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How to Use PO Entry Grid Features
When creating and/or modifying purchase orders the data is entered and/or edited directly in the applicable grids. The available features and the processes are different for detailed and summary PO.
Within the Purchase Order module there are numerous areas where an input grid is present. Depending on the type of purchase order (summary or detailed) the options will differ.
Use the following options to execute different actions provided for the purchase order input grids:
Detailed Purchase Order:
•How to Add New Description Line
Summary Purchase Order:
Note: Click on any one of the above links to learn more about that section.
1. If applicable, in the Detail Line Entry dialog box, click on the Line Number drop-down menu to select an option.
2. If applicable, deselect the Print in PO selection box.
3. If applicable, enter the Stock Number or click on the Search icon to search for Stock.
Note: Refer to How to use Stock Search for more information on how to use this feature.
Some fields will auto-populate based on the stock selected.
4. If applicable, enter or update the Measure.
5. If applicable, click on the Save As Recurring Description.
6. If applicable, enter or update the Stock/Item Description.
7. If the Stock Attributes drop-down menu is visible, click on the drop-down menu to select the necessary stock attributes.
8. Enter the Unit Price ($) and Qty.
Note: The Subtotal field will auto-populate and is read-only.
9. If applicable, click on any of the following drop-down menus to select an option for each: DISCOUNT, HST, UNUSED and/or OTHER.
Note: The Value (%) fields will auto-populate with information based on the information enter in each line.
10. Click on the Add Distribution button to add as many lines to the grid as needed.
11. Enter a G/L Account or click on the Search icon to search for a G/L Account.
Note: Refer to How to use G/L Search Wizard for more information on how to use this feature.
The G/L Description, Amt and % will auto-populate based on the G/L selected.
Click on the Delete icon to remove a line.
12. If applicable, click on the Split Even button to split the amounts evenly between two or more G/Ls in the grid.
13. Repeat steps 10 through 12 until all line item information has been entered.
14. Click on the Confirm button to add the information to the purchase order grid or click on the Close button to return to the previous screen.
Click on any of the following to return to the previous process being worked:
•How to Create a Detailed PO- New
•How to Create a Detailed PO- Modify
How to Add New Description Line
1. If applicable, in the Description Line Entry dialog box, click on the Line Number drop-down menu to select an option.
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2. If applicable, deselect the Print in PO selection box.
3. If applicable, click on the Save As Recurring Description.
4. Enter or update the Item Description.
5. Click on the Confirm button to add the information to the new purchase order or click on the Close button to return to the previous screen.
Click on any of the following to return to the previous process being worked:
•How to Create a Detailed PO- New
•How to Create a Detailed PO- Modify
1. Select any line item displayed in the grid, by clicking the corresponding check mark beside the item.
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2. Click on the Actions drop-down menu above the grid and select Tax Code Reset.
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3. In the Tax Code Reset dialog box, select any of the following selection boxes: DISCOUNT, HST, UNUSED and/or OTHER. By selecting any of these selection boxes the fields in the corresponding drop-down menu will become available.
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4. If applicable, click on the drop-down menu for any of the selected lines to select an option.
Note: The Value (%) will auto-populate information based on the drop-down selection.
5. Click on the Confirm button to confirm the tax code reset or click on the Close button to return to the previous screen.
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Click on any of the following to return to the previous process being worked:
1. In the New Purchase Order [Summary Mode] screen click on the Add New Summary Line button. A new line is inserted in the grid.
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2. Enter a G/L Account or click on the Search icon to search for a G/L Account.
Note: Refer to How to use G/L Search Wizard for more information on how to use this feature.
The G/L Description and Tax Code will auto-populate based on the G/L selected.
3. If applicable, enter or update the Tax Code.
4. Enter the Commitment amount. If the exchange is applicable the Exchange field will auto-populate.
Note: Click on the Delete icon to remove a line in the grid.
5. If necessary, repeat steps 1 through 4 to create additional summary lines.
Click on any of the following to return to the previous process being worked: