P/O Invoice Entry Detail Items/Taxes Screen

The program displays the total amount of tax allocated to the detail in the top part of the Detail Items/Taxes screen. (Allocated tax is broken down by tax authority in the tax table in the lower portion of the screen.)

Allocated taxes are included in the cost of the detail. Recoverable and expensed taxes are not included in detail costs.

To view comments for a selected detail line, click the Zoom button beside the Comments field. The program displays any comments entered for the detail line on the receipt, but you can change or delete them.

Tip: You can also press the Shift and F9 keys together to open or close the screen using your keyboard.

To enter comments for the selected detail, click the Detail Comments table, press the Insert key, and then type the comments on the new line.

Lines automatically wrap. If you want to start a new line before the line wraps, press Enter.

For more information, see P/O Detail Comments Screen.

You can enter a discount as a percentage or an amount. The program uses the amount you enter in this field to calculate the discounted cost for the item detail.

If you enter a percentage in this field, Purchase Orders calculates the discount amount for the item detail.

Tip: If you prefer not to enter discounts for individual details, you can enter a discount percentage for the entire document on the Totals tab. Purchase Orders then prorates the discount amount for the transaction details, overriding any discounts you may have entered manually for the details.

The program uses the amount you enter in this field to calculate the discounted extended cost for the item detail. If you enter a discount amount, the program calculates and displays the discount percentage based on the extended cost. (Alternatively, you can enter a percentage in the Discount % field, and let the program calculate the discount amount.)

If you prefer not to enter discounts for individual details, you can enter a discount amount for the entire receipt on the Totals tab. Purchase Orders then prorates the discount amount for the document details, overriding any discounts you may have entered manually for the details.

The program displays the item cost, less the discount amount, in this field.

If you entered a non-inventory item number for the detail line, enter the account number of the general ledger expense account to which you want to post the detail.

This field displays the number entered with the detail on the receipt, but you can change the number.

For new detail lines, this field displays the account number specified on the P/O Options screen for the Default Inventory Expense Account option.

Enter the extended cost for the number of units of the item that you ordered.

If you change the extended cost, the program automatically recalculates the unit cost.

Enter the extended weight for the number of units of the item that you ordered.

If you change the extended weight, Purchase Orders automatically recalculates the unit weight.

The total weight entered for all items on the purchase order appears on the Totals tab.

This field displays the item description from the P/O Vendor Contract Costs record (if one exists) or from the Inventory Control or Purchase Orders item record. If necessary, you can change it.

If you enter an item number that does not exist in Inventory Control, you also enter the description for the item. You can enter non-existent item numbers only if you selected the Allow Non-inventory Items option on the P/O Options screen.

Purchase Orders displays the item description that was entered with the detail on the receipt, but you can change it.

The program displays the item number entered for the selected detail line.

To select an existing line to edit or delete, click the line, or enter its line number in this field on the P/O Detail Items/Taxes screen.

Note: You cannot delete completed lines.

The program displays the location code entered for the detail on the receipt. You cannot change it.

This field displays the extended item cost, minus any applicable tax amount. You cannot edit the amount.

If optional fields have been defined for invoice details, you can click the Zoom button beside the Optional Fields field to display the optional fields assigned to a selected detail, and edit their contents.

For more information about using optional fields in transactions, see About Optional Fields in Transactions.

Enter the number of a sales order for which you are creating the detail. If you use Sage 300 Order Entry with Purchase Orders, you can also use the Finder to select an Order Entry order number.

You can change or erase an order number that is displayed with a detail you added from a purchase order or posted previously with the screen.

If you change an order number that is displayed with a detail line, the new order number does not replace the previous number on the corresponding receipt and will not be reported on the P/O Shippable Backorders report.

You also enter the unit weight, extended weight, vendor item number, comments, and the G/L expense account specified for non-inventory items.

Use the Quantity Invoiced field to edit the number of units of the item that your received.

If the item is a serialized and/or lotted item, you may have to allocate numbers in a separate screen. The program displays the number of units entered for the detail on the receipt, in the unit of measure selected for the detail. Be sure that any new quantity you enter is in the unit of measure that is used for the detail. You cannot change the unit of measure on the invoice.

Purchase Orders displays the receipt number for each detail, indicating the source of the detail.

Enter the cost of a single unit of the item you are ordering in the detail.

Purchase Orders displays a default cost as follows:

• If you have set up vendor contract costs, Purchase Orders displays the cost specified as a contract cost for the item and unit of measure.
• If P/O does not find a valid contract cost, it uses the inventory cost specified on the P/O Options screen.

Use the Finder to view any vendor contract costs, regular vendor costs, and other costs maintained by Inventory Control.

Purchase Orders uses the unit cost to calculate the extended cost. If you change the unit cost, the extended cost is recalculated.

In multicurrency ledgers, the cost is expressed in the vendor's currency.

Note: You can assign security to the Unit Cost and Extended Cost fields, to prevent unauthorized changes to the fields.

If you use Project and Job Costing, unit cost is defaulted as follows:

• If the project is a standard project:
  • For a category cost class of Subcontractor, Overhead, or Miscellaneous Equipment, the unit cost is defaulted from the category resource.
  • For a category cost class of Labor, the default unit cost is based on the Default Unit Cost From option for the employee resource category.
  • For a category cost class of Material (if you are using Inventory Control), the default unit cost is based on Purchase Orders' default item cost (set in P/O Options).
  • For a category cost of Material (if you are not using Inventory Control), the unit cost is based on Purchase Orders vendor costs.
• If the project is a basic project:
  • For a category cost class of Subcontractor, Overhead, or Miscellaneous Equipment, the unit cost is defaulted from the category.
  • For a category cost class of Labor, the default unit cost is based on the Default Unit Cost From option for the labor category.
  • For a category cost class of Material (if you are using Inventory Control), the default unit cost is based on Purchase Orders' default item cost (set in P/O Options).
  • For a category cost of Material (if you are not using Inventory Control), the unit cost is based on Purchase Orders vendor costs.

Enter the unit of measure in which to order the item. If you are creating a purchase order from a requisition, the unit of measure entered for the detail on the requisition is displayed, but you can change it.

If you are entering new detail lines, the program displays the stocking UOM by default, unless you have set up vendor contract costs using a different UOM.

You must use one of the units of measure that is assigned for the item in Inventory Control.

Note: The weight UOM can be different from the order UOM.

Enter the weight of a single unit of the item you are ordering in the detail. On new detail lines, the weight specified in the Inventory Control item record is displayed, but you can change it.

Purchase Orders uses the unit weight to calculate the extended weight. If you change the unit weight, the extended weight is recalculated.

You can select from the weight units of measure defined in Purchase Orders. Weight is expressed in the unit selected for the Weight Unit Of Measure option on the I/C Options screen.

On invoices, enter the weight of a single unit of the item for which you were invoiced. The program displays the weight specified for the item on the receipt but you can change it.

Purchase Orders uses the unit weight to calculate the extended weight. If you change the unit weight, the extended weight is recalculated.

You can see the total weight estimated from your entries for the invoiced items on the Totals tab.

Enter the code the vendor uses to identify the item.

If the vendor's item number is specified in the Inventory Control item record, the code appears in this field. (Enter vendors' item numbers when assigning vendor types in Inventory Control item records.)

If the vendor's item number is specified on the receipt for which you are entering an invoice, the code appears in this field. (You can enter vendors' item numbers when assigning vendor types in Inventory Control item records.)