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Overview

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Provides the ability to quickly create purchase orders for products that have reached their minimum stock level.
Features of the Inventory Reorder report:

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Click the 'Navigation' button on the VetView button bar at the top of the screen.
Click the 'Inventory Reorder' hyperlink.
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Select a vendor and unit.
Click the 'Generate List' button.
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Select a vendor from the 'Vendor List'
Select the product that should be ordered
Click the 'Create P.O.' button.
If more than one vendor is listed, select products to be ordered from each one.
When the purchase orders are created, at least one purchase order will be created for each vendor and contract.
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The 'Purchase Order Search' screen will open. The 'New' status will be selected, and the search will be executed, with the newest purchase orders listed first.
Select each purchase order, then click the 'Edit' button.
The University P.O. Number is not created automatically; so, if you use this field, you will need to populate it for each new purchase order.

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After editing the purchase order, click the 'Print', or 'Send E-PO/Mark as Sent' button.
When the purchase order is printed successfully, the status will be updated to 'PO Printed'.
If the purchase order is sent electronically, the status will be update to 'Sent'.
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The availability of menu items is controlled by privileges that are assigned to each user, so the 'Navigation Menu' will not look the same for all users.

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Functionality

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Products are added to the reorder list automatically.
- The default vendor can be changed to another Vendor from a list of Vendors that have previously provided the product.
- Vendor/Product attributes, such as sales unit for the product, and stock unit, order unit, S:St ratio, St:O ratio, vendor product number, and vendor product name, must have already been specified for the default vendor.
- The 'Reorder Actual' quantity is calculated based on the minimum, reorder, and current quantities.
- After the 'Generate List' button is clicked, the page will display a list of vendors that are associated with the reorder products, as the 'Default Vendor'.
- If the product has been ordered but not yet received on a purchase order, the quantity ordered will appear in the 'Pending Qty' column. These products can be filtered out of the list (ignored) so that they are not ordered unnecessarily.
- If a contract is used for the default vendor, the contract will be used on the new purchase order.
- Selecting all, or some, of the products for each vendor, then clicking the 'Create P.O.' button will automatically create a purchase order for each vendor, containing only the selected products.
- The 'Purchase Order Search screen' screen will open, allowing the User to specify a 'Univ. PO Number', make any necessary changes, then send or print the purchase orders.

Create Product List by Inventory Area

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Using the '482770968' screen, select the Unit (Inventory Area) that will appear on the purchase orders.
- Only Hospital Units that are identified as Inventory Areas will be available in the drop-down list.
- Optionally, select a specific vendor.
The 'Ignore Pending' checkbox is used to filter the products that have been ordered, but not yet received. The default state is checked, which will prevent those products from appearing in the 'Inventory List'.
Click the 'Generate List' button. If the list has been previously generated, and the 'Reorder Actual' quantities have been modified, you will be presented with a confirmation to generate a new list, overwriting the quantities in the old list.

A list of Vendors, associated to the products that have reached the 'Minimum Quantity', will appear.

Select Vendors and Products

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Click on a specific vendor to view the products that have reached the minimum quantity, and for which they are the 'Default Vendor'
You can select all of the items for the vendor, or only choose specific items by selecting the checkbox at the end of the rows in the 'Inventory List'.
Click on the 'Create PO' button to generate a purchase order for the selected items - one purchase order per vendor/contract.

Create Purchase Orders

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After selecting the vendor and products that need to be ordered, select the checkbox for the products that should be included on the purchase orders.
Click on the ('Create PO') button to generate the purchase orders.

The purchase orders will be created automatically.
The 'Purchase Order Search screen' screen will open with the list of 'New' purchase orders at the top of the list.

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Refer to the 'Purchase Order Search screen' Wiki page to view, edit, print, and send purchase orders.

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Planned Improvements

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Bugs

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Open Issues

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	UG:Setup & Admin Guides
	UG:Setup & Admin Guides
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This page may contain functionality not found in the current version of VetView.

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title	Definitions

Refer to the 'Inventory and Accounting Definitions' wiki page for definition of inventory terms, and for details about fields and controls.

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Table of Contents

Versions Compared

Old Version 1

New Version 2

Key

Overview

Navigation