Purchase Order Lines

To maintain information about the specific items which are being purchased under a specific regular purchase order, use the Purchase Order Lines form. Information about items being purchased under a blanket purchase order should be entered on the Purchase Order Blanket Lines form.

Information about the vendor is maintained on the Purchase Orders form. All regular purchase order lines must be associated with a header previously entered on the Purchase Orders form.

The line/release record contains the following information:

Quantity to be purchased
Cost
Price
Quantity received
Status

If you change costs on a PO line that is cross-referenced to a job material, use the Costs tab to select the Update Job Material Unit Cost field on this form before saving the record.

Use the Drop Ship Tab to indicate where shipments are to be sent.

When you select Warehouse from the Drop Ship To field, the system prompts for the Warehouse in which to fill the purchase order.
When you select Drop Ship To from the Drop Ship To field, the system prompts for the drop ship to number associated with the desired address.
When you select Customer from the Drop Ship To field, the system prompts for the associated customer number and the ship to sequence number for the desired address.

The fields in the EU VAT tab are used by the European Union (EU). If the Activate EU Reporting field on the General Parameters form is not selected, this tab (or some fields on this tab) are disabled.

Use the Lots tab when you issue or receive a lot-tracked item. This tab is enabled when you select Preassign Lots.

Adding Lines

Multiple lines can be added. However, if you select the Contains Tax Free Matl check box on the Purchase Orders form, you can only add lines that contain tax-free imported materials.

Deleting Lines

When you delete a PO line, all associated notes for that line are also deleted.

Deleting a line with a status of Ordered or Complete requires that the Order Qty, Qty Received, and Qty Rejected fields equal zero. If they do not equal zero, the system displays a message explaining that the line cannot be deleted and returns you to the form.

NOTE: You cannot delete a PO line if it is referenced on a Goods Receiving Note line, regardless of the PO or GRN status.

Changing Quantity

If you change the order quantity on a PO line that was created by the Purchase Order Builder, the cost, which may have been determined by a Master Buy Agreement, is not recalculated.

Actions Menu

The Allocate Landed Costs activity is accessible from the Actions menu.

The Actions menu also includes options to filter the data to show only lines where the due date is 7, 14 or 30 days in the future, and an option to show only lines where the due date is any number of days past due. You can also choose List Change Log, List Receipts, List Goods Receiving Notes, and List Purchase Order Requisition Lines.

Fixed Assets

Fixed asset records can only be created one at a time.

If you specify a quantity greater than one for a non-inventoried item, the Fixed Asset Number field and FA Class Code field are disabled and an error message is displayed.

If you select a new Fixed Asset Number, the FA Class Code field is enabled. Only existing FA Class Codes can be selected. If a new one is entered, this message displayed:

XXX is not a valid FA Class Code. Do you want to change the value now?

If you select an existing fixed asset, the FA Class Code field is disabled. You can only change fixed asset class codes on the Fixed Assets form.

Cross-Referencing to a SRO Material Transaction

You can cross-reference a purchase order line to a SRO planned material transaction. When you update the material cost of a PO item, then save the PO line record, this message is displayed:

Update cross-referenced SRO will be performed.