Procedures
Each type of purchase order has more than one procedure available for creating it. You can also print POs, change line item quantities, and see supporting documents for them.
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. - Create a Blanket Purchase Order
Create a blanket purchase order to set up multiple purchases from one vendor that will occur over a specified amount of time, up to a specified monetary amount. - Change a Line Item's Quantity
You can increase or decrease the quantity for a line item. - Final Print a Purchase Order
A purchase order must have an Approved status before you can final print it. - Reprint a Final-Printed Purchase Order
After you final print a purchase order, you can reprint it using the Reprint option. - Cancel a Purchase Order
After you final print a standard or service purchase order, you cannot delete it. - Reprint a Group of Final-Printed Purchase Orders
Reprint a group of final-printed purchase orders from the Reporting application. - Create an Asset Item or Equipment Item from a Purchase Order
Asset items and equipment items can be generated automatically in the Equipment Info Center from line items that you enter on purchase orders. - Create an Asset Item or Equipment Item from a Change Order
You can automatically create asset items and equipment items in the Equipment Info Center from line items that you enter as change orders for purchase orders. - Create an Asset Item or Equipment Item from a Release Order
Asset items and equipment items can be generated automatically in the Equipment Info Center from release order line items for blanket purchase orders. - 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, price for that item, and associated files. - 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 shows data for the vendor's quoted quantity, price for each item, and associated files. - Create a Change Order
After a purchase order is approved and final printed, you must use a change order if you need to modify it. - 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. - Upload and Associate a Supporting Document with a Purchasing Item
You can attach supporting documents, such as specification documentation, bids, and packing lists, to purchase requisitions, request for price quotes, purchase orders, and receipt of purchase order items in the Purchasing application. - View a Supporting Document Associated with a Purchasing Item
You view supporting documents that are associated with purchase requisitions, request for price quotes, purchase orders, and receipt of purchase order items on the Supporting Document dialog box.
Parent Topic: Purchase Orders Overview