For the 'Unit' field to be automatically populated on New Purchase Orders, the 'Default Unit' must be configured for the User who creates the New Purchase Orders.
To Configure the Hospital Unit Purchase Order Defaults:
Navigate to the ‘Hospital Setup’ screen → ‘Unit Setup’ tab.
Select a Hospital Unit.
Navigate to the ‘Inventory’ subtab → ‘Purchase Order Defaults’ subtab.
Select:
‘Direct Inquires To' - For internal use, the person to be contacted if there are questions about the Purchase Order. Displayed on the 'Purchase Order Details’ screen.
‘Delivery Contact' - Displayed on the 'Purchase Order Details’ screen, and ‘Purchase Order’ report.
‘Charge Account’ - The internal account number assigned to the Inventory Area. Displayed on the 'Purchase Order Details’ screen, and ‘Purchase Order’ report.
'Purchase Order Number' - the method used to create the Purchase Order Number when a new Purchase Order is created.
‘Manually Assigned':
Neither the ‘Internal #’ or ‘Requisition No’ will be auto-generated. When a new Purchase Order is created and saved, the ‘Internal #’ field will be editable. The ‘Requisition No’ field will not be editable. The 'Requisition No’ field will be completed by the electronic procurement system when the Purchase Order is received by the Procurement Department.
‘Auto Assign University PO Number':
The ‘Internal #’ will be auto-generated when a new Purchase Order is created and saved. The ‘Internal #’ field and ‘Requisition No’ field will not be editable. The 'Requisition No’ field will be completed by the electronic procurement system when the Purchase Order is received by the Procurement Department.
'Auto Assign Requisition Number':
The ‘Requisition No’ will be auto-generated when a new Purchase Order is created and saved. The ‘Internal #’ field and ‘Requisition No’ field will not be editable.
