Purchase Order Entry - Purchase Order Detail Entry
Use the Purchase Order Detail Entry Panel to maintain the details of the purchase order including the account number the purchase is encumbered to, the description, quantity and dollar amount of the purchase. The table following the window example describes the Purchase Order Detail Entry for Purchase Order Entry.
Tip: For more information about working with data in fields, see the Data Entry Guidelines.
Directions:
To display the Purchase Order Header Panel, open Purchase Order Entry.
Purchase Order Detail Entry Panel of Purchase Order Entry Window Example:
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Purchase Order Detail Entry Panel Prompts Tip: To see more information about a field, click the hyperlink for the field name. |
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Displays the number of the line being entered and is automatically generated as 1 for the first line item and increases by 1 for each line. You can use Line to select a detail line in the inquiry area. Line cannot be edited. | |
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Enter the General Ledger account or the appropriations account number the purchase order will be encumbered against. This is also the account that will be expensed when invoices are posted. (8.0 numeric) | |
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If inventory is not active, press [TAB] to skip. Or, enter the inventory item number. | |
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Enter up to four lines of description for the purchase order. If you print purchase orders the description will print on the purchase order. (up to 34 characters per line) | |
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Enter how many of a particular item was purchased, if applicable. Although the quantity is not required, if you maintain both the quantity and the unit price they are used to calculate the appropriate distribution amount. (5.0 numeric) | |
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Enter the price per unit for this item. (-5.2 numeric) | |
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To accept the amount to be applied for this detail line, press [ENTER]. Or, enter another dollar amount as the distribution amount. (7.2 numeric) | |
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To complete entering the detail line, click Add or press [ENTER]. Note: If the Balance does not equal 0, the cursor will return to the Account Number field for the next entry. |
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When you have finished entering the detail lines and the Balance is 0, the following message displays on the Status Bar: Gross PO completely distributed. Click Done to commit transaction. To commit the transactions, click Done. Keyboard shortcut: [ALT + o] |
