Page Comparison

The 'Back to Search' button returns to the 'Purchase Order Search' screen using the previous search criteria - with the exception of the 'Status' and 'Alerts' fields.

If there are unsaved changes on the current Purchase Order, a warning message will appear.

The 'Send E-PO/Mark as Sent' button is used when the Purchase Order Items are complete, and the Purchase Order is ready to be printed, or sent via the Electronic Procurement System.

After a confirmation message, the Purchase Order Status is transitioned to 'Sent'.

Refer to Send Purchase Order.

The 'Delete PO' button is available once a 'New' Purchase Orders is saved.  It is only available when the Purchase Order Status is 'New'.

After confirmation, the Purchase Order will be deleted, and the 'New Purchase Order Detail' screen will be presented.

(Refer to 'Delete Purchase Order' link in the 'How To Create New Purchase Order' section below)

The 'Save' button is available when the Purchase Order Status is not 'Received' or 'Cancelled'.

It is used to save changes to the editable fields in the 'Purchase Order Details' section, 'Purchase Order' tab, or 'Delivery' tab.

The 'Add Vendor' icon is available when the Purchase Order Status is 'New'.

It provides access to the 'Add Vendor' dialog, which provides the ability to add a Vendor on-the-fly.

Care must be taken to avoid adding a duplicate Vendor.

(Refer to 'Create New Vendor On-The-Fly' link in the 'How To Create New Purchase Order' section below)

The 'University Purchase Order Number' is a reference identifier that can be assigned by the system, or by the user, to aid in finding Purchase Orders and Deliveries.

If User-defined, they may not always be unique, so the Vendor and Purchase Order Date, may be needed for locating a specific Purchase Order.

If the 'Internal #' field is used to find a specific Purchase Order, the entire Purchase Order Number must be used - searching by partial Purchase Order Number is not allowed.

(Refer to 'Edit Purchase Order Defaults' link in the 'How To Create New Purchase Order' section below)

The 'Requisition Number' is a reference identifier that is usually assigned by the Electronic Procurement System when a Purchase Order is received and accepted.

If the 'Requisition #' field is used to find a specific Purchase Order, the entire Requisition Number must be used - searching by partial Requisition Number is not allowed.

(Refer to 'Edit Purchase Order Defaults' link in the 'How To Create New Purchase Order' section below)

The 'Electronic Purchase Order Number' is a unique Purchase Order Numberassigned by the Electronic Procurement System.

If the 'E-PO Number' field is used to find a specific Purchase Order, the entire Electronic Purchase Order Number must be used - searching by partial Electronic Purchase Order Number is not allowed.

(Refer to 'Edit Purchase Order Defaults' link in the 'How To Create New Purchase Order' section below)

The 'Comments' field provides the ability to add a short note about the Purchase Order in general.

The Comments note is displayed on the 'Purchase Order' report.

Comments and Alerts can also be added to a Purchase Order via the 'Purchase Order Details' screen → 'Purchase Order Log' tab.

The 'Comment' field on the Purchase Order, and the Purchase Order Log Comments, are not the same type of comment.

(Refer to 'Add Comment or Alert' link in the 'How To View Purchase Order Log' section below)

The Hospital Unit (Inventory Area) for which the Purchase Order has been prepared; and, to whom the Purchase Order Items will be delivered.

The 'Unit' will be automatically populated based on the User's 'Default Unit' selected via the 'Users Account & Employee Record' screen → 'Hospital Options' tab → 'Hospital Options' section.

(Refer to 'Edit Purchase Order Defaults' link in the 'How To Create New Purchase Order' section below)

Direct Inquires To

Charge Account

Delivery Contact

The 'Delivery' field provides the ability to add a short note about the Purchase Order delivery.

The Delivery note is displayed on the 'Purchase Order' report.

The 'Item Total' reflects the total dollar amount of the Purchase Order Items that have been Received.

The 'Shipping & Handling' field is editable, and provides the ability to capture the amount that was charged for shipping and handling on the invoice.

The 'Taxes' field is editable, and provides the ability to capture the amount that was charged for taxes on the invoice.

The 'Purchase Order Total' reflects the total dollar amount of the Purchase Order Items that have been Received, plus the 'Shipping & Handling' and 'Taxes'.

