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This functionality is new as of 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:For the 'Unit' field to be automatically populated

    • ‘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

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following options are required:

  1. For the User who creates the New Purchase Orders

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Info
Purchase Order Defaults are now defined at

  1. , 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)

level. Previous to version 4.0, they were defined for the Hospital only.

    1. , 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.

Expand
Include Page
Configure Inventory Elevated Privilege
Configure Inventory Elevated Privilege

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To Edit the Purchase Order Defaults:

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