Deltek Vantagepoint Help

Using the Help Search
Using the Help Search
  • Phrase:Returns all topics that contain the exact phrase in the search criteria. Use quotation marks around the phrase.
    Ex."system administration"
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    Ex.system + administration
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    Ex.system administration
For more information:Searching Online Help

Purchase Orders

Use Purchase Orders in the browser application to keep track of what you are buying and the vendors from whom you purchase items.

You can create purchase orders from requisitions, requests for price quote, or from other purchase orders. You can track purchase orders and items for your purchase orders. You can use blank and service purchase orders, up to a given amount and through a date that you specify. You can keep an audit trail of purchase order changes. You can also track and reverse committed expenses and display them in project reports.

Notifications and Links to Purchasing Records

You can access purchasing records from other applications and areas of Vantagepoint.

When you have access to the Purchasing application and to the project associated with the purchasing record, the record displays as a hyperlink in a grid.

In addition, the Notification Center displays an approval action item for a purchasing record. You can configure this setting in Settings > Purchasing & Inventory > Purchasing Alerts, in the desktop application.

For more information, see the Notification Center topic.

Role Security and Buyer Access

In the desktop application, your user account must be listed as a buyer on the Buyers tab of the Purchasing & Inventory Company Settings form in Settings > Purchasing & Inventory > Company Settings. This is also where you can assign other users to view, create, edit, and/or close purchase order records.

Multiple Companies

If you use multiple companies, note the following:

  • Each purchase order is owned by a specific company. When you look up a purchase order, the search results list displays the purchase orders that belong to the active company.
  • The vendors available are those with accounting set up for the active company.

Multiple Currencies

If you use multiple currencies, note the following:

  • You can create a purchase order from more than one purchase requisition and request for price quote, but all of them must use the same transaction currency.
  • Vantagepoint uses the functional currency of the active company to compare and apply buyer and approver authorization limits in the purchase order submission, approval, blanket purchase order, and release processes.
  • After you final print a purchase order, Vantagepoint calculates and keeps data for its committed expense in the functional currency of the company that own the project, phase, or task, and in the project's project currency. For the amount of the billing extension, data is kept in the project or billing currency.

    You specify the currency basis by selecting or clearing the Use Billing Currency not Project Currency option in Settings > Accounting > Labor Options.

Approvals and Purchasing

You can choose whether or not purchase requisitions, request for price quotes, and purchase orders (including change orders and release orders) must go through an approval process. See Approval Process for Purchasing Applications Overview for more information, including the procedures for reassigning an approval step and assigning a delegate to complete approvals in your absence.