Edit Purchase Order Defaults

As of version 4.0: Purchase Order Defaults are now defined at the Inventory Area (Hospital Unit) level. Previous to version 4.0, they were defined for the Hospital only.

Purchase Order Default affect the following fields on each New Purchase Order:
- ‘Charge Account’
- 'Delivery Contact'
- 'Direct Inquires To'
- 'Shipping Department', 'Building', and 'Room'
- 'Unit' (Inventory Area)

In order for these fields to be populated automatically on New Purchase Orders, the following options are required:

For the User who creates the New Purchase Orders, the following options must be configured:
1. 'Default Unit'
2. 'Shipping Department', 'Building', and 'Room'
3. Refer to Configure User Purchase Order Defaults.
One of the following must apply:
1. The User is assigned to the Inventory Area (Hospital Unit), and has the 'Inventory' elevated privilege; OR,
2. The User is a member of a Security Role that is assigned to the Inventory Area (Hospital Unit), and has the 'Inventory' elevated privilege.
3. Refer to Configure Inventory Elevated Privilege.

Click here to expand...

This functionality is new as of version 4.1.

Elevated Privileges provide the User with access to various functionality at the Hospital Unit level. The User can be granted the Elevated Privilege, or they can belong to the Security Role that has been assigned to the Hospital Unit and Elevated Privilege.

Elevated Privileges work in conjunction with some of the Assigned Privileges (those that are assigned to a User or Role). Where Assigned Privileges provide control at the application level, Elevated Privileges add control at the Hospital Unit level.

Users that have the Security Role, will also have the Elevated Privilege for the Hospital Unit to which the Role has been assigned.
For each Inventory Area (Hospital Unit), the following Elevated Privileges are available to be assigned to each User (Employee); or, to each Security Role:

Elevated Privilege	Access
Inventory	On the ‘Inventory Count By Area’ screen, edit the following fields for Inventory Items: Comments Counted Quantity Expiration Date Lot Number Manufacturer NDC Serial Number On the ‘Inventory Pull’ screen: Add Inventory Items Edit Expiration Date Edit Inventory Location Edit Lot Number Edit Manufacturer Edit Critical, Minimum, and Reorder Quantities Edit NDC Edit Quantity on Hand Edit Serial Number On the ‘Inventory Search’ screen → ‘Inventory on Hand’ tab ‘Product Info’ screen → ‘Inventory’ tab → ‘Inventory on Hand’ subtab ‘Inventory Management’ screen: Add Inventory Adjustments Add Inventory Items Add/Edit: Quantity on Hand Expiration Date Inventory Location Lot Number Manufacturer Serial Number Delete Inventory Items Edit Critical, Minimum, and Reorder Quantities Split Inventory Items On the ‘Inventory Stocking’ screen: Add Inventory Items Edit Expiration Date Edit Inventory Location Edit Lot Number Edit Manufacturer Edit Critical, Minimum, and Reorder Quantities Edit NDC Edit Serial Number On the ‘Inventory Transfer Request’ screen: Add Inventory Adjustments Add Inventory Items Edit Comments Edit Expiration Date Edit Lot Number Edit Manufacturer Edit Critical, Minimum, and Reorder Quantities Edit NDC Edit Quantity on Hand Edit Serial Number Split Inventory Items On the ‘Product Reorder’ screen: Add Items Add Items Below Minimum Quantity Create Purchase Orders Delete Items On the ‘Product Reorder Search’ screen: Start new Product Reorder Lists
Inventory Transfer	On the ‘Inventory Pull’ screen: Edit Pulled Quantity for the Source Inventory Area Cancel Inventory Transfer Request Items (Unreceived Amount) On the ‘Inventory Stocking’ screen: Edit Stocked Quantity Modify Stocking Modify Stocking Items On the ‘Inventory Transfer Request’ screen: Cancel, Delete, and Edit Inventory Transfer Requests for their Destination Inventory Area Cancel Inventory Transfer Request Items (Unreceived Amount) Cancel Remaining Unreceived Inventory Transfer Request Items Delete Inventory Transfer Request Items Start Inventory Pull for their Source Inventory Area Start Inventory Stocking for their Destination Inventory Area On the ‘Inventory Transfer Request Search’ screen: Create new Inventory Transfer Requests for their Destination Inventory Area
Purchase Order	On the ‘Purchase Order Details’ screen: Add Items Below Minimum Quantity Add Products On-The-Fly (the User or Role must also have the ‘Add Vendor Product Link’ and ‘Create Product Through Purchase Order’ Assigned Privileges) Add Purchase Order Items Create new Purchase Orders (the User or Role must also have the ‘Purchase Orders’ Assigned Privilege to access the screen) Create Alternate Vendor Products (the User or Role must also have the ‘Add Vendor Product Link’ Assigned Privilege) Delete Purchase Orders Delete Purchase Order Items Edit Vendor Product Details Send / Print Purchase Orders

To Configure the Inventory Elevated Privilege:

Navigate to the 'Hospital Setup' screen → 'Unit Setup' tab.
Select a Hospital Unit (Inventory Area).
In the 'Unit Details' subtab → 'Use For' section, insure that the 'Inventory Unit' option is selected.
Navigate to the 'Assigned Users' subtab.
1. Click the ‘Add’ button; OR,
2. Select the row that represents an existing ‘Employee’, and click the ‘Edit’ button.
3. Select the 'Inventory' elevated privilege option.
4. Click the ‘Save’ button to save and close the dialog; OR,
5. Click the ‘Cancel’ button to close the dialog without saving.
Alternatively, navigate to the 'Assigned Roles' subtab.
1. Click the ‘Add’ button; OR,
2. Select the row that represents an existing ‘Role’, and click the ‘Edit’ button.
3. Select the 'Inventory' elevated privilege option.
4. Click the ‘Save’ button to save and close the dialog; OR,
5. Click the ‘Cancel’ button to close the dialog without saving.

To Edit the Purchase Order Defaults:

Configure the User’s ‘Default Unit’.
1. Refer to Configure User Purchase Order Defaults.