# Purchase Order Entry (PO.E)
Read Time: 8 minute(s)
# Detail Line Item
Line Num Enter the line item number to be used in identifying the associated item on the purchase order. To assign the next sequential line item number, enter "N".
Requisition If you want to load an item from a purchase requisition on this line enter the requisition number in this field.
Req Line If you entered a requisition number in the previous prompt, then enter the line item number on the requisition you want to load.
Part Num If you are purchasing a part for stock enter the part number here. If you are entering a non- inventory or expense item, leave this field blank.
Vend Part No Enter the manufacturer part numbers that may be used to satisfy the requirement for the item. You may use the help option to bring up a list of all approved manufacturers for selection from the Parts Master.
Mfgr Name Enter the name of the manufacturer for the associated part.
Revision Enter the revision level of the item being purchased if applicable.
Explode Phantom Check this box if you want to receive the components of phantom assemblies when receiving a line item that is a phantom part. If unchecked, then the phantom assembly will be received as a normal part number. This setting will default from the PO.CONTROL entry but can be changed.
Desc Enter the description of the item being purchased. This description is defaulted from the PARTS file when a part number is entered.
Blanket Exp Date If this PO item is part of a blanket agreement, enter the blanket expiration date here.
Blanket Quantity If this PO item has a blanket agreement, enter the total item quantity that has been authorized on the blanket agreement.
Blanket Balance If a blanket qty has been entered, this will show the balance left on the blanket which is the sum of the schedule quantities subtracted from the blanket quantity.
Sched Date Enter the dates on which the materials are to be received. Multiple entries are permitted.
Schedule Quantity Enter the quantity scheduled for the associated date.
Expedite Checkthis box if the associated schedule date and quantity are being expedited, and early delivery is acceptable. When this box is checked then the vendor will not be penalized for early delivery in the vendor rating system.
Open Quantity Contains the remaining open balance against the associated schedule date.
Tot Sch Qty Contains the sum of the scheduled quantities.
Tot Open Sch Qty Contains the sum of the open schedule quantities.
Price Enter the unit price to be paid for the item being purchased.
Per Unit Enter the price per quantity associated with the unit price entered. For example, if the vendor quoted a price of $9.85 per 100 feet of wire you would enter 9.85 in the unit price field and 100 in the price per field. When a receipt is made against the item as number of feet received, the system will divide the unit price by the price per to determine the actual unit cost. In the case of our example the calculated unit price would be 9.85/100 = .0985 per foot.
Buy U/M Enter the two character unit of measure code that defines the way in which these parts will be shipped from the vendor. If this item is set up as a lot charged item then enter the letters "LC" in this field. When this is done the system will assume that the unit price is what will be charged for each receipt made against this purchase order regardless of what quantity is received. For example, if you enter a unit price of $100.00, a schedule quantity of 500 and receive 515 pieces against the order, the amount of the receipt will be $100.00. Each additional receipt made against the purchase order will, also, carry an amount of $100.00. For example, if a second receipt is made for only 2 units, the total receipt amount will be $100.00.
UM Factor Enter the factor used to convert the purchased item from the vendor's unit of measure into the internal unit of measure. For example, if we were buying eggs from the vendor in dozens, but stocked eggs as individual units, we would enter 12 into this field.
Foreign Price If a currency code and exchange rate are present on the header, then the foreign price will be displayed here. The foreign price can also be entered or changed here, and the price will be recalculated based on the exchange rate.
Taxable Check here if the items on this line are subject to sales tax.
Receipt Loc Enter the receiving location into which materials on this line item will be received. This only applies to items with a part number assigned.
Stock Loc Enter the inventory location into which this item will be moved after receiving inspection. This only applies to items with a part number assigned.
Exp Account If the associated item being purchased is not an inventory item then the general ledger account number that it is to be posted against must be entered in this field.
Hold Code Enter a user defined hold code to place the line item on hold. The receipts will not be allowed if this code is activated for this line item..
Li Hold Date Enter the date on which this line item was placed on hold.
Work Order Number If you entered a work in process location for the
receiving inspection or stocking location then you must enter a work order
number. The presence of a work order number denotes one of two conditions
regarding the purchase order line item depending upon how the receiving
inspection and stocking locations in the previous prompts are defined. If only
the stocking location is defined as a work-in-process location then you are
merely creating a tie between the purchase order and the work order so that
the receipts traveler will show that the materials are to be routed directly
from receiving inspection to the work order. If the receiving inspection
location is set to a work-in-process location then the stocking location must
also be set to the same location. In this case the item is handled as outside
processing and the materials and costs will be applied directly to the work
order. The way in which the dollars are applied to the work order depends upon
the relationship of the purchase order part number to th
e final assembly number on the work order. If the part number on the purchase order is the same as the final assembly number on the work order then the value of the item received is assigned as outside processing cost to the work order. Otherwise it is treated as material cost.
Work Order Oper Enter the work order operation these parts will be received into. If an operation number is present, the quantity purchased and received will be posted to the work order record and can be viewed in WO.E . If the "track qtys" field is checked in the PO.CONTROL procedure, an entry must be made into this field for outside processing operations/work centers.
There is a lookup from this field to display the outside processing operations/work centers for the work order.
Sales Order Number This field contains the sales order that caused this purchase order. This is used mainly for drop ship activity.
Sales Order Line This field identifies which line item of the sales order is related to this purchase order line item.
Project Number If this PO line item is for a project, enter the project number. This will cause the costs associated with this PO line item to be added into the project costs.
Project Task Enter the task ID associated with the project for this PO line item. A lookup is provided to show all the tasks for the project.
Line Notes Enter any notes applicable to this line item. These notes will be printed on the purchase order form. If there are predefined notes available, you may load them by selecting the appropriate option from the help menu for this prompt.
Receipts Date Contains the dates on which receipts for this item have been posted. The information may not be changed.
Receipts Num Contains the receipt number associated with the date and quantity. The information may not be changed.
Receipts Quantity Contains the quantity received on the associated date. The information may not be changed.
Receipts Open This box is checked if the associated receipt has not been approved.
Part Image If a picture of the part has been loaded, it will display here.
Total Receipts Contains the total number of items received.
Container Qty This is the total container quantity that is in transit for this PO line item. When the container is physically received, this will no longer show a quantity.
Total Order Value This field displays the value for the entire purchase order.
Prev Click this button to view the previous line item.
Next Click this button to view the next line item.
Add Line Click this button to add a new line item.Version 8.10.57