Page Comparison

Editing a PO

Panel

title

Panel

borderColor	blue
bgColor	#B3D4FF
borderWidth	1
borderStyle	solid

Purchase Orders

The Purchase Order screen has three parts: The PO Search, the PO List, and the product list associated with a PO. You can create new POs or edit existing ones from this list.

Purchase Order Search

Field	Description
Univ. PO Number	If your organization assigns a PO number through an external system used university-wide, you can search for that number using this field.
E-PO Number	If your organization assigns a PO number through an external electronic system, you can search for that number using this field.
Requisition #	Searches for POs using the requisition number if or organization uses those for tracking.
Vendor	Searches for POs by specific vendor. All POs containing that vendor will appear.
Contract	Searches for POs by a vendor's contract.
Product	Searches for POs containing specific products, either by line and sequence, or by a specific keyword.
PO Date	Searches for POs during a specific date range, or based on a before or after date.
Last Update	Searches for POs that were changed during a specific date range, or based on a before/after date
Status	Searches for POs based on the status. Choices between Cancelled, Failed, Incomplete, New, PO Printed, Received, Sent, or Working.
Date Recieved	Searches on POs that are in statuses later than New or Working based on the Date Received, either between, before, or after.
Tags	Searches for POs with specific tags. You can choose to Match One or Match All.

Purchase Order List

The PO list contains all the POs that match your selected search criteria. You can sort all the columns on this list. In the example below, the POs have been sorted by date.

PO Product List

If you click on a PO to select it, a list of all the products on the PO will be displayed below in the Product List. You can verify the contents of the PO without loading the entire thing in this way.

PO History

If a product is included in more than one PO, a list of them will appear under the Info Dot next to the sales quantity. Mouse over to see the history of the purchases of that product.

Edit PO

If you need to edit a PO that is New or Working, then select the line of the PO you wish to edit. It will be highlighted in blue. Click on the Edit button. Or double click the line of the PO.

When the PO loads, details about the selected PO will appear at the top.

Purchase Order Details

Field	Description
Univ. PO Number	If your university has an external system to assign PO numbers, the assigned number can be entered here.
Requisition Number	If your organization uses requisition numbers, it can be entered here.
E-PO Number	If your organization uses E-PO Numbers, it can be entered here.
Vendor	Select the vendor that this PO will be sent to. If the vendor does not exist yet, click on the Add button to create a new one.
Contract	For existing vendors, select the contract that this PO will use, if any exist.
Comments	Any specific comments about this PO that may be helpful. For example, if there is a product not usually ordered from this vendor, you can explain why. ("Ordering this item because the preferred vendor is backordered." Or "Order of this item was approved by departmental manager.")
Delivery	Instructions to the vendor for delivery.
PO Date	Date the PO was created in VetView, either manually using the New PO button, or from the Product Reorder screen.
Delivery Date	Date that a PO was recieved.
Status	Current status of the PO. A new PO will become Working status the first time it is edited.
Unit	The inventory unit to which this PO will be delivered initially.
Direct Inquiries To	The user in VetView who is responsible for answering questions regarding this PO.
Delivery Contact	The user in VetView who is responsible for accepting the delivery.
Charge Account	If there is a charge account in the system to which this PO should be added, it is listed here.
Line Item Totals	A quick summary of the expected total invoice cost for the PO, and any discrepancies from the actual cost when it is received.

Purchase Order Details List

A list of the items currently on this Purchase order will be displayed, along with the ability to edit the items or add and remove them.

If no items have been added yet, you can begin filling in the information.

Note that this screen works best on a minimum of 1920x1080. Smaller screens will display a scroll bar on the bottom to accommodate the large number of columns.

Field	Description

Expand

title

Product Select	Search for a product by line, sequence, or product name.
Default Vendor	If the selected product has a default vendor, it will appear here.
Sales Qty	The sales quantity for the selected item, e.g. 1 tablet or 1 box.
Sales Unit	The unit to describe the product as it is sold.
Sales to Stock	The ratio for how a product is sold on a patient order versus how it is stocked in the inventory system. 1000 tablets in 1 bottle.
Stock Unit	The unit to describe the product as it is stocked in inventory - one bottle, one case, one pallet.
Stock to Order	The ratio of how a product is stocked in inventory versus how it must be ordered from a vendor. 5 bottles may be sold in a package.
Order Qty	The quantity of the item as it is ordered from the vendor.
Order Unit	The unit to describe the product as it is ordered from the vendor - one cate, one package, 10 bags.
Order Unit Cost	The cost of the individual order unit from the vendor.
Extended Cost	Any additional charges needed for this product as defined under product setup.
Status	The status of the specific product on the purchase order.
Comments	Any comments about this specific product.

Modify the order quantities by changing the values directly in the order Qty column. The costs will update in real time to reflect the changes.

To adjust the current inventory levels, click on the green plus button. To modify the product setup, click on the yellow grid.

Image RemovedImage Added

When you have finished working on a PO and it is ready to be submitted, click on Print to load the PO report, Send PO / Mark as Sent to change the status, and the Save button to save any changes.

The first time you Save the PO, it will change from New to Working. A PO will not change to Sent until you click on the Send button. Depending on your university's PO system, this may contact a third party system integrator to process the PO and send to your central procurement (e.g. Rhapsody.)Image Removed

Send PO / Mark As Sent

Image Added

POs will remain in the status of Sent until you indicate that the shipment has been Received.

Expand

Inventory Receiving

To process a received shipment, search for POs in the status of Sent, and then select the line of the PO. Click on Go To Inventory Receiving to begin processing the shipment.

Image RemovedImage Added

The Inventory Receiving screen will load. Products that were listed in the PO will load on the Inventory Breakdown. Image Removed

Inventory Definition

Image Added

Post Inventory to System

Once all the items have been entered under the Inventory Breakdown, click on the Bos Post button at the top to process all the inventory updates.

Insert excerpt

	Setup & Admin Guides
	Setup & Admin Guides
nopanel	true

Table of Contents

Versions Compared

Old Version 8

New Version 9

Key