(Refer to 'Add Shipping, Handling, and Tax' link in the 'How To Create New Purchase Order' section below)

The 'Picklist' button provides access to the 'Add Picklist Items' dialog.

In order to access a Picklist from the 'Purchase Order Details' screen:

1. If the Picklist was created using the 'Save as Picklist' button:
   1. The User who is attempting to access the Picklist, must be the User who created the Picklist; and,
   2. The Picklist Items must already be linked to the Purchase Order Vendor.
2. If the Picklist was created via the 'Product Setup' screen → 'Billing / Inventory Picklist Setup' tab:
   1. The 'Picklist Type' must be 'Inventory Pick List'; and,
   2. The Picklist Items must already be linked to the Purchase Order Vendor.

The 'Add Items Below Min Stock Qty' button provides the ability to quickly add Products with Available Inventory Quantities that are equal to, or less than, the 'Minimum Stock Quantity'.

Minimum Stock Quantity is assigned to the Product, for each Inventory Location that contains Inventory for the Product.

Refer to Add Items Below Min Stock.

The 'Expand Inventory Details' and 'Collapse Inventory Details' button are toggles - when 'Expand Inventory Details' is clicked, it turns into 'Collapse Inventory Details', and visa versa.

On the 'Purchase Order Details' screen for a 'New' Purchase Order, 'Inventory Details' refers to the following three columns in the 'Product List' section.

When the Inventory Details are 'Collapsed', the following columns will be hidden:

• 'Qty on Hand'
• 'Min Qty'
• 'Pending Qty'

The 'Item' column displays the Purchase Order Item Number.

This number is assigned as the items are added to the Purchase Order.

For easy reference, the Item Number will remain the same for each Purchase Order Item when displayed on the 'Purchase Order' report, and the 'Delivery' tab.

The VetView Product Line Number and Sequence Number.

These may be repeated on a Purchase Order, as long as they correspond to different Vendor Product Offerings.

(Refer to the 'Add Purchase Order Items' link in the 'How To Create New Purchase Order' section below.)

The VetView's Product Name.

(Refer to the 'Add Purchase Order Items' link in the 'How To Create New Purchase Order' section below.)

The current inventory quantity for the Hospital Unit (Inventory Area), expressed in Sales Units.

This field is hidden when the 'Collapse Inventory Details' button is clicked.

The Minimum Quantity (also known as 'Par Level') to be held in inventory for the Inventory Location and Product.

This field is hidden when the 'Collapse Inventory Details' button is clicked.

(Refer to the 'Edit Minimum Quantity' link in the 'How To Create New Purchase Order' section below.)

The Ordered Quantity (expressed in Sales Units), on Purchase Orders that have not yet been Received.

The Purchase Order Status is either 'Incomplete' or 'Sent'.

Pending Quantity = Ordered Quantity - Cancelled Quantity - Received Quantity

This field is hidden when the 'Collapse Inventory Details' button is clicked.

A calculated field based on the 'Ordered Qty' divided by the Vendor's S:St and St:O ratios.

(Refer to the 'Edit Vendor Product Details' link in the 'How To Create New Purchase Order' section below.)

The desired quantity, expressed in the Vendor's Order Units.

(Refer to the 'Edit Vendor Product Details' link in the 'How To Create New Purchase Order' section below.)

The Vendor's Cost per Order Unit.

(Refer to the 'Edit Vendor Product Details' link in the 'How To Create New Purchase Order' section below.)

A note that may be attached to the Purchase Order Item for future reference.

This field is not currently displayed on any other screen or report, but may be available to display on custom reports.

The Product List Item context menu provides the following options:

• 'Go To Product Setup' - navigates to the 'Product Info' screen.
• 'Vendor Product Details' - provides access to the 'Vendor Product Details' dialog.
  • (Refer to the 'Edit Vendor Product Details' link in the 'How To Create New Purchase Order' section below.)
• 'Create Alternate Vendor Product' - provides access to the 'Add / Link Product to Vendor' dialog.
  • Refer to Create New Product On-The-Fly.
• 'View Purchase History' - provides access to the 'Purchase Order History' dialog.
  • (Refer to the 'View Purchase Order History' link in the 'How To Create New Purchase Order' section below.)
• 'Delete Item' - after confirmation, will delete the current Purchase Order Item row.
  • (Refer to the 'Delete Purchase Order Item' link in the 'How To Create New Purchase Order' section below.)

The 'Start New Receiving' button provides the ability to receive Purchase Order Deliveries.

After the Purchase Order is Sent, it must be Received in order to update the Inventory in the Hospital Unit (Inventory Area).

Multiple Deliveries can be Received for each Purchase Order.

Refer to Receive Inventory Deliveries.

The 'Cancel Remaining Unreceived Items' button provides the ability to quickly cancel all Purchase Order Item quantities that have not been received.

If the remaining unreceived quantity of the Purchase Order Items cannot be delivered, they can be 'Cancelled'.

(Refer to the 'Cancel Remaining Unreceived Items' link in the 'How To Receive Inventory Deliveries' section below.)

The 'Expand Inventory Details' and 'Collapse Inventory Details' button are toggles - when 'Expand Inventory Details' is clicked, it turns into 'Collapse Inventory Details', and visa versa.

On the 'Purchase Order Details' screen → 'Purchase Order' tab, 'Inventory Details' refers to the following two columns in the 'Purchase Order Item List' section.

When the Inventory Details are 'Collapsed', the following columns will be hidden:

• 'Sales Qty'
• 'Stock Qty'

(Refer to the 'Expand/Collapse Inventory Details' link in the 'How To Receive Inventory Deliveries' section below.)

The 'Item' column displays the Purchase Order Item Number.

This number is assigned as the items are added to the Purchase Order.

For easy reference, the Item Number will remain the same for each Purchase Order Item when displayed on the 'Purchase Order' report, and the 'Delivery' subtab.

The VetView Product Line Number, Sequence Number, and Product Name.

These may be repeated on a Purchase Order, as long as they correspond to different Vendor Product Offerings.

The Vendor's Product Code and Vendor's Product Name for the selected VetView Product.

For a single VetView Product, a Vendor may offer variations of the Product to facilitate differences in:

• Vendor's Product Code
• Vendor's Product Name
• Stock Unit
• Order Unit
• S:St ratio
• St:O ratio
• Unit Cost
• Manufacturer
• NDC Number

Each Vendor Product Offering may be used only once on a Purchase Order.

A calculated field.

• Sales Qty  =  Ordered Qty  /  Vendor's S:St ratio  /  Vendor's St:O ratio

(Refer to the 'Edit Vendor Product Details' link in the 'How To Create New Purchase Order section below.)

This field is hidden when the 'Collapse Inventory Details' button is clicked.

A calculated field.

• Stock Qty  =  Ordered Qty  /  Vendor's St:O ratio

(Refer to the 'Edit Vendor Product Details' link in the 'How To Create New Purchase Order section below.)

This field is hidden when the 'Collapse Inventory Details' button is clicked.

The desired Quantity (expressed in the Vendor's Order Units).

(Refer to the 'Edit Vendor Product Details' link in the 'How To Create New Purchase Order' section below.)

The Quantity (expressed in the Vendor's Order Units) that has been Received via the 'Delivery' subtab.

(Refer to the 'Start New Receiving' link in the 'How To Receive Inventory Deliveries' section below.)

The Quantity (expressed in the Vendor's Order Units) that has been Cancelled.

Refer to Cancel Ordered Quantity.

The Vendor's Cost per Order Unit.

(Refer to the 'Edit Vendor Product Details' link in the 'How To Create New Purchase Order' section below.)

A calculated field.

• Total Cost  =  Unit Cost   X  Order Qty

A calculated field.

• Sales Unit Cost  =  Unit Cost  /  Vendor's S:St ratio  /  Vendor's St:O ratio

(Refer to the 'Edit Vendor Product Details' link in the 'How To Create New Purchase Order' section below.)

A note that may be attached to the Purchase Order Item for future reference.

This field is not currently displayed on any other screen or report, but may be available for custom reporting.

The 'Print Stocking Report' button is available on new and completed Deliveries, and provides access to the 'Inventory Stocking List' report.

Delivery Items must be saved before they will appear on the report.

(Refer to the 'Print Inventory Stocking List Report' link in the 'How To Receive Inventory Deliveries' section below.)

The 'Add All Items' button is available on new Deliveries only, and provides the ability to add all of the Purchase Order Items at once.

(Refer to the 'Add All Delivery Items' link in the 'How To Receive Inventory Deliveries' section below.)

