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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 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 ItemsItem

    2. Add Purchase Order Items that are Below by Minimum Quantity

    3. Add Purchase Order Items from a Picklist

    4. Add Shipping & Handling, and Taxes

    5. Add Purchase Order Items from Standard Orderable Products to a Purchase Order

    6. Create Products On-The-Fly

    7. https://vetview.atlassian.net/wiki/spaces/UG/pages/3678928984 Create Vendor On-The-Fly

    8. Delete Purchase Order

    9. Delete Purchase Order Item

    10. Edit Purchase OrdersOrder

    11. Edit Vendor Product Details

    12. Expand / Collapse the Inventory Details

    13. Link Purchase Order Item Existing Product to Vendor

    14. Print Purchase Order report

    15. Save Purchase Order

    16. Send Purchase Order

    17. Split Inventory Item (Purchase Order Inventory Item)

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

    19. View Purchase Order History for Purchase Order Item