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Create Purchase Order

Create Purchase Order

Owned by Rick Eggleston (Unlicensed)

Last updated: Oct 20, 2023

1 min read

This functionality is new as of version 4.0.

The 'Purchase Order Search' screen is the starting point for creating a New Purchase Order.

New Purchase Orders can also be created via the 'Product Reorder' screen.

In order to have access to 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:
- About Elevated Privileges
- Configure Inventory Elevated Privilege

To Create a New Purchase Order:

Navigate to the 'Purchase Order Search' screen.
Click the 'New PO' button.
1. The 'Purchase Order Details' screen will open in 'New Purchase Order' mode.
  'Purchase Order Search' screen → Create a new purchase order
Also refer to:

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