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Info

This functionality is new as of version 4.1.

Excerpt
nameOpen Transfer Request Inventory Purchase Order Stocking

Inventory Stockings can be opened via the ‘Inventory Stocking’ screen → ‘Select PO Delivery or Transfer’ dialog; or, they can be viewed via the ‘Purchase Order Details’ screen → ‘Stocking’ tab.

Tip

In order to have access to Stock Inventory for a Purchase Order, one of the following must apply:

  • The User is assigned to the Destination Inventory Area (Hospital Unit), and has the 'Purchase Order' Elevated Privilege; OR,

  • The User is a member of a Security Role that is assigned to the Destination Inventory Area (Hospital Unit), and has the 'Purchase Order' Elevated Privilege.

  • Refer to:

...

To Open an Inventory Stocking:

  1. Navigate to the 'Navigation' menu.

    1. The options available on the ‘Navigation’ menu will depend on the Privileges that are assigned to the User.

      'Navigation' menu - 'Inventory Stocking' option

  2. Select the ‘Inventory Stocking’ hyperlink in the ‘Inventory Screens’ section.

  3. The ‘Select PO Delivery or Transfer’ dialog will open.

    'Inventory Stocking' screen - 'Select PO Delivery or Transfer' dialog

  4. Select the ‘Unit’ (Destination Inventory Area), and ‘PO Delivery’ radio button.

  5. Select the row that represents the Purchase Order to be Stocked.

  6. Click the ‘Start Stocking’ button; OR,

    1. The ‘Inventory Stocking’ screen will open. (Refer to Start Purchase Order Inventory Stocking ; OR,

  7. Click the ‘Cancel’ button to close the dialog.