In this update to Arbimed, there have been changes to the Purchase Order Approval Process, Stock Room, and the Archiving functionality.
PO Approval Process:
- Updated button names and wording to make the process clearer.
Creator's view:
Approver's view for multi-tiered approval:
- Fixed issues regarding PO Approval for PO's created through the Punchout system.
- Alert emails regarding PO Approval have been updated for the creator and approver. For multi-tiered approval, emails will show which stage the PO is at in the approval process.
- Every alert email will include a link that will take the user directly to the PO after signing into Arbimed.
Emails to the approver look like the following:
Emails to the creator look like the following:
- Purchase orders created manually will still need to be "Marked as Placed" after the approval process since the user that created the PO will now need to reach out to the supplier and place the order with them either by phone, email, website, fax, or other method.
- Purchase orders created through the Punchout system will not need to be "Marked as Placed" after the Approval Process. These orders will automatically go into a Placed status after the approval process has been completed. Orders created through a Punchout system will go directly to the supplier after the approval process unlike a PO created manually.
Stock Room Changes:
- There is now a Supplier drop-down selection on the Add page of the Stock Room
- This will automatically select the default supplier set up for the product on the Edit Product page.
Archiving Changes:
- Items that have been added to archive will now have an "Unarchive" button that will make the item visible on the inventory list again.
- To view your archived products, select the Archived Product Group.
- Items added to Archive will now keep their original Product Groups.