Purchase Order

The Purchase Order option under the Purchasing heading on the Inventory Management Sheet Bar enables you to search for Purchase Orders, create, edit, update, process, cancel, view and print purchase orders.

Each of the Tasks linked below begins with the following steps:

1. Open the Inventory Management module.
2. Click Purchase Order in the Purchasing section on the Sheet Bar. The purchase order screen is displayed. This is the screen from which you perform each of the following tasks.

Tasks

• Creating a Purchase Order
• Editing a Purchase Order
• Updating a Purchase Order
• Processing a Purchase Order
• Cancelling a Purchase Order
• Viewing a Purchase Order
• Printing a Purchase Order

Creating a Purchase Order

1. From the Purchase Order screen, click Create new PO. The New Purchase Order dialog appears.
2. In the Purchase order section fill the details as appropriate.
3. If a prefix has been set up in the Inventory Configuration screen it will display in the PO Prefix field as read only.  If no prefix was set the field will be blank.
4. The system will automatically assign the next consecutive number to the purchase order.  It can be adjusted if necessary. 
5. Click next to the Vendor field to select one from the Third Party Organization Dictionary.
6. The PO Date field displays the current date by default. Adjust if necessary.
7. If you want to assign the order to a patient, click   next to the Patient field to select the patient.
8. If you want to assign the order to a case, click   next to the Case field to select a case. This field is accessible only if a patient has been selected.
9. If you have a confirmation number for the order it can be added in the Confirm. Num. field.
10. The Message field is a free text field used to convey information to the vendor on your order.
11. Date Created and Created By fields will auto populate based on the user who is logged into the system and is creating the order.  These fields are read only.
12. To add an item to be ordered to the Purchase Order, click  . The Order Line dialog opens.
13. (Optional) Select a Supply Res. Cat. from the drop down list.
14. Select a Supply Res. Desc from the drop down  The search defaults to look at description or quick code. Use the right-click option to modify the search field is needed. Note:  Only items that have been set up as being available from the selected vendor will be displayed in the Supply Res. Desc. field.
15. Enter the quantity of ordering units you wish to order in the Order Quantity field (quantity cannot be entered until an item is selected).
16. If you need to enter a new price for this item, click for the Price / Order units.
17. A message is displayed asking you to confirm if the Catalogue Price needs to be updated as well. Select Yes to have the system adjust the Catalogue information to reflect the new price for all future orders and select No to use the new price for the current purchase order only.
18. If more than one ordering configuration has been entered for the item/vendor in the Item Master (on the Ordering Information tab), click Catalogue Line to select the applicable configuration. Example:  Ordering Units of Measure may be Case, Box or Each.
19. If the location is other than the default, click the Location drop-down to select a location.
20. If a minimum quantity has been set for the item, it will display in the Min Qty field.
21. Click OK to add the item to the order.
22.  Click to remove a line from the order.
23.  Click  to edit a line item on the order.
24. Clicking the up arrow in the Details section will close the PO info / Order line section of the screen and enlarge the Order items section of the screen to display more of the items added to the purchase order. Click the up arrow again to open the PO info/ Order line section.
25. Add additional items by clicking for each new item.
26. Select the radio button to determine the order the items will display on the purchase order:
    • Entry (default)
    • Quick Code
    • Name
27. Click OK to save the order as a Pending order.

 PO Info Tab

1. Select an item from the Order Items table in the New Purchase Order dialog. Information about that item populates both tabs at the bottom of the New Purchase Order dialog.

2. From the PO Info tab, click   next to the Contact name field to select or access the vendor contact and shipping information. This information is pulled from the Vendor data entered in the Third Party Organization Dictionary

3. Click   to select Ship to address if it is other than the default (Ship to address is entered Administration > Organization > Business Entity).

4. Click   to select Bill to address if it is other than the default (Bill to address is entered Administration > Organization > Business Entity).

5. Preferred Shipping method will default based on the method set in the Inventory Configuration tab.  Modify the field as needed.

6. Information entered for the vendor in the Third Party Dictionary will display in the Notes field.

 Order Line Tab

Information about the selected item is displayed here and is read-only. However, from the Order line tab, you can access the Third Party Organizations dictionary and edit/add Vendor information.

1. Select an item in the Order items section of the New Purchase Order dialog to view details for the supply in the Order line tab.

2. To edit information on file for the vendor, click Update Organization Dictionary – Vendor. The Third Party Organization dictionary appears. Click here to learn how to edit this dictionary.

Editing a Purchase Order

Orders with a status of Pending may be edited. To edit an order click on the radio button for Pending in the top section of the Purchase Order screen and select the PO to be edited.

1. Click Edit PO. The Edit Purchase Order dialog appears.

2. Click to add a new item to the order.

3. Click with a line item selected to remove the item from the order.

4. Click with a line item selected to edit the information entered for that line item.

5. Click OK to save the changes.

You need to process the Orders (see Processing a Purchase Order, further down on this page) so that they move from a status of Pending to Open. Once an order is processed, it is ready for sending to the vendor. No additional edits will be allowed. If you have indicated in the Inventory Configuration that approval is required for processing the orders only the designated person identified in Setup > Inventory Configuration may approve the order.

