This page provides the user with an overview of on maintenance and use of HCP Purchase Orders.

These are the topics on this page:

Table of Contents

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Introduction

The Brevity HCP module is supported by a HCP Purchase Order module. The Purchase Order is used to determine whether an invoice receipted from a service provider is processed through the HCP Invoice Import. With the Brevity product the HCP Purchase Order can be accessed from two location and these include the Purchase Order record grid located on the Client form and from the HCP > HCP Purchase Orders sub menu.

Purchase Order ~ Invoice Processing Rules

The processing of a Service Provider invoice will be influenced by the following Purchase Order business rules:

Purchase Order record exists for the Service Provider.
Service Expense service type as an expense listed to the purchase order is also listed as a HCP funding service line under the clients HCP funding.
Invoice is within the Purchase Order Amount.
Invoice amount does not exceed the Purchase Order Balance.
Invoice is within the Purchase Order Effective From and Effective to date range.

Navigating the Purchase Order form

Expand

title	Click to expand and review the fields contained within the Purchase Order form

Client Name: The particulars of the client to which the PO record relates, and invoices will be received in connection with.
External Provider: The particulars of the service provider to which the PO record relates, and invoices will be received from and processed through the HCP Invoice Import.
PO Number: The Agreed PO number that will identify the service provider invoice to the PO record.

Service Type	The particulars of the service type under which the invoice will be processed. Will influence whether an invoice is processed through the HCP Invoice Import.
Effective From	The commence date of the PO. Will influence whether an invoice is processed through the HCP Invoice Import.
Effective to	The cessation date of the PO. Will influence whether an invoice is processed through the HCP Invoice Import.
Name	Record name.
Inactive	Identifying the PO as either an active or inactive record. Only active PO records will be used to process compliant invoices
Allocated	The amount allocated to the PO
Utilised	The amount consumed under the PO based upon the invoices processed against the PO
Balance	The PO amount remaining Allocated – Utilised.
Contact Name	Details of the Service provider contact.
Contact Number	Provider contact number
Contact email	Provider contact email address

Versions Compared

Old Version 5

New Version 6

Key

Introduction

Purchase Order ~ Invoice Processing Rules

Navigating the Purchase Order form

Page Comparison

Versions Compared

Old Version 5

New Version 6

Key

Introduction

Purchase Order ~ Invoice Processing Rules

Navigating the Purchase Order form