Use this subtask to enter, change, or view the distribution of the purchase order lines to single or multiple project/account/organization combinations.
If you entered project, account, organization, and abbreviation information in the Accounting Defaults tab (in the primary screen in this application), the system will automatically display the fields in this screen as default data.
Use this subtask to add a new line to the purchase order in order to view, enter, or change the account allocation for the purchase order line.
You must initialize the Employee User Flow (People\Maintain\Employee), Buyers (Materials\Configure\Purchasing), Project User Flow (Projects\Maintain\Project), Accounts (Accounting\Maintain\Accounts), Organization Elements (Accounting\Maintain\Organizations), Vendor User Flow (Materials\Maintain\Vendors), and the G/L Settings screens before you add records in this tab.
This non-editable field displays the purchase order number.
This non-editable field displays the release number.
For a new purchase order, "0" displays as the default in this field.
This non-editable field displays the purchase order line number.
This non-editable field displays the item description.
This non-editable field displays the total amount for the purchase order line.
Enter, or use Lookup to select, up to 30 alphanumeric characters to identify the project ID. The data available in Lookup originates from the Project User Flow screen (Projects\Maintain\Project).
The purchase order line amount will be charged against this project.
This non-editable field displays the project name.
Enter, or use Lookup to select, up to six alphanumeric characters to identify the project abbreviation for the line item to be charged.
Enter, or use Lookup to select, up to 15 alphanumeric characters to identify the account ID. The data available in Lookup originates from the Accounts screen (Accounting\Maintain\Accounts).
The purchase order line amount will be charged against this account.
This non-editable field displays the name associated with the data in the Account field.
Enter, or use Lookup to select, up to six alphanumeric characters to identify the project account abbreviation.
Enter, or use Lookup to select, up to 20 alphanumeric characters to designate the organization ID. The data available in Lookup originates from the Organization Elements screen (Accounting\Maintain\Organizations).
The purchase order line amount will be charged against this organization.
This non-editable field displays the name associated with the data in the Organization field.
Enter, or use Lookup to select, up to six alphanumeric character to identify an organization abbreviation.
Enter, or use Lookup to select, the reference data associated with the purchase charges. Reference information is established in the Accounting domain and can be used for reporting purposes.
Enter, or use Lookup to select, the reference data associated with the purchase charges. Reference information is established in the Accounting domain and can be used for reporting purposes.
Enter the allocation percentage you want to charge to the project/account/organization combination you selected.
Enter the allocation amount you want to charge to the project/account/organization combination you selected.
Changes to this screen update the PO_LN_ACCT (PO Line Account) table.