Field | Description |
C/O
|
If a line item is for a change order, this field displays the change order number for the line item after you save the change order. Change order numbers are assigned automatically, starting with number 1 for the first change order entered, number 2 for the next change order entered, and so on. This field is blank for purchase order line items.
|
Seq
|
This field prefills with the sequence number of a line item in a purchase order or change order.
For example, when you enter a purchase order, the
Seq field prefills with
1 for the first line item that you enter,
2 for the second line item that you enter, and so on. Likewise, when you enter a change order, the
Seq field prefills with
1 for the first line item of the change order,
2 for the second line item of the change order, and so on.
On the change order that you print, the change order number and sequence number display in the
Seq column using the following format:
C/O <change order number> - <seq number>.
Example: Change order number 1 has two change order line items. When you print the change order:
- The
Seq column for the first line item displays
C/O 1 - 1.
- The
Seq column for the second line item displays
C/O 1 - 2.
|
Item
|
Click
and select an item from the Items lookup to add to the purchase order.
The items available on the lookup are set up in
. If you enter an item that is not already set up in Items Master configuration, and the
Items check box is selected in the Automatic Add section of the General tab in
, you receive a message that asks if you want to add the item. If you click
Yes, the Items Master <New Item> dialog box opens. The new item that you add on the dialog box is added as a new item in Items Master configuration.
|
Description
|
This column displays the item's description.
|
Category
|
This field displays the item's category that is entered in Items Master configuration. If the
Modify Default Item Category check box is selected in the Miscellaneous section of the General tab in
, you can change the category for the item that you entered in the grid. This changes the category only for the line item in the purchase order, not the category that is set up for the item in Items Master configuration.
When you final print a purchase order, if the purchase order has only one project assigned to it:
- An equipment item is automatically generated in the Equipment Info Center for any purchase order line item with a category whose type is
Equipment.
- An asset item is automatically generated in the Equipment Info Center for any purchase order line item with a category whose type is
Capital Items, only if the
Purchase Order check box is selected in the Asset Item Source section of on the General tab in
.
You set up system-wide item categories and specify a type for them on the Item Categories tab in
. You specify item categories for a company on the Item Categories tab in
.
|
Unit Price
|
Enter the item's price for the unit of measure that is specified in the
U/M field.
|
Qty
|
Enter the quantity of the item that was ordered.
|
U/M
|
This column displays the item's usual
Unit of Measure, from the General tab of
.
If this is an inventory item, the available units of measure are the Purchasing units of measure defined on the Inventory tab of either
, or
, in the Global U/M Conversion grid.
|
Net Amount
|
This non-editable column displays the result of the calculation
(Qty*Unit Price).
|
Due Date
|
This field displays the result of the calculation
(Date to Order + Order Days).
Click
to select a different date.
|
Inv
|
This check box displays if the Inventory feature is enabled.
The check box is selected if the
Item is an inventory item.
|
Received
|
This column indicates whether the item has been received through the Receiving application.
|
Requester
|
When you create a purchase order, you can enter the requester's name. This helps you to keep track of the purchase order.
If the purchase order is created from a requisition or request for price quote, this column displays the data from
Requested By on the requisition's or request's General tab.
|
REQ #
|
This required column is shown if the
Requisition/RFQ Number in P.O. option is selected on the General tab of
.
- Enter the number for a requisition or price quote request record that is in the Vision database now.
- The Requisition/RFQ Lookup launched from displays the requisitions and price quote requests that have the status of
Approved.
|
Shipping
|
This field displays when the Inventory feature is enabled, and is active when the
Item is an inventory item.
Enter the item's shipping cost. Vision uses this data to recalculate the item's average actual cost.
|
Tax
|
This field displays when both the Inventory feature and the Tax Auditing feature are enabled, and is active when the
Item is an inventory item.
Enter the item's tax amount. Vision uses this data to recalculate the item's average actual cost.
|
Document
|
This field applies if Vision has been configured to allow you to upload supporting documents. Click the icon in this field to open the Supporting Document dialog box and upload and associate one or more documents with the purchase order line item.
To view previously uploaded and associated documents, click the icon in this field:
- An icon with a green check mark
displays in this field if there are documents associated with the line item.
- An icon with a blue arrow
displays in this field if there are no documents associated with the line item.
|
Extra Amount(s)
|
This field displays when the Inventory feature is enabled, and is active when the item is an inventory item.
Enter the item's extra amounts. Vision uses this data to recalculate the item's average actual cost.
|