Add/Edit Purchase Order Line Item

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Overview

• The Add or Edit History screen synonymous with the Microsoft Access Form object or graphical user interface (GUI) is opened by the Add or Edit buttons on the View Selected PO abbreviation for Purchase Order screen when Line Items records are viewed.

• The caption of the of the screen changes and some fields vary depending on the button from which it is opened.

Main Menu > Manage My Inventory > Manage My Purchase Orders > Find & Select to "left-click" the mouse on an object, usually a row in a table, in the context of Monsoon OMS documentation a PO > View Selected PO > Line Items > Add or Edit buttons

Description of the Screens

SKU Field or Drop-Down List

• when opened by the Add button, this field is a drop-down list from which to select an inventory items
• when opened by the Edit button, this field displays the SKU the abbreviation for Stock Keeping Unit; a unique identifier used to track product inventory of the currently selected purchase order line item individual products listed on an order

Item Name Field

• displays the name of the product of the purchase order line item

Description Field

• displays the product description of the purchase order line item

Supplier Field

• displays the supplier vendor of the current purchase order  line item

Old Value Fields

• cannot be edited and show the original values of the Supplier's SKU, Expected Unit Cost, Date Expected, and Qty. Ordered fields

New Value Fields

Supplier's SKU

• if the Supplier's SKU for the product has changed, enter it here

Expected Unit Cost

• if the supplier's price has changed since the purchase order was created, enter the new price here

Qty. Expected

• if the number of ordered units has changed, enter that value here

• record any miscellaneous information about the changes made here

Date Expected   

• if the date the merchandise is expected to arrive from the supplier has changed, enter the new date here

Notes

• record any miscellaneous information about the changes made here

Save Button

• click this button when all changes have been made

Cancel Button

• click this to abandon any changes made at this screen (before Save is clicked)

Additional Information

Created: 7/23/12

Revised:

Published: 04/13/16