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Eptura Knowledge Center

Working on the Purchase Order Line Items

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Contents

  • Change the Purchase Order Grid
  • Add a New Line Item
  • Remove a Line Item

Change the Purchase Order Line Item Grid

Notes

  • This is an Early Access Feature that needs to be turned on by your Administrator.
  • That this doesn't customize the printable purchase order.

The Purchase Order Line Item Grid will have a new column chooser, which lets you add the columns you want to the Purchase Order line items.

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After you click the Column Choose icon, the Column Chooser pop-up displays, and it is easy to select the columns you want to add. If you want to remove the additional columns, there is a Reset Grid icon.

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Add a New Line Item

  1. Click the New Line button.
  2. Select either Add Part, Add Labor, or Add Other Cost.

Add Part

  1. Select Add Part and the new line displays.
  2. Complete the budget, quantity, unit, and price.

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Add Labor

  1. Select Add Labor and the Add Service Task dialog.

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  1. You can either create a new task or select an existing task.
  2. Click the Add to PO button and the line displays.
  3. Complete the budget, quantity, and price.

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Add Other Costs

  1. Select Add Other Cost and the new line displays.
  2. From the Item drop-drop, select the item.
  3. Complete the budget, and price.

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Remove a Line Item

  1. Hover over the line item.
  2. Click the Delete icon and the line item is removed.

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