This functionality is new as of version 4.0.
The ‘Purchase Order Search’ screen is used to create a New Purchase Order for a single Vendor.
Refer to Create Purchase Order.
In order to have access to the 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 Purchase Orders using the ‘Product Reorder’ screen:
Navigate to the 'Navigation' menu.
The options available on the ‘Navigation’ menu will depend on the Privileges that are assigned to the User.
Select the ‘Product Reorder’ hyperlink in the ‘Inventory Screens’ section.
The ‘Product Reorder Search’ screen will open:
Search for, and select, an existing Reorder List; OR,
Click the ‘New Reorder List’ button to create a new list.
In the ‘New Reorder List’ dialog:
Select the ‘Inventory Area’.
The ‘Inventory Area’ dropdown list will be limited to the Hospital Units to which the User has been assigned, and given the ‘Purchase Order’ Elevated Privilege.
Select the ‘Vendor’.
This is optional. If no Vendor is selected, the Reorder List may contain Products from multiple Vendors.
If multiple Vendors are associated with a Product, the ‘Default Vendor’ will be displayed on the Reorder List - the Vendor can be changed to any other active Vendor that is associated with the Product.
Click the ‘Save’ button to close the dialog and open the ‘Product Reorder’ screen; OR,
Click the ‘Cancel’ button to close the dialog and return to the ‘Product Reorder Search' screen.
On the ‘Product Reorder’ screen:
Add Products to be ordered.
The available Products will be limited to those that already exist in Inventory for the Destination Inventory Area.
Select the Vendor.
If multiple Vendors are associated with a Product, the ‘Default Vendor’ will be displayed on the Reorder List - the Vendor can be changed to any other active Vendor that is associated with the Product.
Resolve any missing Vendors.
If a Product is missing a Default Vendor, the “< No Vendor Information - Click to Resolve >” message will appear in the ‘Vendor’ column.
Click the hyperlink to open the ‘Add / Link Product to Vendor’ dialog.
Refer to Link Existing Product and Vendor.