PURCHASE ORDER LINES

Note: If you are viewing a subcontract PO, this subtask will be titled Subcontract PO Lines.

Use this subtask to view information on the PO lines of the selected purchase order. If you are viewing a subcontract PO line, the heading for each subtask screen name starts with "Subcontract PO;" otherwise, the standard PO line heading appears.

PO

This field displays the purchase order ID.

Release

This field displays the release number of the purchase order.

Type

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

Change Order

This field displays the latest change order number of the purchase order.

Trans Currency

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

Status

This field displays the status of the purchase order.

Vendor

This field displays the vendor ID. The name of the vendor will also be displayed.

Buyer

This field displays the buyer ID.

Table Window

Line

This column displays the line number on the order.

Status

This column displays the status of the line.

Type

This column displays the line type:  "P" (Part), "G" (Good), "S" (Service), or "M" (Miscellaneous).

Item

This column displays the item ID.

Item Rev

This column displays the revision ID of the item.

Description

This column displays the description of the item.

Misc Type

This column displays the miscellaneous charge type of the item.

U/M

This column displays the unit of measure of the item. This field is hidden for subcontract POs.

Due Date

This column displays the due date of the item.

Qty Ordered

This column displays the quantity ordered. This field is hidden for subcontract POs.

Net Unit Price

This column displays the net unit price of the item ordered. This is the cost of one unit of the item after any volume discount has been applied. This field is hidden for subcontract POs.

Ext Amount

This column displays the extended cost amount of the item.

Line Charges

This column displays the line charge amount for the item. This field is hidden for subcontract POs.

Sales Tax/VAT Amount

This column displays the sales or value added tax for the item.

PO Line Total

This column displays the total line amount calculated by the system. This is the extended cost amount (Ext Amount) plus the sum of any additional Line Charges and Sales Tax/VAT Amount.

Deliver To

This column displays the deliver to information entered for the purchase order line.

Requisition

This column displays the requisition ID for the PO line (up to 10 alphanumeric characters), where the item being ordered was originally requested. The requisition number will default from the Requisition field in the Defaults subtask of the Enter POs screen in Costpoint Purchasing, and can also be maintained in the Requisition field in the Enter POs table window.

Order Reference

This column displays the order reference number, which is a manufacturing order or internal sales order number that is assigned to the purchase order line.

Ord Ref Type

This column displays the order reference type entered for the purchase order line, which designates whether the line item is related to a sales order ("S"), a manufacturing order ("M"), or neither/none ("N").

Order Ref Line

This column displays the order reference line number entered for the purchase order line.

Order Ref Release

This column displays the order reference release number entered for the purchase order line.

CLIN

This column displays the Contract Line Item Number entered for the purchase order line.

Starting Date

This column displays the period of performance starting date entered for the purchase order line.

Ending Date

This column displays the period of performance ending date entered for the purchase order line.

Planner

This column displays the planner ID entered for the purchase order line.

Warehouse

This column displays the ID of the warehouse where the items are to be received for the purchase order line.

Ship ID

This column displays the ship ID for the address where the ordered items are to be delivered for the purchase order line.

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. 

Completed Work Retention Pct

The completed work retention percentage rate indicates the proportion of the completed work amount that will be withheld from payment when an accounts payable voucher is created, in order to cover miscellaneous vendor-responsible expenses. This non-editable field defaults from the Enter POs screen in Costpoint Purchasing for subcontract POs only.  If the PO Type is not "S" (subcontract PO), this field will be hidden.

Stored Materials Retention Pct

The stored materials retention percentage rate indicates the proportion of the stored materials amount that will be withheld from payment when an accounts payable voucher is created (in order to take care of unforeseen miscellaneous vendor-responsible expenses). This non-editable field defaults from the Enter POs screen in Costpoint Purchasing for subcontract POs only.  If the PO Type is not "S" (subcontract PO), this field will be hidden.

Line Detail

Select this pushbutton to view detail information on the selected purchase order line.

Subcontract PO Line Detail

Select this pushbutton to view detail information for the selected subcontract purchase order line. These values will display for the subcontract PO from the Enter POs screen in Costpoint Purchasing. You can update this information in the Update Subcontract PO Status screen in Costpoint Purchasing.

Receipts

Select this pushbutton to view information on the receipts of purchase order lines. This pushbutton is hidden for subcontract POs.

Status Updates

For subcontract POs, this pushbutton displays in place of the Receipts pushbutton.  This pushbutton is available only for subcontract POs; otherwise, it will be hidden.

Open Vchrs Ln

Select this pushbutton to view information on open voucher by line.

Vchr Hist Ln

Use this pushbutton to view information on voucher history by line.

Vend Return

Use this pushbutton to view information about vendor returns against the purchase order line. This pushbutton is disabled for subcontract POs.

PO Expdt Nt

Use this pushbutton to view the expediting notes associated with the selected purchase order.

Requisitions

Use this pushbutton to view requisition information for the PO line. This pushbutton is disabled for subcontract POs.