RTA Web - Purchase Order Lines

Adding a Line to a PO

Lines can be added to a PO using the following process:

1. Click the Add Line link in the Line Info Tab

   

2. Select an available part number from the drop down or enter in a part not on file and NONFILE will display to the right of the dropdown

   1. A part on file will have all relevant fields from the part file pull into the details for the PO

3. Add an alternate part # if needed and this is generally a vendor cross reference number if the vendor’s part number differs from the main file part number assigned in RTA

4. Add the Order Quantity

5. Add or Edit the Order Price depending on what is displayed

6. Add a Tax Rate if necessary (one may already be present if a tax rate has been set up in the vendor file)

7. Add Account Number if using account numbers to denote a general ledger account number for accounting purposes

8. Add a Work Order Number if the part being ordered will be posted directly to an active work order upon receipt

   1. Also add the Work Order Line of the assigned work order number where the part will post upon receipt

9. Add any pertinent Line Notes needed for the order

10. Click Save

    

Editing an Existing PO Line

1. To edit a line, click on the line

2. Click the edit link in the Line Info Tab

3. Edit necessary fields that are editable

• 🔓 Part Number

• 🔓 Alt Part #

• 🔓 Order Qty

• 🔓 Order Price

• 🔓 Account Number

• 🔓 WO Number/Line

• 🔓 Freight

• 🔓 Tax Rate

Deleting an Existing PO Line

Deleting a PO line will remove the lines from the PO, but still show a record of them having existed at one point. After deletion, the only action available will be to undo deletion.

To delete a line, click on the line in the PO and click Delete.

Moving Existing PO Lines

This action will move lines to a new PO, delete the current OPEN lines from the current PO, or if there is partial received quantity, it will transfer the remaining on order items to a new PO. If it is a blanket PO, there are extra options available for what to do with the blanket.

Moving Lines - PO Numbers Created by RTA Automatically

1. Highlight the line to be moved

2. Click Move

3. Read the prompt and click Move or Enter in the PO number to be used and click Move again

Moving Lines - PO Numbers Created at Company Level

1. Highlight the line to be moved

2. Click Move

3. Read the prompt

4. Enter the new PO# the lines will be moved to

5. Click Move

Moving Lines for Blanket PO

1. Highlight the line to be moved

2. Click Move

3. Read the prompt (will display the next blanket PO extension to be used)

4. Click Use Blanket PO

Related Articles:

Work Orders in RTA Web

PO Approvals in RTA Web

Blanket POs in RTA Web

Receiving Lines in RTA Web