This is the mini standalone add form for invoice and PO line items. Once submitted, the new line item will be applied to the correct invoice or PO. Invoice fields are covered first followed by the PO fields at the bottom of the page.

The form fields for the add invoice line items page are as follows:

1. Invoice Number - This field contains the invoice number and a link to the actual invoice.
2. Location - This will default to the same location as the main invoice. Choose from the list provided. Most invoices should have the same location as the main.

3. Unit Of Measurement - This is passed in to help you know how the part is tracked in the system. This is often the way it is sold by default. This unit of measurement also deals with the current cost per items, weight, length, or per quantity.

4. Quantity - Enter the quantity. This number may be positive or negative and may contain numbers and decimals. There is a max of five (5) decimals. Ex: 1.00

5. Part Number - This is required and must be a valid part number in the system.

6. Vendor Name - Choose a vendor from the list provided.

7. Cost - This is the cost of the unit (basis) or part cost per unit. This must be 0 or above in order to pass validation. There is a max of five (5) decimals. Ex: 0.025

8. Saleprice - This is the retail price or saleprice on a per item basis. There is a max of five (5) decimals. The number must be 0 or above.

9. Description - Required and must hold at least three characters. Field has a max of 255 characters.

10. Line Show/Hide Status - Choose from the list provided. Show is the default and will allow the item to be shown. Hide requires that the saleprice be set to 0.00 (it may still have a cost). This will hide the line item until requested (show hidden lines).

11. Line Sort - The default is 100. The min is 0 and the max is thousands and thousands. This helps control the order the line items are shown in. The actual sort is a two-way sort. The first value that gets looked at is this sort number. The other value that plays into the mix is the line id number (auto number when it was added).

12. Tax Category - Choose a tax category from the list provided. All tax categories except for Taxable and With Tax Included will calculate to 0.00. The little checkbox off to the side helps the system to know if new taxes should be calculated or not. If you do not want the system to recalculate the taxes, leave the checkbox unchecked and the tax values will be grabbed from the fields below (manual settings). If checked, the system will take the quantity times the price and figure out the tax according to the location selected.

13. State Tax - Enter the state sales tax.

14. County Tax - Enter the county sales tax.

15. State Tax - Enter the city tax.

16. Other Taxes 1 to 5 - These are special tax fields. The system can recalculate them for you or you may look them up by using the link provided. These taxes are location specific.

17. Out of Area Tax - This is a special tax field for financed deals. This is for out of state sales that we need to collect taxes but they will not show up on the sales tax report.

The following form fields are for the add PO line items page. Some of these fields are for the advanced mode and some are for the basic add line items mode.

1. PO Number - This is the main PO number that the item will be added to. Click the link to view the PO details.

2. Vendor Name - This was passed in from the search parts page. If the vendor is incorrect, use your back button and try again.

3. Total Cost - Advanced setting. This field needs the final line item price or total dollar value. Use only numbers and decimals.

4. Known Quantity - Advanced setting. This is a known quantity. This field can hold up to five decimals and should reflect what is known about the item being entered. The multipliers below the field will help you times or divide by another number (if needed). For example, say you know you have 25 pounds (lb.) and want to get to ounces (oz.). Enter the 25 in the known quantity and enter the multiplier of 16 in the times by a multiplier field. Click the "do advanced calc" button and application will help you do the math. The final quantity in this example would be 25 x 16 or 400 oz.

5. Unit Of Measurement - This is passed in to help you know what measurement you are trying to get to.

6. Request Quantity - This is the value that is ordered or requested. This value does not effect the inventory counts (until flipped to a real received quantity). This must be numeric and may contain numbers and/or decimals. There is a max of five (5) decimals and the value may be positive or negative.

7. Received Quantity - This is the actual quantity that was received. This value is live and will effect the inventory counts. The value may be positive or negative and may contain up to five (5) decimals.

8. Item Cost - This is the current item cost that is stored or will be stored in the database. If the cost is incorrect, use your back button and drill-down on the part itself. Once you have fixed the cost, refresh the screen and try again. There is a max of five (5) decimals and the number must be 0 or above.

9. +/- Rounding Error - Advanced setting. This is a special field to help with multi-decimals and the difference between what was actually paid and what the cost ends up being. This is usually only used when you start splitting pennies or doing bulk/mass items. There is a max of five (5) decimals and the value may be positive or negative.

10. Part Number - This is the part number to add as a line item. Max of 50 min of 1 character. Must be a valid part number that is recorded in the system.

11. Line Description - This is the part description field. The field may hold up to 255 characters and requires at least 3 to make it work.

12. Line Show/Hide Status - Choose an option from the list provided. If you choose to hide an item, the cost must be set to 0.00 in order to work. This allows special instructions or directions to be displayed internally without the outside vendor or customer knowing anything about it. Hidden still means attached, just not visible unless requested specifically.

13. Line Sort - The default is 100. The min is 0 and the max is thousands and thousands. This helps control the order the line items are shown in. The actual sort is a two-way sort. The first value that gets looked at is this sort number. The other value that plays into the mix is the line id number (auto number when it was added).

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