Note: User notes print on a purchase order. PO appears on the list with a yellow 'sticky note' icon.

You are finished selecting notes, click Submit. One or more boxes in the Select column for the notes that you wish Information is on top and the list of PO standard notes available is at The system displays the Copy PO Standard Notes panel. Next to the purchase order, select Menu > Copy PO Standard Notes.Locate the purchase order of interest on the list.Select Purchasing > Purchase Orders (by PO or by Create Date). A text box appears with the note displayed. Menu > Edit next to any note on the list. Refresh to see the first line of your new note. The text box will give you more space and will scroll. The list shows the first line of eachĬreate a new PO standard note, click New. The edited version of the notes will appear on the next POs created. You only want to view the form notes, click Cancel when you are finishedĮdit the PO form notes, type the changes you want to make in the text box. From the Materials Management main Contents,.To copy or view Internal Notes, or to create or edit PO Form Notes, the setting for the 'Purchasing' role object must be View or higher. To copy PO Standard Notes, the setting for the 'Purchasing' role object must be Create or higher. In addition to the security issues for ePHI (outlined above), the ability to display, create, and edit PO Form Notes, PO Standard Notes, and Internal Notes is governed by the 'Purchasing' role object. Your site may wish to establish a policy for notes so that you are not inadvertently making ePHI information visible. Important: You should be aware, however, that if you enter free-form ePHI data in notes attached to contracts, purchase orders, requisitions, order guides, item records, invoices, and any other application documents, the ePHI data cannot be protected from display (or editing) by unauthorized users. Among the features designed to protect ePHI data is a setting on the user profile that restricts unauthorized users from viewing patient information in panels, spreadsheets, reports, printed documents, and other application elements.

ePHI Concerns and User Notesįeatures are built into the system to ensure the privacy of electronic protected health information (ePHI), in compliance with HIPAA requirements. Internal Notes are not printed on a PO, invoice, or receiving document.

The User Notes print on the Receiving Delivery document (i.e. Important: From the Purchase Order Inquiry panel, adding User Notes to either the receipt line or the invoice line actually adds the notes to the purchase order line, and not to the receipt or invoice lines. PO Standard Notes in the system, and then associate each with variousĪlso create and view User Notes and Internal Notes for POs, and view any System Notes PO Standard NotesĪre always printed on the corresponding purchase order. Separately from user notes and are specific to a PO. PO Standard Note is a generic note that can be associated with individual Create and View Purchase Order notes Create and View Purchase Order NotesĪ PO Form Note is a note that is printed on all purchase orders.

Microsoft office purchase order