Defining your PO costing workflow

Use this option to select the information that is displayed in the grid on the Purchase Order view in Vendor Invoice Center Entry. Select Purchase Order Headers to display only the PO header in the grid.

Select Purchase Order Headers and Lines to display both the PO header and PO lines in the grid. You also have access to the Edit Header and Edit Lines cell buttons.

If you selected Purchase Order Headers and Lines in the Purchase Order Results field, you can specify a maximum number of records to display in the Purchase Order Headers and Lines grid on the Vendor Invoice Center-Invoice Detail window. Use this field to limit the number of rows to be returned when you select an invoice to maintain with multiple purchase orders and lines, and avoid a time-out situation.

If the number of qualifying POs and lines for the selected invoice exceeds this value, the message Warning: Record Count Limit Has Been Reached for Purchase Order Headers and Lines. Consider Searching for Purchase Order Headers instead. is displayed.

Use this option to define the default entry mode for purchase orders and lines.

Select Purchase Order Header to always open the Purchase Order Header-Create window when you click Save from Invoice Detail-Create. You can still access Quick Line Entry from Purchase Order Header-Create.

Select Quick Line Entry to always open the Quick Line Entry window to add PO lines after adding an invoice in Invoice Detail-Create.

By default, when you access Vendor Invoice Center Entry to add or maintain an invoice, you remain in add mode after leaving the Invoice Detail window. The Invoice Detail - Create window is displayed where you can immediately enter another invoice.

Use this option to alter this workflow if you do not want to be placed in add mode again after entering an invoice. To change this setting for the current session, uncheck the option when you first access Vendor Invoice Center Entry. When Show Invoice Add Screen When Closing Invoice Detail is unchecked, you are returned to the Invoice List view after leaving the Invoice Detail window.

Clearing the Show Invoice Add Screen When Closing Invoice Detail option is useful if you are only maintaining a list of existing invoices and want to avoid having to cancel from the Invoice Detail - Create window to return to the Invoice List.

Select this option to view the PO Entry - Create window when you drill down on an invoice in the Invoice grid that contains no purchase orders.

Clear this option to view the Invoice Detail window. You must click New from this window to add a purchase order.

Select this option to display a confirmation message when the vendor on the selected PO does not match the value specified in the Vendor # field on the Purchase Order Header-Create window in Vendor Invoice Center Entry. This message is displayed:

Purchase Order Vendor: [Vendor# and Name] is different than the Invoice Vendor: [Vendor# - Name]. Do You Want to Accept this Purchase Order?

You must click Yes or No to proceed. If you click Yes, you continue entering the purchase order selected.

f you click No, the PO # selected is cleared and you must specify a different purchase order. The specified vendor is unchanged.