ITEM PURCHASING INFORMATION INQUIRY

Use this inquiry application to view information about items appearing on purchase orders. This screen is non-editable; refer to the Enter POs screen to locate and maintain purchase order information. You can also access this screen in Costpoint Purchasing and Materials Estimating.

Enter the Item, item Description, Misc Type, Commodity code, Manuf Part, or Vendor Part, and then select the Execute button on the toolbar to populate the table window.

Item

Enter, or use Lookup to select, an item ID or the beginning of an item ID for which information is required. For example, if you enter "A," select the Contain In radio button, and then select Execute, the table window will populate with all purchase order IDs that contain parts, goods, and services that contain "A."

Rev

Enter, or use Lookup to select, the revision and description of the item. If you selected the Allow Multiple Revisions For Each Item checkbox in the Product Definition Corporate Settings subtask of the Product Definition Settings screen in Costpoint Product Definition, you can retrieve multiple revisions of the same item.

U/M

This field displays the default unit of measure when you enter an Item ID.

Misc Type

Enter, or use Lookup to select, a miscellaneous charge type code and description on which information is required.  You can enter this in place of an item. Establish this type in the PO Line Charge Types table and enter it in the Enter POs screen in Costpoint Purchasing.

Commodity

Enter, or use Lookup to select, a specific commodity code and description on which to search. Enter commodity codes in the Commodity Codes screen in Costpoint Product Definition.

Manuf Part

Enter the manufacturer part number for which PO item information is required.

Vendor Part

Enter the vendor part number for which PO item information is required.

Note: You can enter the Manuf Part and Vendor Part fields in place of an item. You can enter manufacturer and vendor part information in a number of Costpoint Materials applications, including the Alternate Parts screen in Costpoint Product Definition. You can enter RFQs, quotes, and requisitions in Costpoint Procurement Planning, and purchase orders in Costpoint Purchasing.

Industry Class

Enter, or use Lookup to select, the industry classification code for which PO lines are to be viewed.  Maintain industry classifications in Costpoint Purchasing and Product Definition, and assign them in the Vendor Classification Codes subtask of the Maintain Vendors screen in Costpoint Purchasing, Procurement Planning, and Accounts Payable.

PO Line Status

Use this group box to view data based on the status of the purchase order lines.

Pending

Select this checkbox to view PO lines with the status of "Pending." This status means that the line is pending approval and cannot be received or invoiced until it has changed to open status.

Closed

Select this checkbox to view PO lines with the status of "Closed." This status means that the line is closed.

Open

Select this checkbox to view PO lines with the status of "Open." This status means that the line is open and ready for receipts and invoices to be entered against it.

Void

Select this checkbox to view PO lines with the status of "Void." This status means that the line has been voided and no processing will occur. There have not been any receipts entered. This allows the system to show that a quantity was ordered but was later canceled.

System Closed

Select this checkbox to view PO lines with the status of "System" or "Manually Closed."

Item ID/Description Selection Criteria

Select Exact Match to select items matching the value entered, Begin With to select items beginning with the value entered, End With to select items ending with the value entered, or Contain In to select items containing the value entered.

Table Window

Order Date

This column displays the date on which the purchase order was entered.

PO

This column displays the ID of the purchase order on which the item appears.

Rel

This column displays the release number of the release order made against a blanket order.

PO Line

This column displays the line number of the purchase order.

Change Order

This column displays the change order if the purchase order had a change order created in the Create PO Change Orders screen in Costpoint Purchasing. The last change order number is displayed.

PO Type

This column displays the type of order. The system-defined types are "Purchase Order," "Blanket," "Release," and "Subcontract PO."

Vendor Name

This column displays the vendor name for this order.

Buyer

This column displays the buyer ID assigned to this order.

Item

This column displays the item ID and is visible only if the item ID in the search criteria is not selected.

Item Rev

This column displays the item revision and is visible only if the item revision in the search criteria is not selected.

PO Line Description

This column displays the description of the item.

Misc Type

This column displays the miscellaneous charge type code for the PO line.

PO Status

This column displays the overall status of the purchase order. The status can be one of the following: "Pending," "Open," "Void," "Closed," or "System Closed."

Order U/M

This column displays the order unit of measure of the item.

