Create Private Picklist On-The-Fly (Purchase Order)

This functionality is new as of version 4.0.

While creating a 'New' Purchase Order, if the Purchase Order Items comprise a list of Products commonly ordered from the Vendor, they can be saved as a Private Picklist, and used by the same User on subsequent Purchase Orders.

In order to have access to create a Private Picklist on-the-fly from a Purchase Order:

One of the following must apply:

The User is assigned to the Destination Inventory Area (Hospital Unit), and has the 'Purchase Order' Elevated Privilege; OR,
The User is a member of a Security Role that is assigned to the Destination Inventory Area (Hospital Unit), and has the 'Purchase Order' Elevated Privilege.
Refer to:
- About Elevated Privileges
- Configure Inventory Elevated Privilege

A Private Picklist is only available to the User who created it.
A Private Picklist can be made Public via the ‘Product Setup’ screen → ‘Billing / Inventory Pick List Setup’ tab.

To Create a Private Picklist:

Navigate to the ‘Purchase Order Detail' screen for a 'New’ Purchase Order.
'Purchase Order Details' screen → 'Save as Picklist' button
Add the Products, that should be contained in the Private Picklist.
Click the ‘Save as Picklist’ button.
The ‘Add Picklist’ dialog will open.
'Purchase Order Details' screen → 'Add Picklist' dialog
Enter the ‘Picklist Name’.
Click the ‘Save’ button to save the Picklist and close the dialog; OR,
Click the ‘Cancel’ button to close the dialog without saving.
To review the Private Picklist, click the 'Picklist' button.
The 'Picklist' dialog will open.
Select the Picklist to be reviewed.
To edit or delete a Picklist, refer to Configure Inventory Picklist.