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    PO Line

    Translatable
    Analytics
    The PO Line table is a dimension table that stores details about the PO and the PO Line. The PO line is the management unit of the order. Note that the fields under this dimension are not sorted alphabetically, but logically in most cases, ordered by their place in the PO line creation pages. Also note that this table includes fields for both physical and electronic items although some are relevant only to one of the types.
    For more information about enhancements made to the PO Line, see the Analytics: PO Line Dimension Enhancements video (3:45 mins).
    PO Line
    Field Description Additional Information
    PO Number Stores the business identifier of the PO related to the PO line. See the field location in Alma on the PO Line Summary Page below.
    PO ERP Number The ERP number of the purchase order Used by customers that want the purchase order to be approved by an ERP system before it is sent to the vendor
    PO Line Reference Stores the business identifier of the PO line This is the PO line number in Alma. See the Order Line field in Alma on the PO Line Summary Page below.
    Item Description Description of the item The description entered for the PO line. Note that this field is not taken from the bibliographic details. It is useful when no item is related to the PO line. See the field location in Alma on the PO Line Summary Page below.
    Status Stores the business status of the PO line as Active, Canceled, or Closed
    There are a number of sub-statuses included in the business status Active. See the Status (Active) field.
    See the field location in Alma on the PO Line Summary Page below.
    Status (Active) Indicates the sub-status of the Status field. For example: Waiting for Invoice, Waiting for Manual Renewal, Waiting for Renewal, Under Evaluation, Sent, In Review, Ready to Be Sent, Waiting for Packaging, and Manual Packaging  
    Order Line Type The order line type as it appears in the order in Alma See the field location in Alma on the PO Line Summary Page below.
    Order Line Type Code A short code for the Order line type  
    Sent Date Stores the date that the PO/ PO line is sent to the vendor See the field location in Alma on the PO Line Summary Page below.
    Currency The currency of the transaction.  
    List Price The list price for a single copy of the item See the field location in Alma on the PO Line Summary Page below.
    Net Price A calculation of the total price for the PO line based on the list price per copy, the discount, and the number of copies ordered See the field location in Alma on the PO Line Summary Page below.
    Quantity for Pricing The number of items to be paid for. The quantity for pricing and the number of items to create may be different in a case of discounted pricing through a deal such as "buy two items and get a third item at no additional charge." See the field location in Alma on the PO Line Summary Page below.
    Discount The discount amount. See the field location in Alma on the PO Line Summary Page below.
    Vendor Name The vendor name as defined in the Alma vendor details definitions.
    Vendor Code The vendor code as defined in the Alma vendor details definitions. All the vendors that have been on the order, not just the active vendor.
    Vendor Account Description The vendor description as defined in the Alma vendor account definitions.  
    Vendor Account Code The vendor description as defined in the Alma vendor account definitions  
    Vendor Contact Person ID Stores the related vendor contact person ID  
    Vendor Reference Number Type Stores the type of the reference number See the field location in Alma on the PO Line Summary Page below.
    Vendor Reference Number Store the reference number for the PO line in Alma, as provided by the vendor. Serves as a matching point for identifying a PO line in Alma See the field location in Alma on the PO Line Summary Page below.
    Material Supplier The vendor supplying the material being ordered The material supplier field as displayed in Alma PO line page. This is a concatenation of: name (code)/account description (account code).
    Material Type The material type of the PO line See the field location in Alma on the PO Line Summary Page below.
    Note To Vendor Notes to the vendor. See the field location in Alma on the PO Line Summary Page below.
    Acquisition Method Stores the method by which the PO Line is acquired with the default value set as Purchase. This value may affect when the PO Line is sent. See the field location in Alma on the PO Line Summary Page below.
    Acquisition Method Description The description of the acquisition method  
    Rush Indicates whether the PO line is to be rushed. See the field location in Alma on the PO Line Summary Page below.
    Cancellation Restriction Indicates if a cancellation restriction note, containing a warning upon the cancellation of a PO line, is configured to be displayed. See the field location in Alma on the PO Line Summary Page below.
    Cancellation Restriction Note The warning to be displayed when canceling a PO line. See the field location in Alma on the PO Line Summary Page below.
    Cancellation Reason Stores the reason that a PO line is canceled and displays only on canceled lines. Values are in the code table POLineCancellationReasons  
    Is Claimed Flags the PO Line if there is an open claim to the vendor. A PO line is claimed if the items were not received.  
