P/O Purchase Order Entry Detail Items/Taxes Screen

This field displays the total amount of tax allocated to the cost of the item.

Type a comment about the item or detail, up to 75 characters.

To open the Detail Comments/Instructions window, do one of the following:

• Click the Zoom button to the right of this option.
• Select the option, and then press Shift+F9.

Indicates whether the ordered items are outstanding or have all been received or canceled.

You can specify that a line is completed when you add it, but you would not then be able to edit the line. You normally complete lines by posting receipts that automatically complete lines when the full quantity is received.

You manually select Completed status for a detail when you want to cancel remaining units. You must also enter zero in the Quantity Outstanding field before posting. Alternatively, if you enter zero as the Quantity Outstanding, the Completed status is changed to Yes.

When a purchase order detail line is complete, it is omitted from the purchase order details you see when you apply a receipt to the purchase order number.

For job-related purchase orders, you use these fields to enter information for the related job in Project and Job Costing.

Note: If you use different terms than "Contract," "Project," and "Category" in Project and Job Costing, the program displays them instead. For more information, see About Job-Related Transaction Details .

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.

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 discount amount, the program calculates and displays the discount percentage based on the cost. (Alternatively, you can enter a percentage in the Discount Percent field, and let the program calculate the discount amount.)

Tip: If you prefer not to enter discounts for individual details, you can enter a discount amount 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.

Indicates whether the goods are to be shipped to a different address, such as to your customer's address, or shipped to another location from the location specified for the detail line (if you use Inventory Control) or for the order (if you do not use Inventory Control).

To open the Drop-Shipment Address window, do one of the following:

• Click the Zoom button to the right of this option.
• Select the option, and then press Shift+F9.

Note: If you use Accounts Receivable, you can select a customer's address or ship-to location for a drop shipment.

The date you expect to receive the item.

The quantity outstanding multiplied by the unit cost.

Purchase Orders calculates the extended cost, but you can change it. If you change the amount, the unit cost is recalculated accordingly.

Extended costs are not displayed if item costs are password-protected in Inventory Control, unless you type in a unit cost for the detail.

The quantity ordered multiplied by the unit weight you entered for the detail.

This is the general ledger account number to which you post the expense of non-inventory items (if your system allows non-inventory items). You can select the account number using the Finder for the field.

The default account number comes from the Purchase Orders G/L Integration screen.

Type the number of the item you are ordering, or select it from the Finder.

Note: The field to the right displays the description for the item for existing Inventory Control item numbers. For non-inventory items, you can enter a description.

You can enter a non-stock item, if Inventory Control permits them. If your Purchase Orders system allows non-inventory items, you can also enter item numbers that are not defined in Inventory Control.

If manufacturer's item numbers or bar codes have been added in Inventory Control, you can enter them in most item number fields. These numbers could include internally-used bar codes, UPC numbers, or ISBNs - letting you use a scanner (or type a short code) for entering inventory item numbers.

The program inserts the correct item number, and—on transaction detail lines —inserts the manufacturer's item number in the manufacturer's item number field at the end of the line.

This field indicates the line number of the selected detail.

You can select a different detail using the navigation buttons, or by entering the line number. You can also create a new detail by clicking the New button.

Tip: To delete the line you selected, click the Delete button. Click Yes if a message appears asking you to confirm the deletion. You cannot delete completed lines.

This field appears only if you use Inventory Control.

Enter the code for the location where you expect to receive the shipment (or to which you want to post drop-shipped items).

The program displays the ship-to location code, if any, entered on the first tab, but you can select a different location. You can omit the location when adding details for non-inventory items.

Note: If you change locations after assigning serial and/or lot numbers, you must re-assign the serial and/or lot numbers.

This is the general ledger account number that you debit when you receive non-stock items and credit when you ship them.

You can use non-stock items to handle specially ordered items which you do not stock in your inventory, and to handle service charges that appear on invoices.

You specify the default account numbers for non-stock items in the I/C Account Sets window in Inventory Control.

If optional fields have been defined for purchase orders 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.

A manufacturer's item number is another number or code that you use for an inventory item—such as a UPC code, an internally-used bar code, a particular part number used by the manufacturer, or a shortcut code for commonly used inventory items.

Manufacturers' item numbers must be set up in the Inventory Control program.

If you enter a manufacturer's item number in the Item Number field of a transaction detail line, Purchase Orders will replace the manufacturer's item number with your inventory item number, and insert the manufacturer's item number in this field.

A sales order number of up to 22 characters.

If you use Order Entry with Purchase Orders, you can select active Order Entry order numbers from a Finder, and you can automatically create purchase orders that contain order numbers, using the Create POs From O/E window. If you use the option to Allow Receipt Of Non-stock Items in Inventory Control, you can also accept non-stock items from Order Entry.

You can enter sales order numbers with purchase order details for your own information.

The number of units ordered.

If you use the Allow Fractional Quantities option in Inventory Control, you can order items in fractions of units.

When editing a purchase order, you can increase or decrease the quantity for item details that are not yet fully received or canceled.

If you have selected the option to Allow Receipt Of Non-stock Items in Inventory Control, you can enter details for them in Purchase Orders.

The number of item units that you have not yet received or canceled.

This field is updated when you post receipts for the purchase order and detail line. You can edit the outstanding quantity yourself, such as to cancel outstanding units.

The quantity of each detail that has been received (this number is updated when you post receipts for the detail).

Indicates if the tax amount owed to a tax authority for a detail may become a reverse charge.

A reverse chargeable tax amount will not necessarily become a reverse charge. Tax amounts become reverse charges only if the Reverse Charges Base for the tax authority to which the tax amounts are owed (shown on the Taxes tab) is above the reverse charges threshold amount for the tax authority. For more information about threshold amounts, see the Tax Services help.

Displays the unit cost from the item record. You can edit the cost in this field.

If you use Inventory Control, the type of cost that is displayed is determined by the selection for the Default Item Cost option on the I/C Options screen. You can select a different cost type for a detail line on a purchase order. Cost amounts are displayed with six decimal places.

If you do not use Inventory Control, the default item cost is the vendor cost and you will not be able to use the Finder to select a different type of cost.

If item costs are password-protected in Inventory Control, users entering purchase orders will see zeroes as the costs of items, and costs in Finders for the Unit Cost and Extended Cost fields will be zero, but you can still enter a cost for the detail.

Note: For multicurrency ledgers, although costs are maintained in functional currency in Inventory Control, the costs in Finders and unit costs in detail lines are displayed in the vendor's currency.

The unit of measure for the quantity being ordered.

The stocking unit for the item is displayed by default, but you can select any other unit of measure that is assigned in the item record.

If you use the Finder to select another unit of measure, the conversion factor for that unit of measure appears in the Finder screen. (The conversion factor is the number of stocking units contained in the alternative unit. For example, if you use a stocking unit of "each," and "carton" has a conversion factor of 36, it takes 36 stocking units to equal one carton.)

The weight of one unit of the item, in the unit of measure you specified for the detail.

The code or number used by the vendor to identify the ordered item.

The amount of tax that is included in the extended item cost. (Tax amounts are not displayed until you click the Calc. Taxes button or the Totals tab, or you post the purchase order.)

The net cost of items with tax included in their prices.