Creating Purchase Orders Overview
Each type of purchase order has more than one procedure available for creating it.
Related Topics
- Create a Standard Purchase Order
A standard purchase order is a contract to purchase specified items in specified quantities, at specified prices, under specified delivery terms. - Create a Service Purchase Order
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. - Create a Blanket Purchase Order
Blanket purchase orders are agreements and not purchase orders. They approve as many purchases from a single vendor as necessary, up to a specified dollar amount and in a specific time. - Create a Purchase Order from a Requisition
If your firm uses requisitions, you can create a purchase order from one or more requisitions. If you recorded a vendor's response to the requisition in Vision and select the vendor for an item, the new purchase order's Items grid displays data from the vendor's quoted quantity and price for that item. - Create a Purchase Order from a Request for Price Quote
If your firm uses requests for price quote, you can make a purchase order from a request for price quote. If you selected a vendor, and you recorded the vendor's response to the request for price quote in Vision, the purchase order's items grid show data for the vendor's quoted quantity and price for each item. - Create a Change Order
After a standard or service purchase order is approved or printed, you must use a change order to change or cancel it. To change a blanket order, you use a release. - Create a Release for a Blanket Purchase Order
Use a release order to purchase items under a blanket purchase order, or to change a blanket purchase order. - Change a Line Item's Quantity
You can increase or decrease the quantity for a line item. - Cancel a Purchase Order
After you print or post a purchase order, you cannot erase it. You must cancel it by using the following procedure. If the purchase order has been vouchered, you cannot cancel it. You must make a credit invoice transaction.