Purchasing Templates

You can use Deltek-provided default templates or your own custom templates for producing purchase orders and requests for price quote that you send to vendors.

When you create a custom template using Purchase Template Editor, the template displays in the drop-down lists in the following locations in Vision:

• The P.O. Template field in the Buyers grid on the Buyer tab in Configuration > Purchasing & Inventory > Company Settings.
• The RFQ/PO Template field on the Accounting tab in Info Center > Vendors.

Deltek recommends that you give each custom template a name that is easy to identify in lists.

You assign a template to:

• Each buyer for whom access to templates is necessary.
• Each vendor to whom you send purchase orders and requests for price quotes.