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The line items of a PO designate the parts/pieces on order and have a life all their own withing the PO. Each part is represented on an individual line. This document will walk you through how to add, edit, or delete a line from a PO as well as provide descriptions for each of the sections and tabs contained within a line.

Refer to Purchase Orders TOC for articles on moving/transferring lines and receiving items for lines.

Field Descriptions

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• 🔓 Bulk Actions Link - Link used when receiving multiple lines of inventory from a PO

  • Refer to Receiving Lines for information on using this button

• 🔓 Add Line Link - Used to add additional lines to the purchase order

  • Refer to

    Anchor
    Adding-a-Line Adding-a-Line

    in this document for instructions on adding a line

• Line Number - The number of the line within the PO

• Part Number - The number assigned to the part in the RTA Part File

• Vendor Part Number - The vendor part number assigned in the RTA Part File

• Description - The part description as listed in the RTA Part File

• Status - The status of the line

  • Open - no quantities have been received

  • Partial - some quantities have been received and others are pending

  • Closed - all quantities received or moved

• Line Total - Total cost for the line item

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• 🔓 Line specific attachments can be added, edited, and viewed here

Adding a Line to a PO

Lines can be added to a PO using the following process:

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Editing an Existing PO Line

To edit a line, click the edit link in the Line Info Tab and edit fields that are editable.

• Part Number

• Vendor Xref

• Manufacturer

• Issue Unit

• SIC Code

• Order Qty

• Order Price

• Account Number

• WO Number/Line

• Freight

• Taxable Flag

Deleting an Existing PO Line

Will remove the lines from the PO, but still show a record of them having existed at one point. After deletion, the only action available will be to undo deletion.

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