Create a Service Purchase Order

A service purchase order is a contract for services that are specified in the service agreement.

To order services under a service agreement, you enter hours and rates in place of quantities and amounts. A service purchase order also has a start date, an end date, and a not-to-exceed amount.

The procedure for creating a service order is different from the procedure for creating a standard purchase order.

To create a service purchase order:

  1. On the Navigation menu, click Purchasing > Purchase Orders.
  2. On the toolbar of the Purchase Orders form, click New > New Purchase Order. The screen refreshes to show a <New P.O.> with Service prefilled in the Type field on the General tab.
  3. Enter data on the General tab. If you do not specify a purchase order number in the Number, Deltek assigns a number to the purchase order.
  4. On the Agreement tab, specify the start date, the end date, and the not-to-exceed amount.
  5. On the Line Items tab, complete the following actions:
    1. Leave the Item field empty.
    2. Enter a description of the service in the Description column.
    3. Enter the number of hours in the Qty column.
    4. Enter the hourly pay rate in the Unit Price column.

      If you created this purchase order from a requisition or a request for price quote, this grid has all of the services you selected.

  6. On the Billing tab, specify the bill-to code and the payment terms.
  7. On the Clauses tab, select any clauses to print on the top or bottom of the purchase order form.
  8. On the Default Distribution tab you must specify at least one project.
  9. Click Save.
  10. Click Submit to do either of the following:
    • Send the purchase order to an approver if you use approval workflows for approving purchase orders. (You turn on the use of approval workflows for purchase orders in Settings > Purchasing & Inventory > Company Settings.)
    • Change the purchase order's status from In Progress to Approved if you do not use approval workflows.
After a purchase order is approved, you can final print it.
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