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Overview


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Excerpt
  • Provides the ability to view and print a single Purchase Order.
      Features of the
      • Purchase Order
      report
      • :
          Purchase Order:
          • Header Details
          • Charge Account Number
          • Vendor Information
          • Delivery Information
        • Purchase Order Details:
          • VetView Product Number
          • Vendor Catalog Number and Product Name
          • Item Status
          • Vendor Unit and Extended Cost
          • Vendor Order Units and Quantity

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      excerptTyperich content



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Navigation


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Section


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  1. Click the 'Navigation' button on the VetView button bar at the top of the screen

  2. Click the 'Purchase Orders' hyperlink.

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  3. Search for Purchase Orders.

    Expand


  4. View or edit a Purchase Order.

    Expand


  5. Print the Purchase Order report.

    Expand


  6. View the Purchase Order report.

    Expand


  7. Close the Purchase Order report preview.

  8. When the report for a 'Working' or 'Failed' Purchase Order is viewed, after the preview window is closed, you will be asked to verify that it printed successfully.

  9. Click the 'Yes' or 'No' button.

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  10. If the report printed successfully, the status of the Purchase Order will be updated to 'PO Printed'.  This will make it possible to receive the items on the Purchase Order (via the 'Inventory Receiving' screen).

  11. If the report did not print successfully, or if you don't want the status to be update, respond 'No'.

    Expand



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The availability of menu items is controlled by privileges that are assigned to each user, so the 'Navigation Menu' will not look the same for all users.



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Purchase Orders remain editable as long as their status is 'New', 'Working', or 'Failed'.

Once a Purchase Order status is updated to 'PO Printed', 'Sent', 'Incomplete', 'Cancelled', or 'Received', only the Comments fields can be edited.





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UG:Setup & Admin Guides
UG:Setup & Admin Guides
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Info

This page may contain functionality not found in the current version of VetView.


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Table of Contents



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titlePurchase Order report
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Screen


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This is the Purchase Order report.



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titleMockups
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Mockups

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titleMockups
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Following is a list of mockups for this screen:

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Airtable for confluence
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viewControlstrue
useCardLayouttrue
width100%
height500PX



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titleFields and Controls
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Specs

Airtable for confluence
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viewControlstrue
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height500px

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Fields and Controls


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titleFields and Controls
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The following table lists all of the fields and controls found on this screen.  The fields and controls are grouped by their location on the screen; for example, buttons on a 'section' or columns in a 'data grid'.  Use the controls at the top of the table to change the sort, grouping, and row height.  To see more of the cell content,  click on the cell expansion control located at the top-right corner of a selected cell.

Airtable for confluence
resourceIdhttps://airtable.com/shrF0wFe7dCce4NSJ
viewControlstrue
width100%
height500px


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Privileges

Airtable for confluence
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viewControlstrue
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height500px


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Definitions

Airtable for confluence
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FunctionalityclassfunctionalityFunctionality
How To ...
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How To...


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titleSearch for Inventory Transfer Requests
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Run the 'Purchase Order' report

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Anchor
Search for Inventory Transfer Requests
Search for Inventory Transfer Requests

  1. Navigate to the 'Purchase Order' screen.
  2. Enter search criteria.

  3. Click the 'Search' button.

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    1. Click the 'Reset' button to clear the search criteria.




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Planned Improvements


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Jira Legacy
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jqlQueryproject = LIMS AND issuetype in (Improvement,"New Feature") AND status in ("Creating Mockups", "Design/Planning", "In Development", "In Progress", Incomplete, "On Hold", Open, "Ready For Development", "Ready for Testing", Reopened, "Task Review", Testing, "Waiting On Client") AND component="Purchase Orders - Purchase Order report" AND labels in (Purchase_Orders) ORDER BY Key ASC
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Bugs


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Jira Legacy
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columnskey,summary,status
maximumIssues1000
jqlQueryproject = LIMS AND issuetype in (Bug,Task) AND status in ("Creating Mockups", "Design/Planning", "In Development", "In Progress", Incomplete, "On Hold", Open, "Ready For Development", "Ready for Testing", Reopened, "Task Review", Testing, "Waiting On Client") AND component="Purchase Orders - Purchase Order report" AND labels in (Purchase_Orders) ORDER BY Key ASC
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Open Issues


Expand
titleClick to expand ...


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Jira Legacy
serverSystem JIRA
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maximumIssues1000
jqlQueryproject = LIMS AND issuetype in standardIssueTypes() AND issuetype != Epic AND status in ("Creating Mockups", "Design/Planning", "In Development", "In Progress", Incomplete, "On Hold", Open, "Ready For Development", "Ready for Testing", Reopened, "Task Review", Testing, "Waiting On Client") AND component = "Purchase Orders - Purchase Order report" AND labels in (Purchase_Orders) ORDER BY key

DESC

ASC
serverId1eaad4fc-3379-3e15-bde0-30da46e7598b

Insert excerptUG:Setup & Admin GuidesUG:Setup & Admin Guidesnopaneltrue
Info

This page may contain functionality not found in the current version of VetView.

Info
titleDefinitions

Refer to the 'Inventory and Accounting Definitions' wiki page for definition of inventory terms, and for details about fields and controls.

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titleContents
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