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Purchase Orders
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Refer to the data sample below to see how Price & Units affect line items:
However, if you use the Add form and select the same Equipment, Price, and Units (where applicable) as an existing line, the Quantity you enter will increase the matching line item by the Quantity you set. For example, if you already have "10 Boxes of 50 Pencils at $5.25 per box", and you attempt to add a line for "8 Boxes of 50 Pencils at $5.25 per box", the existing line of 10 is increased to 18. To reduce a Quantity, open the line item in Edit mode and change to the specific quantity you want. Note: you cannot change Equipment, Units, or Price in Edit mode. To change these, you'll need to add a new line item with the revised values and delete the original line if desired.
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You can also use the Equipment sub-grid to observe information about the individual records within a line item:
Editing
A Purchase Order (PO) can only be edited while it is in a 'Pending' status. Once the status has been set to 'Open' and approved, the order is locked, and an additional PO will have to be submitted instead of modifying the current one. The steps to edit a PO are as follows:
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To receive delivered equipment, select a line from the PO and click Receive Item(s).
You can enter a partial Quantity if only some of the line item arrived. Enter Asset Tag/Serial #/Equipment ID values if necessary. Note that you can also change the destination Warehouse if needed. You'll be restricted to the Warehouse selected on the PO, and its descendant Locations. When you have the information completed, click Save and Close. The Equipment grid will be updated to reflect the quantity received, and how many are still Pending. Note, currently, you cannot receive more than the Pending Quantity.
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