Details |
The Details tab displays the details associated with the purchase order selected in the grid. The expandable tree structure in the bottom section of the tab includes data from the Basic Info, Line Items, Related Work Orders, Notes, Attributes, and Files tabs on the Data -> Enterprise Purchasing -> Purchase Orders screen.
Tip: To limit the display of information in the grid and maximize performance, use the filter. You can sort on purchase order ID; line number; receiving location; vendor ID, contract ID, and invoice number; status; part; and date/time received, among other values.
The Receipts screen supports location-level access control, so you must belong to a user group with the applicable authorizations to make changes or updates.
Detail View Header
The fields in the top section of the Details tab are display only from the Basic Info tab.
Purchase order ID
Identifier of the purchase order currently selected
in the grid. The description displays to the right of
the field. This field also has a zoom
button 
to the Data
-> Enterprise Purchasing -> Purchase
Orders screen.
Line number
The line item number.
Fully receive all line items for receiving location on purchase order
If this field has a check, all OPEN line items for the purchase order are received. The only exception is serialized parts, for which you must enter a separate receipt because you must enter a serial number. If a receipt batch ID was looked up or specified on the initial receipt, it is assigned to receipt transactions for the specified location. Lines that do not have a unit price are not received with this action (you must enter a separate receipt for any order line that does not have a price).
Receipt ID
The identifier of the receipt. This is auto-filled when a purchase order and line number is entered.
New purchase order and/or new line item
If this field has a check, the receipt being recorded is for a new purchase order and/or new line item.
Detail View
The bottom section of this tab provides detailed information about the purchase order in an expandable tree structure. The structure includes the following major information categories (if a category [such as Details] is populated, it displays in this section).
Purchase order ID
Details (description; location ID; vendor ID; purchase type; approval ID; total cost; and dates/times)
Attributes (attribute ID; text value; numeric value; date value; comments; and file path)
Notes (one line per note, listed in chronological order, from newest to oldest)
Files (file path name)
Note: If you position your cursor on the file path name, the file description displays in a pop-up window.
Line Items (the number of line items is listed in parentheses at the top level; information for each line item may include product category and part description; line item ID [also known as other ID]; description; location; quantity, unit of measure and unit; discount percentage and sales tax rate; net unit price; total cost; approval ID; source information; external information; related work orders; attributes; notes; and files)
Note: If the line approval ID is APPROVED, you can position your cursor on the approval ID to view the name of the employee who approved the item as well as the date and time.
Note: If an entry has a plus sign next to it, it has subentries. Click the plus sign to expand the entry and view the additional details.
Tip: The top line of each line item displays the line item type, part ID and suffix, quantity remaining to be received, and unit price from the purchase order. You can see all the critical line item details at a glance and compare this information to your shipping manifest from the vendor.