Insert Line Item

Click on the Insert Button.  A Select Panel will be displayed.

Line Items can be ordered for Equipment, Freight, Inventory Replenishment, Locations, Tax or Freight.

 

If the Costing Option was purchased

You will also be able to order for CC (Charge Code).

Charge Cost To -  Enter a two-character code identifying the type of charge.  Choices are  CC (Charge Code), EQ (Equipment), IN (Inventory), LC (Location), WO (Work Order), FR (Freight) and TX (Tax).  A lookup is provided.  Note - the system will automatically add Tax if the Automatic Tax Check Box on the System Initialization screen has a Check Mark in it.  In this event, the TX code will not be included on the lookup and will be rejected if entered manually.

Depending on your selection of the type of charge, one of the following three entry panels will be presented:

 

Insert Panel

Code, ID or # - Enter the Code, ID or #.  A Lookup is provided.

Billable - (Service Billing Option Only)  Set the Billing Status for this Line Item.

Description of Purchase - Enter a concise description of the item to be purchased..

Quantity Requested - Enter the desired quantity.

Unit Cost - Enter the Unit Cost.

Taxable - Place a Check Mark in this Check Box if tax should be paid when the item is purchased.

Click on the Save Button to save your insertion or click on the Cancel Button to cancel it.  In either case, you will return to the Select Panel.  Click on the Done Button if you have no more Line Items to add.

 

Freight Panel

Description of Purchase - This has been defaulted to "Freight Charges" and can be changed.

Freight - Enter the amount of the freight charge

Taxable -  Place a Check Mark in this Check Box if the freight should be taxable.

Click on the Save Button to save the freight charge or click on the Cancel Button to cancel it.  In either case, you will return to the Select Panel.  Click on the Done Button if you have no more Line Items to add.

 

Manual Tax Insertion

Total Tax - Enter the total tax that should be applied to the Purchase Order.  Click on the Calculate Button and the Total Tax will be calculated for you.

Click on the Save Button to save the tax or click on the Cancel Button to cancel it.  In either case, you will return to the Select Panel.  Click on the Done Button if you have no more Line Items to add.

Edit Line Item

 

Double-click on a Line Item to change its data.  An Edit Panel will be displayed.

Billable - (Service Billing Option Only)  Set the Billing Status for this Line Item.

Description of Purchase - Change the description as desired.

Quantity Requested - Change the quantity as desired.

Unit Cost - Change the unit cost as desired.

Taxable - Place a Check Mark in this Check Box if tax should be paid when the item is purchased.

Click on the Save Button to save your changes or click on the Cancel Button to cancel them.  In either case, you will return to the Grid.