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 .
- The RFQ/PO Template field on the Accounting tab in .
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.