This functionality is new as of version 4.0.
The Purchase Order header can be collapsed using the '^' button in the upper-right corner4.
The following table shows the header fields that are editable (Y) for each Purchase Order Status.
Refer to About Purchase Order Status.
Field / Status | New | Sent | Incomplete | Cancelled | Received |
|---|---|---|---|---|---|
Vendor | N | N | N | N | N |
Contract | N | N | N | N | N |
Internal # | Y1, N2, N3 | N | N | N | N |
Requisition No | N1, N2, N3 | N | N | N | N |
E-PO Number | N1, N2, N3 | N | N | N | N |
PO Date | N | N | N | N | N |
Delivery Date | Y | Y | Y | N | N |
Status | N | N | N | N | N |
Unit | Y | N | N | N | N |
Direct Inquires To | Y | Y | Y | N | N |
Charge Account | Y | Y | Y | N | N |
Delivery Contract | Y | Y | Y | N | N |
Item Total Cost | N | N | N | N | N |
Shipping & Handling Cost | Y | Y | Y | N | N |
Taxes | Y | Y | Y | N | N |
Comments | Y | Y | Y | N | N |
Delivery | Y | Y | Y | N | N |
Notes:
The ability to edit the Internal # (University PO Number), Requisition No, and E-PO Number, depends on the 'Purchase Order Number' option on the 'Hospital Setup' screen → 'Unit Setup' tab → 'Inventory' subtab → 'PO Defaults' subtab:
Manually Assigned:
The 'Internal #' (University Purchase Order Number) will be manually entered by the User.
If an Electronic Procurement System is configured, the 'Requisition No' will be automatically populated by the electronic procurement interface when the Purchase Order is accepted.
The 'E-PO Number' will be disabled. If an Electronic Procurement System is configured, the 'E-PO Number' will be automatically populated by the electronic procurement interface when the Purchase Order is completed by procurement.
Auto Assign University PO Number:
The 'Internal #' (University Purchase Order Number) will be system-generated when the Purchase Order is saved. This is the Purchase Order ID of the new Purchase Order record.
If an Electronic Procurement System is configured, the 'Requisition No' will be automatically populated by the electronic procurement interface when the Purchase Order is accepted.
The 'E-PO Number' will be disabled. If an Electronic Procurement System is configured, the 'E-PO Number' will be automatically populated by the electronic procurement interface when the Purchase Order is completed by procurement.
Auto Assign Requisition Number:
The 'Internal #' (University Purchase Order Number) will be disabled.
The 'Requisition No' will be system-generated when the Purchase Order is saved. This is the Purchase Order ID of the new Purchase Order record.
The 'E-PO Number' will be disabled. If an Electronic Procurement System is configured, the 'E-PO Number' will be automatically populated by the electronic procurement interface when the Purchase Order is completed by procurement.
The Purchase Order header can be collapsed using the '^' button in the upper-right corner4.
Refer to Edit Purchase Order Defaults.