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

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Filter Items	Description
Auto Hide Filters	A non-required text box that defaults as checked and is used to determine if the Search Options should be hidden when the Inquiry runs or is refreshed. When checked, each time the 'Refresh' button is clicked, the search options will be hidden, allowing for more rows of data to be visible on the page. This behavior is ideal for users that have entered their search parameters and want to see the results in full-screen. When unchecked, the search options will not be hidden when the 'Refresh' button is clicked. This behavior is ideal for users that need to run several searches with different search parameters. Users can only change the default value of this setting with a custom search in the "Saved Searches" lookup. If you change the default setting but do not save it in a custom search, it will only remain this way while the page is opened. Refer to this FAQ for advanced search options.
Auto Refresh on Open	A non-required text box that defaults as checked and is used to determine if the inquiry opens with or without data in the grid. When checked, each time the page is opened, the search is run using the default parameters (or a 'Saved Search' if one was set as your default for the page) so the grid will be populated with data . When unchecked, the search is NOT run when the page opens and no data will be present until the 'Refresh' button is clicked. Users can only change the default value of this setting with a custom search in the "Saved Searches" lookup. Refer to this FAQ for advanced search options.
Item	Used to select one or more Items. This is a multi-select standard lookup that is not required to return results. It defaults as blank. 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. 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.
Saved Searches	Displays the saved searches lookup and related icons. This tool allows users to select previously saved search options, create a new set of search options, save changes to existing search options, forget/delete saved search options and/or assign a saved search option as the default for the page. Once changes are made to the search options, the user can click the Save Options icon and save the changes. Saving search options will also save the preferences for 'Auto Refresh on Open' and 'Auto Hide Filters'. The new search option can also be set as the default. Default searches can be removed by clicking the 'Set as Default' button again when the current default search is selected. Refer to this FAQ for advanced search options.
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: 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. 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.

