Skip to main content
Requirements are reusable terms and conditions or quality clauses that can be attached to purchase orders. Define them in Settings rather than on individual POs so your team always works from a consistent set of approved language. Terms cover payment terms and conditions; quality clauses set requirements for a supplier to deliver against on each PO line, such as a certificate of conformance or a dimensional inspection report.

​
Create a requirement

  1. In ION, go to Settings > Supply Chain > Requirements.
  2. Select the tab for the type you want to create: Terms or Quality Clauses.
  3. Click Create Term or Create Quality Clause.
  4. Fill in the fields:
    • For a term:
      • Title (required): name of the term as it appears on the PO.
      • Requirement (optional): full text of the term or condition (rich text).
    • For a quality clause:
      • Reference (required): a short identifier code for the clause, for example QC-101.
      • Title (required): name of the clause as it appears on the PO.
      • Requirement (optional): full text of the quality clause (rich text).
  5. Click Create.

​
Edit a requirement

  1. In ION, go to Settings > Supply Chain > Requirements.
  2. Select the tab for the requirement type: Terms or Quality Clauses.
  3. In the list, click the requirement’s Title.
  4. Make your changes and click Save.

​
Delete a requirement

  1. In ION, go to Settings > Supply Chain > Requirements.
  2. Select the tab for the requirement type: Terms or Quality Clauses.
  3. In the actions column of the requirement’s row, click the trash icon.
  4. Confirm the deletion in the dialog, then click Delete.
Deleting a requirement removes it permanently. This cannot be undone.