Create and manage purchase order lines

A purchase order line is used to specify the detailed information about the individual items to order. A purchase order can include a set of purchase order lines.

View a purchase order line

To view a purchase order line, follow these steps:

1. From the main menu, select Build > Procurement > Purchase Order Lines. Service Management displays a list of purchase order lines.
2. Select the check box of a purchase order line record to view the summary on the right-handed preview pane, or click the ID link to view the details.

Create a new purchase order line

To create a new purchase order line, follow these steps:

1. From the main menu, select Build > Procurement > Purchase Order Lines.

2. Click New.

3. Fill in the form.

   Field	Description
   Title	Mandatory. Specify the name of the purchase order line.
   Purchase order	Mandatory. Select the purchase order for which the purchase order line is intended.
   Ordered quantity	Mandatory. Specify the quantity to order.
   Vendor	Read-only. This field is automatically populated once Purchase order is defined.
   Asset model	Specify the asset model of the item to order.
   Product offering	Specify the desired product offering.
   Vendor catalog item	Specify the desired vendor catalog item.

4. Click SAVE, SAVE & ADD ANOTHER, SAVE & EDIT or CANCEL as needed.

Alternatively, you can create a purchase order line from a purchase order record. To do this, follow these steps:

1. From the main menu, select Build > Procurement > Purchase Orders. Service Management displays a list of purchase orders.

2. Open the desired purchase order record to which you want to add the purchase order line.

3. Click the Purchase order line tab.

4. Click New.

5. Fill in the form.

6. Click SAVE.

Update a purchase order line

1. From the main menu, select Build > Procurement > Purchase Order Lines. Service Management displays a list of purchase order lines.

2. Open the desired record.

3. By default, the purchase order line record is displayed with the General tab selected. Click the tab you want to update.

   Tab	Description
   General	Displays general information about the current record. For more information, see General tab.
   Workflow	Displays the predefined purchase order line workflow. Fore more information, see Purchase order line workflow.
   Receiving line	Displays the receiving lines associated with this purchase order line.
   Discussions	Displays any relevant conversations about the current record. For more information about discussions, see Discussions.
   History	Displays changes to the selected record. For more information about history, see History.

   General tab

   Section	Description
   General details	Displays general information about the current record. Title Description Purchase order Vendor
   Purchase product	This section includes the following fields: Product offering Asset model: read-only. Displays the value of Asset model defined in the associated product offering (if set). Vendor catalog item: read-only. Displays the value of Vendor catalog item defined in the associated product offering (if set) UOM: unit of measurement Vendor SKU number Ordered quantity Received quantity Remaining quantity Received time
   Cost	This section includes the following fields: Cost type: By default, the cost type(if any) specified in the related asset model record. Cost center: By default, the cost center of the product offering request submitter, if any. List unit price: The price at which the item retails, not including discounts. If the system creates the purchase order from the service catalog ordering process, the purchase order line item inherits the list price from the associated vendor catalog item. Order unit price: The cost of a single product model, including discounts. If the system creates the purchase order from the service catalog ordering process, the purchase order line item inherits the cost from the associated vendor catalog item Vendor Price. Total cost: The cost of a single product model unit price/cost multiplied by the value specified in Quantity. Currency

4. Modify the fields as needed.

5. Click Save on the toolbar.