CSOS validated purchase orders

A CSOS Validated Purchase Order is the official, DEA-approved version of a E222 Purchase Order for Schedule II controlled substances. It is generated by the supplier after the DEA has successfully validated the order’s digital signature, confirming that it meets all regulatory requirements and can be legally fulfilled.

For more information about CSOS validated purchase orders guidelines, see CSOS validated purchase order transactions.

Search and view CSOS validated purchase orders

Perform this task to search for and view the CSOS validated purchase orders.

All the fields within this screen are populated with read-only values.

1. Select the Main Menu icon.
2. Select My Networks in the header.
3. Select a [MPL Network] from the Select your Network drop-down in the header.
4. Select a Partner or Location (e.g. your entire company or a Link to a specific Partner or internal location) in the header.
5. Select the Go button.

6. Select Commerce - Customer or Commerce - Supplier from the left menu.

   Partners must have the correct roles assigned if using the Owner's instance of Multienterprise Information Network Tower.

7. Select CSOS Validated Purchase Orders.

8. Select the Filter button.
9. In the Filters panel, fill in one or more of the following fields to filter the results:
   1. Multi Field Search field - Searches across multiple indexed fields using a single keyword, including Text, Text Area, Email, URL, and Lookup fields.
   2. PO Number field – An unique identifier for the purchase order number.

   3. State drop-down – The state of the CSOS validated purchase orders: 

      • Draft – The transaction is in the draft state.
      • Submit – The transaction has been created.
      • Processing – The application is getting ready to handle incoming transactions by doing some initial tasks, such as copying the files it receives.
      • Processed – The application changes the standard information into a format that is easy to use and specific to your transaction.
      • Preparing to Send – The application is getting ready to send out a transaction and is doing some initial tasks, like copying the necessary information for the process.
      • Sending –The application sends out business transactions to the buyer or supplier.
      • Sent – The transaction is successfully completed and shared with the receiving party.
   4. Supplier field – The name of the company who generated the CSOS validated purchase order.
   5. Customer field – The name of the company who received the CSOS validated purchase order.
   6. Last Updated field – The period of time in which the updates to the business transactions occurred:
      • Today – The transaction was modified within the last few hours.
      • Yesterday – The transaction was updated within the past 24 hours.
      • Last Week – The transaction was modified in the last 7 days.
      • Last Month – The transaction was modified in the last 30 days.
      • Last 3 Months – The transaction was modified in the last 90 days.
      • Last 6 Months – The transaction was modified in the last 180 days.
      • Custom Range – Select a specific period of time that the transaction was modified in from the calendar.

10. Select Apply.
    

    A list of CSOS validated purchase orderss displays based on the filter results.
    

11. Select the link for the CSOS validated purchase orders from the results table.

    The View CSOS Validated Purchase Orders screen displays.

Create new discussions and add comments to existing discussions

Owner and Partner can start discussions or add comments directly from a subtype view page. This allows authorized users from owner and partner companies to collaborate in the context of the transaction they are viewing.

Start a Discussion from a Subtype View Page

Perform this task to add new discussion directly from the subtype record being viewed.

1. Select the Main Menu icon.
2. Select My Networks in the header.
3. Select a [MPL Network] from the Select your Network drop-down in the header.
4. Select a Partner or Location (e.g. your entire company or a Link to a specific Partner or internal location) in the header.
5. Select the Go button.

6. Navigate to the subtype record you want to discuss.

7. Open the subtype record to display its view page.

8. Select the Add Discussion button.
   The new discussion page opens in a new tab.
   

9. Start the discussion using one of the following options:

   1. In the Transaction section, select the transaction ID link to review and update the related transaction automatically referenced from the subtype record.

   2. Select the New button to initiate a new discussion for the transaction, if required.
      This creates a new, independent discussion thread for the transaction. The new discussion will not be a continuation of any existing discussion associated with the subtype record, and prior discussion details from the subtype record will not automatically carry forward into the new thread.

10. Enter the discussion details. For detailed field descriptions, see Create and Submit a Discussion.

11. Select the Save button.
    The new discussion is now associated with the transaction from the originating subtype view page.

Add a Comment from a Subtype View Page

Perform this task to add a comment to an existing discussion associated with transaction being viewed.

1. Select the Main Menu icon.
2. Select My Networks in the header.
3. Select a [MPL Network] from the Select your Network drop-down in the header.
4. Select a Partner or Location (e.g. your entire company or a Link to a specific Partner or internal location) in the header.
5. Select the Go button.

6. Navigate to the subtype record related to the discussion you want to comment on.

7. Open the subtype record to display its view page.
8. Select the Add Comment button.
   The Discussion Search page opens in a new tab within the context of the selected transaction.
   

9. Find the discussion to update using one of the following options.

   1. Review and update the discussions already associated with the transaction.

   2. Select the Filter button, enter the search criteria, and apply the filter. From the filtered results, select the discussion to review and update. For detailed field descriptions, see Search and View All Discussions.

   3. If the existing discussion is not appropriate, select the New button to start a new discussion for the associated transaction. For detailed field descriptions, see Create and Submit a Discussion.

10. Select the discussion to update.

11. Enter comment.
12. Select the Save button.
    The comment is added to the selected discussion and remains associated with the related transaction.