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.
Click 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.
Complete the ‘Vendor’s Product Info' section.
Refer to Link Existing Product to Vendor.