    Shipping Method Stores the method for the vendor to ship the order Per the values in Shipping Method code table defined in the acquisition configuration menu
    Ship to Address ID Stores the library shipping address that should be used by the vendor  
    Shipped To Address Line 1-5 The shipped to address lines.  
    Shipped To Address City The shipped to city.  
    Shipped To Address Country The shipped to country.  
    PO Line Creation Date Stores the timestamp of the PO line creation date.  
    PO Line Modification Date Stores the timestamp of the PO line modification date  
    PO Line Owner Library Code The code of the PO line owner library  
    PO Line Owner Library Name The name of the  PO line owner library  
    PO Line Identifier The identifier of the PO line  
    PO Line Vendor Title Number The number of the PO line vendor title  
    PO Line Manual Packaging Indicates if the PO line was manually packaged into a PO  
    PO Line Routing During Receiving Indicates that the PO line is marked for routing during receiving  
    PO Line Binding During Receiving Indicates that the PO line is marked for binding during receiving  
    PO Line Title The title of the PO line  
    PO Creation Date Stores the timestamp of the PO creation date  
    PO Modification Date Stores the timestamp of the PO modification date  
    Expected Activation Date Stores the expected date for the resource activation by vendor for electronic PO lines  
    Expected Activation Interval For electronic PO Lines, the number of days after ordering that you expect electronic orders to be activated  
    Claiming Date The number of days from the expected receipt/activation date to the date on which the PO line is sent to the claims task list The default value is taken from the Claiming grace period field on the Vendor Account Details.
    Subscription From Date Stores the date for the beginning of a subscription for continuous orders  
    Subscription To Date Stores the date for the end of a subscription for continuous orders  
    Receiving Date (Latest in POL) This field allows you to retrieve the latest receiving date for an item in a PO line. This is useful, since a PO line can have several items and each of the items may have a different receiving date
    Expected Receiving Date Stores the expected date for physical items to be received from the vendor for physical PO lines See the field location in Alma on the PO Line Summary Page below.
    Expected Receipt after Ordering Interval For physical PO Lines, the number of days after ordering that you expect physical orders to be received See the field location in Alma on the PO Line Summary Page below.
    Receiving Note Text enabling the Purchasing Operator to indicate to the Receiving Operator the intended location of serial order items in which no inventory items are created. See the field location in Alma on the PO Line Summary Page below.
    Receiving Status Stores an indication of whether or not all physical items were received in the receiving workbench  
    Renewal Date Stores the date of the PO line’s next renewal for continuous orders  
    Renewal Reminder Period Determines how many days before renewal is mail regarding that renewal sent  
    Renewal Cycle Stores the cycle for the autorenewal job for continuous orders. For example, if it is set to one year, the PO line is renewed in one year. Defined in the RenewalCycle code table.
    Manual Renewal Stores an indication that the PO line is renewed manually or automatically  
    PO Creator Stores the user name that created the PO  
    PO Line Creator Stores the user name that created the PO line  
    PO Modified By Stores the user name that modified the PO  
    PO Line Modified By Stores the user name that modified the PO line  
    Interested Users Displays the interested users for the PO line. in case more than one user is added to the PO line, values are concatenated List of interested user in Alma is displayed in the interested users tab of the PO line. Note that in order to search for a specific user, you should use the contain filter in order to find also cases that more than 1 user was added to the PO.
    Assigned To Stores the user that is assigned to the order  
    Application Used for identifying migrated lines  
    CKB ID Stores a reference to the electronic collection PID for electronic PO lines  
    License ID Stores the ID of the license of the PO line that is relevant for electronic PO lines  
    Source Type Stores the source from which the PO line originated. Values for example: EOD, Manual, Migration, and so forth  
    Source ID Stores the source file ID used for the EOD lines  
    Associated PO Line PO line associated with the current one  
    Association Type The type of association between PO lines, such as defined by user or by a process or job.  
    Reporting Code Stores the reporting code that is used. See the field location in Alma on the PO Line Summary Page below.
    Reporting Code - Secondary Stores the secondary reporting code.  
    Reporting Code Description Stores the description of the reporting code  
    Reporting Code Description - Secondary Stores the description of the secondary reporting code.  
    Reporting Code - Tertiary Stores the tertiary reporting code.  
    Reporting Code Description - Tertiary Stores the description of the tertiary reporting code.  
    Invoice Status The status of the invoice See the field location in Alma on the PO Line Summary Page below.
    Additional Order Reference An additional identifier for the PO line  
    • The PO line status is not currently mapped to analytics and will be added in a future release.
    Some of the fields of the PO Line dimension are taken from the fields of the PO Line Details page:
    PO Line Summary Page
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