The PO Batch Send report is used to place all purchase orders that are ready to order from the manufacturers. Both bundled and un-bundled orders will be shown. Bundled orders will not show the RTS and Patient name, since the bundle may contain orders for different patients and RTS's. The bundled orders will contain a PO Ref # for each line item, which can be used in the Purchase Orders For Open Orders window to identify the patient and RTS.
View details of any order by opening the Purchase Orders For Open Orders window then double clicking on the left gray button of the order in the upper or lower right grids.
To save time, batch print purchase orders instead of looking up and printing each purchase order separately.
After running the report to generate all PO's that are ready to order, a Mark All As Ordered button will show at the top of the report. Click this button to automatically set the send date to today's date for the PO's on the report. This will prevent the PO's from showing on the PO Batch Send report the next time the report is run. If you want to show the status of a PO back to not ordered, open the Purchase Orders For Open Orders window then clear the order date for the appropriate PO.
Ship To Address
Bill To Address
Order Date (Note: If Order Date not entered, this field shows today's date instead)
Manufacturer Phone #
Manufacturer Fax #
Estimated Ship Date
RTS (un-bundled order only)
Patient Name (un-bundled order only)
PO Ref # - Value is shown for bundled orders only. Displays the internal PO # show for each purchase order in the bundle. The purchase order for the manufacturer is given in the page header, but you can use the PO Ref # to identify the details of each separate purchase order group in the bundle by going to the Open Purchase Orders window.
No order date filled for either the un-bundled PO or the PO bundle