P/O Requisition Entry Detail Items Screen

You can type comments or instructions for the detail.

To view comments or instructions for a selected detail line, click the Zoom button beside the Comments/Instructions field. The program displays any comments and instructions 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, select Comment as the type, click the Comments/Instructions table, press the Insert key, and then type the comments on the new line.

To enter instructions for the detail, select Instruction as the type.

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

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

If necessary, mark the line as completed by selecting the Completed check box. Purchase Orders also marks requisition detail lines as completed when they are used in a purchase order.

Once a line is marked as completed, you cannot make any changes to it.

To enter a drop-ship address for a detail, click the Zoom button beside the Drop Ship field, or select the field and press Shift+F9.

Select the type of address to enter, and if necessary, select the location code, customer number, or ship-to address code for the address.

Type the date when you expect to receive the items.

If you specified an expected arrival date on the Requisition tab, that date is displayed in this field but you can change it.

The program displays the item description from Inventory Control but you can change it.

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

Type the number of the item you want to order, 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 .

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 is the location to which the ordered goods will be delivered. This field appears only if you use Inventory Control.

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.

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.

If optional fields have been defined in Purchase Orders for requisition 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.

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

Type the quantity to order (expressed in the unit of measure you select).

Type the unit of measure in which to order the item, or select it from the Finder.

You must use one of the units of measure that is assigned for the item in Inventory Control. The program displays the stocking unit of measure.

If you entered a vendor number for the requisition, it appears as the default vendor for any detail lines you add to the requisition. You can change the vendor number for the detail by typing it or selecting it using the Finder.

You can also add a new vendor record to Accounts Payable by typing the new number, then clicking the New button to open the Accounts Payable Vendors screen, where you can add the record.

You cannot enter a requisition for an inactive vendor.

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.)