JC Line

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You can enter purchase order line details after you enter and save the purchase order header. You can enter details into the line item form or into the table.

Job Cost Line Items

You can assign jobs and activity codes to purchase order lines if you want debit the purchase costs of the job with the line value when the purchase order line is received. Details of purchase order lines assigned to a specific job can be reviewed on the JC Job Maintenance form.

Note: You can't copy an existing purchase order, or enter job cost lines for jobs that are closed or finalised.

Generic Line Details

Line #

This field displays the line number of the line you are entering, viewing, or editing.

Go

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.

Line Type

Select Job Cost to enter a job cost line.

Tax Type

This 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.

Job Detail

Code

Enter or select the job code for the purchase order line. This can be any open not closed or finalised) job that is set up on the JC Job Maintenance form.

Activity Code

Enter the activity code of the purchase. You can select from a sub-set of codes previously defined on the JC Activity Code Maintenance form. You can only select activity codes that are of type Purchases.

Note: The WIP General Ledger Account of the selected activity code defaults, in read-only format, to the form when the code is selected.

Work Centre

The default value is the Default Work Centre assigned to the selected activity code on the Job Cost Activity Code Maintenance form. You can edit the work centre.

If Advanced Job Cost Work Centre Plans are used, then the activity code and work centre selections need to comply with the job's plan settings.

Line Details

Qty Ord

Enter the quantity of the purchase.

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 if you selected the option Allow tax rate/amount change 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 making the purchase. The cost defaults using the JC activity code for the line, but you can change it.

Discount

This field calculates to a dollar value using the discount percentage entered in the line. If you change it, the Discount % field recalculates to the percentage of the dollar value entered here.

Tax

Greentree calculates this using the tax percentage. You can change it if you selected the option Allow tax rate/amount change for the code on the Tax Code Maintenance form. 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 PO User Preference option Default header and line narration on order is selected.

If the narration for a line is edited, this is copies to the next line that you add.

Selling Rate

This column only displays in the line item table if the JC Module Control option Allow to change sell rate on PO/AP is selected.

It is the sell rate associated with the activity code selected in the line. You can edit the value.

Order Line Status

Click this button to display the total ordered, received, invoiced, and cancelled quantities of the line. Totals display as 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.

You can select this option to view or edit (if allowable) 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 click this button to save the line before entering the next line.

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

• Purchase Order Receipt Entry
• Shipment Entry
• AP Invoice Entry
• Transaction Entry for Projects

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