Page Comparison

Adding a Line to a PO

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

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• Description: If the part in on-file then the description will pull automatically from the part record. If it is NON-FILE then you can put in a Description of the part on the PO line

• Add the Order Quantity

• Add or Edit the Order Price depending on what is displayed

• Add a Tax Rate if necessary (one may already be present if a tax rate has been set up in the vendor file or facility file)

• Add Freight charge if necessary

• Add Account Number if using account numbers to denote a general ledger account number for accounting purposes

• Add a Work Order Number if the part being ordered will be posted directly to an active work order upon receipt

  • Also add the Work Order Number and Line Number of the assigned work order where the part will post upon receipt

• Add any pertinent Line Notes needed for the order

  

• Click the Add button in the bottom footer section

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Line Total

1. The line total will remain 0 until the line item has been received.

2. Once the line has been reviewed, you may click Received and you will have the option to receive to inventory or add to Work Order.

   

3. Once the line item has been received, the Line Total will display for that particular line.

   

Editing an Existing PO Line

1. To edit a line, click on the line

2. Click the edit link in the Line Info Tab

   

3. Edit necessary fields that are editable

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• 🔓 Part Number

• 🔓 Alt Part #

• 🔓 Description (If it is a NONFILE Part)

• 🔓 Order Unit Quantity

• 🔓 Order Price

• 🔓 Tax Rate

• 🔓 Freight

• 🔓 Account Number

• 🔓 WO Number/Line

Deleting an Existing PO Line

Deleting a 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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Moving Existing PO Lines

This action will move lines to a new PO, delete the current OPEN lines from the current PO, or if there is partial received quantity, it will transfer the remaining on order items to a new PO. If it is a blanket PO, there are extra options available for what to do with the blanket.

Moving Lines - PO Numbers Created by RTA Automatically

1. Highlight the line to be moved

2. Click Move

3. Read the prompt and click Move or Enter in the PO number to be used and click Move again

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Moving Lines - PO Numbers Created at Company Level

1. Highlight the line to be moved

2. Click Move

3. Read the prompt

4. Enter the new PO# the lines will be moved to

5. Click Move

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Moving Lines for Blanket PO

1. Highlight the line to be moved

2. Click Move

3. Read the prompt (will display the next blanket PO extension to be used)

4. Click Use Blanket PO

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Related Articles:

Work Orders in RTA Web

PO Approvals in RTA Web

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