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 on the FA Asset Maintenance form unless the asset is written off, in which case a message displays to indicate that you cannot save line details.

Line #

This field displays the line number of the line you are 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 to the line number.

Go

See above.

Line Type

Select Fixed Asset to enter an asset line.

Tax Type

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

Tax Code

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

Status

This field 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 on the FA Purchases form.

Note: If there are multiple lines using the same fixed asset code, on save Greentree Desktop adds a suffix to the reference to ensure it is unique for each line. The reference can only be 17 alphanumeric characters.

Code

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

Sub Code

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

Description

This field 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. You can change it at a line level.

Tax %

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

Note: This percentage updates if you change the tax value.

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 value using the tax percentage. You can enter an amount only if the option to Allow tax rate/amount change is selected for the code on the Tax Code Maintenance form. If this occurs, the tax percentage recalculates 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 Default header and line narration on order on the Purchase Order User Preference form is selected.

If you edit the narration for a line, this is what defaults to the next line added. You can edit the narration.

Order Line Status

Click this button to display the total ordered, received, invoiced, and cancelled quantities of the line. Totals display 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 to cancel. This option can be selected to view or edit cancellations of the line.

Note: 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 into the table, you must use this button to save the line before entering the next line.

Note: You can delete a purchase order line by pressing Shift-F2 or clicking the Delete icon while on the line. You can only do this if the line has not been partially received or invoiced.

Next Steps

You can receive purchase order lines using:

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

• FA Asset Maintenance
• AP Supplier Maintenance
• FA Purchases
• Tax Code Maintenance

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