This page lists the Purchase Order, all AP Invoices/Credit Memo, and all Inventory Receipt transaction line items. The purpose of this page is to quickly show all the Purchase Order related transaction for one or more selected line items.

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: 2023.06.30 and newer

[ 1 Page Header ] [ 1.1 Search ] [ 2 Page Detail ] [ 2.1 Related Topics ] [ 2.1.1 Page Definitions ] [ 2.1.2 Technical Details ]

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Filter Items	Description

Filter Items	Description
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Item	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' Items.
PO #	Used to select all or part of a PO #. This is a text box that is not required.
Requisition	Used to select all or part of a Requisition #. This is a text box that is not required.
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Search	Item Requisition Transaction Vendor ID Vendor Name
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.

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Fields	Description
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Amt	Identifies the extended amount of the transaction Line. 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 transaction 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' or the transaction status is >= 'Approved". This column is not applicable to IM Receipt Transactions. Database Field: ERPx_APPOLine.ExtendedAmount, ERPx_APTransactionLine.ExtendedAmount
Comment	This is not required and can be edited from the 'Comment' field on the 'Home' tab of the transaction Record View. This is always editable even after the transaction is 'Closed'. Database Field: ERPx_APPoHeader.Description, ERPx_APTransactionHeader.Description, ERPx_IMTransactionHeader.Description
Currency	This is required and comes from the 'Currency' on the 'Properties' tab of the transaction Record View. This is not editable on the transaction. Database Fields: ERPx_MFCurrency.CurrencyID, ERPx_APVendor.CurrencySK, ERPx_APPoHeader.CurrencySK, ERPx_APTransactionHeader.CurrencySK
Item Description	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, ERPx_APTransactionLine.ItemSK, ERPx_IMTransactionDetail.ItemSK
Item ID	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.ItemID, ERPx_APPOLine.ItemSK, ERPx_APTransactionLine.ItemSK, ERPx_IMTransactionDetail.ItemSK
Item Type	This represents the Item Type assigned to the Item ID and is not editable. Database Fields: ERPx_IMItemType.Description, ERPx_APPOLine.ItemSK, ERPx_APTransactionLine.ItemSK, ERPx_IMTransactionDetail.ItemSK
Line Comment	This is always editable from the transaction Record View Items Grid until the Purchase Order is 'Closed' or the transaction status is >= 'Approved". 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, ERPx_APTransactionLine.LineComment, ERPx_IMTransactionDetail.LineComment
Line Description	This is a textbox that defaults to Item Description for the corresponding Item and is editable from the Purchase Order record until it is 'Closed'. When AP Invoices, Credit Memos are loaded from a PO, this will default as the 'Line Description' on those transactions. Database Field: ERPx_APPOLine.LineDescription, ERPx_APTransactionLine.LineDescription, ERPx_IMTransactionDetail.LineDescription
Ln.	This is required and can be edited from the Ln. field on the transaction Record View Items Grid until the Purchase Order is 'Closed' or the transaction status is >= 'Approved". Database Field: ERPx_APPoLine.LineNumber, ERPx_APTransactionLine.LineNumber, ERPx_IMTransactionDetail.ItemSort
Owner	This is required and only applicable to Receipt transactions. Database Field: ERPx_IMTransactionDetail.LotSK, ERPx_IMLotBalance.LotOwnerSK, ERPx_IMLotOwner.LotOnwerName
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". The Price and Quantity will not default from the Purchase Order line item. Database Field: ERPx_APPoLine.POLineSK, ERPx_APTransactionLine.POLineSK, ERPx_IMTransactionDetail.POLineSK
Price	This is required and can be edited from the 'Price' field on the Items Grid of the Purchase Order and AP Transaction Record View. It is formatted to the Item's 'Price Decimals' and is editable until the Purchase Order is 'Closed' or the AP Transaction's Status is >= "Approved". This column is not applicable to IM Receipt Transactions. Database Field: ERPx_APPoLine.Price, ERPx_APTransactionLine.Price
