Claim Line Items from a Purchase Order

You can claim one or multiple line items from the Purchase Order workform, Line Items view. You can also claim a single line item from the Purchase Order Line Item workform.

Tip:
To keep your place in the list and retain your sort order, select Edit > Lock List View or click .When you update line items with the list view locked, the changes do not appear in the list view until you uncheck the Lock List View option or refresh the list. List view locked is displayed in the status bar when this option is on.
Click  to refresh the list. After you refresh the list, your updates to the line items appear, and the list view is resorted.

To claim one or more items in a purchase order:

1. Open the Purchase Order workform - Line Items view.
2. Select the line or lines to claim.
3. Right-click, and select Claim from the context menu.

A message asks if you want to claim the items you selected.

4. Click Yes to continue claiming the item or items you selected.

Claim records are generated for the items claimed.