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As of version 4.0: Purchase Order Defaults are now defined at the Inventory Area (Hospital Unit) level. Previous to version 4.0, they were defined for the Hospital only.

  • Purchase Order Default affect the following fields on each New Purchase Order:

    • ‘Charge Account’

    • 'Delivery Contact'

    • 'Direct Inquires To'

    • 'Shipping Department', 'Building', and 'Room'

    • 'Unit' (Inventory Area)

Info

In order for these fields to be populated automatically on New Purchase Orders, the following options are required:

  1. For the User who creates the New Purchase Orders, the following options must be configured:

    1. 'Default Unit'

    2. 'Shipping Department', 'Building', and 'Room'

    3. Refer to Configure User Purchase Order Defaults.

  2. One of the following must apply:

    1. The User is assigned to the Inventory Area (Hospital Unit), and has the 'Inventory' elevated privilege; OR,

    2. The User is a member of a Security Role that is assigned to the Inventory Area (Hospital Unit), and has the 'Inventory' elevated privilege.

    3. Refer to Configure Inventory Elevated Privilege.

To Edit the Purchase Order Defaults:

  1. Configure the User’s ‘Default Unit’.

    1. Refer to Configure User Purchase Order Defaults .

Expand Include PageConfigure User Purchase Order DefaultsConfigure User Purchase Order Defaults