Purchase Order - General - General Information - Terms
Updated
Suggested Prior Reading
New Purchase Order - General Component (Examples & Steps)
OR
Purchase Order - View/Maintain - General Component - Edit (Examples & Steps)
Terms
The agreed timeframe within which the General Contractor pays the vendor's invoices, for example, Net 30, meaning payment is due 30 days from the invoice date.
Terms are preset by Users with permissions to change Settings for Commitments (See Permissions - System Features - Settings for more information).
Note* There is also Payment Terms which can be used to further describe conditions or timings that must be met before payment is released.
- Users that have Add or Edit permissions can not set the Terms (either during the initial add or when editing an existing Purchase Order)
- Only Admin users can set the Terms.
The Terms can be removed i.e. set to No Terms.
For more information on where the Terms are used, see Commitments - Fields - Usage and Configuration.
This help assumes the New Purchase Order form OR the Purchase Order - View/Maintain form is displayed with the General component selected (see Suggested Prior Reading above).
Viewing the Terms only
If the User has only Add or Edit permissions, the Terms are grayed out and not editable.
Click here for viewing the Terms when adding a new Purchase Order
Click here for viewing the Terms when editing an existing Purchase Order
To Enter, Change or Remove the Terms
If this is an Admin User, enter, change or remove the Terms as required. The steps are the same for adding a new Purchase Order or editing an existing Purchase Order.
- Click in the Terms drop down.
- The list of Terms displays.
- Choose the Terms to apply.
Note* To remove the Terms, select the No Terms option in the drop down.
Click here for entering the Terms when adding a new Purchase Order
Click here for changing the Terms on an existing Purchase Order
Enter or Change Other Information in the General Section
Click here for entering or changing other information in the General Section
To change the Contracted Company, see Purchase Order - General - General Information - Contracted Company.
To enter, change or remove the Invoice Contact, see Purchase Order - General - General Information - Invoice Contact.
To enter, change or remove the Title, see Purchase Order - General - General Information - Title.
To change or remove the Purchase Order Number, see Purchase Order - General - General Information - Purchase Order Number.
To enter, change or remove the Default Work Retainage, see Purchase Order - General - General Information - Default Work Retainage.
To enter, change or remove the Default Material Retainage, see Purchase Order - General - General Information - Default Material Retainage.
To enter, change or remove the Description/Notes, see Purchase Order - General - General Information - Description/Notes.
To enter, change or remove the Internal Notes, see Purchase Order - General - General Information - Internal Notes.
To enter, change or remove the Payment Terms, see Purchase Order - General - General Information - Payment Terms.
Enter or Change Other Information or Save, Close or Save & Email the Purchase Order
Add, Edit or View other information for the Purchase Order, see More Information below.
OR
If available/applicable, click the Save 
button (at the top or bottom of the form) to save the Purchase Order and close the form.
Click here for more information on the Save function.
The Save function saves the Purchase Order including any information on the General, Schedule of Values and Financial Markups Components (if applicable).
The Purchase Order - View/Maintain form is closed and the list the function was invoked from displays. See Next Steps below.
OR
If available/applicable, click the Save & Email 
button (at the top or bottom of the form) to save the Purchase Order and email it.
Click here for more information on the Save and Email function.
The Save & Email button saves the Purchase Order including any information on the General, Schedule of Values and Financial Markup components (if applicable) and sends an email with a link to the Purchase Order in JobPlanner (and optionally include the Purchase Order as a PDF attachment in the email). The Email can be sent to any Project Contacts. The Email Commitment form displays, see Email Commitment.
OR
Click the Close 
button (at the top or bottom of the form) to close the form.
Click here for more information on the Close function.
If information was changed, then an additional prompt displays indicating there were changes and additional prompts on what to do.
Click the Cancel
button to cancel the Close action and return to the Purchase Order - View/Maintain form (see the steps above)OR
Click the Don't Save
button to cancel changes to the Purchase Order. The list the function was invoked from displays, see Next Steps below.OR
Click the Save
button to save the Purchase including any information on the General, Schedule of Values or Financial Markups components (if applicable). The list the add or edit function was invoked from displays, see Next Steps below.More Information
When creating a new Purchase Order, see New Purchase Order (Overall Steps)
OR
When editing an existing Purchase Order, see Purchase Order - View/Maintain (Overall Steps)
