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Info

This functionality is new as of version 4.0.

Excerpt
nameAdd Delivery Items not on the Purchase Order

During the Receiving Process, if Inventory for a Product that was not on the Purchase Order was received, it can be added to the Delivery.

Tip

In order to have access to Add Delivery Items:

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 Add Delivery Items not on the Purchase Order:

  1. Navigate to the ‘Purchase Order Details’ screen → ‘Delivery’ tab.

    'Purchase Order Details' screen - 'Delivery' tab - Add a Product not on the Purchase Order

  2. Click the ‘Add Product Not On Purchase Order’ icon next to the blank 'Product' drop-down field.

    1. The icon will change to the ‘+’ (plus) icon.

  3. Select a Product.

    1. Enter the 'Line' and 'Seq'; OR,

    2. Enter the 'Line' and/or 'Seq' to filter the 'Description' drop-down list.

    3. Enter the Product Name, Alternate ID, or Synonym, in the 'Description' drop-down list.

  4. Click on the '+' (Plus) icon to finish.