Using the PO Line Editor - IAConnect - English - Foundation 22.1 - OnBase - external

IAConnect
Platform
OnBase
Product
IAConnect
Release
Foundation 22.1
License

The PO Line Editor allows you to select the lines and quantities from the purchase order that have a remaining balance. The remaining balance is calculated on the difference between the PO-ordered quantity/amount and the Costpoint-vouchered quantity/amount.

Note:

The PO Line Editor is usable even if GL Coding is in View Only Mode, but PO Lines are not editable by the user.

If any PO lines had been previously selected during indexing, they are grayed out and may not be selected again.

The PO lines are used to code the expenses on the invoice. When you save the selected line items in the PO Line Editor, the GL Coding table is populated with the information.

To enter the invoice quantities and invoice amounts for the line items into the PO Line Editor:

  1. Select the check box in front of each line you would like to include with this invoice. The selected lines represent the line items on the invoice.
  2. Inv Qty(invoice quantity): If the line is a quantity-driven value, enter the quantity for each selected line to match the invoice. The invoice amount for the line is automatically calculated.
    Note:

    A quantity of zero may be entered but the user will be warned when saving.

  3. Inv Amount(invoice amount): If the line is an amount-only value, enter the cost information for each selected line to match the invoice.
  4. Click Save when you have selected and completed all of the line items.
  5. Click Close to close the PO Line Editor.
    Note:

    If the quantity or amount is greater than the remaining balance, a message is displayed indicating that there is a mismatch. The invoice is routed to the PO Mismatch Queue when it is submitted for approval.