Link Reorder Item to Vendor
- Rick Eggleston (Unlicensed)
This functionality is new as of version 4.1.
While adding Product Reorder Items from a Picklist to a 'New' Product Reorder, if a Product is not linked to a Vendor, the link can be added.
In order to have access to Link a Reorder Item to a Vendor:
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:
While adding Reorder Items from a Picklist, to a 'New' Product Reorder, if a Product is not linked to a Vendor, it can be linked via the 'Add / Link Product to Vendor' dialog.
The 'Add / Link Product to Vendor' dialog is a reduced version of the 'Product Info' screen, and will capture the minimum amount of information needed to link an Existing Product and Vendor.
To Link a Reorder Item to a Vendor:
Navigate to the ‘Product Reorder’ screen for a ‘New’ Product Reorder List.
'Product Reorder' screen → 'Picklist' buttonClick the ‘Picklist’ button.
The ‘Add Picklist’ dialog will open.
'Product Reorder' screen → 'Picklist' dialogAdd ‘Requested Quantities’ for Products from the Picklist.
Click the ‘Post’ button.
The Product will be added to the ‘Product Reorder’ screen.
'Product Reorder' screen → 'No Vendor Information - Click to resolve' linkClick the “< No Vendor Information - Click to resolve >” link.
The ‘Add / Link Product to Vendor’ dialog will open.
The ‘Product’ and ‘Product Pricing’ sections will be prepopulated by the Product Default values.
'Product Reorder' screen → 'Add / Link Product to Vendor' dialog
Complete the ‘Vendor’s Product Info' section.
