Purchase Order Line Items

The line items grid displays all of the items you intend to purchase or have serviced by your vendor, as well as related specifics such as costs, quantities, etc.

Add Row

This button allows you to add a new row to the grid for manual data entry.

Details

The details section provides additional information about the charges, quantities, and associated jobs for each line item.

Documents

This button takes you to the documents associated with the part number listed on the selected line item.

Edit Part

This button takes you to the inventory item record to edit the part on the selected line item.

Delete

The delete button removes the selected line item from the grid.

QuickView

This button provides quickview information for either the part number or job number on the selected line item.

Grid Columns

Click here for more information on the individual grid items.

Docs

An icon in this column indicates that there are documents associated with the part number.

Part Number

This column indicates the part you are purchasing.

  • Once you start typing in the text box, a dropdown full of auto-suggested parts appears based on the characters you've typed. You may select from the list or continue typing your part.

Qty Ordered

This field indicates the quantity you are purchasing for the associated part.

Qty Received Good

This field indicates the quantity you've received in good thus far from this line item on the purchase order.

Qty Cancel

This field indicates the quantity of material you've canceled from this line item on the purchase order.

Qty Rejected

This field indicates the quantity you've received in but had to reject from this line item on the purchase order.

Unit Cost

This value represents the cost per unit for the line item.

Unit

This is the unit in which you are purchasing the part.

Due Date

This date represents the due date for this particular line item.

  • It initially pulls the Default Line Item Due Date from the general section, but it can be edited.

Multiple Due Dates

If the line item quantity has been broken up into multiple due dates in the details section, a check appears in this box.

Job Number

This field indicates the job for which you are purchasing this material or service.

  • The field may state Multiple if there are multiple job requirements being met by this order.

Processed

A check in this box indicates that the line item has been processed.

Description

The description refers to the part listed on the line item.

 

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