The detail screen allows entry and display of the line item values for a particular purchase order. Before attempting to enter or display line items, there must be a purchase order displayed on the header screen. All values displayed on this screen relate to the purchase order displayed on the header screen. A picture of this screen is shown below.
This screen is appended to the header screen. The header screen is : "frozen", and successive detail screens scroll underneath. A description of the fields in this screen follows.
Vendor Spec.
required
Enter the vendor's code for the item you are purchasing. This code is displayed on the printed purchase order form sent to the vendor.
If the amount shown in the Units Recvd field is non-zero, one or more shipments have been received for this item, and this field can't be changed.
Input to this field is required.
Description
optional
Enter the description for the item you are purchasing. This description is displayed on the printed purchase order form sent to the vendor.
Input to this field is optional.
Ledger
required
The ledger entered here is the ledger of the account that this purchase is dedited to, when the purchase is received. For example, you may want to create an asset account called Special Purchases in the General Ledger for this purpose. In this case, you would enter gl.
If the amount shown in the Units Recvd field is non-zero, one or more shipments have been received for this item, and this field can't be changed.
Input to this field is required.
Account
required, validated
Enter the account that you wish the amount on this screen to be debited to.
The amount on the detail line item screen is posted to this account when the order is received.
The amount on the freight screen is posted when a voucher is created for the order.
If gl is entered into the Ledger field, you may examine the general ledger master file through the validation screen associated with this field.
If the amount shown in the Units Recvd field is non-zero, one or more shipments have been received for this item, and this field can't be changed.
Input to this field is required.
Taxable
required, default = yes
If this line item is taxable enter yes, otherwise enter no. The tax amount for this item is calculated later on in the shipping screen. If the value of this field is no, no sales tax will be calculated for this line item. The default value for this field is yes.
If the amount shown in the Units Recvd field is non-zero, one or more shipments have been received for this item, and this field can't be changed.
Entry to this field is required.
Units
required
Enter the number of vendor units of product you wish to order. When changing this field on an existing order, you can't decrease this amount below the quantity shown in the Units Recvd field.
Input to this field is required.
Each
required
Enter the cost, per vendor unit for, the product. The amount entered in this field is used to calculate the total amount of this transaction. It appears on the printed purchase order form sent to the vendor.
If the amount shown in the Units Recvd field is non-zero, one or more shipments have been received for this item, and this field can't be changed.
Input to this field is required.
Extended Price
display
The value displayed here is calculated by multiplying the value in the Units field by the value in the Each field. This amount appears on the printed purchase order form sent to the vendor.
Data cannot be entered into this field.
Freight
optional
Enter here any freight charges you wish to be included in the cost of this line item. If you want to track freight charges separately, wait and enter the freight charge on the Freight screen.
Input to this field is optional.
Units Recvd
display
This field displays the number of vendor units received and is updated when a receiving slip is created for this order detail.
This is a display only field; data cannot be entered here.