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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. 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.
Print	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 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	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	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 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	Identifies the Currency assigned to the transaction. This is required and comes from the 'Currency' on the 'Properties' tab of the transaction 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, ERPx_APPoHeader.CurrencySK, ERPx_APTransactionHeader.CurrencySK
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, ERPx_APTransactionLine.ItemSK, ERPx_IMTransactionDetail.ItemSK
Item ID	Identifies the Item ID of the Item on the transaction line. 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	Identifies the type of item and its behavior in the system. Item Types fall under two main categories: Item Types that maintain perpetual inventory balances Inventory Item Types that do not maintain perpetual inventory balances AP Expense Freight Misc Tax 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	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 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	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 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.	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 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	Identifies the Lot Owner of the Inventory Lot. 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	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 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	Identifies the Production Batch ID of the Lot. 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	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. 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 #	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	Identifies the unique Site ID (warehouse ID) of the Site the transaction, shipment, item, or lot is associated with. 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	Identifies the Status of the transaction. This is required and is always editable. The Statuses that apply to Purchase Orders in this inquiry include: New: This is the default Status for all new Transactions. While in the Status of 'New' transactions are considered open and all editable fields are open for edit, no posting or approval validations are performed, GL Dates are not assigned, and journal entries are not created. If the transaction was moved back from Approved to New, the GL Date will be assigned and a Journal Entry will exist. Released: This status is used to signify that the transaction is ready to be released to production. While in the Status of 'Released', all editable fields are open for edit. Closed: Used to indicate that the record is no longer open to be used on other transactions. Closed records are only visible from inquiries, not list views. The Statuses that apply to AP Invoices/Credit Memos and IM Receipts in this inquiry include: New: This is the default Status for all new Transactions. While in the Status of 'New' transactions are considered open and all editable fields are open for edit, no posting or approval validations are performed, GL Dates are not assigned, and journal entries are not created. If the transaction was moved back from Approved to New, the GL Date will be assigned and a Journal Entry will exist. Approved: Performs all the data validations required to post the transaction and applies to all Transactions. While in the Status of 'Approved' transactions are considered open but have limited fields open for edit. If one or more validations fail, messages are provided indicating what needs to be corrected. If all the validations pass, then all the fields are disabled except for the Status lookup (and any fields that are always editable), journal entries are created/updated, journal ID's are assigned to the journal entry, and blank 'GL Dates' are assigned. Posted: Signifies the transaction has been posted and/or applied to a transactions (e.g. Payment Receipt). When a transaction is posted, it updates the General Ledger and/or On Hand Item Balances. While in the Status of 'Posted' transactions are considered closed and all the fields are disabled with the exception of a few fields that are always editable. Database Fields: ERPx_APPOStatus.StatusName, ERPx_APPoHeader.POStatusSK, ERPx_APTransactionHeader.TransactionStatusSK, ERPx_IMTransactionHeader.TransactionStatusSK
Transaction Class	The unique identifier of the 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. 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, ERPx_APTransactionHeader.TransactionClassSK, ERPx_IMTransactionClass.TransactionClassID, ERPx_IMTransactionHeader.TransactionClassSK
Transaction Date	Identifies the date of the transaction. 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	Identifies the unique Transaction ID for each transaction. Database Field: ERPx_APPoHeader.PurchaseOrderID, ERPx_APTransactionHeader.TransactionID, ERPx_IMTransactionHeader.TransactionID
Transaction Type	Transaction Types are used to differentiate unique types transactions within the system. Transactions with the same Transaction Type share the same record view pages and business rules. Transaction Types can be further classified using Transaction Classes. Every transaction in the system is assigned a Transaction Type. The Transaction Types applicable to this inquiry include: Purchase Order AP Invoice Credit Memo IM Receipt
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 transaction Record View until the Purchase Order is 'Closed' or the transaction is in a Status >+ "Approved". 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, ERPx_APTransactionLine.QuantityUOMSK, ERPx_IMTransactionDetail.TransactionUnitsUOMSK or TransactionWeightUOMSk
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 transaction 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, ERPx_APTransactionHeader.VendorSK, ERPx_IMTransactionHeader.ReceivedFromVendorSK
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 Name' on the 'Home' tab of the transaction 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, ERPx_APTransactionHeader.VendorSK, ERPx_IMTransactionHeader.ReceivedFromVendorSK
Warehouse Lot	Identifies the Warehouse Lot to which the selected item or inventory lot belongs. 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. A Warehouse Lot (aka Storage Lot) is used by 3rd party distribution sites to identify a unique quantity of product they are storing. Unlike a Production Batch number that never changes, Warehouse Lots will change as product is transferred to other Sites and/or transferred into exiting Warehouse Lots within the same Site. The 'Warehouse Lot' is one of the 5 components that make up a unique Inventory Lot and it is required when entering a transaction line on a transaction for a Warehouse Lot Tracked Site. This value will be blank and/or disabled for all non-Warehouse Lot Tracked Sites on screens that include a Warehouse Lot field. An Inventory Lot is the most granular level that item balances (quantities of Units and/or Weight) are stored within NorthScope. Inventory Lots are created for all Inventory Items assigned an Item Type of “Inventory', regardless of whether the Item is Lot Tracked (i.e., balances are maintained by Production Batch) or the Site containing the product is 'Warehouse Lot' tracked or not. An Inventory Lot is unique by combination of: Item: The Item ID (required for all Inventory Lots) Site: The Site/Warehouse that contains the inventory (required for all Inventory Lots) Production Batch: The date code or other traceability reference that stays with product and never changes. It is required for Items with a 'Lot Tracked' property of "Yes" and will be blank for Items with a 'Lot Tracked' property of "No" Warehouse Lot: The identifier or location within a Site/Warehouse, this is most typically used for 3rd party distribution sites. It is required for 'Inventory Lots' in a Warehouse Lot tracked Site and will be blank for 'Inventory Lots' in a non Warehouse Lot tracked Site. This has nothing to do with whether the Item is 'Lot Tracked' or not. Owner: Identifies who owns the product. This is required for all Inventory Lots. Database Fields: ERPx_IMWarehouseLot.WarehouseLotID, ERPx_IMLotBalance.WarehouseLotSK

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