Open Quantity

This column displays the quantity open. Open quantity is order quantity less the received quantity plus the rejected-replacement quantity.

Ordered Quantity

This column displays the quantity ordered.

Received Quantity

This column displays the quantity received. Enter received quantities in the Receive Purchase Order screen in Costpoint Receiving. The received quantity decreases the Open Quantity amount for the PO line.

Accepted Quantity

This column displays the quantity accepted from the Receive Purchase Order screen (or the Enter QC Inspections screen if QC Inspections are required for the PO line) in Costpoint Receiving.

Rejected Quantity

This column displays the quantity rejected from the Receive Purchase Order screen (or the Enter QC Inspections screen if QC Inspections are required for the PO line) in Costpoint Receiving.

Due Date

This column displays the date on which the item is due.

Trans Currency

This column displays the transaction currency for the purchase order. The invoice for these materials will be in this transaction currency.

Trans Curr Net Unit Cost

This column displays the net unit cost of the item in the transaction currency for this purchase order. This is the cost of one unit of the item after the volume discounts have been applied. The invoice for these materials will be in this transaction currency.

Func Curr Net Unit Cost

This column displays the net unit cost of the item in the functional currency for this purchase order. This is the cost of one unit of the item after the volume discounts have been applied. Functional currency is the currency used to initialize Costpoint and is the currency in which your financial statements are prepared.

Manufacturer Part

This column displays the manufacturer part number.

Mfg Rev

This column displays the revision of the manufacturer part.

Vendor Part

This column displays the vendor part number.

Vend Rev

This column displays the revision of the vendor part.

Commodity Code

The commodity code cited on the purchase order for this item will be displayed.

Active

This field displays "Y" (Yes) if the Active checkbox is selected for the item in the Maintain Parts screen (for standard parts), Services screen (for service items), or Goods screen (for goods) in Costpoint Product Definition. If the Active checkbox is not selected for the item, this field will display "N" (No). This field will be hidden for miscellaneous line types.

Item Type

This field displays the "P" it the item is a standard part, "S" if the item is a service, or "G" if the item is a good. This field will be hidden for miscellaneous line types.

Prod Class

This field displays the item's product class that is assigned in the Maintain Parts screen (for standard parts), Services screen (for service items), or Goods screen (for goods) in Costpoint Product Definition. This field will be hidden for miscellaneous line types.

Planner

If the item is a standard part, this field will display the planner ID assigned to the part in the Maintain Parts screen in Costpoint Product Definition. This field will be hidden for miscellaneous line types.

Make/Buy

If the item is a standard part, this field will display "M" (Make) if the part is made, or "B" (Buy) if the part is bought. The value that displays in this field is assigned in the Make/Buy drop-down box in the Maintain Parts screen in Costpoint Product Definition. If the item is a Service or Good, this field will display as "B" (Buy). This field will be hidden for miscellaneous line types.

Deliver To

This column displays the deliver to information.

Planner ID

This column displays the planner ID for the item.

Warehouse

This column displays the warehouse ID.

Ship ID

This column displays the ship ID.

Industry Class

If applicable, this column displays the industry classification code of the item for this purchase order line. 

Business Size

If applicable, this column displays the business size of the vendor for this purchase order line. 

Line Detail

Select this pushbutton to access the Line Detail subtask.

Exp Notes

Select this pushbutton to open the Expediting Notes subtask.

Alt Parts

Select this pushbutton to open the Alternate Parts subtask.

Item Text

Select this pushbutton to access the Item Standard Text subtask.

Assign Vend

Use this pushbutton to access the Assigned Vendor List subtask.

Quotes

Use this pushbutton to access the Vendor Quotes subtask.

Vend Return

Select this pushbutton to open the Vendor Returns subtask.

RFQs

Use this pushbutton to open the Request for Quotes subtask.

Requisitions

Use this pushbutton to open the Requisition Lines subtask.

PO History

Select this pushbutton to view purchase order history lines.

ECN Parts

Select this pushbutton to open the ECN Parts subtask. This subtask is disabled if you execute the inquiry based solely on a Misc Type.

Documents

Select this pushbutton to open the Documents subtask.

Vendor Info

Select this pushbutton to open the Vendor Information subtask.