Line Items Grid Tab of Purchase Orders

Use the Line Items grid tab to enter and edit data for each line item in a purchase order or change order. The grid has a non-editable Received column, which indicates whether the line item has been received in the Receiving application.

Before you can submit a purchase order, it must have at least one line item in this grid.

• When you select an item set up in Configuration > Purchasing & Inventory > Items Master, this grid displays a row with the item's data.

• If you enter an item that is not set up in Configuration > Purchasing & Inventory > Items Master, and Automatic Add/Items is selected on the General tab of Configuration > Purchasing & Inventory > Company Settings, Vision displays a notice that asks if you want to add the item. If you click Yes, the New Item dialog box opens.

• To use a change order, you enter a new row of data to change the original data in a purchase order. You can not edit the data in the original purchase order. This process keeps an audit trail of all of the changes that are made to a purchase order.

• When the Inventory feature is enabled, this grid displays additional fields. See the following for more information.

Contents

Field	Description
C/O	If this line item is a change order, this column displays its change order number.
Seq	This column displays the line item's sequence number in the grid.
Item	Click and select an item from the Items Lookup list. This field displays the selected item's item number. If the item is not in the list, and auto-add items is permitted, the New Item Dialog Box opens. Enter data for the new item in that dialog box.
Description	This column displays the item's Description.
Category	This column displays the item's category Description. You can edit this data, if the Modify Default Item Category is selected on the General tab of Configuration > Purchasing & Inventory > Company Settings.
Unit Price	Enter the item's price, using the unit of measure that is specified in U/M.
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 Configuration > Purchasing & Inventory > Items Master. If this is an inventory item, the available units of measure are the Purchasing units of measure defined on the Inventory tab of either Configuration > Purchasing & Inventory > Items Master, or Configuration > Purchasing & Inventory > System Settings, 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.
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 Configuration > Purchasing & Inventory > Company Settings. 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.
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 amount(s). Vision uses this data to recalculate the item's average actual cost.
View Detail	Click , or click the grid line, to display the Purchase Order Line Detail dialog box.
Insert	Click this option to add a new row at the end of the grid. This keeps the sequence of changes, to create an audit trail of change orders.
Copy	Click the row to copy, then click this option to copy it.
Delete	To keep an audit trail for change orders, you can not delete rows from this grid. As an alternative, select the row to reverse, then click this option to add a copy of the selected row, but with a negative Qty and Net Amount.