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Requirements are reusable terms and conditions or quality clauses that can be attached to purchase orders. 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.