Changing Purchase Order Entry Body Views

On the Purchase Order Entry Body tab, you can change the column view to display specific information about an order. For example, if a customer asks for the unit cost for an item ordered, you can change the view to include a column that displays the unit cost. The views you can select depend on your authorization in the system. Some custom views are set up in Customer Maintenance.

Important: The system reverts to the default column choices when a purchase order displays. Changing the view only changes the view for the current session.

Note: You cannot create user-defined views in the Body of Sales Order Entry, Purchase Order Entry, or Transfer Order Entry. For more information about user-defined views, see User-Defined Views Overview.

To change the Body tab view on the Purchase Order Entry window:

  1. From the Purchase menu, select Purchase Order Entry to display the Purchase Order Entry window.

  2. Create or open a purchase order.

  3. From the View > New View menu, select from the following:

Note: A check mark displays next to the current view.

View

Description

Auto

the default view determined by your authorization in the system.

Demand / PIL / Pkg Qty

the following columns:

  • Dmd/Mth - How much of this product is in demand per month. The system uses product demand to calculate order points, line points, transfer points, and the economic order quantity (EOQ). These values determine the amount of inventory to stock in your warehouse.

  • PIL - The projected inventory level (PIL) for the product Each product has its own projected inventory level.

  • Pkg Qty - The package quantity for the line item. When calculating the line buy quantities the system may round to package quantities. The system always rounds up to the next package quantity and this effects the line buy calculations.

Formula / Unit Cost

the following columns:

  • Basis - The type of cost used for that product, such as AVG-COST or COMM-COST. For more information, see Pricing Basis Fundamentals.

  • Formula - The formula calculation, if any, for the cost. For example, if the purchasing agent negotiates a discount, the agent can update this field to show the change for this order. For more information, see Pricing Basis and Formula Guidelines.

  • UM - The unit of measure, such as each or box, for the product. For more information, Units of Measure Guidelines in Pricing.

  • UnitCost - The unit cost per item and if there is more than one buy matrix for the purchase order. Set the cost per unit pricing up in Product Price Sheet Maintenance.

Recv Qty / Extension

the following columns:

  • Item # - Displays the Itm# value from Sales Order Entry, if populated.

  • Recv Qty - The quantity already received on the purchase order.

  • Ext Amt - The extended cost for the line item.

Audit Pricing

the following columns:

  • CLS/Type - A group of customers with a silmilar type of business or similar level of buying power. Customer-specific values are indicated by *

  • Grp/Prod - A group of products for which the same pricing formula is used to calculate the selling price. Product -specific overrides are indicated by *PRD

  • QBLvl - A specified amount of an item at which a price break is available. Items can have several levels of quantity breaks, depending on how many of the selected item were ordered. If no quantity level is in effect or achieved, the QBLvl field has a value of 1.

Price Class / Unit Cost

the following columns:

  • Vendor - A group of customers with a similar type of business or similar level of buying power. ALL indicates all classes.

  • Group - The product or group ID to which each line item belongs as identified in the Buy Matrix Maintenance window.

  • UM - The unit of measure for the line item listed.

  • Unit Cost - The cost per unit for each line item.

Unit Cost Freight

the unit cost and freight charge for each line item.

Ext Cost / Unit Freight

the extended cost and unit freight.

Release #

the release number for each line item.

Recv Qty / Label Qty

the quantity received and the labels for each line item.

UPC

the UPC code for each line item and the user defined column set up on theOrder Entry View Maintenance.

PO Variance

the Closedvariance data if your vendor invoice and purchase order do not match.

Column

Description

Recv Qty

Adjust the received quantity for the order, as necessary. By default, this value is the quantity entered on the purchase order by warehouse personnel.

Vendor Qty

Adjust the vendor quantity, if needed. By default, the product quantity listed on the invoice created by the vendor.

Unit Cost

The unit cost per item and if there is more than one buy matrix for the purchase order. Set the cost per unit pricing up in Product Price Sheet Maintenance.

Vendor Cost

The cost per unit as listed on the invoice received from the vendor.

PO UOM

Adjust the purchase order unit of measure, if the UOM is different than originally ordered. By default, the system uses the UOM as listed on the purchase order sent to the vendor.

Vendor UOM

Adjust the invoice order unit of measure, if the UOM is different than originally ordered.

PO Ext Cost

The total extended cost of all line items on orders during the selected period.

Variance

(View Only) The difference between the invoice and the purchase order. This value is the amount of money you are off when reconciling the invoices based on the cost fields.

Note: You must have the VPOE (PO.VARIANCE) order entry view and have the AP.ALLOWED authorization key assigned to be able to edit these columns.

For more information about resolving variances on a purchase order, see Managing Variances Using the P/O Variance Queue or Resolving Invoice Variances.

The columns display as selected.

  1. Complete review of the purchase order.

  2. Save your changes and exit the window.

See Also:

POE Body Attributes