Purchase Order File Line Items Tab

The line items of a PO designate the parts/pieces on order and have a life all their own within the PO. Each part and its desired quantity is represented on an individual line. This document will 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.

1 Field Descriptions
- 1.1 Lines Primary Info panel
- 1.2 Line Info Tab
- 1.3 WO Info Tab
- 1.4 View Notes Tab
- 1.5 Attachments Tab
2 Related Articles:

Field Descriptions

Denotes an editable field

The various lines added to a PO will be visible in the Line Items Tab. Each line has its own relevant information and each line will contain four additional sub tabs for information pertaining to that specific line.

Lines Primary Info panel

Select All - Check Box can be used to select all lines (or you can select individually). This allows you to perform Bulk Actions including receive, reverse, move, or remove action for multiple lines at the same time within the purchase order
1. Refer to Bulk Actions for more information on using the bulk actions feature
2. Refer to Receiving Lines for information on receiving lines
Add Line Link - Used to add additional lines to the purchase order
1. Refer to Purchase Order Lines 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
1. Open - no quantities have been received
2. Partial - some quantities have been received and others are pending
3. Closed - all quantities received or moved
Receive - This allows you to receive an individual line
Line Total - Total cost for the line item

Line Info Tab

Price - The total cost for the line item is editable using the edit link
Unit - The unit of issue for the part as designated in the RTA Part File
On Order - Quantity currently on order for this line item is editable using the edit link
Received - Quantity received for this line item and is driven by the receive function
Freight - Total freight charges posted for this line item is editable using the edit link
Move Link - Allows a user to remove the line from this PO to a new PO
Edit Link - Allows a user to make edits to the line
Delete Link - Allows a user to Delete the line from the PO

WO Info Tab

Work Order - Work Order Number that the part may be applied to upon receipt
1. This will post it to the WO automatically upon receipt saving time during the WO posting process
Work Order Line - Work Order Line number from the stated work order where the part should be posted upon receipt

Items are editable using the edit link that appears on the line info tab.

View Notes Tab

Line Notes - Specific Line Notes can be entered and will appear here

Attachments Tab

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