Toolbar of Purchase Orders

Use the toolbar to create and modify purchase order records.

Contents

Field	Description
Save	Click this option o save your changes.
New	After you click this option, select one of the following: Select New PO to open a new purchase order. Select Copy Current PO to open a copy of the current purchase order. Select Select PO to Copy to open the Purchase Order lookup and select a purchase order to copy. Select Create PO from Requisitions to open a dialog box on which you can create a purchase order from a requisition. Select Create PO from Price Quote Requests to open a dialog box on which you can create a purchase order from a request for price quote.
Delete	Click this option to delete the purchase order that is open now. The purchase order must be in progress or submitted. Deleting a purchase order removes it permanently from the Vision database. You cannot undo this step.
Submit	Click this option to send to an approver the purchase order that is open now. This step changes the purchase order's Status to Approved if: Require purchase orders to be approved is cleared on the General tab of Configuration > Purchasing & Inventory > Company Settings, or The total amount of the purchase order is not more than the Maximum P.O. Amount without authorization on the General tab of Configuration > Purchasing & Inventory > Company Settings.
Process	After you click this option, select one of the following: Cancel PO — This option is active for standard and service purchase orders. Change Order — This option is active for standard and service purchase orders. Release Blanket PO — This option is active for blanket purchase orders.
Approve	Click this option to approve the current purchase order. If you want to approve multiple purchase orders, use the Approval option. This option displays on the toolbar if in Configuration > Purchasing & Inventory > Company Settings the following options are selected: Approve P.O. is selected for your name in the Approvers grid on the Buyer/Approver tab and Require purchase orders to be approved is selected on the General tab.
Reject	Click this option to reject the purchase order that is open now. This option displays on the toolbar if in Configuration > Purchasing & Inventory > Company Settings the following options are selected: Approve P.O. is selected for your name in the Approvers grid on the Buyer/Approver tab and Require purchase orders to be approved is selected on the General tab.
Approval	Click this option to open the Select Purchase Orders for Approval dialog box. Select the purchase orders to approve and then click Select. This option displays on the toolbar if in Configuration > Purchasing & Inventory > Company Settings the following options are selected: Approve P.O. is selected for your name in the Approvers grid on the Buyer/Approver tab and Require purchase orders to be approved is selected on the General tab.
Close	Click this option to close the purchase order. This option displays on the toolbar if in Configuration > Purchasing & Inventory > Company Settings, the Close P. O. check box is selected for your name in the Buyers grid or the Approvers grid on the Buyer/Approver tab.
Print	After you click this option, select one of the following: Select Print Current PO to open the dialog box with the options selected that are applicable to this purchase order. To print using a previous version of Vision's printing technology (with slightly different formatting), press the CTRL key on your keyboard while you click Print Current PO at the same time. Select Select PO to Print to open the dialog box with all options cleared, then enter the P.O. number of the purchase order that you want to print.
Help	Click this option to display the Vision online help for purchase orders.