Work
with PO Detail
Program/Screen: POPCRTT/POPCRTT02
Description:
Use this screen to enter or maintain additional details for an item on a purchase order.
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Navigation
Access this screen by entering 2 in the Option field for a purchase order line item. or by pressing F19 (Shift + F7) on the PO Detail/PO Selection screen. Enter additional details or modify existing details, and then press Enter to return to the PO Detail/PO Selection screen.
Unique Create/Maintain/Inquire/One Step PO Screens
Create/Maintain/Inquire/One Step PO - Launch
Work with PO Detail
Additional Program Screens
Fields
This field is only applicable when using the Auto Create PO program. It displays R for items being requisitioned or a P for items being purchased, but you can change it.
Displays the number of the item on the purchase order.
Displays the stock classCode used to categorize sales items for analysis and reporting. You may choose to make the stock class a subset of the vendor code. of the item.
Displays the manufacturer's number for the item.
Enter or accept the quantity you are ordering in the purchase unit of measure.
Enter or accept the purchasing unit of measure for the item.
Displays the conversion factor set up in the item master or item location record between the purchasing unit of measure and the inventory unit of measure. If this field is blank, no conversion factor exists in the item master or item location record, or the purchasing unit of measure you entered is not listed in either of those records.
Displays the code for the vendor's price schedule that includes purchase pricing information for this item.
For more information, see Price Definition Maintenance and Update Items from Vendor Price List.
Displays the item's class from the master record. This is a user-defined category used for query and analysis purposes.
Displays the item's stock status from the master record. This is generally a user-defined code that signifies how an item is inventoried; however, there are several codes that have reserved usage in the system: NS=non-stock, CO=close-out, CH=convert history, and SI=substitute always.
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Enter a percentage to add to the calculated amount when the system recalculates the item's reorder point based on usage.
Example: An item's reorder
point is set at 100. When the reorder point is recalculated
based on a number of months of usage, the calculated amount is 110.
A percentage modifier of 10% is entered here. That would
change the reorder point to 121, which is calculated this way: 110
x 10%=11 and 110 + 11=121.
Enter or accept the cost for one unit of the item. This defaults from the item master record, but it can be changed.
Displays the calculated extended cost of the item, which is the Order Quantity x Unit Cost.
Indicate whether to update the list price of the item in its master record when the purchase order is created. If you enter Y, all fields in the item master and item location records that are based on list price are also updated. This includes the Last/Current Cost, Regular Price, Preferred Price, and Dealer Price.
Enter up to three discount percentages to apply to items that are entered on the purchase order AFTER you enter the discounts. For example, if there are two items for which you do not want to calculate discounts, enter those two items on the purchase order, and then enter your first discount to apply to items subsequently entered on the purchase order. If you enter additional discounts after the first one, and then you enter more items on the purchase order, all of the previously entered discounts apply to those items.
Example: Item 4524 is
entered on the purchase order. Then a default discount of 10% is entered, and the next
item 8883 is entered. Finally, a second default discount of
10% is entered,
and the final item 1016 is entered. Item 4524 has no discount
applied to it. Item 8883 has a 10% discount applied to it. Item
1016 has a 19% discount applied to it. The system discounts
the cost of item 1016 by 10%, and then it applies a 10% discount to
that discounted cost for a total of a 19% discount off the original
cost.
Displays the total discount percentage applied to the cost of the item.
Indicate the override for taxing this item. For example, if the purchase order is marked as taxable, and this item should not be taxed, enter N to override the tax indicator at the header of the purchase order.
Enter a user-defined code that designates any work/repairs related to this item. To create work codes, press F4 in this field, and then press F6 to create a new code. Use control record POCRT8 to make this field mandatory.
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Displays the number and name for the vendor on the purchase order.
Enter or accept the general ledger account number to be debited when the item is paid for. Use control record POCRT2 to set the default for this field to blank, so that the user has to enter the G/L account number; otherwise, the account number comes from the G/L Category set in the item's master record.
Use control record POCRT3 to indicate whether the G/L account number comes from the ship-to location or from the location creating the purchase order (which might be different in a centralized purchasing environment). If you enter an associated equipment number for this item in the Equipment Number field on this screen, you can set control record POCRT3 to get the G/L account number from the revenue distribution file as the Repair Expense account.
Enter the date that you want delivery of the purchase order items. The default is blank with the assumption that it will be the same as the date on the purchase order header, but you can enter a different date just for this line item.
Enter the date that the vendor promised delivery. The default is blank with the assumption that it will be the same as the date on the purchase order header, but you can enter a different date just for this line item.
Enter or accept the number of months used to calculate the average monthly usage for the item. This defaults from the item master or item location record.
Displays the calculated average monthly usage for the item.
Displays the quantity available for this item in all locations.
Displays the quantity of the item that is on back order with customers.
If the item is set to be ordered based on a reorder point, that quantity is displayed. It defaults from the item master or item location record.
If the item is set to be ordered based on a reorder point, the quantity to reorder is displayed. It defaults from the item master or item location record.
Displays the quantity of the item that is currently on order.
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Enter or accept the location to which the items on the purchase order will ship. If you are ordering items or re-rentEquipment that you rent from a vendor and then rent to a customer. equipment for a customer, complete the Customer/Contract Number field as well.
If you are ordering items for a specific customer or contract, or you are entering a re-rentEquipment that you rent from a vendor and then rent to a customer. purchase order for a charge customer, enter the number of the customer or the customer's rental contract for shipping purposes.
If you are purchasing items for a specific customer job or drop shipping items to a job, enter the job number. If you enter a customer contract number in the previous field, the associated job number defaults in this field, but you can change it.
If you want the vendor to ship the item directly to a customer or a customer job, enter Y. Enter N to have the vendor ship the items to the Ship-to Location you have indicated on the purchase order.
If applicable, enter the number of the equipment for which you are ordering this part. If you enter an associated equipment number for this item, you can set control record POCRT3 to get the G/L account number from the revenue distribution file as the Repair Expense account.
Enter messages for this item. Based on how your purchase order print program is set up, the messages might or might not print on the purchase order. You can also use the first two-character field to enter a code (type PO in the Miscellaneous Reason Code file) that populates the field with commonly used comments/messages.
Function Keys
|
Function Key |
Description |
|
F1 |
Help. Place your cursor in a field and press F1 to access online help for that field. Place your cursor outside of any field, and press F1 to access online help at the program level. |
|
F3 |
Exit. Exit the page or program. |
|
F4 |
Search. Place your cursor in a searchable field and press F4 to access a lookup window or more advanced search screen. |
|
F6 |
Contract Inquiry. Advance to the Customer Contract Inquiry program. |
|
F8 |
Re-rent. Advance to the Re-rent Detail screen. |
|
F10 |
Receiver Search. Advance to the Receipts by PO Inquiry |
|
F12 |
Cancel/Previous. Exit the program or move back a screen. |
|
F24 (Shift + F12) |
More. Display more available function keys for the program. |
Related Programs
Sales Item Location Maintenance - Reorder Information
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