Purchasing - Update Line Items

After line items have been added to a Purchase Order (PO), you can update their details, move them between POs, or convert non-inventory items into Inventory to be tracked in the Inventory modules. Keeping line items accurate ensures proper cost tracking and inventory management.

Adding Line Items to Inventory

If you would like to track your Non Inventory line item in YMS, they can be added to Inventory from the PO.

1. Open the Purchase Order containing the non-inventory line item and navigate to the Line Items tab.

2. Click the ““ button on the desired Line Item.

3. Choose the Inventory Type from the drop down menu. This will open the “Create Inventory” Dialog pre populated with the Line Item information.

4. Complete the Inventory details such as adding a Category and Department.

5. Click Save to create the new Inventory record.

Update Line Item Details

You can edit line item details at any time to reflect changes in quantity, add pricing information or order notes.

1. Open the desired Purchase Order and locate the line item to update.

2. Click anywhere on the line item row within the grid to open the “Edit Line Item” dialog.

3. Update the Quantity, Unit Cost, or add any Order Notes as required.

4. Click Save to apply the changes.

Moving Line Items

If an item has been added to the wrong Purchase Order or your chosen supplier for that order does not have the item in stock, you can move it to another PO without re-entering the details.

1. Open the Purchase Order containing the item and navigate to the Line Items tab.

2. Click the “Move” button on the desire Line item.

3. Select the target Purchase Order from the drop down list and click Move.

Deleting Line Items

If a line item is no longer required, you can delete it from the Purchase Order.

1. Open the Purchase Order and navigate to the Line Items tab.

2. Click the row of the desired line item to open the “Edit Line Item” dialog.

3. Click the Delete button located in the bottom-left corner of the dialog.