Add From Purchase Order (Purchase Journal)

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Overview

 

Purchase Orders line-items can be added to an existing Purchase Journal directly from the Purchase Journal applet.

 

Launched by clicking Add from PO in the Purchase Journal applet, this allows you to search existing Purchase Orders and select one or multiple lines to add.

 

When added, the Purchase Journal will be versioned with added lines from the Purchase Order.

 

How to Add Lines from an Existing Purchase Order

 

1.Set filters as appropriate
2.Click Run
3.Optionally use the column filters (first row) to further refine results
4.Select the line-item(s) to include
5.Click Add

 

 

Field Descriptions

 

Add from PO (Purchase Journal) uses standard Purchasing Filters and Columns along with the following dialogue-specific fields:

 

•Toggle All (check box) - Selects or Deselects all line-items in the grid
•Valid (grid column) - Validates the selected line-item. Errors must be resolved prior to adding to the Purchase Journal
•Filter Search - Click to hide filters
•Add (button) - Adds the selected rows to the loaded Purchase Journal