Add Purchase Order Items from a Picklist
This functionality is new as of version 4.0.
Purchase Order Items can be added via the Purchase Order Picklist.
In order to have access to add Picklist Items to a Purchase Order:
One of the following must apply:
The User is assigned to the 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 Inventory Area (Hospital Unit), and has the 'Purchase Order' Elevated Privilege.
Refer to:
Private Picklists are created in one of two ways:
The 'Purchase Order Details' screen when the Purchase Order Status is 'New'
The ‘Product Setup' screen → ‘Billing / Inventory Picklist Setup’ tab
Public Picklists are created using:
The 'Product Setup' screen → 'Billing / Inventory Picklist Setup' tab.
In order to be available for Purchase Orders, the Public Picklists must be of Type 'Inventory Pick List'.
Only Picklists, and Picklist Items, that contain Vendor Products, will appear on the 'Purchase Order Picklist' dialog.
To Add Purchase Order Items from a Picklist:
Navigate to the 'Purchase Order Search' screen.
'Purchase Order Search' screenCreate, or locate, a 'New' Purchase Order.
Click on the ‘Picklist’ button.
The ‘Picklist’ dialog will open.
On the ‘Picklist’ dialog, select a private or public picklist from the 'Picklist' drop-down list.
'Purchase Order Details' screen → 'Picklist' dialogThere are two standard choices in addition to the custom Picklists:
‘Products Below Min Stock Qty’:
Active Products that are currently in the Inventory Area, belong to the Purchase Order Vendor (and Contract, if required), and the Available Quantity is below the Minimum Quantity.
‘Standard Orderable Products’:
Active Products that are currently in the Inventory Area, and belong to the Purchase Order Vendor (and Contract, if required).
Only Active Products, that are associated to the Purchase Order Vendor, will appear on the Picklist.
Enter the ‘Needed Qty’ (expressed in Order Units).
Click the 'Post' button; OR,
Click the ‘Cancel’ button to close the dialog without saving or posting.