Overview
Throughout the Purchasing module, you'll find a similar set of columns available to the base grids used by the related applets. Below is a list of definitions:
Field Descriptions
Standard Columns
| • | Current (button) - Displays the current version of the Purchase Order (default) |
| • | Original (button) - Displays the originally Issued version of the Purchase Order |
| • | Line Num - Row number in the grid |
| • | Item - Item Code. Optional. Click the lookup for a list of available Items. |
| • | Quantity - Quantity, used to calculate Extended cost (e.g. Quantity * Unit Price). Required. |
| • | Unit - User definable Unit Type, configured in AD>List Management. |
| • | Unit Price - Price per Unit (e.g. $10.00 / Each, $100.00 / Dozen, $1500.00 / Day, etc.) |
| • | Extended - Cost extension (e.g. Quantity * Unit Price) |
| • | Description - Line-item description. Appears on Purchase Order report |
| • | Comments - Comments to appear on the Purchase Order report |
| • | Project Path - Project to be charged once Converted to Purchase Journal |
| • | Expense Code - Expense Code to govern line-item attributes when Converted to Purchase Journal (e.g. Markup, Direct G/L Base Code, etc.) |
| • | G/L Account - G/L Account to charge when Converted to Purchase Journal |
| • | Approved - Line-item approval status |
| • | Received - Line-item receipt status |
Additional Columns
Below are additional columns available by clicking the column chooser (gear icon).
| • | Extended (Rounded) - Cost extension, rounded to the nearest hundredth. |
| • | Approved By - User who approved the line item |
| • | Approved Date - Date approved |
| • | Approver Emp ID - Employee ID (internal) of the user who approved the line item |
| • | Approver Empname - Employee Name of the user who approved the line item |
| • | Approver Emp Code - Employee Code of the user who approved the line item |
| • | Base Cost XRate - Cost Exchange Rate in Base System Currency (Multi-Currency only) |
| • | Base Ext Cost Amount - Cost extension in Base System Currency (Multi-Currency only) |
| • | Base Ext Cost Amount Rnd - Cost extension, rounded to the nearest hundredth in Base System Currency (Multi-Currency only) |
| • | Comp Cost XRate - Cost Exchange Rate in Company Currency (Multi-Currency only) |
| • | Comp Ext Cost Amount - Cost extension in Company Currency (Multi-Currency only) |
| • | Comp Ext Cost Amount Rnd - Cost extension, rounded to the nearest hundredth in Company Currency (Multi-Currency only) |
| • | Create By - User who created the record |
| • | Create Date - Date created |
| • | Do Not Summarize - Used to indicate if matching line-items should not be summarized into one line. Defaults to False (e.g. by default matching lines will be summarized). |
| • | ECname - Expense Code Name |
| • | GLname - G/L Account Name |
| • | Last Reject Date - Date stamp of latest rejection |
| • | Last Rejection Reason - Reason for latest rejection |
| • | Modify By - User who last modified the record |
| • | Modify Date - Last date modified |
| • | PJLineID - Linked Purchase Journal Line ID. Established when processing Convert to Purchase Journal or by manually linking via AP>Purchase Journal>Link PO. |
| • | POItem Approval Status ID - Approval Status internal ID associated with the line item |
| • | POItem Approval Status Code - Approval Status Code associated with the line item |
| • | POItem Receipt Status ID - Receipt Status internal ID associated with the line item |
| • | Project ID - Project ID associated with the line item |
| • | Projectname - Project Name |
| • | Project Code - Project Code |
| • | Project Long Name - Concatenated project name (e.g. Million Dollar Bridge-Schematic Design-Task 1) |
| • | Purchase Order ID - Purchase Order ID associated with the line item |
| • | Purchase Order Name - PO Name associated with the line item |
| • | Submit By - User who submitted the Purchase Order |
| • | Submit Date - Date the Purchase Order was submitted |
| • | Transmit By - User who Issued the Purchase Order |
| • | Transmit Date - Date the Purchase Order was Issued |
| • | Unit Typename - Unit Type Name |
| • | Vendor Name - Vendor name |
| • | Expense Name - Expense Code Name |
| • | Direct Name - Direct Base Account Name |
| • | Overhead Name - Overhead Base Account Name |
| • | Require All Approval Rules - Indicates if an Item requires all approval rules to be met to enforce approvals |
| • | Received By - User who marked the line-item received |
| • | Received Date - Date the line-item was received |
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