Processing a Purchase Order

1. Select the order to be processed from the list of Pending orders.
2. Click Process PO.
3. If approval is required the Approve message appears. If you are authorized to approve the order select the box. If not, you will receive a message indicating you are not authorized.
4. If approval is not necessary click Process to indicate that the order is complete. Processing will allow you to view the order and print a paper copy. The status of the order will be updated to Open.
5. If you want the order to print to a paper purchase order select the PO From (format) to be used for printing.
6. Note: When processing the order to be sent to your vendor it is recommended to select one of the following formats:
   • Purchase Order (default)
   • Purchase Order without Quick Code
7. Select the Order By option:
   • Code (default)
   • Line Number
   • Name
8. The system default is to include Line Item Comments. These are the notes that were included with the item when it was added to the order.  If you do not want to include the comments, uncheck the box.
9. If you cancel the process the order will remain in a Pending status. Pending orders may be canceled prior to Processing.

Updating a Purchase Order

If you received less than the full order or not all of the items have been shipped in full, you will need to edit the purchase order to indicate the quantity received for each line item and update the status of the items that have not been received.

1. To update, select the order to be received from the Purchase order screen. The order status must be Open or Partial.
2. Click Update PO. The Update Purchase Order dialog is displayed. The blue text underneath the Order Items table represents options for updating the purchase order. The headings below explain each of these options:  

Update Items

1. Click Select All or select a specific item to be received. Click Update Selected Item. The Update item(s) dialog is displayed.
2. Edit the fields on this dialog as needed. Click each link below to learn how to edit the fields in each section of the Update item(s) dialog:
   • Receiving information
   • Items
   • Details (After completing the needed fields in the sections above, select the item and click the Details button to modify the transaction code, serial number or expiration date, or item location.)
3. Click OK to save the receiving information or Cancel to exit without saving the changes.
4. Once all of the receiving data has been entered for the purchase order, click OK to save the data and update the system.

The system will update the order status based on the line item status assigned to the supplies ordered. If there is a balance still to be received on the order, for items that have status of Back Order or Partial, the PO status will be set to Partial. If all of the items have been received or if the line items have been set to Part Received / Complete, the PO status will go to Part Received / Complete. If the only remaining supplies that have not been received in full have a status of Canceled, the PO status will move to Canceled.

Receive all item(s)

If items on the order are received in full, you can receive all items to stock in one procedure.

1. From the Update Purchase Order screen, click Select all not received. All items listed in the Order Items table will be selected.
2. Click Receive selected item(s).
3. The Receive all item(s) dialog is displayed and the value for the Status for each item on the order will be displayed as Part received/Complete and the value for the column Complete will be displayed True.
4. If the order contains items that have been identified in the Supply Resource Dictionary as being serialized or having expiration dates the value for the column Complete will be False. Select the relevant item and click Details to enter the details on the Receive Line Details dialog.

Back order all item(s)

When you back order all the items on the Purchase order, you can set the status of items to Back ordered in one procedure.

1. From the Update Purchase Order screen, click Select all not received. All items listed in the Order Items table will be selected.
2. Click Back order selected item(s).
3. A confirmation message “Are you sure you want to back order all item(s)?” is displayed.
4. Click Yes to have the system update the status to Back Ordered. The Order status changes to Partial. Click No to  return to the Update Purchase Order dialog. Click OK to save the changes or Cancel to exit without saving the changes.

Cancel all item(s)

1. From the Update Purchase Order screen, click Select all not received. All items listed in the Order Items table will be selected.
2. Click Cancel selected item(s).
3. A confirmation message “Are you sure you want to cancel all item(s)?” is displayed:
   • Click Yes to have the system update the status to Canceled. The Order status changes to Canceled.
   • Click No to  return to the Update Purchase Order dialog. Click OK to save the changes or Cancel to exit without saving the changes.

   Note: if all items on the order are set to Backordered the PO can only be viewed under the status of ALL.

Free hand item

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Print PO

A purchase order printed after receiving will include the following additional information.  It is recommended that one of the following formats be used when printing received purchase orders:

• Purchase Order - Receiving Copy
• With GL account
• Receiving copy with GL account
• Received quantity
• Sales Tax
• Shipping Costs
• General Ledger Account Number (If they have been associated to Supply Resource Categories. Click here to learn how to edit the Supply Resource Category dictionary.)

To print a PO after items have been updated:

1. From the Purchase Order screen, highlight the PO you wish to print from the table and click Print PO.
2. The Print Purchase Order dialog appears. Select the PO Form type and Order by criteria.
3. Click Print.

Canceling a Purchase Order

1. To cancel the entire purchase order, select the order that you want to cancel from the orders listed in the table on the Purchase Order screen. Only purchase orders with a status of Pending can be cancelled.
2. Click Cancel PO.
3. A confirmation message “Are you sure you want to cancel {PO number}?" is displayed:
   • Click Yes to have the system update the status to Canceled. The Order status changes to Canceled.
   • Click No to  return to the Update Purchase Order dialog. Click OK to save the changes or Cancel to exit without saving the changes.
4. The system will update the status of the order to Canceled. You can view the Canceled orders by clicking on the radio button status Canceled.

Viewing a Purchase Order

You can view the details of any order by selecting the purchase order from the Purchase Order screen and clicking on View PO. The order opens in a read only format.

Click OK to close the View Purchase Order window and return to the Purchase Order main page.

Printing a Purchase Order

Once an order has been processed it may be printed or re-printed by clicking Print PO with the order selected.

Inventory Management Topics

• About Inventory Management

• Selecting an Item in the Item Master

• Purchasing
• Performing Physical Inventory
• Making Inventory Adjustment
• External System

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