FA Line

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You can enter purchase order line details when the purchase order header is entered and saved. You can enter details into the line item form or into the table.

Fixed Asset Line Items

You can add an asset order line for any asset previously defined in FA Asset Maintenance unless the asset is written off, in which case a message displays to indicate that Line Details cannot be saved.

Line #

This displays the line number of the line you are currently entering, viewing, or editing. If a purchase order has a large number of lines, you can enter a line number in this field and click Go to move directly to the line number.

Go

See above.

Line Type

Select Fixed Asset to enter an asset line.

Tax Type

This indicates whether line totals displays inclusive or exclusive of tax. The default comes from AP Supplier Maintenance.

Tax Code

The default value is the purchase order line using the tax code hierarchy.

Status

This displays the status of the selected line in read-only format.

Purchase reference

This is the reference of the asset purchase. It defaults from the purchase order header. This reference can be recalled to view details of the asset purchase using the FA Purchases form

If there are multiple lines using the same fixed asset code, on save the system adds a suffix to the reference to ensure it is unique for each line. When this occurs, the reference can only be 17 alphanumeric characters long.

Code

Enter or select the fixed asset code of the purchase. This must have been previously defined in FA Asset Maintenance.

Sub Code

This defaults, in read-only format, to the sub code for the fixed asset code.

Description

This defaults, in read-only format, to the description for the fixed asset code.

Analysis Group

This defaults, in read-only format, to the analysis group associated with the fixed asset code.

Qty Ord

Enter the quantity to order of the selected asset.

Disc%

This is taken from the discount percentage in the purchase order header, however you can change it at a line level. It relates to the percent discount of the line the line net cost is the total line cost less discount less tax).

Tax %

This displays using the tax code selected for the line, although you can change it only if the option to Allow tax rate/amount change is selected for the code in Tax Code Maintenance. The line tax value is calculated based on this percentage.

If the tax value is overridden, this percentage updates.

Expected

This date defaults to the expected date entered into the purchase order header, but you can change it at a line level.

Price

This is the cost for purchasing the asset. It defaults to zero so enter the cost price.

Discount

This field calculates a dollar value using the discount percentage entered in the line. You can change this, which also recalculates the Discount % field to the percentage of the dollar value entered here.

Tax

Greentree calculates this using the tax percentage, although a manual amount can be entered as an change only if the option to Allow tax rate/amount change is selected for the code in Tax Code Maintenance. If this occurs, the tax percentage will recalculate using the tax value entered here.

Line Total

This a read-only field representing the total value of the line (inclusive or exclusive of tax, depending on the tax type).

Narration

Enter a narration for the line. The supplier's name defaults to the first line if the Purchase Order User Preference option Default header and line narration on order is selected.

If the narration for a line is edited, this is what defaults to the next line added, however they can be edited at a line level any time.

Order Line Status

Click this button to display the total ordered, received, invoiced, and cancelled quantities of the specific line. Totals are displayed as both quantity and dollar values.

Cancel Order Line

Click this button to cancel all or part of a purchase order line. The Cancel Order Line form displays and you must select a reason code for the cancellation, and the quantity you want to cancel. This option can be selected to view or edit (where allowable) cancellations of the line.

You can't cancel orders or lines if the PO Preference option Allow cancelling of order lines is not selected.

Save Order Line

If you use the Line Item form to enter purchase order lines, rather than entering them directly into the table, you must use this button to save the line before entering the next line.

Next Steps

You can receive purchase order lines using:

• Purchase Order Receipt Entry
• Shipment Entry (if Import Costing is in use)
• AP Invoice Entry

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