Clauses Tab of Purchase Orders

Use the Clauses tab of Purchase Orders to enter and edit data for the clause(s) to print on the top and/or bottom of a purchase order form, and any other terms applicable to the purchase order.

Contents

Field Description
Clause Area Select the location for the clause on the purchase order form:
  • Top Clause
  • Bottom Clause
  • Agreement Terms

Select From Standard Clauses Grid

Field Description
Drop-down

Click the drop-down arrow on a grid header to complete any of the following actions:

  • To print grid data, click Print. On the Print Preview form, click File > Print to send the grid data to your default printer.
  • To export grid data to an Excel spreadsheet, click Export to Excel. When Microsoft Excel opens, use its features to modify, print, or email the grid data, or to save the spreadsheet file locally.
  • To turn on grouping for a grid, click Enable Grouping. When a field displays with the instruction: "Drag a column header here to group by that column," drag and drop column headers into the field, in the sequence that you want them to display.

Not all options are available on all grids.

Sequence This field displays the sequence in which the clauses print.
Clause Select the clause. The drop-down list includes all of the clauses that are defined on the Clauses tab of the Purchasing & Inventory Company Settings form (Settings > Purchasing & Inventory > Company Settings).
Description The hypertext link in this field displays the clause text.
Append Clause After you select the clause area and the clause, click this option to modify the existing clause. In response to the confirmation prompt, click Yes to display the text in the text box below so that you can edit it.
Overwrite Clause After you select the clause area and the clause, click this option to overwrite the existing clause with new text. In response to the confirmation prompt, click Yes to display the text in the text box below so that you can edit it.
Insert Click this option to add a new row to the grid.
Delete Click the row to delete and then click this option.
Text Box (the name of the clause area is the title) This area displays the text of the clause that is selected in the grid. This text prints on the purchase order, in the clause area that you specify. You can use the Text Editor to modify the text.