Adding a Regular Purchase Order Line

After you have completed your purchase order header, click the Lines button. If you have selected Regular in the Type field on the Purchase Orders form, clicking the Lines button takes you to the Purchase Order Lines form.
To enter a line, on the Purchase Order Lines form, select Actions > New.
Enter data in these fields:
- Status: Enter the line status or accept the default of Planned. The options are:
  - Planned: The order is in the planning stage and a firm order has not been made.
  - Ordered: The order is ready to begin processing.
- Item: Select an item to include on the purchase order. You may select a non-inventory item that has already been defined, or enter a new number to create a non-inventory item dynamically.
- Vendor Item: Enter the number which the vendor uses to refer to the item internally if one exists.
- Quantity: Enter the quantity of the item you wish to purchase.
- U/M: Enter or select the unit of measure.
- Due Date: Enter the date that the line is due to be received. The default is the PO order date plus the vendor contract lead time, if one exists.
  Note: If you change the date to a new due date and the vendor contract pricing method is based on the Purchase Order Due Date, a message displays stating that changing the due date impacts the cost and asks if you want to recalculate the cost.
Select the General tab. Enter data in these fields:
- Reference: Select a Reference type. Valid entries are:
  - Inventory
  - Order
  - Job
  - Transfer
  - Project
- Warehouse: Enter or select the warehouse which will receive the purchased goods.
Select the Amounts tab. In the Material field, enter the price for the material.
Select the Tax Info tab. In the Tax fields, enter the tax codes that identify the tax rate that applies to this item.
Select the Shipping tab. In the Drop Ship Address, specify how the drop ship address should be used for this order line. Valid options are:
- None
- Customer Number: Select a customer and a customer sequence.
- Drop Ship To: Select a drop ship number.
- Warehouse: Select a warehouse.

Note: Purchase orders can be cross-referenced to items, customer orders, shop floor jobs, warehouse and site transfers, and project control. All automatic cross-references must be created from those areas of the system. Otherwise, the references must be entered manually on both sides of the cross-reference.

If you change any costs on a PO line that is cross-referenced to a job material, select the Update Job Material Unit Cost field on this form before saving the record.