Skip to main content
Documentation
Documentation
Administrator Guide
Last Updated: 2025-09-19
Steps: Set Up Purchase Orders for Procurement

Steps: Set Up Purchase Orders for Procurement

You can set up purchase orders for procurement. Create purchase order types to source from matching requisition types. Also, define security permissions and the business processes for purchase orders.
  1. Create purchase order types that match your requisition types.
  2. (Optional) Set up procedure information visibility for suppliers in the Supplier Portal. To enable supplier contacts to view and search for purchase orders using healthcare-specific procedure information, you must:
    1. Access the
      Edit Tenant Setup - Financials
       task and select
      Enable Healthcare Options
      .
    2. Access the
      Maintain Purchase Order Types
       task and select the
      Allow Procedure Information
      check box for relevant purchase order types.
    3. Edit the domain security policy for the
      Self Service: Access Healthcare Information
       domain and grant the
      Supplier Contact
       as
      Self security group View access
      .
  4. Configure these domains in the Procurement functional area:
    • Process: Purchase Order
    • Process: Purchase Order - Cancel
    • Process: Purchase Order - Close
    • Process: Purchase Order - Close for Receiving
    • Process: Purchase Order - Create/Edit
    • Process: Purchase Order - Issue
    • Process: Purchase Order - Mass Action
    • Process: Supplier Contract - Purchase Order
    • Process: Purchase Order - Reporting
    • Self-Service: Purchase Order
    • View: Organization Purchase Order
Set up a schedule to automatically issue purchase orders.