Purchase Order Revision

Displays the name of the revision for the purchase order.

Examples include original PO or First revision.

Displays the date and time the revision was added. When a new row is added this field cannot be changed. This field is set to the current date and time during processing.

Enter text to further describe the purchase order revision.

If the revision is deleted in the workflow, this field is selected.

Enter or select an active company. This is the company responsible for the document.

This is read-only if purchase order is Final.

Enter or select the organization to use for the purchase order.

The organization must belong to the source company selected.

Enter a unique document number to identify this document.
This field automatically prepopulates and be read-only if an auto-counter has been defined for this type of document. Also read-only if purchase order is Final.

Enter or select a reference if needed for an active purchase order.

Enter or select an active vendor associated with the purchase order.

This field is read-only if purchase order exists in Final.

The vendor selection defines payable vendor, payment routing and payment term in the Terms area if they exist for the selected vendor.

Enter or select the purchase order currency for an active purchase order.

If vendor is updated and the updated vendor has a currency, this new vendor currency should be used. If not, this defaults to the source company currency.

Enter text to further describe purchase order information beyond the typical data.

Select the name of the active or pending active employee creating the purchase order.

Enter text to describe any purchase order comments.

Enter or select the location where the vendor should send the purchase order.

Select if the purchase order is Open or Closed.

This defaults to open.

Displays the active vendor selected in the General area. This can be updated to another vendor selection.

If the vendor is updated in the General area, the payable vendor should also be updated to match the vendor displayed in the General area.

Enter or select an active vendor payment routing associated with the payable vendor.

This value is set and displays when payable vendor has a single payment routing.

Enter or select an active payment term for the vendor.

This defaults to the payment term associated with the payment routing.

Update to another payment term if payable vendor is updated.

Enter or select from the active terms associated with the vendor payment.

An example is F.O.B. (Freight on board).

Enter or select an active purchase term associated with the vendor payment.

Displays the automatically generated sequence number that identifies the transaction.

Select the address type as Company or Project.

This defaults to Company.

Select the company or project information associated with the address type selected.

This field defaults to the source company when ship to line is first created.

Select the location associated with the company or project selected in company / project selected.

For company, the reference stored is for a location.

Displays the automatically generated sequence number that identifies the transaction.

Enter or select the category of the active purchase item.

This is read-only if purchase order is Final.

Enter or select the item of the active purchase.

This is limited to items based on the category selected. This is cleared when category is changed.

This is read-only if purchase order is Final.

Enter text to further describe the line item beyond the typical posting data.

This field can be used to describe items that do not exist in the system.

Enter or select the company. Only companies that exist for item or item category posting group can be used.

The default is the purchase order's source company.

Enter or select the project. Only active projects for the company selected are eligible for input.

Enter or select a task. Only active tasks that belong to the line item's project are eligible.

Enter or select the organization. Only active organizations that belong to the line item's company can be selected.

The default is the purchase order's organization.

Enter the amount of the items. The value can have up to two decimal places.

The following conditions exist for quantity:

If purchase item category basis is amount, the value is zero (0).

If purchase item category basis is quantity, the value must be greater than zero (0).

Enter text to further describe the quantity.

The following conditions exist for measure:

This field is read-only if purchase item category basis is not quantity.

This field is required if purchase item category basis is quantity.

If item changes and contains a value, measure is set to purchase item's measure.

Enter the price of the line item. The value can have up to four decimal places.

The following conditions exist for price:

This field is read-only if purchase item category basis is not quantity.

This field is required if purchase item category basis is quantity.

Enter the base cost of the line item. The value can have up to same amount of decimal places as the document currency.

This field is read-only when purchase basis is equal to quantity.

When category basis is quantity, this field is calculated as quantity x price.

If item category and basis change, then basis is amount.

Enter any additional costs. The value can have up to same amount of decimal places as the document currency.

Enter the full cost. The value can have up to same amount of decimal places as the document currency.

The value is calculated as: base cost + additional cost.

Enter or select the date the line item of the purchase order is required to be delivered.

Default is the purchase order require date.

If purchase order require date is changed and line item require date remains the same as the original purchase order require date, then the line item require date needs be updated to match the changed purchase order require date.

Displays the automatically generated sequence number that identifies the transaction.

Enter or select an active vendor for the line item.

The default is the general group vendor.

Select the type of charge that should apply. The choices are Delivery Method or Charge Type.

Enter or select a specific delivery method or other charge to provide additional information.

This information depends upon selection made in the charge type field.

Enter text to further describe project information about the line item beyond the typical posting data.

Displays the automatically generated sequence number that identifies the line item.

Enter the amount on which the tax is calculated. The value can have up to same amount of decimal places as the document currency.

If pretax is changed and not zero, this is calculated by setting tax to pretax x tax % / 100.

Enter or select the active tax code.

The tax posting group of the tax must have the source company in an active company.

If tax code is changed and not empty, set tax % to use the effective tax rate that passes tax id and document date (as the effective date) or reset tax % and tax.

Enter the current tax percentage for this purchase order. The value can have up to four decimal places.

This defaults to the rate defined in the tax code but can be changed.

If tax % is changed and not empty, set tax to pretax x tax % / 100 and set post tax to pretax + tax.

Enter the amount of tax that will be charged on the purchase order.

This field defaults to the calculated value but can be changed.

If tax is changed and not zero, set post tax to pretax + tax. And set tax % to (tax / pretax) x 100.

This is based on:

For pretax changing, the tax calculation is pretax x tax rate. Once tax is calculated, the post tax should be calculated as pretax x tax.

For post tax changing, the tax calculation is post tax x (tax rate / [100 + tax rate]). Once tax is calculated, the pretax is post tax - tax.

If tax is manually changed, the pretax is calculated as post tax - tax.

Note: These changes keep the purchase order tax calculations consistent with the associated voucher.

Displays the sum of the line items base cost for the purchase order.

This field defaults to zero (0).

Displays the sum of the line items additional cost for the purchase order.

This field defaults to zero (0).

Displays the sum of the line items cost for the purchase order.

This field defaults to zero (0).

Displays the sum of the line items other charges for the purchase order.

This field defaults to zero (0).

Displays the sum of the line items taxes for the purchase order.

This field defaults to zero (0).