Purchase Orders /Purchase Order Items

Additional Information about the Purchase Orders /Purchase Order Items template.

The Template Detail for the POHB record type includes an AllowAddItemToExistingPO identifier (#155). To allow adding material records to an existing purchase order, make sure the User Default Value field for this identifier is set to Y (default).

During the import process, the system adds the material records as items to an existing purchase order. If a material already exists on a purchase order item, a new purchase order item is added; the import does not update the values for the material on the existing purchase order item. If no purchase order is found, a new purchase order is created.

If you always want a new purchase order created for material records, set the User Default Value field to N.

Note: As with other standard Vista templates, it is recommended that you copy this template and make your modifications to the copy. This prevents your modifications from being overwritten if an update is made to the template for a release.

Tax Info

This template defaults 3-VAT for the Tax Type field when the default company is something other than US (in HQ Company Setup).

For SM-related PO items (type 6-SM Work Order), tax information, including the tax type, tax code, tax basis, and tax amount, will only default if the work order scope has a Matl Tax Option of P (Taxable at Purchase Only), M (Taxable at Purchase/Markup at Billing), or F (Full Tax at Purchase and Billing).