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.

A service purchase order is a contract to purchase specified services. The procedure for creating a service purchase order is different from the following procedure:

To create a standard 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.

   The screen refreshes to show a <New P.O.> whose Type is Standard.

3. Complete the fields on the General tab.
4. On the Agreement tab, specify excess receiving and limits, if excess receiving is permitted.
5. On the Shipping tab, select a ship-to code.
6. On the Line Items tab, add a row and enter data for each item.

   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.

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 do not specify a P.O. Number on the General tab, Vision assigns a number to the purchase order.

    The number is shown in the field. It is also shown in the context area, where it is followed by (Standard).

11. Click Submit to send the purchase order to an approver.