[PO] Purchase Order Pricing Default Hierarchy

When you add material to a PO line, the unit price automatically fills in based on the material, PO type, and any pricing overrides.

Job, Expense, Equipment, EM Work Order, and SM Work Order POs

• If the Purchase U/M = Standard U/M → the system uses the standard unit cost from HQ Materials.

• If the Purchase U/M is different → the system uses the cost from Additional Units of Measure in HQ Materials.

• If pricing overrides exist (PO Category Discounts or PO Vendor Materials), those override the material cost.

• If the material is invalid or not entered, the unit cost defaults to 0.00.

Inventory POs

• The system uses the Last Unit Cost from IN Location Materials.

• If pricing overrides exist, those override the last unit cost.

Category and Vendor Pricing Overrides

• Pricing overrides apply to all PO line types.

• PO Category Discounts

  • Applies a discount to the standard unit cost from HQ Materials.

• PO Vendor Materials

  • Defaults unit cost based on the selected Cost Option:

    • Standard Unit Cost

    • Vendor’s Unit Cost

    • Standard Book Price minus discount

    • Vendor’s Book Price minus discount

• If both Category Discounts and Vendor Materials overrides exist, PO Vendor Materials takes priority.

• For Job lines, job-specific overrides are used first (if set).

Zero Unit Cost Rules

• If the U/M is not LS and the unit cost is 0, the total cost must also be 0.

• You must invoice the items to keep Job Cost Detail (JCCD) and PO Items (POIT) in balance before closing the PO.

This process ensures unit prices are pulled from the correct source while respecting vendor and category pricing rules.