Purchase Order Detail Lines

Created by Travis Lander, Modified on Thu, 28 Sep, 2023 at 1:55 PM by Travis Lander

Description

The Purchase Order Detail tab under Purchasing>Purchase Orders>Detail aggregates all line item information entered in Purchase Orders. You can use this tab to filter and review the contents of Purchase Orders all together in one place:

Columns

Many of the columns of the Purchase Order Detail page reference the Purchase Order that the line item falls under:

Number - Unique identifier for the Purchase Order.
Item - The Item/Description for the Purchase Order (see icons below to determine between them).
Vendor - Vendor of Purchase Order.
Location - Location of Purchase Order.
Warehouse - Warehouse to receive items to of Purchase Order.
Created Date - the date the PO was created.
Last Updated - the date of the most recent update to the PO.
Cost Center - Cost Center associated with Purchase Order (if any).
Product - Product associated with Purchase Order (if any).
Job - Job associated with Purchase Order (if any).
Custom Dimensions - Custom Dimension associated with Purchase Order (if any).
Default Sales Price - the default sales price for the Item.
Default Purchase Price - the default purchase price for the Item.
Amount - Price per Description/Item.
Quantity - Number of Description/Item.
Tax - Tax entered manually or from a Tax Code (if any).
Total - Quantity * Amount + Tax Amount.

The Items column can be either a Description/Item:

The clipboard icon indicates a Description for the line item

The box icon indicates an Item for the line item

Purchase Order Detail Line Table Actions

Filters - Filter what appears in the table based on one or more fields available in the table.
Saved Views - You can create a set of filters that you would like to save to be able to quickly filter a table.
Column Selector - Hide and reveal extra columns and the number of rows visible in the table per page.
Export - Table data can be exported using the export button at the top of the table.
Click the blue highlight text under the Number column to bring up the original Purchase Order for the line item
Click the blue highlight text of the Item in the Item column to bring up the Item details
Click the blue highlight text of the Vendor to bring up the full Vendor details
Click the blue highlight text of the Warehouse to bring up the full Warehouse details