This page provides the user with an overview of on maintenance and use of HCP Purchase Orders.
These are the topics on this page:
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 type as an expense listed to the purchase order is also listed as a 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
