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.

To Edit the Purchase Order Defaults:

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