Purchase Order - Line Items

Modified on Mon, 07 Jan 2019 10:25 by Freddy Donovan Categorized as Purchase Orders
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===General Information===

'''Default Menu Location''' The Purchase Order Icon [image||http://www.abiscorp.com/adjwiki/GetFile.aspx?File=%2fRecord%20Finder%20-%20Search%20and%20Results%2fPO-button.png&Provider=ScrewTurn.Wiki.FilesStorageProvider]is located on the [^{UP}PO_tool_bar.png|Tool Bar]

'''Screen Name''' POR3 


'''Function''' The Line Items tab is used to enter the specific items that will be purchased.

[imageauto||{UP}/Purchase Orders/Purchase_Order_Line_Items.png]

===Fields/ Filters===

'''Item:'''  The item code as listed in the Inventory Item Master.

'''Description:'''  The description of the item as listed in the Inventory Item Master.

'''Vendor Part #:'''  The vendor's part number.

'''Qty Ord:'''  The quantity ordered.

'''Qty Open:'''  The quantity that hasn't been received.  Automatically populated as the items are received.

'''Qty Rec:'''  The quantity that has been received.  Automatically populated as the items are received.

'''Required Date:'''  The date the items are required for receipt.

'''Disc %:'''  The percentage the items will be discounted, if any.

'''Unit:'''  The unit of measure for the quantity ordered.

'''Unit Cost:'''  The price of one unit of the item.  This will default to the last cost received per the vendor.

'''Recv Date:'''  The date the items were received.

'''Est Date:'''  The estimated date of receipt.

'''Rec Whse:'''  The warehouse the items are to be received into. Warehouses are set up in the Warehouses screen.

'''Owner:'''  The owner of the items.  Owners are set up in the '''''Organization Screen''''' with an attribute of Inventory Owner.

'''Held For:'''  The entity/organization the items are held for.  Inventory Holders are maintained in the '''''Rule Maintenance''''' screen by selecting '''Holders''' from the drop-down menu.

'''SvrOrd:'''  The service order the items will be used on.  Entering a service order number automatically places the items on the service order.

'''GL Acct:'''  The GL Acct #.

'''Show Link:'''  Click '''ShowLink''' button to display a separate grid that shows if the PO line selected is linked directly to a Sales Order.

'''Link SO:'''  Click '''Link SO''' button to display a screen that allows you to link the selected PO line to an open Sales Order with the same item.

 '''Remove Link:'''  Click '''Remove Link''' button to remove the link between the selected PO line and the Sales Order.

'''Phase:'''  Project Phase. Can only be filled out if the Adjutant project is already set up to have multiple phases.

===Special Functions===

'''Chks:''' This will launch a modal screen to allow users to check custom check boxes. The labels are customizable by using F12 and changing the displayed label on the Labels tab. The check box 1 through 5 values will display as columns on the Line Item View Tab with a 'y' for checked and a 'n' for unchecked.
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Purchase Order - Line Items
