How to Set up Vendor Defaults for Purchase Orders (POs)

The following default values can be configured in vendors from Calem release R21a (May 2021):

• Menu Path: Purchase | Open | Vendor Lists
• Vendor Tax can be refined at: Purchase | Open | Tax Code list | Tax Code Form | Vendor Tab
• Custom fields can be added at vendors to provide additional default values
  • The same custom fields may be defined in purchase orders.
  • Matching custom fields are copied from vendors to purchase orders.
  • For instance, a company tracking vendor NDA info (NDA flag and NDA date) can add the NDA custom fields at vendors and purchase orders; update the NDA info at vendors; and use them in purchase orders.
• ​Vendor defaults can be best used when creating purchase orders from requisition:
  
  • Create PO from an approved requisition - vendor defaults will be populated.
  • Check "Create PO" when approving a requisition - vendor defaults will be populated.
  • If you manually create a PO and fill in a vendor, the vendor defaults will be populated when you save the PO.

Additional Resources

• How to Run Purchase Summary Reports
• How to Get Notification of High-Value Item Purchase
• Calem Enterprise Requisition and Purchase Training
• Calem Enterprise Inventory Training
• Calem Enterprise Customization
• User Guide and Admin Guide (customer account required)
  
• Calem Enterprise Training Site
  
• Calem Enterprise Blogs
  
• Calem Enterprise demo