UC3 - Generate POs based on a list of products.

Description	User associated to a hospital unit manually selects a list of products to be reordered, then generates multiple purchase orders based on products selected.
Actor	Inventory Manager, Inventory Staff, Tech, Pharmacy Manager
Privileges	Inventory Reorder Screen Add/Edit Purchase Orders
Triggers	Users SOP to routinely orders products. Critical Inventory Alert
Preconditions	Hospital Unit Setup Set as Purchase Order Unit PO can only be created and edited by employees associated with the ordering unit. Limit PO items to hospital unit’s pre-associated inventory list Limit PO items to current vendor product setup Vendor Product Vendor Product Setup
Steps	Basic Workflow Alternate Flow 2A - Changing to an alternate vendor for a product Alternate Flow 1A - Use picklist to select from a predefined list of products Alternate Flow 1B - Use barcode scanner to select product Alternate Flow 1C - Add products to the reorder list that are below the minimum stock qty
Post Conditions	1 or more POs are created per vendor in the “New” status, that can then be modified and completed from the PO screen.
Proposed Changes	Unit Dropdown will be limited to Hospital Units designated as “Purchase Order Units” and the users is association to, with PO creation rights. Limit products that can be selected to generate the list, are based on the unit to product association. Generated List is for the selected unit. So multiple units can have separate lists to work off of at the same time. Picklist – ability to quickly add items to the list. Only use/show active products and vendors. Add report and custom report options. Add vendor and product alerts Highlight and flag products that are below critical levels.
Specifications	Product Reorder Screen

\uD83D\uDCD4 Basic Workflow

Access the inventory reorder screen select or create a new reorder list. A reorder list is linked to an inventory area and a user. There is an optional vendor that can be set on the list.
Items can be added to the list through the product selector. The default vendor will be selected along with quantity on hand and pending quantity on open purchase orders.
Once all items have been added to the list, the user can select the items they want to convert into a PO. a PO will be created for all vendors found in the selected items.
From the PO search screen, the new POs can be found by in the “New” status with a PO date of today. To finish modifying and sending PO see Use Case 1.

1️⃣ Alternate Workflow 2A – Changing to an alternate vendor for a product

Select the alternate vendor from the dropdown list.

2️⃣ Alternate Workflow 1A - Use picklist to select from a predefined list of products

Click “Picklist” button and select picklist from dropdown.
Enter desired quantity for item you want to add and then click “Post” to add them to the list.

3️⃣ Alternate Flow 1B - Use barcode scanner to select product

Place cursor in the product name field and scan barcode

3️⃣ Alternate Flow 1C - Add products to the reorder list that are below the minimum stock qty.