Purchase Orders
Purchase Orders
Purchase Order screen
The Purchase Order screen was updated in VetView version 4.0.
The Purchase Order screen has three parts: The PO Search, the PO List, and the product list associated with a PO. You can create new POs or edit existing ones from this list.
Purchase Order Search
| Field | Description |
|---|---|
| Univ. PO Number | If your organization assigns a PO number through an external system used university-wide, you can search for that number using this field. |
| E-PO Number | If your organization assigns a PO number through an external electronic system, you can search for that number using this field. |
| Requisition # | Searches for POs using the requisition number if or organization uses those for tracking. |
| Vendor | Searches for POs by specific vendor. All POs containing that vendor will appear. |
| Contract | Searches for POs by a vendor's contract. |
| Product | Searches for POs containing specific products, either by line and sequence, or by a specific keyword. |
| PO Date | Searches for POs during a specific date range, or based on a before or after date. |
| Last Update | Searches for POs that were changed during a specific date range, or based on a before/after date |
| Status | Searches for POs based on the status. Choices between Cancelled, Failed, Incomplete, New, PO Printed, Received, Sent, or Working. |
| Date Recieved | Searches on POs that are in statuses later than New or Working based on the Date Received, either between, before, or after. |
| Tags | Searches for POs with specific tags. You can choose to Match One or Match All. |
Purchase Order List
The PO list contains all the POs that match your selected search criteria. You can sort all the columns on this list. In the example below, the POs have been sorted by date.
PO Product List
If you click on a PO to select it, a list of all the products on the PO will be displayed below in the Product List. You can verify the contents of the PO without loading the entire thing in this way.
PO History
If a product is included in more than one PO, a list of them will appear under the Info Dot next to the sales quantity. Mouse over to see the history of the purchases of that product.
Edit PO
If you need to edit a PO that is New or Working, then select the line of the PO you wish to edit. It will be highlighted in blue. Click on the Edit button. Or double click the line of the PO.
When the PO loads, details about the selected PO will appear at the top.
Purchase Order Details
| Field | Description |
|---|---|
| Univ. PO Number | If your university has an external system to assign PO numbers, the assigned number can be entered here. |
| Requisition Number | If your organization uses requisition numbers, it can be entered here. |
| E-PO Number | If your organization uses E-PO Numbers, it can be entered here. |
| Vendor | Select the vendor that this PO will be sent to. If the vendor does not exist yet, click on the Add button to create a new one. |
| Contract | For existing vendors, select the contract that this PO will use, if any exist. |
| Comments | Any specific comments about this PO that may be helpful. For example, if there is a product not usually ordered from this vendor, you can explain why. ("Ordering this item because the preferred vendor is backordered." Or "Order of this item was approved by departmental manager.") |
| Delivery | Instructions to the vendor for delivery. |
| PO Date | Date the PO was created in VetView, either manually using the New PO button, or from the Product Reorder screen. |
| Delivery Date | Date that a PO was recieved. |
| Status | Current status of the PO. A new PO will become Working status the first time it is edited. |
| Unit | The inventory unit to which this PO will be delivered initially. |
| Direct Inquiries To | The user in VetView who is responsible for answering questions regarding this PO. |
| Delivery Contact | The user in VetView who is responsible for accepting the delivery. |
| Charge Account | If there is a charge account in the system to which this PO should be added, it is listed here. |
| Line Item Totals | A quick summary of the expected total invoice cost for the PO, and any discrepancies from the actual cost when it is received. |
Purchase Order Details List
A list of the items currently on this Purchase order will be displayed, along with the ability to edit the items or add and remove them.
If no items have been added yet, you can begin filling in the information.
Note that this screen works best on a minimum of 1920x1080. Smaller screens will display a scroll bar on the bottom to accommodate the large number of columns.
| Field | Description |
|---|---|
| Product Select | Search for a product by line, sequence, or product name. |
| Default Vendor | If the selected product has a default vendor, it will appear here. |
| Sales Qty | The sales quantity for the selected item, e.g. 1 tablet or 1 box. |
| Sales Unit | The unit to describe the product as it is sold. |
| Sales to Stock | The ratio for how a product is sold on a patient order versus how it is stocked in the inventory system. 1000 tablets in 1 bottle. |
| Stock Unit | The unit to describe the product as it is stocked in inventory - one bottle, one case, one pallet. |
| Stock to Order | The ratio of how a product is stocked in inventory versus how it must be ordered from a vendor. 5 bottles may be sold in a package. |
| Order Qty | The quantity of the item as it is ordered from the vendor. |
| Order Unit | The unit to describe the product as it is ordered from the vendor - one cate, one package, 10 bags. |
| Order Unit Cost | The cost of the individual order unit from the vendor. |
| Extended Cost | Any additional charges needed for this product as defined under product setup. |
| Status | The status of the specific product on the purchase order. |
| Comments | Any comments about this specific product. |
Modify the order quantities by changing the values directly in the order Qty column. The costs will update in real time to reflect the changes.
To adjust the current inventory levels, click on the green plus button. To modify the product setup, click on the yellow grid.
When you have finished working on a PO and it is ready to be submitted, click on Print to load the PO report, Send PO / Mark as Sent to change the status, and the Save button to save any changes.
The first time you Save the PO, it will change from New to Working. A PO will not change to Sent until you click on the Send button. Depending on your university's PO system, this may contact a third party system integrator to process the PO and send to your central procurement (e.g. Rhapsody.)
Send PO / Mark As Sent
POs will remain in the status of Sent until you indicate that the shipment has been Received.
Inventory Receiving
To process a received shipment, search for POs in the status of Sent, and then select the line of the PO. Click on Go To Inventory Receiving to begin processing the shipment.
The Inventory Receiving screen will load. Products that were listed in the PO will load on the Inventory Breakdown.
Inventory Definition
Post Inventory to System
Once all the items have been entered under the Inventory Breakdown, click on the Post button at the top to process all the inventory updates.
VetView Wiki Most recent releases of VetView: Version 4.1.3 Hotfix (Released 2/16/2024)