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This functionality is new as of version 4.0.

Excerpt
nameCancel the Remaining Unreceived Items in Bulk (Purchase Order)

Unreceived Purchase Order Items can be ‘Canceled’ in bulk.

Tip

In order to have access to Cancel Unreceived Purchase Order Items

If the remaining unreceived quantity of the Purchase Order Items cannot be delivered, they can be 'Cancelled'.

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:

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:

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To Cancel Unreceived Purchase Order Items:

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

    'Purchase Order Details' screen - 'Purchase Order' tab - 'Cancel Remaining Unreceived Items' buttonImage Removed

  2. Click the 'Cancel Remaining Unreceived Items' button.

  3. Confirm the action.

  4. The 'Cancelled Qty' for the unreceived Purchase Order Items will be updated with the difference between the Ordered Quantity and the Received Quantity.

  5. The 'Status' of the Purchase Order will be updated.

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

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  1. 'Purchase Order Details' screen - 'Purchase Order' tab - 'Cancel Remaining Unreceived Items' buttonImage Added

  2. If the Purchase Order Status is ‘Incomplete’; AND,

    1. For the Purchase Order Items, the sum of the ‘Canceled Qty’ and ‘Received Qty’ is less than the ‘Ordered Qty’; THEN,

    2. The Remaining Unreceived Purchase Order Item Quantities can be Canceled all at once.

  3. Click the ‘Cancel Remaining Unreceived Items’ button.

  4. The ‘Please Confirm Cancel Remaining Unreceived Items' popup will appear.

    'Purchase Order Details' screen - 'Purchase Order' tab - 'Cancel Remaining Unreceived Items' button - 'Please Confirm' dialogImage Added

  5. Click the ‘Yes’ button to Cancel all Remaining Unreceived Purchase Order Items; OR,

  6. Click the ‘No’ button to cancel the operation and close the popup.

  7. The Purchase Order Status will be updated to:

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

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    1. ‘Incomplete’: If some of the Purchase Order Items were ‘Received’; AND/OR,

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    1. some

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    1. but not all, of the remaining items were ‘Cancelled’, the Status will be updated to 'Incomplete'.

    2. 'Received': If some of the Purchase Order Items were ‘Received’

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    1. ; AND the remaining items were ‘Cancelled’, the Status will be updated to 'Received'.

    2. Also see About Purchase Order Status.

  2. The ‘Canceled Qty’ will be updated.

    'Purchase Order Details' screen - 'Purchase Order' tab - 'Cancel Remaining Unreceived Items' buttonImage Added