Purchase Order Fields

Here is a description of the fields available on a purchase order.

Key: * – Mandatory field.

Field		Description
Applied Rebate Amount		Total amount of rebates applied to purchase order lines.
Created Year		Formula field. This field stores the year the purchase order record was created.
Award Code		Enter an award code to establish a record and reason why a supplier was awarded this purchase order.
Blanket Order Quantity Limit		The established quantity limit for the number of items that can be procured against this order agreement.
Blanket Order Spend Limit		The established total spend limit for items that can be procured against this order agreement.
Buyer		The user who is responsible for the purchase order. If left empty it defaults to the user creating the purchase order.
Buyer Instructions to Supplier		These are the buyer's general instruction notes to the supplier, used for external purposes.
Buyer Notes		These are the buyer's general notes regarding this purchase order, used for internal purposes.
Confirm To		The Supplier's representative that accepted the order.
Currency	*	This defaults from the Supplier Site but can be overridden by the user.
Delivery Options		Select the method to deliver the purchase order.
Delivery Status		The status of the purchase order with respect to the delivery to the supplier.
End Date		The established end date for when Items can be procured against this order agreement. The start date and end date indicate the date range that the purchase order is valid for.
Existing Purchase Order Number		This field is required during the loading of legacy purchase orders.
Field Label		Total quantity vouchered for this purchase.
Number of Cancelled Lines		The number of purchase order lines that have been cancelled.
Number of Closed Lines		The number of lines on the purchase order that are closed (fully received).
Number of Item Lines		The number of Item type lines on this purchase order.
Number of Lines		The number of lines on the purchase order.
Number of Partially Received Lines		The number of lines on the purchase order that have been partially received.
Number of Service Lines		The number of service type line items.
Number of Service Lines Shipped		Number of Service Lines that have been shipped.
Number of Service Lines to Allocate		The number of Service Lines that still need to be allocated.
Number of Recurrences		Sets the number of recurring purchase orders you want to create. This is the number of purchase orders you want to create in addition to the originating purchase order.
Number Open Lines		The number of open lines on the purchase order. This field is automatically calculated.
Order Type		Formula field. IF( SCMC__Number_of_Item_Lines__c = SCMC__Number_of_Lines__c , "Item", or IF( SCMC__Number_of_Service_Lines__c = SCMC__Number_of_Lines__c , "Service', "Mixed") ) The type of lines on the purchase order determines the order type. The default is Item. If there are line items of different types the order type will be "Mixed".
Override Ship to Address		For drop ship purchase orders that are associated with a sales order, we need the override ship to from the sales order if it is there, otherwise the ship to address is taken from the customer record.
Ownership		The project this purchase order is related to. An ownership code can be assigned to a project.
Partially Vouchered		Formula field. This field calculates the open vouchered amount.
Payment Terms		The payment terms flowed down from the selected supplier. It can be overridden by user.
Procured for		The customer this is being procured for. This is valid only on a drop ship purchase order type.
Purchase Contract		The purchase contract associated with the purchase order. This field is pre-populated when you create a purchase order from a purchase contract. Once the purchase order contains lines, you cannot change this field.
Purchase Order Date	*	The date this purchase order version was created.
Purchase Order Name		You can enter a Name for the purchase order. This is optional.
Recurrence Interval		Sets the recurrence interval for the recurring PO records. The recurrence period and the recurrence interval value determine the time between each recurring purchase order.
Recurrence Period		Select the recurrence period for the recurring PO records. Values are Day, Week, Month and Year. The recurrence period and the recurrence interval value determine the time between each recurring purchase order.
Recurring Purchase Order?		Checkbox - Select this control if you want to create recurring purchase orders from the purchase order record.
Resale		Checkbox. If checked, the items on the purchase order are procured for resale.
Revision		The revision number for the purchase order.
Sales Order		Only used if this is a drop ship purchase order that was created from a sales order.
Ship to Warehouse		The warehouse the parts on the sales order are shipped to. This field is mandatory for internal purchase orders.
Shipment Options		Value can be Collect on delivery, delivery confirmation, signature required, advanced shipment notice - email, advanced shipment notice - fax or international shipment.
Shipment Services		Value can be most economical (Default), three (3) day, two (2) day, overnight, courier, company truck LTL Less than Truck Load or company truck FTL Full Truck Load.
Start Date		Initiation date for when order agreement becomes effective. The start date and end date indicate the date range that the purchase order is valid for.
Status		Value can be open, approved, revised, closed, cancelled, submitted for approval, disapproved, drop ship submitted for approval or drop ship approved.
Status Change Date		The date and time of the last status change. This field is automatically set when the status of the purchase order changes.
Supplier Ship Via		Instructions to supplier. This appears on the purchase order.
Supplier Site	*	Lookup to current suppliers.
Total Amount Vouchered		Total amount vouchered for this purchase order.
Total Value of PO		The total value of purchase order.

