire By

This is required and defaults from 1 year from the current date, 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

Last Updated

This field is required.

Database Field: ERPx_SOOrderHeader.LastUpdated

Last Updated By

This field is required.

Database Field: ERPx_SOOrderHeader.LastUser

Ordered

 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

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

Status

 This can be edited from the 'Status' on the 'Home' tab of the Invoice/Credit Memo Record View and represents the status of the transaction. This is always editable while the transaction is in a Status of 'New' or 'Approved'.

 The Statuses that apply to transaction in this List View include:

Database Fields: ERPx_APTransactionStatus.StatusName, ERPx_APPoHeader.TransactionStatusEN

Transaction Class

 This comes from the 'Transaction Class' on the 'Properties' tab of the Purchase Order Record View. This is not editable.

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:

  1. Allow Single Invoice: If this option is selected, the Purchase Order can only be assigned to a single AP Invoice.
    1. 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".
    2. An 'Open' Purchase Order can always be applied to multiple AP Credit Memos.   
  2. 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

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

Database Field: ERPx_APVendorClass.ClassDescription, ERPx_APPoHeader.VendorSK

Vendor ID

 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.

Database Fields: ERPx_APVendor.VendorID, ERPx_APPoHeader.VendorSK

Vendor Name

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.

Database Fields: ERPx_APVendor.VendorName, ERPx_APPoHeader.VendorSK

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