Add/Edit Part on Purchase Order

This dialog box allows you to add an item to a Purchase Order or to edit a part that is already on a Purchase Order. You can also receive parts into inventory using this dialog box.

To add/edit a part on a Purchase Order:

1. Select Add in the Purchase Order Worksheet to add an item to a purchase order.

OR

Click your mouse pointer on an item and select Edit in the Purchase Order Worksheet to edit a purchase order item.

The Add/Edit Part on Purchase Order dialog displays.

2. Select the Inventory button, if desired, to select an item from the Inventory List.

When you select an item from the Inventory List, the fields of the dialog box fill in automatically.

3. Enter/Edit information in the dialog box as necessary. Certain fields in the dialog box may not be available for editing depending on whether you are adding or editing a part.

The dialog box contains the following fields:

• Part No. - The part number of the item.
• Description - The description of the item.
• Qty. to Order - The order quantity of the item.
• Current Cost - The current cost of the item.
• Extended Cost - The extended cost of the item
• Inventory Part - Selecting this option while adding a part to a purchase order indicates that you would also like to add the part to your Inventory List.
• Last Cost  - The Last Cost at which you purchased the part.
• On Hand - The quantity of the part that is in inventory.
• On Order - The quantity of the part that is on order on all open POs (including the one with which you are currently working).
• Re-Order Point - The point below which an order is indicated. (See Restock From Inventory for details.)
• Stocking Level - The inventory level to which the order should build. (See Restock From Inventory for details.)
• Received - The quantity that has been received on the PO.
• Back Ordered - The quantity of the item that is on back order.
• Cancelled - The quantity of the item that has been cancelled.
• Notes - This field allows for the free-form entry of text (50 characters) for internal (shop) use. This text will not appear on the printed purchase order.
• Qty Received - (To Date) Quantity of the item that has been received.
• Qty Remaining - (On Order) Quantity of the item that has not been received.

4. Select Ok to accept your input.

See also...

Purchase Order Worksheet