Number

The line number of this purchase order line. APM automatically enters the next consecutive number, and you cannot change it. If this box is left blank, an error message will appear.

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Resource

The resource being ordered on this purchase order line. The resource can be a material, tool, or service.

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Title

The name or short description of this item. You can enter up to 250 characters.

Purchase Type

The type of purchase, from the purchase order line.

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Time based service

Select this option if the service will be purchased based on a time unit of measure (such as hours or days). If the service is a catalog resource, the system sets this option based on the unit of measure set on the resource.

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Supplier Product

The supplier’s product name or number for this item. This is the product number entered on the supplier resource record.

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Number of

The total number of items that are required on the procurement line. For example, the number of employees or contractors required for the trade, or the number of tools. This setting is only applicable to trades, tools, and time-based service resources.

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Required for

The amount of time for which each contractor, tool, or service person is required. For example if you are entering a contractor requirement, enter how long each contract employee will need to work on the task. This setting is only applicable to trades, tools, and time-based service resources.

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Required Quantity (Ordering UOM)

The required quantity of the item in the ordering unit of measure. You must enter this information to save the order. If this box is left blank, an error message will appear.

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Price

The unit cost of the item ordered, expressed in the supplier’s ordering unit of measure and in the supplier’s currency.

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Line Value

The value of this line of the order in the supplier’s currency. APM automatically enters this information, and you cannot change it here.

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Price reference

The supplier’s reference number for the price of this supplier resource. If prices exist for this supplier resource, you can select from a list of valid prices.

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Discount rate

The discount rate applied to this order. This rate is usually expressed as a percentage of the cost of the order.

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Pack size

The number of whole units, in the ordering unit of measure, that are packaged together. An order quantity must be placed in multiples of the pack size. For example, let’s say that each item is stocked on the shelves individually, but the supplier only sells the item in boxes of 12 units. In this case, the pack size is 12. You can only order the item in multiples of 12 (12, 24, 36, 48, and so on).

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Minimum Order Quantity

The minimum quantity required to place an order with the supplier. The quantity is expressed in the supplier’s unit of measure. When you create a purchase order line for this item, the system warns you if you are ordering less than the minimum quantity. However, if you add this item as a resource demand on a work order, the system cannot warn you if the quantity is below the minimum order amount.

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Unit	The resource unit for this purchase order line.

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To Inventory

The name of the warehouse inventory group that should receive the item(s) ordered. If you select a consignment inventory group, the order will be treated as a consignment order.

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Release Quantity (Ordering UOM)

The quantity released in the ordering unit of measure.

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Description

The description of the item. You can use this box to include any additional details.

Date Required

The date when the order is required at your facilities. Click the calendar to select the appropriate date.

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Date Promised

The date when the supplier will deliver the items ordered to your site.

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Expected Delivery Date

The date when the order is expected to arrive at your facilities. APM automatically enters the date the order is required, but you can change this if necessary.

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Date Order Placed

The date the order was placed with the supplier. Click the calendar to select the appropriate date.

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First Expedite Date

The first expedite date entered for this purchase order line. This may be the first date on which you want to check with the supplier that the order will be shipped when promised. This entry is for information only, and may be used as a reminder when viewed in reports or tables.

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Second Expedite Date

The second expedite date entered for this purchase order line. This may be the second date on which you want to check with the supplier that the order will be shipped when promised. This entry is for information only, and may be used as a reminder when viewed in reports or tables.

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Third Expedite Date

The third expedite date entered for this purchase order line. This may be the third date on which you want to check with the supplier that the order will be shipped when promised. This entry is for information only, and may be used as a reminder when viewed in reports or tables.

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Display Comment When Received

Select this option to have this comment shown on the purchase receipt for this purchase order line.

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Display Comment When Invoiced

Select this option to have this comment shown on the invoice line for this purchase order line.

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Internal Comments

Comments about this purchase order line. The comments are for internal use only and will not be printed on the purchase order.

