Purchase Orders Items

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Purchase Orders Items

 

The Purchase Orders Items grid displays columns regarding the purchase order and its purchase order items, so that you can filter and sort as needed to obtain reports.

 

POItemsGrid1

 

Examples of use:

 

•Perform a filter on a part to see all PO's where it was ordered in from.

•Perform a filter a project to view all parts ordered for it.

 

The grid does display columns referring to the actual parts ordered as a Purchase Order could be for multiple Parts.

 

The Purchase Order Items grid does NOT display custom fields, nor are custom fields of a PO available for reporting

 

Note that you can also localize labels to display whatever you want - see also: Localize field labels

 

And you can set what columns you want to display in the grid - see also: Setting what columns display in a grid

 

PO Number

Displays the PO Number

Select to open the PO's entry screen

Vendor

Displays the Vendor who the PO is ordered from

Select to open the Vendor's entry screen

Reference Number

Displays the Reference Number entered in this PO

Purchase Order Status

Displays the present Purchase Order Status

Ordered Date

Displays the Date when actually placed the PO

Expected

Displays the Date when this PO is expected to be received

Project

Displays the selected Project this PO is for

Select to open the Project's entry screen

Drop Ship To Client

Displays the client selected for this PO as a whole

Select to open the Client's entry screen

Record Created

Displays the date this PO was actually first created

Record Last Modified

Displays the date this PO was last modified



Part

Displays the part name - from the part's entry screen

Select to open the Part's entry screen

Part Number

Displays the part number - from the part's entry screen

Select to open the Part's entry screen

Part Warehouse

Displays the part warehouse this part is ordered for in this PO

Select to open the Part Warehouses subgrid

Quantity Ordered

Displays the quantity of this part that was ordered in this record

Quantity Received

Displays the quantity of this part that has been received for this specific record

P.O. Cost

Displays the cost entered in the PO for the part


Tax code

Displays the selected Tax Code for the part ordered

Select to open the Tax Codes subgrid

Tax "A"

Displays the tax amount based on the selected Tax Code

Tax "B"

Displays the tax amount based on the selected Tax Code

Line Total

Displays the total (part cost + taxes) for the part ordered

Workorder #

If was entered into the PO via a Part Request, displays the workorder the part request was made from

Requested By

If was entered into the PO via a Part Request, displays the user's initials who made the part request





Active

From the part's entry screen

Track Serial Number

From the part's entry screen

Wholesaler

From the part's entry screen

Wholesaler number

From the part's entry screen

Alternative Wholesaler

From the part's entry screen

Alternative Wholesaler number

From the part's entry screen

Manufacturer

From the part's entry screen

Manufacture number

From the part's entry screen

Track Serial Number

From the part's entry screen

UPC

From the part's entry screen

Unit of Measure

From the part's entry screen

Part Category

From the part's entry screen

Part Assembly

From the part's entry screen

 

NOTE: Your Regional Settings for Time should include seconds so that you can select specific date/time when filtering on such columns as the Service Date in a workorder, the Labor's Service Start Date & Time, a PO's Ordered Date, a PO Receipt's Received Date, etc

 

•Certain date fields are automatically pre-entered for you when you perform something.

•For example - when you create a new service workorder, the Service Date defaults to today's date and time (including seconds); or when you place a PO on order, the Ordered Date is automatically taken from today's date and time (including seconds); or when you receive parts from a PO, the Received Date is automatically taken from today's data and time (including seconds)

•Because the date and time are stored internally in the database including seconds, for you to be able to select a specific date/time to filter by, you must be showing the seconds so that the filter results include the specific record date.

•Otherwise, if you do not have seconds displaying, your filter results may show nothing.