Find Vendor Items Record View
The purpose of this page is to see the Vendor Items that have been setup on the Vendor master file record to add to AP Invoice, AP Credit Memo and Purchase Order transactions.
Software Version: 2023.09.29 and newer
Page Header
| Fields | Description |
| 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:
Once items have been added to the grid and users have entered the quantities they wish to order for the item(s), there are two ways to add the item(s) to the order, users can click back into the Search box and press the Enter key or click the Refresh button. |
Page Details
| 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. |
| 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. |
| More Actions |
|
| 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.
|
| Save & Close |  Saves your changes and closes the page. |
| 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. |
| Fields | Description |
| Checkbox | Used to select one or more records to perform an action, such as Mass Update, More Actions, or Delete. |
| Ext. Amount | Identifies the Extended amount of the line item. This is required and is calculated as [Quantity] * [Price] for each line item. This can only be edited by changing the Quantity and/or Price of the line item. This is a calculated field and is not stored in the database. |
| Item | Identifies the Item, displayed as Item ID: Item Description. This is never editable from this page, users can edit the Vendor Items from the "Vendor Items" tab on the Vendor master file. 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:ItemDescription, ERPx_APVendorItem.ItemSK |
| Last Paid Date | Displays the last date the corresponding item was invoiced for the Vendor. This is a non-editable date field that is not required. This value updates when AP Invoices are Posted for the Vendor and the Item and UOM on the AP Invoice matches the Item and UOM setup on the Vendor Items for the Vendor. If the item has never been invoiced this field will be blank. This field is not stored in the database. |
| Last Paid Price | Displays the last Price that was paid for the corresponding item that was invoiced for the Vendor. This is a non-editable numeric text box that is not required. This value updates when AP Invoices are Posted for the Vendor and the Item and UOM on the AP Invoice matches the Item and UOM setup on the Vendor Items for the Vendor. If the item has never been invoiced this field will be blank. This field is not stored in the database. |
| Last Paid Qty | Displays the last quantity of the corresponding item that was invoiced for the Vendor. This is a non-editable numeric text box that is not required. This value updates when AP Invoices are Posted for the Vendor and the Item and UOM on the AP Invoice matches the Item and UOM setup on the Vendor Items for the Vendor. If the item has never been invoiced this field will be blank. This field is not stored in the database. |
| 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 an editable text box that is not required. If a value is entered it must be <= 200 characters and is editable while the transaction is in a status of New, Open or Released. If a value exists on the Vendor Items tab of the Vendor master file for the item, this value will default but can be overwritten. This value will display in the Line Comment field of the AP Invoice, AP Credit Memo and Purchase Order when added to the record from this page. Database Field: ERPx_APVendorItem.LineComment |
| PO Min. Ord Qty | Displays the minimum quantity that should be ordered for the item. For example, a Vendor may require an item to be ordered in a minimum of 50 cases. This is a non-editable numeric text box that defaults to the value specified for the Vendor Item on the Vendor master file record that is not required. Database Field: ERPx_APVendorItem.POMinOrderQty |
| PO Order Multiple Of | Displays the multiple of quantity that the item should be ordered in. For example, a Vendor may require an item to be ordered in multiples of 10 cases. This is a non-editable numeric text box that defaults to the value specified for the Vendor Item on the Vendor master file record that is not required. Database Field: ERPx_APVendorItem.POOrderMultiple |
| Price | Identifies the price of the line item. This is a numeric text box that is not required. It defaults to the price entered for the Vendor Item on the Vendor master file. This is editable while the transaction is in 'New' Status. Database Field: ERPx_APVendorItem.Price |
| Qty | Identifies the quantity of the line item. This defaults as 0.00 and is not required. If a value is entered and added to the transaction, this will display in the 'Quantity' field for the line item. This is editable while the transaction is in 'New', 'Open' and 'Released' Status. If the Quantity entered does not meet the PO Minimum Order Quantity (PO Min. Ord Qty), and/or the PO Order Multiple Of quantity, when added to a Purchase Order record, the following warning messages will be displayed on Save: "The Qty ordered for Item [Item ID]: [Item Description] is less than the PO Min. Order Qty specified." and "The Qty ordered for Item [Item ID]: [Item Description] is not in the PO Order Multiple Of specified.". This value is not stored in the database. |
| Seq. | Displays the numerical sequence the line item appears in the Item's grid on the transaction or master file. 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_APVendorItem.LineItemSort |
| UOM | Displays the unit of measure upon which the line item price is based. This defaults from the 'UOM' saved to the Vendor Item on the Vendor's master file record. This is always editable from the Vendor's master file record. Database Fields: ERPx_IMUOM.UOMID, ERPx_APVendorItem.PriceUOMSK |
| Vendor Item Description | Displays the description of the Vendor Item. This is an editable text box that is not required. If a value is entered it must be <= 200 characters and is editable while the transaction is in a status of New, Open or Released. If a value exists on the Vendor Items tab of the Vendor master file for the item, this value will default but can be overwritten. This value will display in the Line Description field of the AP Invoice, AP Credit Memo and Purchase Order when added to the record from this page. Database Field: ERPx_APVendorItem.VendorItem |
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.