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Excerpt
nameSave Purchase Order

'Purchase Orders' can be saved in order to finish at a later time.

Tip

In order to have access to Edit and Save 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:

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To Save a Purchase Order:

  1. Create the Purchase Order, and add Purchase Order Items.

    1. Refer to:

      1. Add Purchase Order Items

      2. Create Purchase Order

        'Purchase Order Details' screen - 'Save' button

  2. Click the ‘Save’ button.

    1. When the Purchase Order Status is ‘New’, this will save the editable fields and the new Purchase Order Items.

  3. To complete the Purchase Order, it must be ‘Sent’.

    1. Refer to Send Purchase Order.