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Purchase

Orders

Order Search screen (4.0)

The Purchase Order

screen has three parts:  The PO Search, the PO List, and the product list associated with a PO.  You can create new POs or edit existing ones from this list.

Purchase Order Search

Purchase Order List

The PO list contains all the POs that match your selected search criteria.  You can sort all the columns on this list.  In the example below, the POs have been sorted by date. 

Purchase Order Details

Print Purchase Order

Purchase Order Tab (List of products)

Start New Recieving

Cancel Remaining Unrecieved Items

Expand/Collapse Inventory Details

Delivery Tab

Print Stocking Report

Upload Packing Slip

Expand/Collapse Inventory Details

Purchase Order Log (History)

Add to Log

Search screen has two sections:

  1. Purchase Order Search
  2. Purchase Order List


  • Purchase Order Search screen:

Purchase Order Search screenImage Added

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Purchase Order Search section

  • This section provides the ability to search for existing Purchase Orders.
  • Purchase Order Search screen → Purchase Order Search section:Image Added
Expand
titleFields & Controls


Fields & ControlsDescription
Inventory Area
  • The Inventory Area (Hospital Unit) is a logical, or large physical area, of the Hospital where Inventory may be stored and/or used; such as, Pharmacy, Radiology, Oncology, Large Animal Hospital, etc.
  • The Inventory Area (Hospital Unit) for which the Purchase Order was prepared; and, the location where the Purchase Order Items were delivered.
Internal #
  • The 'University Purchase Order Number' is a reference identifier that can be assigned by the system, or by the user, to aid in finding Purchase Orders and Deliveries.
  • If User-defined, they may not always be unique, so the Vendor, and Purchase Order Date, may be needed for locating a specific Purchase Order.
  • If the 'Internal #' field is used to find a specific Purchase Order, the entire Purchase Order Number must be used - searching by partial Purchase Order Number is not allowed.
Requisition #
  • The 'Requisition Number' is a reference identifier that is usually assigned by the Electronic Procurement System when a Purchase Order is received and accepted.
  • If the 'Requisition #' field is used to find a specific Purchase Order, the entire Requisition Number must be used - searching by partial Requisition Number is not allowed.
E-PO Number
  • The 'Electronic Purchase Order Number' is a unique Purchase Order Numberassigned by the Electronic Procurement System.
  • If the 'E-PO Number' field is used to find a specific Purchase Order, the entire Electronic Purchase Order Number must be used - searching by partial Electronic Purchase Order Number is not allowed.
Vendor


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  • The 'Vendor' field is a smart search that provides the ability to enter part of the Vendor's Name.
  • As characters are typed, a short list of Vendors will be presented for selection.


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Vendor Smart SearchImage Added



Product


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  • The 'Product' field is a smart search that provides the ability to enter the Product Line, Product Sequence Number, Vendor Product Code, Alternate ID, Synonym, and/or part of the VetView Product Name, or the Vendor's Product Name.
  • As characters are typed, a short list of Products will be presented for selection.


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Product Smart SearchImage Added



Status


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Purchase Order Status drop-downImage Added



PO Date
  • The '
Purchase Order Date' is the date on which the Purchase Order was Printed/Sent.
Received Date
  • The '
Received Date' is the date on which the Purchase Order Status transitioned to 'Received'.
Alerts


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  • A 'Vendor' or 'Purchase Order' Alert may be used as search criteria.
  • Vendor and Purchase Order alerts are defined via the 'Alert Type Setup' screen, and can be added to a Purchase Order, and/or the Purchase Order Vendor.


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Purchase Order and Vendor Alerts drop-downImage Added



Search buttonImage Added

  • The
'Search' button uses the selected search criteria to populate the 'Purchase Order List' section.

Reset buttonImage Added

  • The 'Reset' button clears all of the fields in the 
'Purchase Order Search' section, and retrieves the new Purchase Order List with no search criteria.


Anchor
Purchase Order Statuses
Purchase Order Statuses

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titlePurchase Order Statuses

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About Purchase Order Status
About Purchase Order Status


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Purchase Order List section

  • This section displays a list of Purchase Orders that match the search criteria that was specified in the 'Purchase Order Search' section.
  • The list can be sorted by clicking the header of any of the columns.
  • Purchase Order Search screen → Purchase Order List section:

Purchase Order List sectionImage Added

Expand
titleFields & Controls


Fields & ControlsDescription

New PO buttonImage Added

(Refer to the 'How To Create New Purchase Order' section on the 'Purchase Order Details screen in 4.0' wiki User Guide page.)

View PO buttonImage Added

Hyperlinks
Last Updated
  • The 'Last Update Date' is the date on which the Purchase Order was last updated.
  • The update applies to any of the editable fields on the Purchase Order, including the 'Comments' and 'Delivery' fields, which can be updated while the Purchase Order is in the 'New', 'Sent', or 'Incomplete' status.
By
  • 'Updated By' is the User who made the last update to the Purchase Order.
  • The update applies to any of the editable fields on the Purchase Order, including the 'Comments' and 'Delivery' fields, which can be updated while the Purchase Order is in the 'New', 'Sent', or 'Incomplete' status.

List Page ControlsImage Added

  • The List Page Controls provide the ability to navigate to the First, Previous, Next, Last, or Specific Page within the list view.
    • First Page List Page Control buttonImage Added - First Page
    • Previous Page List Page Control buttonImage Added - Previous Page
    • Specific Page List Page Control buttonImage Added - Specific Page
    • Next Page List Page Control buttonImage Added - Next Page
    • Last Page List Page Control buttonImage Added - Last Page



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How To...

Expand the following links to learn about specific functionality provided by this screen.

Expand
titleCreate Purchase Orders

Create Purchase Orders
Anchor
Create Purchase Orders
Create Purchase Orders

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Create Purchase Order
Create Purchase Order


Expand
titleEdit Purchase Orders

Edit Purchase Orders
Anchor
Edit Purchase Orders
Edit Purchase Orders

Include Page
Edit Purchase Order
Edit Purchase Order


Expand
titleSearch for Purchase Orders

Search for Purchase Orders
Anchor
Search for Purchase Orders
Search for Purchase Orders

Include Page
Search Purchase Orders
Search Purchase Orders



Insert excerpt
Setup & Admin Guides
Setup & Admin Guides
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