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This functionality is new as of version 4.0.

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nameAdd Items Below Min StockPurchase Order Items by Minimum Quantity
  • Purchase Order Items can be added for Products that have reached their 'Minimum Stock Quantity'.

Tip

In order to have access to Add Purchase Order 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:

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To Add Purchase Order Items that are Below Minimum Stock Quantity to the Purchase Order:

  1. Create a ‘New’ Purchase Order.

    1. Click the ‘Add Items Below Min Stock Qty’ Minimum Quantity’ button.

    2. Confirm the action.

      'Purchase Order Details' screen - 'Add Items Below Minimum Quantity' buttonImage Modified
  2. Click the ‘Add Items Below Min Stock Qty’Minimum Quantity’ button.

    1. The Products that have reached the Minimum Stock Quantity will be added as Purchase Order Items.

    2. The 'Ordered Qty(1)' will be automatically populated with a value equal to:

      Code Block
      ((Minimum Quantity(2) - Quantity on Hand(3) - Pending Quantity(4)) / Sales Quantity per Order Unit ) Rounded up to the next whole number.
      1. ((Minimum Quantity(2) - Quantity on Hand(3) - Pending Quantity(4)) / Sales Quantity per Order Unit ) Rounded up to the next whole number.

      2. The Sales Quantity per Order Unit is equal to the product of the S:St and St:O ratios for the Vendor Product.

        Add Items Below Min Stock QtyImage Removed
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Info

((Minimum Quantity(2) - Quantity on Hand(3) - Pending Quantity(4)) / Sales Quantity per Order Unit ) Rounded up to the next whole number.

baseUrlhttps://vetview.atlassian.net/wiki
nameOrdered Quantity Formula
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