Page Comparison

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

   1. Refer to Configure User Purchase Order Defaults.

2. Configure the ‘Inventory’ Elevated Privilege.

   1. Refer to Configure Inventory Elevated Privilege.

3. Configure the ‘Purchase Order Defaults’ for the Inventory Area (Hospital Unit):

   1. Navigate to the 'Hospital Setup' screen → 'Unit Setup' tab.

      1. Select the Hospital Unit that was entered as the User's 'Default Unit'.

   2. Navigate to the 'Inventory' subtab → 'PO Defaults' subtab.

      1. Select the User who will be the contacted for 'Inquiries', and who will receive 'Deliveries'.

         1. The 'Delivery To' will be displayed on the 'Purchase Order' report.

      2. Enter the internal 'Charge Account Number' to be used for inventory purchases for the Hospital Unit.

      3. Select the 'Purchase Order Number' method:

         1. Manually Assigned: The 'Internal #' (University Purchase Order Number) will be manually entered by the User.  If an electronic procurement system is configured, the 'Requisition No' will be automatically populated by the electronic procurement interface when the Purchase Order is accepted.

         2. Auto Assign University PO Number: The 'Internal #' (University Purchase Order Number) will be system-generated when the Purchase Order is saved.  This is the Purchase Order ID of the new Purchase Order record.  If an electronic procurement system is configured, the 'Requisition No' will be automatically populated by the electronic procurement interface when the Purchase Order is accepted.

         3. Auto Assign Requisition Number: The 'Internal #' (University Purchase Order Number) will be disabled. The 'Requisition No' will be system-generated when the Purchase Order is saved.  This is the Purchase Order ID of the new Purchase Order record.