Deltek Vantagepoint Help

Using the Help Search
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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. Each service purchase order 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. In the Navigation pane, select Purchasing > Purchase Orders.
  2. On the Purchase Orders form, click + New Purchase Order > New PO.
    The Type option is set to Standard by default on the General tab.
  3. Change the Type option to Service.
  4. Complete the fields on the General tab.
    If you do not specify a purchase order number in the P.O. Number field, Vantagepoint assigns a number when you save the purchase order.
  5. On the Agreement tab, specify the start date, the end date, and the not-to-exceed amount.
  6. On the Shipping tab, select a ship-to code.
  7. On the Line Items tab, complete the following actions:
    1. Leave the Item field empty.
    2. In the Description column, enter a description of the service.
    3. In the Unit Price column, enter the hourly pay rate.
      If you created this purchase order from a requisition or a request for price quote, this grid has all of the services you selected.
    4. In the Qty column, enter the number of hours.
  8. On the Billing tab, specify the bill-to code and the payment terms.
  9. On the Clauses tab, select any clauses to print on the top or bottom of the purchase order form.
  10. On the Default Distribution tab, specify at least one project.
  11. On the Actions bar, click Save.
Next Steps: On the Actions bar, click Submit and proceed with the approval of purchase order records through the following:
  • If you use approval workflows for approving purchase orders, send the purchase order to an approver. (You turn on the use of approval workflows for purchase orders on the General tab in Settings > Purchasing & Inventory > Company Settings.)
  • If you do not use approval workflows for approving purchase orders, change the purchase order status from In Progress to Approved.