General Tab of Purchase Orders
Use the General tab to enter and edit data that identifies a purchase order and enter data for change and cancel orders.
Contents
Purchase Order Information Section
Vendor Section
Field | Description |
---|---|
Vendor | Click
and select a vendor from the Vendor lookup for the purchase order. After you submit a purchase order, you cannot change the vendor.
If you created this purchase order from a requisition or request for price quote with one line item, and the line item has no vendor specified, this field displays the Primary Vendor from the General tab of . |
Address | This field displays the usual address for the Vendor. You can select a different address. |
Contact | This field prefills with the name of the default purchasing contact that is entered for the vendor in the Purchasing section on the Accounting tab in the Vendor Info Center. The name displays as a hyperlink that opens the contact record in the Contact Info Center when you click it.
The contact's name and email address (if one is entered on the General tab in the Contact Info Center) print in the To section of a purchase order. You cannot directly change the contact name that prefills in this field. You can, however, change or remove the default purchasing contact that is entered for a vendor in the Vendor Info Center and the change is applied to any purchase order that has not yet been approved. |
Text Box
Field | Description |
---|---|
Purchase Order Description | Enter any internal or external descriptions for this purchase order. Click
to edit the contents of this field in the Text Editor.
When you process a release order for a blanket purchase order, you can enter notes about the release in this field. |
Change/Cancel Orders Grid
This grid is enabled when you click Change Order option is enabled for purchase orders with a status of Printed. Use the Change/Cancel Orders grid to review data for change orders and cancel purchase orders. When you cancel or change a purchase order, Vision adds a row to the grid to show the data for the cancellation or change order. You can delete a change order but you cannot delete a cancellation.
on the toolbar of the Purchase Orders form. TheField | Description |
---|---|
Delete | Click a row in the grid that you want to delete, and then click this option on the grid toolbar to delete the selected change order. You can delete a change order with a status of
In Progress or
Submitted.
When you delete a change order, Vision:
|
C/O Number | This field displays an auto-assigned number after you save the change order. |
Status | This field displays the status of the purchase order that is related to the change order. |
Date | This field displays the date of the change order. You can enter a new date or click and select a date. |
Reason | This field displays the reason selected on the Change Order dialog box. You can select a different reason from the drop-down list. |
Buyer | This field displays the name of the employee who created this cancellation or change order. Click to select a different employee name from the Employee lookup. |
Not to Exceed Change Amount | This field is enabled when you enter a change order for blanket or service purchase orders if the
Modify Not to Exceed Values via Change Order check box is selected on the General tab in
. The
Not to Exceed Change Amount field does
not apply for standard purchase orders.
This field allows you to use a change order to change the not-to-exceed (NTE) amount that was originally entered in the Not to Exceed field in the Service Order or Blanket order section of the Agreement tab on the Purchase Orders form. In the Not to Exceed Change Amount field, enter the amount by which you want to change the original NTE amount for a purchase order. You can enter a positive or negative amount in this field. For example, if the original NTE amount was $10,000 and you want to increase it to $15,000, enter $5,000 in the Not to Exceed Change Amount field. The Not to Exceed field on the Agreement tab of the Purchase Order does not get updated with the not-to-exceed change amount that you enter via a change order. After you enter an amount in the Not to Exceed Change Amount field for a change order, you must complete the following:
|
Total Not to Exceed | This field is only visible in the List View. This field displays the sum of the values of Not to Exceed field and Not to Exceed Change Amount. |
Revised Period to Date | This field displays for blanket and service purchase orders (not standard purchase orders) if the
Modify Not to Exceed Values via Change Order check box is selected on the General tab in
.
Enter a new end date to replace the original date entered as the Period to date for a purchase order. The original Period to date is entered on the Agreement tab of the Purchase Orders form. |