Creating Purchase Order Lines

There are several types of purchase order lines that you can add to a purchase order depending on the type of item or service being purchased.

Add a line to the purchase order for each of the goods or services that you want to purchase:

  1. On the purchase order record page, click New in the Purchase Order Line Items related list.
  2. Select the type of purchase order line that you are creating. See Purchase Order Line Types.
  3. Click Next.
  4. Specify the goods or services that you are purchasing. Depending on the selected line type, one of the following fields will be displayed: Item Being Procured, Service Being Procured or Description.
  5. In the Quantity field, enter the quantity of the goods or services that you want to purchase.
  6. In the Unit Cost field, enter the cost of one unit of the goods of services that you are purchasing.
  7. In the Supplier Commitment Date field, enter the supplier commitment date.
  8. In the Supplier Current Promise Date field, enter the supplier current promise date.
  9. [Optional] Complete the remaining fields. For more information, see Purchase Order Fields.
  10. Click Save.
  11. Repeat these steps until you have created the required purchase order lines.

Purchase order lines for internal purchase orders require a warehouse. If you didn't specify one on the Ship to Warehouse field of the purchase order, ensure you specify one for this field on the purchase order line.

Note: If you track inbound and outbound serial numbers or use serial number control for an item, you may encounter Salesforce governor limits if you create a receipt for a purchase order line that has a purchase quantity of more than six digits. If your purchase quantity exceeds six digits for a line item, create multiple purchase order lines to avoid an error message when you create the purchase order receipt.
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.

Creating Description Purchase Order Lines with Amount-Based Receiving

Unlike other purchase order line types which can only be received by quantity, purchase order line items of type "Description" can be received either by quantity or amount.

Note: Only purchase order line items of type "Description" can be received by amount.

To create a description purchase order line item with amount-based receiving:

  1. On the purchase order record page, click New in the Purchase Order Line Items related list.
  2. Select the "Description" record type.
  3. Click Next. The New Purchase Order Line Item: Description window opens.
  4. In the Description field, enter a description for the purchase order line item.
  5. Select the Receive By Amount checkbox.
  6. In the Quantity field, enter the quantity of the goods or services that you want to purchase.
  7. In the Unit Cost field, enter the cost of one unit of the goods of services that you are purchasing.
  8. In the Supplier Commitment Date field, enter the supplier commitment date.
  9. In the Supplier Current Promise Date field, enter the supplier current promise date.
  10. [Optional] Complete the remaining fields. For more information, see Purchase Order Fields.
  11. Click Save.
Notes: