Page Comparison

...

To Search for Purchase Orders:

1. Navigate to the 'Purchase Order Search' screen.

   Image Modified

2. The 'Inventory Area' field will be pre-populated with the User's 'Default Unit'.

   1. Refer to Configure User Purchase Order Defaults.

3. Enter the 'Internal #' (University Purchase Order Number), 'Requisition #', or 'E-PO Number' to locate a specific Purchase Order.

   1. The complete number must be used - search searching by partial number is not allowed.

4. Enter any combination of the search criteria:

   1. To location Purchase Orders for a specific Vendor, enter the 'Vendor'.

      

      1. The 'Vendor' field is a smart search that provides the ability to enter part of the Vendor's Name.

      2. As characters are typed, a short list of Vendors will be presented for selection.

   2. To location Purchase Orders for a specific Product:

      1. Enter the 'Line ', 'Seq'Number, Sequence Number, and/or 'Product Description': OR,

         

      2. Enter the 'Line 'Number and/or 'Seq' Sequence Number to filter the 'Description' drop-down list; OR,

         

      3. In the ‘Description’ ‘Description’ field, enter the:

         

         1. Product ' Alternate ID' or 'Synonym'

            

            1. Refer to the 'Product Setup' screen → 'Product Details' tab → 'Alternate ID Definitions' sectionto How to Create Alternate IDs for Hospital Products.

         2. Vendor's 'Product #' or 'Product Name'

            

            1. Refer to the 'Product Setup' screen → 'Product Details' tab → 'Default Vendor's Product Info' section.

   3. To location Purchase Orders for a specific Status, enter one or more Purchase Order Status.

      

      1. None, or more, of the 'Purchase Order Statuses' may be selected as search criteria.

      2. (Refer to the 'About Purchase Order Statuses' table aboveStatus.)

   4. To location Purchase Orders that were Sent, or Received, on a specific date, or within a date range, enter the range of 'PO Dates' or 'Received Dates'.

      

      1. The 'PO Date' refers to the date when the Purchase Order was Sent; OR OR, when the Purchase Order Status transitioned to 'Sent'

      2. The 'Received Date' refers to the date when all of the Purchase Order Items were completely Received or Cancelled; OR OR, when the Purchase Order Status transitioned to 'Received' or 'Cancelled'.

   5. To location Purchase Orders that have Alerts, enter an 'Alert'. 

      

      1. Vendor and/or Purchase Order Alerts may be used as search criteria.

      2. Refer to Add Comments & Alerts and Configure Purchase Order Alert Types.

   6. Click the ‘Search’ button to initiate the search.

   7. Click the ‘Reset’ button to reset the search criteria.