Purchase orders in pixi* follow a lifecycle. Each purchase order status presents certain limitations to ensure correct workflow of the documents. When you make changes to a purchase order with status ORD pixi* reminds you to resend the order to the supplier.

Modify Order Lines

To modify an order line:

1. Click in the field that you want to edit in the Order Lines list. Optionally, use the keyboard.

2. Depending on the status you can edit the following fields:

   1. Location: You can select a single or multiple locations.

   2. Ordered quantity.

   3. Supplier Price.

   4. Order line discount and discount type.

   5. Packing unit.

   6. Delivery date, which you can edit per order line or for multiple order lines.

   7. Order line comment.

   8. Not delivered quantity.

3. Press Enter to confirm changes you made to a field.

4. Click Save to save the order when you are finished.
   

If you have subsequently received permission to see a specific column (e.g. supplier price) and you do not see it, the Reset Layout functionality may help resolve the issue.

Note:
- For purchase orders with status NEW and ORD you can edit location, ordered quantity, supplier price, order line discount, discount type, packing unit, delivery date and comment.
- For orders with status CON you can edit not delivered quantity, estimated delivery date and comment.
- For orders with status CLS, you can edit the order line comment.
- A specific item can only be added as a single order line.
- When you modify a purchase order, the changes are logged and you can view the history of changes made for the purchase order in the History tab of the purchase order.

You can find a description of used fields in purchase orders in this article: Purchase Order - Field Reference

Changes on purchase orders are logged and you can check the changes, that were done to this order, in the History tab.

If order lines are displayed in grey font, then the item was deactivated. See: Change Item Status

Back to top

Details for Order Lines

There is also a detailed view with further information, which is separated into tabs. There you can find information, that can help you with defining order quantities and reaching purchasing conditions:

• Stock Information for every location and the items' demand of the last 30, 120 and 365 days

• alternative suppliers

• graphical analysis of the sold quantities and the stock movements of the past 12 months
  
  

You can activate and deactivate the detailed view. Click View Options http://sandbox.pixi.eu/Content/Images/ToolbarIcons/view.png in the toolbar and then click Show Detail or Hide Detail.

Back to top

Order for multiple Locations

Important: When you change delivery location or order for multiple locations, apply packing units and minimum order quantity, and the ordered quantity exceeds the required quantity, the difference is ordered for the default delivery address. In case you order for a single location and the required quantity is increased by applying packing units or minimum order quantity, the entry in the Location column is changed to Multiple Locations. When you open the Locations dialog box, the required quantity is listed for the location you selected in the order line, and the surplus quantity is listed for the default delivery address.

To order for multiple locations:

1. Select Multiple locations for the selected order line in the location drop-down list.

2. Click the last empty row in the list of locations to add another location.

3. Select the location from the drop-down list and enter the quantity for this location.

4. Press Enter or click on the Confirm quick tool to save the location.

5. Click OK to close the dialog.

6. Save the purchase order.

Note: If you have an order line for multiple locations, the field Ordered Q is displayed as a link. Click on the link to open the Locations dialog.

Back to top

Set Estimated Delivery Date

You can set the estimated delivery date for each order line or multiple order lines.

The easiest way to set the delivery date for a single order line is to edit the Delivery Date field in the order lines list.

To set the estimated delivery date for multiple order lines:

1. In the list of ordered items, select one or more order lines.

2. Click Set Delivery Date in toolbar.

3. Select the delivery date and click OK.

4. Save the purchase order.

Note: If you don't set the delivery date for an order line, the delivery date is set automatically when you set the purchase order status to Ordered. Delivery date is set based on the delivery time of the supplier. In case delivery time is not defined for the supplier, the delivery date is not set.

Back to top

Set Discount

You have the option of defining a discount on individual order lines of a Purchase Order. To do this, follow these steps:

1. Open the desired Purchase Order (must be in status NEW).

2. You will find the order lines on the details page. Select the desired order lines by clicking on the checkboxes on the left.

3. Now click on the % symbol in the tab's action menu.

4. You can now enter the discount manually. You have the option of entering a percentage discount or an amount.

5. Click on OK.

6. The discount has been set. The total of the order lines and the amount to be paid are recalculated based on the discount type and value entered.
   
   
   
   

Delete Supplier Order Lines

1. Select the order line by selecting the checkbox, You can select multiple order lines.

2. Click Delete in the toolbar and confirm your action.

3. Click Save to save the order when you are finished.

See also:

• Purchase Order Field Reference

• Add Items to a Purchase Order

• Move Items Between Purchase Orders

• Optimize Purchase Order

Back to top