Purchase Order Form General Tab

Use the General tab to select report options for the Purchase Order Form and to save sets of options for reuse.

Contents

Field	Description
Report Name	You can change the default report name.
Print Top Clause	By default, the purchasing template determines whether or not a Purchase Order Form includes a top clause. To include a top clause at the top of each Purchase Order Form regardless of the default settings, select this check box.
Print Bottom Clause	By default, the purchasing template determines whether or not a Purchase Order Form includes a bottom clause. To include a bottom clause at the bottom of each Purchase Order Form regardless of the default settings, select this check box.
Print Description	By default, the purchasing template determines whether or not a Purchase Order Form includes a purchase order description. To include a purchase order description on each Purchase Order Form regardless of the default settings, select this check box.
Select Type to Print	Use this option to select the type of purchase orders for which you want to generate forms. Standard — Standard purchase orders authorize a purchase of one or more individual line items from a single vendor, with a stated quantity, terms of delivery, and purchase price. Service — Service purchase orders authorize the purchase of services from a single provider, up to a stated amount of money and for a stated period of time. The line items on a service purchase order are hours and rates rather than quantities and prices. Blanket — Blanket purchase orders authorize as many purchases from a single vendor as necessary, up to a stated amount of money and for a specific period of time. You can create an unlimited number of releases against a blanket purchase order, as long as the total cumulative monetary amount does not exceed the amount specified on the blanket purchase order. A blanket purchase order does not create committed expenses until releases are generated for it. All — Generate forms for all types of purchase orders.
Purchase Order Version	Specify which version of purchase orders you want Vision to generate: Draft — The word DRAFT prints across the top of each purchase order included in the report. Final (Mark as Printed) — Vision marks items on the purchase order as printed. When you generate Purchase Order Forms again, Vision excludes items previously marked as printed on a form. However, if you need to print a purchase order again, use Reprint option. Reprint Change Orders Only Select this check box to generate forms for only those purchase orders for which change orders have been processed. Change Orders Detail Select one of the following levels of detail for change order information: Show Latest Change — Vision includes only the most recent change order processed for each purchase order. Show History — Vision includes all change orders for each purchase order.
Vendor	Use this field to limit the purchase orders to those for a specific vendor or set of vendors. Enter a vendor's name, or click to display the Vendor lookup dialog box and select one or more vendors. If you use the Multicompany feature, the list of available vendors only includes those for the active company.
Buyer	Use this field to limit the purchase orders to those for specific buyers. Enter a buyer's name, or click to display the Employee lookup dialog box and select one or more employees who are authorized to act as buyers for your firm. If you use the Multicompany feature, the list of available buyers only includes those for the active company.
P.O. Number	Use this field to limit the purchase orders to those you select. Enter a purchase order number, or click to display the Purchase Order lookup dialog box and select one or more purchase orders. If you use the Multicompany feature, the list of available purchase orders only includes those for the active company.
Include Closed Purchase Orders	Select this check box to generate Purchase Order Forms for closed purchase orders. This option is not available if you set the Version option to Final (Mark as Printed).
Select Sort	Select one of the following to indicate the order in which you want the forms sorted: P.O.# Vendor Number Vendor Name Buyer Last Name
Show Country in Address	Select this check box to include the country in the ship-to address and the bill-to address.
Page Break Bottom Clause	Select this option if you want the purchase order's bottom clause to start on a new page.
Override Purchase Order Template	To override the default templates for the forms, select this check box and then select the template you want to use in place of the default templates. If you do not select this check box, Vision uses the templates assigned to each buyer. If the buyer has no assigned template, Vision uses the template assigned to the vendor. If the vendor has no assigned template, it uses the predefined template that comes with Vision.