Edit Purchase Order Item

Purpose: Use the Edit Purchase Order Item window to review additional details about an item on a purchase order and, optionally:

• put the line on hold by selecting the Hold flag. When you put a line on hold, you also need to specify a Reason Description.

Note:

You might put a line on hold if you cannot fulfill it, and are requesting that the retailer cancel it. When a line on a purchase order is on hold, it is not eligible for pack slip generation or for reprinting through the void/reprint option; or, if a pack slip has already been generated, the line is not eligible for shipment confirmation.

• clear the Hold flag to return a line to its previous status. If the line returns to New Order status, any pending cancellation request or address change applies automatically. See the Purchase Order Change Requests screen for background.
• revise the due date for a line by entering a Revised Due Date in the correct format for your locale (as defined at the Vendor Configuration screen), or selecting a date from the calendar control next to the Revised Due Date entry field. When you revise the due date for a line, you also need to specify a Reason Description.
• enter or delete a Reason Description as an informational note about the line, even if you are not changing the line’s hold status or revising the due date.

After making any of these changes, click Save to save the change and close the window.

All other fields at this window are display-only.

Display window instead? You advance to this window rather than the Display Purchase Order Item window if you have the required authority and if the status of the line is not Shipped or Cancelled.

Retailer notified: The retailer receives a notification email when you hold or release a line, change an expected ship date, or enter or change a Reason Description.

How to display this window: Select the icon () in the Edit column at the Detail tab of the Purchase Order screen for a line that is not in Cancelled or Shipped status if you have the required authority.

Field	Description
Line #	The purchase order line number identifying the item.
Item	The code or number identifying the item. The description of the item follows, separated by a hyphen (-).
Retailer Item	The retailer’s item number or code. The retailer’s description of the item follows, separated by a hyphen (-).
Gift Wrap	Set to Y if the item requires gift wrap.
Line Status	The current status of the line on the purchase order. Possible statuses are: Cancelled: The retailer has cancelled the line. Held: You have held the line from processing. You might put a line on hold if you cannot fulfill it, and are requesting that the retailer cancel it. When a line on a purchase order is on hold, it is not eligible for pack slip generation; or, if a pack slip has already been generated, the line is not eligible for shipment confirmation, and if you use the void/reprint option, the held line is omitted from the new pack slip. In Process: You have generated a pack slip for the line, or the line has been sent to (and, if necessary, acknowledged by) the integrating system if you use the vendor integration. New Order: You have not yet generated a pack slip for the line, or sent the purchase order to (and, if necessary, received acknowledgement from) the integrating system if you use the vendor integration. Shipped: You have confirmed shipment of the line. Note: The line status is different from the Order Status if the purchase order has more than one line, and the lines have different statuses. See the Order Status for more information.
Original Due Date	The due date that was specified by the retailer for the line.
Hold	Optionally, select this flag to change the line’s status to Held, or clear the flag to release the line from hold and change the status back to the previous setting. You might put a line on hold if you cannot fulfill it, and are requesting that the retailer cancel it. When a line on a purchase order is on hold, it is not eligible for pack slip generation; or, if a pack slip has already been generated, the line is not eligible for shipment confirmation, and if you use the void/reprint option, the held line is omitted from the new pack slip. When you put a line on hold, you need to enter a Reason Description. If you release the line from hold and it returns to New Order status, any pending cancellation request or address change applies automatically. See the Purchase Order Change Requests screen for background. Retailer notified: The retailer receives a notification email when you hold or release a line.
Revised Due Date	Optionally, enter a different due date in the correct format for your locale (as defined at the Vendor Configuration screen) or select a date from the calendar control. When you revise the due date, you also need to enter a Reason Description. Retailer notified: The retailer receives a notification email when you change an expected ship date.
Reason Description	Enter a reason description: when you enter a Revised Due Date (required), or when you change the setting of the Hold flag (required), or to enter an information note for the line (optional) When the line’s status is Held and you clear the Hold flag, the Reason Description is also cleared. Retailer notified: The retailer receives a notification email when you enter or change a reason description.
Ordered Qty	The original ordered quantity of the item.
Shipped Qty	The total quantity of the item for which you have confirmed shipment.
Cancelled Qty	The total quantity of the item that the retailer has cancelled.
Invoiced Qty	The total quantity of the item that is included on an invoice, regardless of the status of the invoice. The Vendor Portal reduces this quantity if you delete the invoice including the item (only New or Rejected invoices are eligible for deletion).
Unit of Measure	The unit of measure indicated by the retailer. Informational only.
Unit Price	Your single-unit price for the item. Rounded to 2 decimal positions (for example, a price of $1.3456 is rounded to $1.35). The currency symbol displayed is based on the Currency specified for the purchase order.
Ext. Price	The extended price for the item, calculated by multiplying the Ordered Qty * the Unit Price, regardless of whether any units have been canceled. Rounded to 2 decimal positions. The currency symbol displayed is based on the Currency specified for the purchase order.
UPC Code	The item’s UPC code, if any, indicated by the retailer.
EAN Code	The item’s EAN code, if any, indicated by the retailer.
Status Date	The last date and time when the status of the line changed. The date and time might not be your local date and time, if the retailer uses a server in a different time zone. For example, if your store location is on Eastern Standard time, and the retailer uses a server that is on Pacific time, the date and time displayed might be earlier than the current time in your location.

Option	Procedure
put the line on hold	Select the Hold flag. Enter a Reason Description. Click Save. The line’s status changes to Held, and it is no longer eligible for pack slip generation or shipment.
remove the line from hold	Clear the Hold flag. Optionally, enter a different Reason Description. Click Save. The line’s status changes to its prior status, and the Reason Description is cleared. The line is now eligible for pack slip generation (if the status is New Order) or shipment (if the status is In Process).
revise the due date	Select a different due date from the calendar control. Enter a Reason Description. Click Save.
enter a reason description without putting the line on hold or revising the due date	Enter a Reason Description. Click Save.
change the current reason description	Type over the current Reason Description. Click Save.
clear the reason description	Delete the current Reason Description. Click Save.
review the next item	Click the next icon () to display the next item.
review the previous item	Click the previous icon () to display the previous item.