PO Line

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A 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
Access Model	The public access model for the electronic resource.
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
Additional Order Reference	An additional identifier for the PO line
Application	Used for identifying migrated lines
Assigned To	Stores the user that is assigned to the order
Associated PO Line	The target PO line
Association Type	The type of association between PO lines, such as defined by user or by a process or job.
Cancellation Reason	Stores the reason that a PO line is canceled and displays only on canceled lines. Values are in the code table POLineCancellationReasons
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.
CKB ID	Stores a reference to the electronic collection PID for electronic PO lines
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.
Currency	The currency of the transaction.
Discount	The discount amount.	See the field location in Alma on the PO Line Summary Page below.
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
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
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.
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.
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.
Invoice Status	The status of the invoice	See the field location in Alma on the PO Line Summary Page below.
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.
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.
Latest Receiving Date	The last date the material was received
License ID	Stores the ID of the license of the PO line that is relevant for electronic PO lines
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.
Manual Renewal	Stores an indication that the PO line is renewed manually or automatically
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.
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.
No Charge	Indicates if the No Charge checkbox on the PO Line Details page was selected, which is done for titles that were marked for purchase following a process of DDA/PDA, but are open access free-of-charge titles.
Note To Vendor	Notes to the vendor.	See the field location in Alma on the PO Line Summary Page below.
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
PDA Code	The patron driven acquisition code
PDA Name	The patron driven acquisition name
PO Approval Date	The date the PO was approved
PO Creation Date	Stores the timestamp of the PO creation date
PO Creator	Stores the user name that created the PO
PO Line Binding During Receiving	Indicates that the PO line is marked for binding during receiving
PO Line Creation Date	Stores the timestamp of the PO line creation date.	Date fields can consist of a partial date, such as just the year or a month and year.
PO Line Creation Date (Calendar)	Stores the timestamp of the PO line creation date	Calendar Date fields always consist of a month, date, and year. If the information is not provided, 01 is added, so that a date of 2020 is rendered 01/01/2020. This date format is useful when filtering the report by date.
PO Line Creator	Stores the user name that created the PO line
PO Line Identifier	The identifier of the PO line
PO Line Inventory Library Code	The code of the library of the ordered inventory.	Since Analytics shows deleted items and holdings in the Physical Items subject area, this field also displays the matching libraries for deleted inventory that is linked to the PO line.
PO Line Manual Packaging	Indicates if the PO line was manually packaged into a PO
PO Line Modification Date	Stores the timestamp of the PO line modification date	Date fields can consist of a partial date, such as just the year or a month and year.
PO Line Modification Date (Calendar)	Stores the timestamp of the PO line modification date	Calendar Date fields always consist of a month, date, and year. If the information is not provided, 01 is added, so that a date of 2020 is rendered 01/01/2020. This date format is useful when filtering the report by date.
PO Line Modified By	Stores the user name that modified the PO line
PO Line Notes	The notes on the PO line	Multiple notes are separated by a semicolon
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 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.
PO Line Routing During Receiving	Indicates that the PO line is marked for routing during receiving
PO Line Title	The title of the PO line
PO Line Vendor Title Number	The number of the PO line vendor title
PO Modification Date	Stores the timestamp of the PO modification date	Date fields can consist of a partial date, such as just the year or a month and year.
PO Modification Date (Calendar)	Stores the timestamp of the PO modification date	Calendar Date fields always consist of a month, date, and year. If the information is not provided, 01 is added, so that a date of 2020 is rendered 01/01/2020. This date format is useful when filtering the report by date.
PO Modified By	Stores the user name that modified the PO
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.
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.
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
Receiving/Activation 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
Reclaim Interval (Days)	The interval number of days that Alma will send reclaim letters after the initial claim letter is 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.
Renewal Date	Stores the date of the PO line’s next renewal for continuous orders
Renewal Note	Stores the note of the PO line renewal for continuous orders
Renewal Reminder Period	Determines how many days before renewal is mail regarding that renewal sent
Reporting Code - 1-5	Five fields that store the reporting codes.	See the field location in Alma on the PO Line Summary Page below.
Reporting Code Description -1-5	Five fields that store the description of the 5 reporting code fields
Rush	Indicates whether the PO line is to be rushed.	See the field location in Alma on the PO Line Summary Page below.
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.
Ship to Address ID	Stores the library shipping address that should be used by the vendor
Shipped To Address City	The shipped to city.
Shipped To Address Country	The shipped to country.
Shipped To Address Line 1-5	The shipped to address lines.
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
Source ID	Stores the source file ID used for the EOD lines
Source Type	Stores the source from which the PO line originated. Values for example: EOD, Manual, Migration, and so forth
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, Recurring Renewal, Under Evaluation, Sent, In Review, Ready to Be Sent, Waiting for Packaging, and Manual Packaging
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
Vendor Access Provider	The access provider of the vendor.
Vendor Account Code	The vendor description as defined in the Alma vendor account definitions
Vendor Account Description	The vendor description as defined in the Alma vendor account 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 Contact Person ID	Stores the related vendor contact person ID
Vendor Name	The vendor name as defined in the Alma vendor details definitions.
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.
Vendor Reference Number Type	Stores the type of the reference number	See the field location in Alma on the PO Line Summary Page below.

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