How to create a Standing Order

 

§       Select Operations Tab then Purchase Order Tab.

§       Select Create Standing Order on left navigation bar.

§       Select your Facility from the drop down.

§       Select your delivery Location.

§       Select your Vendor.

§       Set the PO Status for each released PO.

§       Select the Add Inventory Tab to add products to your Standing Order.

§       To add Free Form Items, select Line Items Tab and go to “Number of Lines to Add”. Now add the number of lines and click Add. Click the Edit Link to add data.

§       Select the Set Recurrence Tab to create your release cycles.

§       Select the Add Recurrence Schedule Button to create your release cycles.

§       Click the Edit link to modify the settings.

§       Select or input your settings.

§       Click the Update Schedule Button to save your changes or Cancel Button to return without saving any changes.

 

Other Options

§       Click the Manual Release Button to override the Recurrence Schedule and release the PO immediately. A pop-up window will ask you if you want to skip the next release or not. Select your preference and the purchase order will then be released.

 

images\pencil.gif Each time the PO is released, the # field displayed next to the PO will display the release occurrence for that PO.

 

Click here to see Frequently Asked Questions.

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