PO Purchase Orders

PO Purchase Orders - Lines tab

Navigator > Tasks > Purchase Orders > Enter Purchase Orders > Lines tab

Job Defaults panel (if Job Costing available)

Job	The Job code that will apply as new lines are inserted. Branch, Department and Location for the Purchase Order will default from the Job (in Accredo Saturn). If Use Job Site Address is Selected in PO Settings, the Delivery Address will default to the Job Site Address.
Type	The JC transaction type (Material, Disbursement or Time) that will apply to new lines as they are inserted. Overridden if the product code selected for the line has Job defaults set.
Cost Centre	The Cost Centre code that will apply as new lines are inserted. Overridden if the product code selected for the line has Job defaults set.
Component	The Component code that will apply as new lines are inserted. Overridden if the product code selected for the line has Job defaults set.
Apply to all `(Ctrl+A)`	Applies the selected Job Code, Cost Centre code or Component code to all Purchase Order lines.

Purchase Order lines grid

When entering or editing Purchase Order lines, Ctrl+Enter moves to the start of the next line.

The following fields are shown by default. Zoom to Form view, or select Customise (Alt+F5) to view all PO Order Line Fields, including the GL Account Code.


Grid Fields
Type		Select from: Product - Enter product lines. Narrative - Enter extended lines of text, such as a detailed description of a job. Click Narrative `(F2)` in the description field of a narrative line to open the Narrative Editor, then type a narrative or choose a global narrative.
Product		The Product code from IC (if IC is installed), or selecting a Product code loads a number of defaults: the Unit Cost, and Lead Time fields are loaded with the values from the Product Suppliers tab. If Job defaults have been set for the Product sets Transaction Type, Cost Centre and Component from the Product.
Description		Defaults to the description of the selected product (can be overwritten). Up to 60 characters are available on the selected line. For Narrative lines, for more characters, click Narrative `(F2)` to open the Narrative Editor.
UOM Code (UOM Active Only)		The UOM Code from the Product. If the Product has more than one UOM Code, you can select the code to use.
Quantity / UOM Quantity		The quantity ordered on the order. When a product is selected, defaults to the Default Order Line Quantity value specified in PO Settings (often 1).
Unit		The unit for the product (for example, Each or Doz) usually printed on the order. If a UOM Code is entered, shows the UOM Code Description. If no UOM Code exists, this can be entered.
Price / UOM Price		The cost price is determined by the Cost Price If No Supplier Cost and Cost Price If Supplier Cost selected in AP Settings - Shipments tab. The Cost Price for the item defaults to the Supplier Cost on the Supplier tab of the Product record. If there is no Supplier record for the product, the Cost Price will default to the Standard or Latest Cost determined by the Cost Price If No Supplier Cost and Cost Price If Supplier Cost selected in AP Settings - Shipments tab.
Discount		The discount percentage to be applied to the Amount. Defaults from the relevant Supplier Cost.
GST		The GST code for the line. If the Creditor has a GST Override set, it will be the default, otherwise the GST code comes from the Product, for the Tax Regime of the document. If there is no Product Code, the GST code will come from the Expense analysis code. It is unusual to need to change this code manually.
Exp Code		The Expense code the line will be analysed to when the order is transferred to a shipment. Defaults from the Product if set for the product, otherwise defaults from the Header tab.
Amount		The extended line amount, calculated as (Quantity Ordered x Cost Price) - Discount %. Read-only.
Vendor Code		Retrieved from IC Product Supplier Record. May be edited subject to PO > Purchase Order > Vendor code permission. Vendor code is saved to the Supplier Record when the line is receipted.
Date Expected		If Lead Time is specified in the Product Suppliers tab then calculated from the PO Order Date and the Product Lead Time, otherwise from the PO Header Date Expected.
Grid toolbar
	Expand Toolbar `(Ctrl+F9)`	Expand the toolbar to give access to all toolbar options. Press `Esc` to close the expanded toolbar.
	Zoom `(Ctrl+F12)`	Access grid fields in Form view for each line on the grid. Order lines can be entered/edited in the form or on the grid. To view more fields use the scroll buttons or resize the window. See PO Order Line Fields.
	Insert `(F4)`	Insert a new line.
	Move Up `(Shift+Up)` Move Down `(Shift+Down)`	Move the selected line.
	Delete `(F3)`	Delete the selected line.
	Sort `(Ctrl+F2)`	Sort ascending or descending on a field. Sort order is saved when the order is saved.
	Customise `(Alt+F5)`	Opens Customise Fields, you can customise the fields visible in the grid.
	Prompt for Delete Line On / Off `(Shift+F3)`	Toggle on and off to specify whether to confirm deletes. The default state is set in Users, Groups and Roles - Preferences tab.
	Product Quantities `(Ctrl+Q)`	Opens IC Product Quantity (if IC is Installed). Accredo Saturn Only: Shows quantities at each location, to view stock availability and pending stock movements. Allows juggling stock 'on the fly'.
	Special Pricing Information `(Ctrl+4)`	Opens SP Price Query. You can query the results of a rule applied to a line. If a Special Price is applied, the rule reference displays with other information, depending on the Special Pricing script. Only available if the line has a Job Code and a Product selected.
	Purchase Pricing Information `(Ctrl+S)`	Opens PP Price Query. You can query the results of a rule applied to a line. If a Purchase Price is applied, the rule reference displays with other information, depending on the Purchase Pricing script.
	Hide / Show Completed `(Ctrl+C)`	Toggle on and off to hide and show status Processed and Completed lines on Unprocessed or Open orders. The default state is set in Users, Groups and Roles - Preferences tab.
	Customise Toolbar	Customise Toolbar or right-click in the toolbar below the buttons to access the Customise Toolbar Menu.
Stock Levels
	Customise	Opens Customise Fields, you can customise the fields visible in the stock levels panel.
UOM Code (UOM Active Only)		The UOM Code from the Product. If the Product has more than one UOM Code, you can select the code to use.
In Stk / UOM In Stk		Quantity of the selected product in stock on hand.
Alloc / UOM Alloc		Quantity of the selected product currently allocated to customers.
Avail / UOM Avail		Quantity of the selected product available for sale.
Bk Ord / UOM Bk Ord		Quantity of the selected product on back order for customers.
Ship / UOM Ship		Quantity of the selected product on shipments not yet receipted.
On Ord / UOM On Ord		Quantity of the selected product on order from suppliers.

In This Section

PO Order Line Fields