Purchase Order Line Fields

Here is a description of the fields available on a purchase order line. The fields that appear in the purchase order line edit screen are determined by the purchase order line item record type that is selected.

Key: * – Mandatory field.

Field Name		Description
Budget		Requestor's budget coming from requisition but can be added on the purchase order Line.
Applied Rebate Amount		Total amount of rebate applied to the purchase order line.
Charge Number		The authorized charge number used for this purchase.
Condition		Condition of the Item that is being procured.
Currency	*	This defaults from the Supplier Site but can be overridden by the user.
Delivery Method		The means by which the item is to be delivered. Value can be physical delivery, Electronic delivery, load and leave or ASP Application Server Provider. An application server provider hosts an application and customers access it on their servers. The customers don't actually receive anything, they are accessing the application via the world wide web. delivery.
Description		This description is used for capital equipment, description and contractor line item types.
DPAS Rating		Defense priorities and allocations system rating for government contracts.
Government Contract Number		The government contract number this purchase order supports.
Item Being Procured	*	The part that is being purchased if this is an item type Purchase Order.
Logistics Cost		The logistics cost associated with this item. This supports landed costs.
Number of Days Late		Formula field. This field calculates whether the Supplier Commitment Date is before today's date.
Outbound Parts Status		For a services purchase order, there must be at least one part selected, allocated, and shipped. This status field indicates the status of this activity.
Override Avalara Tax Code		The tax code that is used to override the original Avalara mapped tax code.
PO Line Number		Purchase order line number coverts to a number to enable user to change and sort purchase order lines.
Production Order Line		Production order line that generated this purchase order line.
Purchase Contract Line		The purchase contract line that you want to associate with the purchase order line. The purchase contract line must belong to the purchase contract that is already associated with the purchase order for which you are creating the line. If the purchase order is not associated with a contract, leave this field blank.
Purchase Order		The purchase order this line item is related to. All purchase order line items must have a purchase order.
Purchase Price Variance		The difference between the purchase order cost for the line and the amount actually invoiced.
Quantity	*	The number of units being ordered.
Quantity Received		The number of items received against this line item.
Requested Delivery Date		Date on which the item has been requested to arrive at its destination.
Requisition Line Item		The requisition line that triggered this requirement.
Sales Order Line Item		The Sales Order Line used to create this Purchase Order Line.
Ship to Warehouse		The warehouse where the items are to be delivered. Defaults to the purchase order header. Can be changed at line level.
Status		The status of the line item. This is never set by the user. Open indicates that no parts have been received against this line item. Partially Received indicates some items on this line item have been received. Closed indicates that all parts have been received. Cancelled indicates the order was cancelled.
Status Change Date		The date of the last status change.
Supplier Commitment Date	*	The original date that the supplier committed to for delivery of the goods or service being procured. This date along with the current promise date and the date of receipt is used to evaluate the supplier performance. Do not change this after the purchase order is approved. This field is not mandatory on the description line type.
Supplier Current Promise Date	*	Initially this is the same as the commitment date. As the supplier updates the delivery date, this is changed to reflect the current schedule. This field is not mandatory on the description line type.
Tax Code		Tax Code sent to Avalara to calculate tax.
Taxable?		Checkbox. Select this box if taxes are applicable to this purchase order line.
Unit Cost	*	The unit cost of the item being ordered.
Use Code		For use tax purposes. Determines what the item is to be used for.
Pending Voucher		Formula field. This field stores the amount pending to be vouchered, calculated as: (Max value between Quantity and Quantity Received) - Quantity Vouchered

Buttons

Button Name	Description
Create Recurring POs	This button opens a new Visualforce page for creation of recurring purchase orders.
New Purchase Order Lines	This button opens a popup window where you can select multiple purchase contract lines to add them as purchase order lines. Note: This is a quick action button. We recommend that you only add this button to your layouts if you are using the Purchase Contracts functionality. Contact your administrator to add or remove this quick action from your layouts.

Note: We recommend that you do not add the currency picklist to the line item layout in a multiple currency org because it has no function on the line item layout. If you add the currency picklist field to the line item layout and attempt to select a line level currency from the picklist that is different to the header currency, the line item currency will automatically reset to the header currency when you save the line item.