Create Purchase Orders from Reorder List

Owned by Rick Eggleston (Unlicensed)
Last updated: Oct 09, 2023
2 min read

This functionality is new as of version 4.1.

The 'Product Reorder' screen is used to create multiple New Purchase Orders to one or more Vendors.

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:

To Create Purchase Orders from a Reorder List:

  1. Navigate to the 'Product Reorder' screen.

    1. Refer to Search Reorder Lists.

      'Product Reorder' screen - 'Create P.O.' button
      'Product Reorder' screen → 'Create P.O.' button

  2. Add Product Reorder Items.

    1. Refer to:

      1. Add Reorder Items

      2. Add Reorder Items from a Picklist

      3. Add Reorder Items that are Below Minimum Quantity

  3. Select the checkbox for the Product Reorder Items that should be included on the Purchase Orders.

  4. Select the checkbox at the top of the column to select all checkboxes at once.

  5. Click the ‘Create P.O.’ button.

  6. The ‘Create Purchase Order’ confirmation dialog will open.

    'Product Reorder' screen - 'Create P.O.' button - 'Create Purchase Orders' dialog
    'Product Reorder' screen → 'Create P.O.' button → 'Create Purchase Orders' dialog

  7. Select the ‘Delete selected reorder items after PO creation’ checkbox to remove the selected items from the Product Reorder List once the Purchase Orders are created.

    1. This will help keep the Product Reorder List clean - especially if the entire list is not used to create the Purchase Orders. It will not impact the Products or Inventory.

  8. Click the ‘Confirm’ button to close the dialog and create the Purchase Orders; OR,

  9. Click the ‘Cancel’ button to close the dialog without creating any Purchase Orders.

  10. The ‘Purchase Order Search’ screen will open.

  11. The search criteria will default to the ‘Inventory Area’ used to create the Product Reorder List, and the current ‘PO Date’.

  12. Depending on the configuration of the ‘Purchase Order Number’, the ‘Internal #’, or the ‘Requisition #’ may be automatically created.

    1. Refer to Configure Purchase Order Defaults for Inventory Area.

  13. View each Purchase Order to make any changes, finalize, and send.

    1. Refer to:

      1. Edit Purchase Order Header

      2. Send Purchase Order