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Info

This functionality is new as of version 4.0.1.

Tip

In order to have access to Cancel the Ordered Quantity:

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:

Excerpt
nameCancel Ordered Quantity

If the Ordered Quantity of a Purchase Order Item cannot be delivered, it can be 'Cancelled'.

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To Cancel Ordered Quantities:

  1. Navigate to the 'Purchase Order Details' screen → 'Purchase Order' tab:

    'Purchase Order Details' screen - 'Purchase Order' tab - 'Cancel Ordered QuantitiesImage Added

  2. In the 'Cancelled Qty' field, enter the quantity to be cancelled.

  3. Click the ‘Save’ button.

  4. The 'Status' of the Purchase Order may be updated.

  5. The rows highlighted in green are Purchase Order Items that have been ‘Received’.

Info

Purchase Order Status Update:

  • 'Cancelled': If all of the Purchase Order Items were ‘Cancelled’, the Status will be updated to 'Cancelled'.

  • ‘Incomplete’: If some of the Purchase Order Items were

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  • ‘Received’, and some, but not all, of the remaining items were

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  • ‘Cancelled’, the Status will be updated to 'Incomplete'.

  • 'Received': If some of the Purchase Order Items were

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  • ‘Received’, and the remaining items were

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  • ‘Cancelled’, the Status will be updated to 'Received'.

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