Adding a Purchase Order

How to Add a Purchase Order

•        Find the client, go to claim number,  and select  “Add PO”
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•        Enter the PO number from the ACC purchase order, plus PO description, Contract – ie. ISSC or PSYS (start typing and the option will appear below, click into correct option)
•        Enter Default start and end dates.  For an Early Planning PO, use the end date for the Report code ie.  SCPL
•        For the SCDNA & SCCL codes, overwrite the start and end dates with the year long dates.
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•        Save and add lines.
•        Enter each line of the PO, choosing the correct level for your provider/PO.
•        Add the hours
•        After each line,  click ADD to enter another line.  After final line, click SUBMIT.
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•        As above, enter the dates for the lines that do not fit the default – you will need to add the start date as well as the end date.  You can freehand the dates or use the calendar.
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•        Once you have entered all lines, click submit. 
•        To add a task (report reminder), click into the PO number, scroll down and click GENERATE TASK.
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•        Fill in the fields using the selections available.  If the task is for the Supported Assessment and you have 2 providers working with the client, choose the assessor for the reminder.
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If you would like to save a copy of the Purchase Order under the client file, please follow the instructions on ADDING A DOCUMENT

It is helpful to save the emails of PO amendment confirmations in the document section as well, providing a quick point of reference should you need to query unpaids with ACC.