Generate Purchase Order Forms when you want to send purchase orders to vendors. Use the Purchase Order Form options to specify how your purchase orders are formatted and what text is included in them. You specify the type of purchase order (standard, service, blanket) and the version (draft, final, reprint, or change order). You can also select the records for inclusion, based on vendor, buyer, or purchase order number.
Purchasing Templates
You can assign a purchase order template created in the Purchase Template Editor form () to the following:
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A buyer, on the Buyer/Approver tab of the Purchasing & Inventory Company Settings form ()
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A vendor, on the Accounting tab of the Vendor Info Center
By default, Vision does the following to select a template when it generates a Purchase Order Form:
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Vision uses the buyer's template, if one is assigned.
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If no template is assigned to the buyer, Vision uses the vendor's template, if one is assigned.
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If no template is assigned to the vendor, Vision uses the default template. The default template is a predefined template that comes with Vision.
Vision then applies the formatting settings from the applicable template when it generates the form.
You can use the
Override Purchase Order Template option on the General tab of the Options dialog box to override the default templates.
Purchasing Templates and Signature Files
If the purchase template used for the Purchase Order Form has an electronic signature file (an image file), and
Display Signature on Purchase Footer is selected on the Signature tab of the Purchase Template Editor form, Vision displays the electronic signature on the
Signature line of the purchase order.
International Address Formats on Reports
If you set up address formats in the Code Table Maintenance form () for countries other than the United States, this report uses those international address formats when appropriate.
Multicompany
If you use the Multicompany feature, this report only displays data for the active company.