Edit PO Line Items

Add PO Line Items

1. At the PO listing, click on the PO # to view the details.
2. Scroll down to the 'PO Items' section.
3. Click the 'Add | Import Items' drop-down.
4. Click 'Add Manual'. This will refresh the screen.
5. Enter the Item # (sort order), Item Description, Quantity, Unit of Measure, Unit Price.
6. Job Cost Code: Use Default Selection in header section or select a specific cost code in the grid row.
7. Optional Tax Code: Use Default Selection in header section or select a specific tax code in the grid row.
8. Resource: Select the appropriate resource itdentifier (ex. M-Materials, L-Labor, E-Equipment, S-Sub, O-Other). If no resource identifier is selected, Materials will be used.
9. Billable Status: Select the appropriate billable status (ex. Billable, Unbillable, Onhold). This is only appicable for Cost Plus Prime Contracts.
10. Repeat the steps above for any additional items.
11. Click the 'Save' button at the bottom.

Edit An Individual Line Item

1. At the PO listing, click on the PO # to view the details.
2. Scroll down to the PO Items grid.
3. Click the Item # or Description link to view the details.
4. Edit PO Line Item information as needed.
5. Click 'Save' or 'Save and Close'.

Edit Items in Grid

1. At the PO listing, click on the PO # to view the details.
2. Scroll down to the PO Items grid.
3. Click the Pencil Icon shown to the right of the 'PO Items' section title. The read-only items grid will then change so that modifications can be made.
4. Edit PO Line Items as needed.
5. Click 'Save'.

Importing PO Line Items

• Cost Database - Labor Items
• Cost Database - Equipment Items
• Cost Database - Work Items
• Estimate Items
• Estimate Items Grouped and Summed By Code, Description and Unit of Measure
• Anticipated Costs
• Job Cost Codes as Line Items