Report To Print Purchase Order By PO Number
Updated
by
Steven Garand
The PO by Number report is used to place one specific order generated by the purchase order system. If you want to place all orders at once, run the PO Batch Send report instead.
Either a bundled or un-bundled order can be shown. A bundled order will not show the RTS and Patient name, since the bundle may contain orders for different patients and RTS's. A bundled order 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.
Enter the PO Number before clicking the Open/Refresh button.
After printing the report, click the 'Mark As Ordered' button on the top of the report to automatically set the ordered date on the purchase order shown on the report. The current date will be used as the ordered date.
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.
Input Parameters:
- PO Number (without prefix or suffix).
Header:
- Ship To Address
- Bill To Address
- Manufacturer Address
- PO#
- Order Date (Note: If Order Date not entered, this field shows today's date instead)
- Manufacturer Phone #
- Manufacturer Fax #
- Account #
- Confirmation #
- Estimated Ship Date
- RTS (un-bundled order only)
- Patient Name (un-bundled order only)
- Order ID
Details:
- 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.
- Qty
- Unit
- Part Number
- Item Description
- Item Cost
- Total Cost
Totals:
- Total Cost
Footer:
- PO Notes
