Step 3: Add Line Items & Coding
Specify the goods or services you are ordering by adding line items to the PO.
Steps:
- Navigate to Items Section: Scroll down to the Items grid.
- Add Item/Service:
- Double-click in the Stock Code field of an empty line.
- Search for the item by SKU or description and select it.
- Or, manually type a clear Description for non-catalogued items/services.
- Enter Quantity & Price:
- Fill in the required Quantity.
- Enter or verify the Unit Price.
- Complete Line Coding:
- Fill in required coding fields (e.g., Account Code, Department). Default rules might pre-fill some.
- Double-click fields and select values as needed.
- Add More Lines: Repeat steps 2-4 for all items on this PO.
What Happens Next?
All ordered items and coding are added. The final step involves reviewing totals and submitting.
Next Step: Review Totals & Submit
Related How-To Guides:
- Creating and Coding a Purchase Order
- Business Rules Overview (for defaults)
title: Step 3 - Add Lines & Coding description: Add the specific items or services being ordered to the PO lines and complete necessary coding. slug: /product-guide/purchasing-officer/create-po-direct/step-3-add-lines-coding sidebar_label: 3. Add Lines & Coding
Step 3: Add Line Items & Coding
Specify the goods or services you are ordering by adding line items to the PO.
Steps:
- Navigate to Items Section: Scroll down to the Items grid.
- Add Item/Service:
- Double-click in the Stock Code field of an empty line.
- Search for the item by SKU or description and select it.
- Or, manually type a clear Description for non-catalogued items/services.
- Enter Quantity & Price:
- Fill in the required Quantity.
- Enter or verify the Unit Price.
- Complete Line Coding:
- Fill in required coding fields (e.g., Account Code, Department). Default rules might pre-fill some.
- Double-click fields and select values as needed.
- Add More Lines: Repeat steps 2-4 for all items on this PO.
What Happens Next?
All ordered items and coding are added. The final step involves reviewing totals and submitting.
Next Step: Review Totals & Submit
Related How-To Guides:
- Creating and Coding a Purchase Order
- Business Rules Overview (for defaults)