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Info

This functionality is new as of version 4.0.

Excerpt
nameCreate Purchase Order

The 'Purchase Order Search' screen is the starting point for creating a New Purchase Order.

Tip

In order to have access to the Create Purchase Orders:

One of the following must apply:

  • The User is assigned to the Destination Inventory Area (Hospital Unit), and has the 'Purchase Order' Elevated Privilege; OR,

  • The User is a member of a Security Role that is assigned to the Destination Inventory Area (Hospital Unit), and has the 'Purchase Order' Elevated Privilege.

  • Refer to:

...

To Create a New Purchase Order:

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

  2. Click the 'New PO' button.

    1. The 'Purchase Order Details' screen will open in 'New Purchase Order' mode.

      'Purchase Order Search' screen - Create a new purchase orderImage Removed'Purchase Order Search' screen - Create a new purchase orderImage Added

  3. Also refer to:

    1. Add Purchase Order Items

    2. Add Purchase Order Items that are Below Minimum Quantity

    3. Add Purchase Order Items from a Picklist

    4. Add Shipping & Handling, and Taxes

    5. Add Standard Orderable Products to a Purchase Order

    6. Create Products On-The-Fly

    7. Create Vendor On-The-Fly

    8. Delete Purchase Order

    9. Delete Purchase Order Item

    10. Edit Purchase Orders

    11. Edit Vendor Product Details

    12. Expand / Collapse the Inventory Details

    13. Link Purchase Order Item to Vendor

    14. Print Purchase Order report

    15. ** Save Purchase Order

    16. Send Purchase Order

    17. Split Purchase Order Inventory Item

    18. View Pending Transfer Requests & Purchase Orders for Purchase Order Item

    19. View Purchase Order History for Purchase Order Item