Purchase Orders

• Provide the ability to order inventory from vendors, with the option to specify a contract.

Purchase Order Receiving screen

• Provides the ability to receive inventory from a purchase order.
  • Purchase Order Header:
    • Vendor
    • Contract
    • Order Number
    • Order Date
    • Status
    • Number of Items Ordered, Cancelled, and Received.
    • Quick Entry - Provides the ability to type the product number, and quantity received and cancelled.  If the product exists on the purchase order, it will be located, and the quantity received and cancelled will be populated.  If the product does not exist, it can be added on-the-fly.
  • Inventory Breakdown:
    • Inventory Location - Physical locations within the Inventory Area (Hospital Unit), where the inventory will be stored.  If the product has been received before, the location will default to the location that was specified the first time the product was received.  If the location is changes, it will update the default location, and will be used the next time the product is received.
    • Vendor-Product default values for Stock and Order Units, S:St and St:O ratios, and Cost per Order Unit.  If any of these defaults are modified on the 'Inventory Receiving' screen, the vendor defaults, on the 'Product Setup' screen, will be updated.
    • Inventory values for Expiration Date, Serial Number, Lot Number, and Manufacturer.
  • Each Purchase Order Item can be received in one, or more, lots - so multiple sets of information can be captured in the 'Inventory Breakdown'.
  • Display Current Inventory  - A dialog that provides the ability to select from a list of inventory already held, to populate the details in the 'Inventory Breakdown'.

Product Reorder screen

• Provides the ability to quickly create purchase orders for products that are frequently ordered on a regular basis, without the need to use the minimum stock quantity, or maintain accurate inventory quantities for the products.
• Scope - Examines the inventory in an Inventory Area (Hospital Unit), for all vendors.
• Quantities (displayed in Order Units):
  • Current - The quantity of the product currently held in inventory
  • Pending - The quantity that has been ordered on purchase orders in the 'PO Printed' and 'Sent' status.
  • Minimum - The minimum quantity (par level) to be held in inventory (as specified on the 'Product Infor' screen).
  • Reorder - The quantity to be ordered when the minimum quantity has been reached (as specified on the 'Product Info' screen).
  • Required - Populated with the Minimum Stock Quantity plus the Reorder Quantity minus the Current Quantity, rounding up to the nearest whole stock unit for the default vendor.
  • Actual - The quantity to be ordered.  The field is prepopulated with a quantity based on the 'Required' quantity, but can be edited.
• Last PO -  Lists information about, and links to, the last five purchase orders on which the product was ordered.
• Vendor - For each product, the 'Default Vendor' is pre-selected, but can be changed to any vendor currently associated with the product.  If the vendor is changed, it will impact the current purchase order only.

Inventory Reorder screen

• Provides the ability to quickly create purchase orders for products that have reached their minimum stock level.
  • Scope - Examines the inventory in an Inventory Area (Hospital Unit), for all vendors, or a single vendor.
  • Minimum Stock Quantity - For each vendor, lists the products that have reached their 'Minimum Stock' quantity - based on the 'Default Vendor' for each product.
  • Needed Quantity - Populated with the Minimum Stock Quantity plus the Reorder Quantity minus the Current Quantity, rounding up to the nearest whole stock unit for the default vendor.
  • Default Vendor - For each product, the 'Default Vendor' can be changed on-the-fly.  The change will affect the current activity, or it can be saved as the default vendor for future orders.
  • Ignore Pending - Pending quantities are those quantities that have been ordered on a purchase order that has been sent, or printed, but not yet received.  This will help prevent placing duplicate orders.