Clauses Tab of Purchase Orders

Use the Clauses tab to enter and edit data for the clause(s) to print on the top and/or bottom of a purchase order form, and any other terms applicable to the purchase order.

Contents

Field Description
Clause Area From the drop-down list, select the location for the clause on the purchase order form:
  • Top Clause
  • Bottom Clause
  • Agreement Terms
Sequence This field displays the sequence in which Vision prints the clause on this line.
Clause Select the clause from the drop-down list and click . The clause text displays in the area.

The list displays all of the clauses that are defined on the Clauses tab of Configuration > Purchasing & Inventory > Company Settings.

Description This hypertext link displays the Clause text. Click Edit to display the text in the Text Editor and modify it.
Edit This area displays the text of the clause that is selected in the grid. This text prints on the purchase order, in the Clause Area that is selected.

Click Edit to display the text in the Text Editor and modify it.

Append Clause Select the Clause Area and the Clause to use and click this option to modify the existing clause.

Vision prompts you to confirm that you want to modify the text. Click Yes to display the text in the Text area and edit as needed.

Overwrite Clause Select the Clause Area and the Clause to use and click this option to overwrite the existing clause. This completely overwrites the standard clause with the new text that you enter.

Vision prompts you to confirm that you want to update the text. Click Yes to display the text in the Text area and edit as needed.

Insert Click this option to add a new row to the grid.
Delete Click the row to delete and then click this option.