Part 3 of Purchase Order Entry/Maintenance: PO Line Item screen

If this is an existing PO, the PO Line Item screen shows all of the line items on this PO. Each line item includes information such as product description, quantity ordered, and cost of the product per unit. If this is a new PO, the PO Line Item screen is where you enter line items that should be placed on the PO.

Command line options of the PO Line Item screen

Several options are displayed in the command line:

Do you want to DELETE this line (Y/SEE/C/<RTN>)?

You have several options at this command line prompt:

Review CUSTOMER COMMITMENTS for this line? ('Y'/<RTN>)

To view any customer stock backorders linked to a product on the PO, enter Y at this prompt. Otherwise, press Enter to continue. For more information, refer to Part 5 (optional) of Purchase Order Entry/Maintenance: Customer Order Commitment screen.

Field descriptions of the PO Line Item screen

Following is a list of fields on the PO Line Item screen, as well as descriptions of each.

If the order is a direct ship, you cannot change the quantity in the Orig Qty or Open Qty fields through PO Entry/Maintenance. To change the amount of a direct ship purchase order, you must first change the quantity of the customer order line item using Order Maintenance. Your purchasing system then automatically updates the Open Qty field to reflect the new total ordered. The Orig Qty field remains the same to maintain an audit trail. A change such as this places the PO on the PO Change Report.

If you decrease the amount in this field, the system displays the following prompt:

DO YOU WANT TO TRANSFER THIS ITEM TO ANOTHER VENDOR? (Y/N)

To proceed:

Review CUSTOMER COMMITMENTS for this line ('Y'/<RTN>)?

If you change the quantity to be ordered of a product on the PO Line Item screen and that product is linked to one or more customer backorders, you have affected backorder allocations.

If the vendor of the product is not a wholesaler, the system links the necessary PO quantity to the customer order. If the vendor of the product is a wholesaler, the backorder is linked to a PO with a wholesaler vendor. If you are short receiving an order from a wholesaler, the system cancels the remaining quantity of the product. It will not leave the quantity in an open status. For more information, refer to Part 5 (optional) of Purchase Order Entry/Maintenance: Customer Order Commitment screen.

If the contract price is not used as a default for a line item on a vendor contract, the Contract Pricing screen is automatically displayed when you access the Unit Cost field. You can also access the Contract Pricing screen by entering C at the Unit Cost field. For more information, refer to Part 4 (optional) of Purchase Order Entry/Maintenance: Contract Pricing screen.

Sample PO Line Item screen

Following is a sample screen shot:

PO Line Item screen of Purchase Order Entry/Maintenance

 

Related Topics

Overview of Purchase Order Entry/Maintenance

Tips for Purchase Order Entry/Maintenance

Part 1 of Purchase Order Entry/Maintenance: Log-on screen

Part 2 of Purchase Order Entry/Maintenance: PO Header screen

Part 4 (optional) of Purchase Order Entry/Maintenance: Contract Pricing screen

Part 5 (optional) of Purchase Order Entry/Maintenance: Customer Order Commitment screen

Part 6 of Purchase Order Entry/Maintenance: PO Total screen