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Administrator Guide
Last Updated: 2024-02-09
Create Purchase Item Request Templates

Create Purchase Item Request Templates

Security: Configure the
Worksheets
 and
Drive
 domains in the System functional area.
Create worksheet templates for workers to complete when mass maintaining or requesting new purchase items. Purchase item templates enable you to:
  • Update specific attributes on purchase items.
  • Choose which purchase item attributes specific end users can access through templates, providing more granular control over your item updates.
  • Use templates for individual item use cases or scenarios and use purchase item request types to combine scenarios.
  1. Access the
    Create Purchase Item Request Template
     task.
    Security: Configure the
    Set Up: Purchase Item Request
     domains in the System functional area.
    As you create a workbook for purchase item information, consider:
    Template Type
    Select a category of purchase item information and use the associated fields to create worksheet templates. Select:
    • Advanced Pricing
       to use fields on the
      Advanced Pricing
       grid on purchase item tasks.
    • Inventory Site Attributes
       to use the inventory site attribute fields on the
      Inventory Site Options
       tab on purchase item tasks.
    • Patient Charge Information
       to use fields related to patient chargeable attributes on purchase item tasks.
    • Purchase Item Information
       to use fields for standard purchase item information.
    • Supplier Item Information
       to use fields on the
      Supplier Information
       tab on purchase item tasks.
    • Supplier Sourcing Rules
       to use fields on the
      Supplier
       tab of your requisition sourcing rules.
    • Supplier UOM and Pricing
       to use fields on the
      Supplier Information
       tab, without including the generic purchase item information, on purchase item tasks.
    Name
    Enter a name for the worksheet template that's more specific than the name for the workbook. This value displays on the worksheet tab within the workbook.
    Order
    Enter a unique value on each worksheet to define the order in which they display on the workbook.
    As you complete the grid for each worksheet, consider:
    Field
    You can only select these fields once for 1 worksheet template type in a workbook:
    • Preferred Supplier (This displays as the Supplier Item and Priority fields for Supplier Item Information type templates)
    • Preferred Supplier Contract
    • Supplier Item ID
    • Pricing Effective Date
    • Supplier Default Unit Price
    • Inactive
    • Supplier Effective Date
    • Default Ordering Unit of Measure
    • Default JIT Unit of Measure
    • Default JIT Unit of Price
    Determine the worksheet template type to use for each the fields.
    You can't select the same field for different template types in the same workbook.
    Valid Value
    Select 1 value to populate the value on purchase item requests.
Create Purchase Item Request Types.