Configure Purchase Order Defaults for User

Owned by Rick Eggleston (Unlicensed)
Last updated: Oct 03, 2023
1 min read

This functionality is new as of version 4.1.

When a User starts a new Purchase Order, the Inventory Area ('Unit') that is assigned to the Purchase Order will be auto-populated based on the User’s ‘Default Unit’.

  • For the 'Unit' (Inventory Area) field to be automatically populated on a New Purchase Order, the 'Default Unit' must be configured for the User who creates the New Purchase Orders.

To Configure the User’s Purchase Order Defaults:

  1. Navigate to the ‘User Account & Employee Record’ screen → ‘Hospital Options’ tab.

    'User Account and Employee Record' screen - 'Hospital Options' tab
    'User Account and Employee Record' screen → 'Hospital Options' tab

  2. In the ‘Hospital Options’ section, select the ‘Default Unit’.

  3. The 'Department', 'Building', and 'Room', that are displayed on the 'Purchase Order' report, will come from the employee record).

  4. The Assigned Units and Inventory Management Elevated Privileges can also be edited. (Also refer to Configure Inventory Elevated Privilege)

    1. Inventory Management Elevated Privileges:

      1. ‘Inventory’ - User will have the ability to modify Inventory via the Inventory Management screens.

      2. ‘Inv Xfer’ - User will have the ability to create and manage Inventory Transfer Requests.

      3. 'POs' - User will have the ability to created and manage Purchase Orders.