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This functionality is new as of version 4.0. |
| Excerpt | ||
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The ability to edit the Purchase Order header fields depends on the Purchase Order Status. |
The Purchase Order header (1) can be expanded or collapsed using the 'v' or '^' button (2) in the upper-right corner.
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The following table shows the header fields that are editable (Y) for each Purchase Order Status.
Refer to About Purchase Order Status.
Field / Status | New | Sent | Incomplete | Cancelled | Received |
|---|---|---|---|---|---|
Vendor | N | N | N | N | N |
Contract | N | N | N | N | N |
Internal # | Y1, N2, N3 | N | N | N | N |
Requisition No | N1, N2, N3 | N | N | N | N |
E-PO Number | N1, N2, N3 | N | N | N | N |
PO Date | N | N | N | N | N |
Delivery Date | Y | Y | Y | N | N |
Status | N | N | N | N | N |
Unit | Y | N | N | N | N |
Direct Inquires To | Y | Y | Y | N | N |
Charge Account | Y | Y | Y | N | N |
Delivery Contract | Y | Y | Y | N | N |
Item Total Cost | N | N | N | N | N |
Shipping & Handling Cost | Y | Y | Y | N | N |
Taxes | Y | Y | Y | N | N |
Comments | Y | Y | Y | N | N |
Delivery | Y | Y | Y | N | N |
Notes:
(1) Manually Assigned
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The ability to edit the following fields depends on the 'Purchase Order Number' option on the 'Hospital Setup' screen → 'Unit Setup' tab → 'Inventory' subtab → 'PO Defaults' subtab:
Internal # (University PO Number)
Requisition No
E-PO Number
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To Edit the Purchase Order Header:
Navigate to the ‘Purchase Order Detail’ screen for a New Purchase Order.
Depending on the Purchase Order Number Method (refer to table above), edit the ‘Internal #’ (University Purchase Order Number).
Set the ‘Delivery Date’ to the date on which the delivery is desired.
Set the:
‘Unit’:
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. See Edit Purchase Order Defaults.
'Direct Inquires To', 'Charge Account', and ‘Delivery Contact’:
These three fields will be automatically populated based on the selected 'Unit', and the Purchase Order Defaults that have been defined via the 'Hospital Setup' screen → 'Unit Setup' tab → 'Inventory' subtab → 'PO Defaults' subtab. See Edit Purchase Order Defaults.
The 'Charge Account' and 'Delivery Contact' will appear on the 'Purchase Order' report.
The ‘Shipping & Handling’ and ‘Taxes’ should be entered from the invoice or packing slip when the inventory is received.
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'.
Edit the ‘Comments’.
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. See Add Purchase Order Comments & Alerts.
The 'Comment' field on the Purchase Order, and the Purchase Order Log Comments, are not the same type of comment.
Edit the ‘Delivery’ notes.
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.
Click the ‘Save’ button.