Prod Batch	This value defaults from the 'Production Batch' value specified on the Inventory transaction that created the Production Batch. This can be edited from the 'Production Batch' field on the Properties tab of the Production Batch record view. If the inventory lot is committed and the item is not lot tracked, this value will display as "Item Tracked". If the inventory lot is committed and the item is not tracked, this value will display as "Commitments". This is only applicable to Inventory Tracked items on Receipt transactions. Database Field: ERPx_IMProductionLot.ProductionLotID
Purchase GL Account	This is not required and is editable from the 'Purchase Account' column of the Items Grid on the Purchase Order Record View. This is not applicable for IM Receipt Transactions. 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, ERPx_APTransactionLine.AccountSK
Qty	Identifies the Quantity of the line item on the Purchase Order, AP Invoice/Credit Memo, or IM receipt Transaction. This is required and can be edited from the transaction 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' or the transaction is in a Status >= "Approved". 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. 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, ERPx_APTransactionLine.Quantity, ERPx_IMTransactionDetail.TransactionUnits or TransactionWeight
Requisition #	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'. Database Field: ERPx_APPoHeader.Requisition
Site ID	This is only applicable for Purchase Order and IM Receipts (it is not applicable for AP Invoice/Credit Memos) and it is only required for IM Receipts. Database Field: ERPx_MFSite.SiteID, ERPx_APPoHeader.SiteSK, ERPx_IMTransactionHeader.SiteSK
Status	This is required and is always editable. The Statuses that apply to Purchase Orders in this inquiry include: The Statuses that apply to AP Invoices/Credit Memos and IM Receipts in this inquiry include: Database Fields: ERPx_APPOStatus.StatusName, ERPx_APPoHeader.POStatusSK, ERPx_APTransactionHeader.TransactionStatusSK, ERPx_IMTransactionHeader.TransactionStatusSK
Transaction Class	This is required and comes from the 'Transaction Class ID' on the 'Properties' tab of the transaction Record View. This is not editable. Database Fields: ERPx_APTransactionClass.TransactionClassDescription, ERPx_APPoHeader.TransactionClassSK, ERPx_APTransactionHeader.TransactionClassSK, ERPx_IMTransactionClass.TransactionClassID, ERPx_IMTransactionHeader.TransactionClassSK
Transaction Date	This is required and can be edited from the 'Home' tab of the Transaction Record View. This is editable until the Purchase Order is 'Closed' or the transaction is in a Status >= "Approved". Database Field: ERPx_APPoHeader.PODate, ERPx_APTransactionHeader.TransactionDate, ERPx_IMTransactionHeader.TransactionDate
Transaction ID	Database Field: ERPx_APPoHeader.PurchaseOrderID, ERPx_APTransactionHeader.TransactionID, ERPx_IMTransactionHeader.TransactionID
Transaction Type	The Transaction Types applicable to this inquiry include: Purchase Order AP Invoice Credit Memo IM Receipt
UOM	This is required and can be edited from the 'UOM' field on the Items Grid of the transaction Record View until the Purchase Order is 'Closed' or the transaction is in a Status >+ "Approved". Database Fields: ERPx_IMUOM.UOMName, ERPx_APPoLine.QuantityUOMSK, ERPx_APTransactionLine.QuantityUOMSK, ERPx_IMTransactionDetail.TransactionUnitsUOMSK or TransactionWeightUOMSk
Vendor ID	This is required and represents the ID of the 'Vendor' on the 'Home' tab of the transaction Record View. This is only editable by changing the Vendor assigned to the transaction. Database Fields: ERPx_APVendor.VendorID, ERPx_APPoHeader.VendorSK, ERPx_APTransactionHeader.VendorSK, ERPx_IMTransactionHeader.ReceivedFromVendorSK
Vendor Name	This is required and represents the name of the 'Vendor Name' on the 'Home' tab of the transaction Record View. This is only editable by changing the Vendor assigned to the transaction. Database Fields: ERPx_APVendor.VendorName, ERPx_APPoHeader.VendorSK, ERPx_APTransactionHeader.VendorSK, ERPx_IMTransactionHeader.ReceivedFromVendorSK
Warehouse Lot	This value defaults from the 'Warehouse Lot' value specified on the Inventory transaction that created the Inventory Lot. This can be edited from the 'Warehouse Lot' field on the Warehouse Lots list view. Database Fields: ERPx_IMWarehouseLot.WarehouseLotID, ERPx_IMLotBalance.WarehouseLotSK

PO Linked Lines Inquiry

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