A service purchase order is a contract for services that are specified in the service agreement.
To order services under a service agreement, you enter hours and rates in place of quantities and amounts. A service purchase order also has a start date, an end date, and a not-to-exceed amount.
The procedure for creating a service order is different from the procedure for creating a standard purchase order.
To create a service purchase order:
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On the Navigation menu, click
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On the toolbar of the Purchase Orders form, click
.
The screen refreshes to show a <New P.O.> with
Service prefilled in the
Type field on the General tab.
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Enter data on the General tab.
If you do not specify a purchase order number in the
Number,
Vantagepoint assigns a number to the purchase order.
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On the Agreement tab, specify the start date, the end date, and the not-to-exceed amount.
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On the Line Items tab, complete the following actions:
- Leave the
Item field empty.
- Enter a description of the service in the
Description column.
- Enter the number of hours in the
Qty column.
- Enter the hourly pay rate in the
Unit Price column.
If you created this purchase order from a requisition or a request for price quote, this grid has all of the services you selected.
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On the Billing tab, specify the bill-to code and the payment terms.
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On the Clauses tab, select any clauses to print on the top or bottom of the purchase order form.
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On the Default Distribution tab you must specify at least one project.
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Click
Save.
-
Click
Submit to do either of the following:
- Send the purchase order to an approver if you use approval workflows for approving purchase orders. (You turn on the use of approval workflows for purchase orders in
.)
- Change the purchase order's status from In Progress to Approved if you do not use approval workflows.
After a purchase order is approved, you can final print it.