Purchase Details

This is the Purchase Detail screen allowing users to add/edit/delete items from the Purchase Order.

It is accessed using the Add Item button on the Purchase Order Header - as a NEW/blank entry form.

It is accessed using the hyperlink on item code in the Purchase Details grid - and opens in view format.

Screen Title: Purchase Details

This is the screen title: Purchase Details

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Item Code

This is the Item Code being ordered.

Type	Notes	Rules	Compulsory	Format	Edit	Size	Default	Error Message
Search Select		1. Lookup to Item records. 1a. Filter to Active Item records 1b. Filter to records where the following conditions apply relating to Supplier Prices: 1c. Item has Supplier Price, where Supplier on Item = Supplier on Purchase Order Header. 1d. Current date falls within range of Supplier Price Valid from/to dates. 1e. Supplier Price Territory = Purchase Order Header Site (Site_SecTerr) entry; or Supplier Price Territory = Parent Organisation (level 0) in territory hierarchy. 2. Allow item search using Item Code or Item Description	Y		Y

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Item Description

This is the Description of the Item Code selected.

Type	Notes	Rules	Compulsory	Format	Edit	Size	Default	Error Message
Text	Field behaviour mirrors the rules applied to Item Description field in the Add Details screen in Sales Orders.	1. Auto-populated by Item Code selection. 1a. Field stays in sync with item code; i.e. if item code is changed, Description changes. 2. Edit is allowed only if the control on Item Master: Can Edit Description = Y.	Y		Y subject to 2)	= Item_Description

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Unit Price

This is the Unit (buy) Price of the Item, as configured on Supplier Prices.

Type	Notes	Rules	Compulsory	Format	Edit	Size	Default	Error Message
numeric	Field behaviour mirrors the rules applied to Unit Price field in the Add Details screen in Sales Orders.	1. Auto-populated by Item Code selection. 2. Retrieves Unit Price where the following conditions apply relating to Supplier Prices: 2a. Supplier on Item = Supplier on Purchase Order Header. 2b. Current date falls within range of Supplier Price Valid from/to dates. 2c. Supplier Price Territory = Purchase Order Header Site (Site_SecTerr) entry; or Supplier Price Territory = Parent Organisation (level 0) in territory hierarchy. 3. Edit is allowed for all users if the control on Item Master: Can Edit Price = Y 3a. Edit is allowed for individual users if control on User profile: Is Allow Edit Price = Y	Y	Currency	Y subject to 3)

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Quantity

This is the Description of the Item Code selected.

Type	Notes	Rules	Compulsory	Format	Edit	Size	Default	Error Message
numeric		1. Default value is 1 1a. Accepts negative values	Y	2 decimals	Y		1.00

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Tax

This is the Purchase Tax setting for the Item Code selected.

Type	Notes	Rules	Compulsory	Format	Edit	Size	Default	Error Message
Selection List	Field behaviour mirrors the rules applied to Tax Class field in the Add Details screen in Sales Orders.	1. Auto-populated by Item Code selection.	Y		N

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Extended Amount

This is the calculated total value of the line item: Quantity * Unit Price, with all tax amounts applied.

Type	Notes	Rules	Compulsory	Format	Edit	Size	Default	Error Message
numeric	Field behaviour mirrors the rules applied to Extended Price field in the Add Details screen in Sales Orders. Calculation Examples: Quantity: 1.00 Unit Price: 199.00 Extended Price: 199.00 Quantity: -1.50 Unit Price: 199.00 Extenfed Price: -298.50	1. This is a calculated value based on Quantity * Unit Price 1a. Outcome can be negative 2. If Item/Category: Tax Inclusive = n/NULL ADD Extended Tax Quantity * Unit Price + Extended Tax	Y	Currency	N

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Extended Tax

This is the calculated amount of Tax to apply for the line item: Extended Price * Tax % * Quantity

Type	Notes	Rules	Compulsory	Format	Edit	Size	Default	Error Message
Text	Field behaviour mirrors the rules applied to Extended Total Tax Included field in the Add Details screen in Sales Orders. Calculation Examples: Item/Category: Tax Inclusive = Y Rate: 10% Quantity: 2.00 Unit Price: 85.95 85.95 / 11 = 7.8136 rounded = 7.81 * 2 (qty) = 15.62 Extended Tax: $15.62 Category: Tax Inclusive = N/null Rate: 10% Quantity: 2.00 Unit Price: 85.95 85.95 * .1 = 8.595 rounded = 8.60 * 2 (qty) = 17.20 Extended Tax: $17.20	1. Calculations for tax follow same rules as applied in Sales Order Details. 1a. Item: Purchase Tax code > Tax: Rate 1b. Item: Category > Tax Inclusive 1c. Tax is calculated on the Unit Price and rounded to 2 decimals, then multiplied by Quantity	Y

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Extended Tax Inclusive

This is the calculated amount of the line item excluding all taxes.

Type	Notes	Rules	Compulsory	Format	Edit	Size	Default	Error Message
Text	Calculation Examples: Item/Category: Tax Inclusive = Y Rate: 10% Quantity: 2.00 Unit Price: 85.95 Extended Amount: 171.90 Extended Tax: 15.62 171.90 - 15.62 = 156.28 Extended Tax Exclusive: $156.28 Category: Tax Inclusive = N/null Rate: 10% Quantity: 2.00 Unit Price: 85.95 85.95 * .1 = 8.595, rounded=8.60 * 2 qty = 17.20 Extended Tax: 17.20 171.90 + 17.20 = 189.10 Extended Amount: $189.10 Extended Tax Exclusive: 171.90 85.95 * 2	1. Calculations for tax follow same rules as applied in Sales Order Details. 1a. Item: Purchase Tax code > Tax: Rate 1b. Item: Category > Tax Inclusive	Y

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CHANGE button

This is an action button to put an existing summary record into edit mode.

Type	Notes	Rules	Compulsory	Format	Edit	Size	Default	Error Message
Button	Subject to all standard CRM rules.	1.This Button is visible when the screen is in VIEW mode. 1a. This button is visible when the Purchase Order STATUS = Open. 2. Selection places the screen into edit mode	N				-

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SAVE button

This is an action button to save the record.

Type	Notes	Rules	Compulsory	Format	Edit	Size	Default	Error Message
Button	Subject to all standard CRM rules.	1.This Button is visible when the screen is in NEW or EDIT mode. 2. When selected: 2a. New entries are inserted to the database. 2b. Edited entries are updated in the database.	N				-

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DELETE button

This is an action button to delete the record.

Type	Notes	Rules	Compulsory	Format	Edit	Size	Default	Error Message
Button	Subject to all standard CRM rules.	1.This Button is visible when the screen is in EDIT mode. 2. When selected, the user is prompted with standard CRM warning, and options to proceed or cancel. 3. The record is soft-deleted in the database.	N				-

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CANCEL button

This is an action button to return the user to the Purchase Order Header screen, without committing any record changes to the database.

Type	Notes	Rules	Compulsory	Format	Edit	Size	Default	Error Message
Button	Subject to all standard CRM rules.	1. This button is visible when the screen is in NEW/EDIT mode. 2. When selected, returns the user to the Purchase Order Header screen.	N				-

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