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.

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, complete the following steps:

1. From the Vision Navigation menu, click Purchasing > Purchase Orders.
2. Select an option from New on the toolbar.
3. In the Type field, select Service.
4. Enter data on the General tab.
5. On the Agreement tab, specify the start date, the end date, and the Not to Exceed amount.
6. On the Line Items tab, complete the following actions:

   1. Leave the Item field empty.

   2. Enter a description of the service in the Description column.

   3. Enter the number of hours in the Qty column.

   4. 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.

7. On the Billing tab, specify the bill-to code and the payment terms.
8. On the Clauses tab, select any clauses to print on the top or bottom of the purchase order form.
9. On the Default Distribution tab you must specify at least one project.
10. Click Save. If you did not specify a P.O. Number on the General tab, Vision assigns a number to the purchase order.
11. Click Submit to send the purchase order to an approver.