Purchase Orders List View
A Purchase Order (aka PO) is a document issued by a buyer committing to pay the seller for specific products or services to be delivered in the future. The advantage to the buyer is the ability to place an order without immediate payment. From the seller’s perspective, it reduces credit risk, since the buyer is obligated to pay once the products or services have been delivered. Each PO has a unique number associated with it that helps both buyer and seller track delivery and payment.
This page lists each unique Purchase Order. The purpose of this page is to view, add, edit, remove, and close Purchase Orders.
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
Software Version: 2023.06.30 and newer
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Toolbar Icons | Description |
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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. |
Delete | Deletes the selected record(s). When clicked, users will be prompted with: "Are you sure you want to delete the selected records?". 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. |
Edit | Opens the selected record for editing. If a record is not selected, the page will either not open or will open the first record (depending on how the page was coded). |
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. Users must log out and back in before the pages will be visible in the 'My Shortcuts' tab. |
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. |
Mass Update | Opens the mass update dialog, which allows to mass update the following properties: Status: A single-select lookup that defaults to "(No Change)". Assigns the selected Status to selected/filtered transactions when the 'Apply' icon is clicked. Options include:
PO's cannot be 'Closed' if there are any unposted AP Invoices, Credit Memos or Inventory Receipts else the message "Purchase Orders referenced on unposted transactions cannot be closed. PO#: [PurchaseOrderID] - AP Invoice [TransactionID] PO#: [PurchaseOrderID] - AP Credit Memo [TransactionID] PO#: [PurchaseOrderID] - IM Receipt [TransactionID] |
More Actions | Displays a drop down menu of related actions. The list of options includes:
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New | Allows users to select the type of transaction or record they want to add. |
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. | |
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 Search Options or the default values for grids that do not support Search Options. This ONLY re-queries the contents of columns that are currently visible, if you add a new column the contents will be empty until you click 'Refresh' again. |
Saved Column Layout | 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. |
Fields | Description |
Checkbox | Used to select one or more records to perform an action, such as Mass Update, More Actions, or Delete. |
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 Amt. UnPosted | Identifies the sum of the extended amounts of all the line item that have been included on "UnPosted" AP Invoices and AP Credit Memos. This is a calculated field that is formatted to 2 decimal places and is not stored in the database. When AP Invoices and/or Credit Memos, with line items that reference a Purchase Order are entered, but not posted, this value is updated. |
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 Qty UnPosted | Identifies the sum of the quantities of the line items that have been included on "UnPosted" AP Invoices and AP Credit Memos. This is a calculated field that is formatted to two decimal places and is not stored in the database.. When AP Invoices and/or Credit Memos, with line items that reference a Purchase Order are entered, but not posted, this value is updated. |
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 and can be edited from the 'Buyer' field on the 'Home' tab of the Purchase Order Record View. Database Field: ERPx_APPoHeader.Buyer |
Comment | Identifies the header comment/description of the transaction or batch. 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 |
Created | Identifies the Created Date & Time of the record, formatted from the users 'Date Format' preference. This is a system assigned value and is never editable by a user. This field is required but is not editable. Database Field: ERPx_APPoHeader.CreatedDate |
Created By | Identifies the name of the user that created the record. It is formatted to be the "logged-in" users [User First Name] + [User Last Name]. This is a system assigned value and is never editable by a user. This field is required but is not editable. Database Field: ERPx_APPoHeader.CreatedBy |
Currency | Identifies the Currency assigned to the transaction. 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. The Currency identifies the kind of money used for transactions. For example, if a Customer or Vendor is setup with a Currency of "USD" then all transactions for them are stated in terms of US Dollars and all payments received or made must be in US Dollars. 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 | Identifies the date the Purchase Order will expire.This is required and can be edited from the 'Expire By' 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.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. |