Line Items Listing and Edit
From the Line Items Listing, the users can see all the items for all the created Purchase orders. From the Purchase Order Tab users get a visualization from the Hdr level and from the Line Items Tab, the users get a visualization from the Line level. By searching with the Purchase Order No, users can see the number of items that have been ordered under any particular Purchase order. Basically, it works like a eport for all the created Purchase orders.
Line Items Listing - Item Details Tab
Main Details
Users can edit the item that they have selected. Number fields such as Unit Price, Quantity Base, etc., are editable and it will affect other fields automatically.
Delivery Instruction
In the Delivery Instruction, add Instruction and Set the Delivery Date. In the Delivery Message Card, add a message with the sender and receiver.
Department
Details related to the department.
Doc Link
Information about document linking, including 'Copied From' and 'Copied To'.
Delivery Details
Provides details about delivery, such as delivery date and instructions.
Line Items Listing - Costing Details Tab
The Costing Details Tab shows all the costing details about the selected item:
Company Code
Location Code
Quantity
Moving Average Unit Cost
FIFO Unit Cost
Manual Unit Cost
Last Purchase Unit Cost
Line Items Listing - Pricing Details Tab
The Pricing Details Tab shows all the pricing details:
Pricing Scheme Code
Pricing Schema Name
Purchase Unit Price
Modified Date
A new column of Edit Pricing Details will be displayed on the right side when one of the pricing details is clicked, and the changes can be saved by clicking on the Add button.
Line Items Listing - Issue Link Tab
The Issue Link Tab shows the list of linked issues which contain project name, issue number, and issue summary. A new Edit Issue column will be displayed on the right side when one of the issue links is clicked.
Details
Drop down fields like Project, Issue Type, Assignee, Reporter, Summary, Description, Parent, and Created Date are selectable.
Planning
The fields such as Target Start Date, Target End Date, Actual Start Date, Actual End Date, Calculated Start Date, Calculated End Date, Baseline Start Date, Baseline End Date, Billing Currency, Billing Amount, Cost Currency, Cost Amount, Story Point, Manday Target, Manday Allocated, and Manday Billing can be filled.
Attachment
Upload file from a local device by dragging and dropping your file on the field or clicking the Upload File button.
Comment
A list of comments can be viewed at this tab.
Subtasks
A list of subtasks can be viewed at this tab.
Linked Issues
A list of linked issues can be viewed at this tab.
Worklogs
A list of worklogs can be viewed in this tab. Log Time tab will be displayed on the right side when the ‘+’ button is clicked. There are fields such as Activity Type, Date, Duration, and Description to be filled.
Activity
A list of activities can be viewed in this tab.
In order to edit Line Items, users need to click on the line item that they want to make changes to. For editing any particular Item, all the fields are the same as the steps of adding items, and are editable. In the Doc Link Tab, it will show the Doc No that copy from and copy to. The other tabs are the same as Adding Line items. The users need to click on “Save” after making the changes.
Search Bar
The users are able to search for any particular Purchase Order using the search bar and typing the key data that they would like to search for. The users would also be able to search using Item Code, Item Name, and Transaction Amount.
Pagination
The pagination allows the users to determine the number of entries that they would like to see in each of the pages.
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