A standard purchase order is a contract to purchase specified items in specified quantities, at specified prices, under specified delivery terms.
A service purchase order is a contract to purchase specified services. The steps below apply for creating a standard purchase order, not a service purchase order.
To create a standard 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
Standard prefilled in the
Type field on the General tab.
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Complete the fields on the General tab.
If you do not specify a purchase order number in the
Number field,
Vantagepoint assigns a number when you save the purchase order.
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On the Agreement tab, specify excess receiving and limits, if excess receiving is permitted.
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On the Shipping tab, select a ship-to code.
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On the Line Items tab, insert a row in the grid and enter a purchase order item and repeat for as many items that you need to add to the purchase order.
You must enter at least one row.
If you create a purchase order from a requisition or request for price quote, this tab has all of the items 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.
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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.