Purchase Order Line Items

1.

From the Select Actions drop-down list, choose New Purchase Order Line Item. The Purchase Order Line Item window displays.

2.

Complete the fields, referring to the information below.

3.

When all selections/entries are made, click Add.

Purchase Order Line Item Fields

Field	Description
PO Line Item No.	Enter the number to assign to this purchase order line item.
Description	Enter the details about the line item.
Purchase Order	Click Add, then search for and select the applicable purchase order for this line item.
Requested Item	Click Add, then search for and select the applicable item.
Vendor	Enter the name of the vendor.
Status	Click the drop-down list and select the status for this item, such as Requested, Received, Ordered, etc.
Product Model	Enter the name or number of the product.
Product Catalog	Enter the name or number of the catalog containing the item.
Ordered Quantity	Enter the number of items ordered.
Received Quantity	As items are received, update this field with the applicable quantity.
Remaining Quantity	Adjust this information, as necessary, based on the quantity entered in the Received Quantity field.
Part Number	Enter a part number for this item.
Cost	Enter the cost for one quantity of this item.
Total Cost	Enter the total cost for the item plus additional charges such as shipping.
Expected Delivery Date	The date/time the purchase order item should be delivered.
Ordered On	The date/time the order was placed for the purchase order item.

Edit Purchase Order Line Item

Not all functions include an option to edit record line items shown in the main window.

1.

Navigate to the window containing the record to edit.

2.

Click the line containing the record. The applicable window or dialog box displays.

3.

Make the necessary modifications.

4.

Click Save or Add, as applicable.

Delete Purchase Order Line Item

Deleting is a permanent action and cannot be undone. Deleting may affect other functionality and information in the application such as data in configured reports, fields in windows, selectable options, etc. Therefore, be sure to understand the potential effects before making a deletion.

1.

Click the line that contains the item to delete.

2.

From the Select Actions drop-down list, choose Delete. If a confirmation message is displayed, take the appropriate action (for example, click OK or Continue).