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Charge Type

The charge type to use for this purchase order: Work Order, Asset, or Account. Work Order: All charges from this P.O. will be charged to the work order you specify. Asset: All charges from this P.O. will be charged to the asset you specify. Account: All charges from this P.O. will be charged to the account you specify.

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Work Order to Charge

The work order to charge for costs from this purchase order. A work order is necessary if you select Work Order as the charge type for this order.

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Work Order Task

The work order task that will be charged with the costs for this purchase order. Select the appropriate task from the list.

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Asset to Charge

The asset to charge for the cost of this purchase order. If you select the distribution type Single Account and the charge type Charge Asset for this purchase order, then the asset identified here will be charged with the cost of all of the P.O.'s lines.

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GL Account to Charge

The GL account to charge for costs from this order. This option is only available when you select Single Account as the distribution type.

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Description

The name or short description for the GL account or segment. For example, if the account number is for a department you could enter the department name in this box. You can enter up to 100 characters. If this box is left blank, an error message will appear.

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Cost Type to Charge

The cost type to charge for this purchase order line. This cost type is used to summarize planned resource costs on a work order, as well as actual costs on a work order and/or asset. It will be used as the default cost type on receipt transactions created from the P.O. line.

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Override Cost Type

Whether or not a cost type to charge is required. If your settings enable you to override the derived maintenance accounts, you can use this field to indicate that such an override is necessary for this procurement line.

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GL Account to Charge

The GL account to charge for the costs from this purchase order line. This option is available when you select Account as the charge type.

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Override GL Account

Whether or not an entry for the GL Account field is required. If your settings enable you to override the default general ledger accounts, you can use this field to indicate that such an override is necessary for this purchase order line.

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Distribution Type

The distribution type for this purchase order line: Multiple Accounts or Single Account. Costs are posted to the account stated on the PO line when you mark it as received. Multiple Accounts: You can select fixed amounts or percentages of the total cost to be charged to various accounts. Single Account: All costs from this P.O. line will be charged to the account you select.

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Discount Amount

The discount amount applied to this order in the supplier’s currency. If a discount rate is entered for this order, APM will automatically calculate the amount. Otherwise, you can enter the amount.

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Total Cost

The total cost of the order in the supplier’s currency. APM automatically calculates this amount, and you cannot change it.

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Loaded Cost

The total of all the P.O. line taxes and P.O. line extra charges in the supplier’s currency. APM automatically enters this information, and you cannot change it here.

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Required Quantity (Stocking UOM)

The required quantity of the item in the stocking unit of measure. APM automatically calculates this amount based on the stock UOM conversion factor.

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Stock UOM Conversion Factor

The factor used to convert the ordering unit of measure to the stocking unit of measure. APM automatically enters the conversion factor indicated in the supplier item information.

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Price - Base

The unit cost of the item ordered, expressed in the supplier’s ordering unit of measure and in your site’s currency. APM automatically calculates this amount, and you cannot change it here.

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Discount Amount - Base

The discount amount applied to this order in your site’s base currency. APM automatically calculates this amount.

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Line Value - Base

The value of this line of the order in your site’s currency. APM automatically enters this information, and you cannot change it here.

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Loaded Cost - Base

The total of all the P.O. line taxes and P.O. line extra charges in your site’s currency. APM automatically enters this information, and you cannot change it here.

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Total Cost - Base

The total cost of the order in your site’s currency. APM automatically calculates this amount, and you cannot change it.

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Currency

The preferred currency of the supplier. Click the arrow to select the appropriate currency.

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Currency

The currency used at this site. By default this is the enterprise currency. If appropriate, you can change the site currency by clicking Change. Usually you will select the currency of the country where the site is located.

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Received Quantity (Ordering UOM)

The quantity of the item received in the ordering unit of measure. APM automatically updates this information when the purchase receipt transaction is posted.

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Received Quantity (Stocking UOM)

The quantity of the item received in the stocking unit of measure. APM automatically updates this information when the purchase receipt transaction is posted.

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Received Value

The value of the items received in the supplier’s currency. APM automatically enters this information when each purchase receipt transaction is posted.

