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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. |
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In order for these fields to be populated automatically on New Purchase Orders, the : The following options are required:
And, one of the following must apply:
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To Edit the Purchase Order Defaults:
Configure the User’s ‘Default Unit’.
Refer to Configure Purchase Order Defaults for User .
Configure the ‘Inventory’ Elevated Privilege.
Refer to Configure Inventory Elevated Privilege .
Configure the ‘Purchase Order Defaults’ for the Inventory Area (Hospital Unit):
Navigate to the 'Hospital Setup' screen → 'Unit Setup' tab.
Select the Hospital Unit that was entered as the User's 'Default Unit'.
Navigate to the 'Inventory' subtab → 'PO Defaults' subtab.
Select the User who will be the contacted for 'Inquiries', and who will receive 'Deliveries'.
The 'Delivery To' will be displayed on the 'Purchase Order' report.
Enter the internal 'Charge Account Number' to be used for inventory purchases for the Inventory Area (Hospital Unit).
Select the 'Purchase Order Number' method.
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