The 'Upload Packing Slip' button is available on new and completed Deliveries, and provides the ability to upload files (such as Packing Slips and/or Invoices), and associate them to the Delivery.

(Refer to the 'Upload Packing Slip' link in the 'How To Receive Inventory Deliveries' section below.)

The 'Delete Delivery' button is available on new Deliveries only, and provides the ability to delete the Delivery, and all Delivery Items.

This will not affect the Purchase Order or Purchase Order Items.

(Refer to the 'Delete Delivery' link in the 'How To Receive Inventory Deliveries' section below.)

The 'Expand Inventory Details' and 'Collapse Inventory Details' button are toggles - when 'Expand Inventory Details' is clicked, it turns into 'Collapse Inventory Details', and visa versa.

On the 'Purchase Order Details' screen → 'Delivery' tab, 'Inventory Details' refers to the following two columns in the 'Delivery Item List' section.

When the Inventory Details are 'Collapsed', the following columns will be hidden:

• 'Sales Qty'
• 'Stock Qty'

(Refer to the 'Expand/Collapse Inventory Details' link in the 'How To Receive Inventory Deliveries' section below.)

The 'Item' column displays the Purchase Order Item Number.  This number is assigned as the items are added to the Purchase Order.

For easy reference, the Item Number will remain the same for each Purchase Order Item when displayed on the 'Purchase Order' report, and the 'Delivery' subtab.

The VetView Product Line Number, Sequence Number, and Product Name.

The VetView Product may be repeated on a Purchase Order, as long as they correspond to different Vendor Product Offerings.

The 'Add Product Not On Purchase Order' icon is only available on new Deliveries, and provides access to the full list of Vendor Products, so that a Vendor Product that is not already on the Purchase Order can be added on-the-fly during the Purchase Order Receiving Process.

(Refer to the 'Add Product not on Purchase Order' link in the 'How To Receive Inventory Deliveries' section below.)

The Vendor Product Code and Vendor Product Name of the selected VetView Product.

For a single VetView Product, a Vendor may offer variations of the Product to facilitate differences in the Vendor Product:

• Product Code
• Product Name
• Stock Unit
• Order Unit
• S:St ratio
• St:O ratio
• Unit Cost
• Manufacturer
• NDC Number

Each Vendor Product offering may be used only once on a Purchase Order.

Refer to Create New Product On-The-Fly.

A calculated field.

• Sales Qty  =  Ordered Qty  /  Vendor's S:St ratio  /  Vendor's St:O ratio

(Refer to the 'Edit Vendor Product Details' link in the 'How To Create New Purchase Order section below.)

This field is hidden when the 'Collapse Inventory Details' button is clicked.

A calculated field.

• Stock Qty  =  Ordered Qty  /  Vendor's St:O ratio

(Refer to the 'Edit Vendor Product Details' link in the 'How To Create New Purchase Order section below.)

This field is hidden when the 'Collapse Inventory Details' button is clicked.

The Quantity (expressed in the Vendor's Order Units) that was ordered.

(Refer to the 'Edit Vendor Product Details' link in the 'How To Create New Purchase Order' section below.)

The Quantity (expressed in the Vendor's Order Units) that has been Received via the 'Delivery' subtab.

(Refer to the 'Start New Receiving' link in the 'How To Receive Inventory Deliveries' section below.)

The Vendor's Cost per Order Unit.

While editing a Delivery, the 'Unit Cost' can be changed to correct any discrepancy between the Unit Cost when the Purchase Order was created, and the final Unit Cost from the Invoice.

The Delivery Unit Cost will automatically update the Vendor Product Unit Cost.

(Refer to the 'Edit Vendor Product Details' link in the 'How To Create New Purchase Order' section below.)

A calculated field.

• Total Cost  =  Unit Cost   X  Order Qty

A note that may be attached to the Purchase Order Delivery Item for future reference.

This field is not currently displayed on any other screen or report, but may be available for custom reporting.

The Delivery Item context menu provides the following options:

• 'Go To Product Setup' - navigates to the 'Product Info' screen.
• 'View Purchase History' - provides access to the 'Purchase Order History' dialog.
  • (Refer to the 'View Purchase Order History' link in the 'How To Create New Purchase Order' section below.)
• 'Delete Item' - without confirmation, will delete the selected Delivery Item row.
  • (Refer to the 'Delete Delivery Item' link in the 'How To Create New Purchase Order' section below.)