Purchase Order Line Items

The Line items tile on the purchase order record displays all the line items associated with the purchase order. You can filter the list of line items by type or status, or use the search field to locate a specific line item. To display more information about a line item, including line item distributions, select expand . You can also use the menu next to each line item in the list to edit or delete the line item, or to receive an item.

There are three line item types: Regular, Comment, and Miscellaneous.

  • Regular line items are simply goods or services you want to purchase from a vendor.

  • Comment line items are useful for attaching additional information to a purchase order. For example, if an item cannot be backordered you could create a comment line item stating “No Backorders."

  • Miscellaneous line items are used for additional charges involved with items in a purchase order. For example, shipping charges could be a miscellaneous line item.