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Received Value - Base

The value of the items received in your site’s currency. APM automatically enters this information when each purchase receipt transaction is posted.

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Name:

The name of the warehouse inventory group. The system creates this name from the combination of the names of the warehouse and the linked inventory group. This will be the name users will see when working with warehouse inventory.

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Primary location

The primary storage location for this warehouse item. The primary storage location is the first place to look for this item. Use the formatting required by your organization.

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Secondary location

The secondary storage location for this warehouse item. The secondary storage location is the second place to look for the item if there are none or not enough at the primary location. Use the formatting required by your organization.

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Available

The number of units of this resource that are available in inventory for future, undetermined demand. APM automatically calculates this information, and you cannot change it.

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On Hand

The number of items of this resource that are physically located at the storage location. APM automatically calculates this information, and you cannot change it.

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On Order

The number of items of this resource that have been ordered but not received on all open P.O. lines. APM automatically calculates this information, and you cannot change it.

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In Transit

The number of items of this resource that have been transferred from one warehouse and have not yet been received by the transfer to warehouse. APM automatically calculates this information, and you cannot change it. When a transfer transaction is posted for the same item but in a different warehouse, the quantity transferred is added to the transfer to warehouse item's in transit quantity. When a transfer receipt transaction is posted for the same item but in a different warehouse, the quantity received is deducted from the transfer to warehouse item’s in transit quantity. Note that the transferred from warehouse on the transfer receipt transaction is still the warehouse from which the material was transferred.

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Replenishment Demand

The total of the replenishment requisition lines that have not been ordered. APM automatically calculates this information, and you cannot change it.

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Reserved Demand

The number of items of this resource required to fill reserved demands based on the date when they are required. APM automatically calculates this information, and you cannot change it.

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Invoiced Value

The value of the order in the supplier’s currency. APM automatically enters this information, and you cannot change it here.

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Invoiced Quantity (Ordering UOM)

The quantity of the item ordered in the ordering unit of measure. APM automatically enters this information, and you cannot change it here.

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Requisition

The requisition that created this demand.

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Requested by Employee

The name of the employee who requested this requisition. Click the arrow to select the appropriate employee. If your organization includes multiple sites, the employee’s personnel record and the requisition must be owned by the same site.

Work Order

The work order that the work order task belongs to. All work order tasks must be part of a work order.

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Task Number

The task number is added to the end of the work order number. Each task on a work order must have a unique number. APM automatically generates this number. You can override the default number if necessary. If this box is left blank or if the number is not unique, an error message will appear.

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Work Order Task Title

The title of the work order task. APM uses the title of the first task on a work order as the work order title.

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Work Order Status

The current status of the work order. At various stages in the life cycle, APM may assign the following statuses to a task or work order: New, Work Started, Closed. Work planners may also select an appropriate status for the task or work order: Needs (More) Planning, In Planning, Planned, or Work Started. Each task on a work order may have a different status. When work order tasks have different statuses, the work order will show the earliest status of its tasks. For example, if task 1 has a Work Started status, but task 2 has an In Planning status, the work order status will be In Planning.

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RFQ	The number of the RFQ that is associated with this purchase demand.

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RFQ Status

The current status of the RFQ. RFQs can have any of the following statuses: • In planning: The RFQ has this status until it is sent to all suppliers. • Waiting for bids: The RFQ has this status after it has been sent to all suppliers, and before all of the supplier bids have been entered. • All bids received: The RFQ has this status after all supplier bids have been entered. • Closed: The RFQ has this status after it has been awarded to the winning supplier or suppliers. • Cancelled: The RFQ has this status if a user has cancelled the RFQ.

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Line Status

The status of the procurement line: Open or Closed. APM automatically sets the status of the line to open when it is created, and changes it to closed when the item requested on the line is received.

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Rented equipment has been received

A check in the box indicates that rental equipment has been received for the purchase order line.

Rented equipment has been returned

A check in the box indicates that rental equipment has been returned for the purchase order line.