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This functionality is new as of version 4.01.

Excerpt

name	Receive Inventory DeliveriesStart Delivery

After the Purchase Order has been ‘Sent’, the next step in the Purchase Order Process is to ‘Receive’ the Inventory Delivery.

Tip

In order to have access to Start a Delivery:

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:
- About Elevated Privileges
- Configure Inventory Elevated Privilege

For a single Purchase Order, multiple shipments Deliveries might be received.
‘Deliveries’ represent the different shipments, and can be performed at any time.
After starting adding a delivery Delivery, it will remain ‘Incomplete’ until all of the quantities are 'Received', or ‘Cancelled’.
When all of the Purchase Order Items have been partially or completely ‘Received’, and/or partially ‘Cancelled’, the Purchase Order Status is updated to ‘Complete’.
If all of the Purchase Order Items are Cancelled, the Purchase Order Status is updated to ‘Cancelled’.

...

To Receive Inventory Deliveries:

Navigate to the 'Purchase Order Search' screen:
Image Added
Search for the Purchase Order to be received.
1. In order to receive a Purchase Order, the Status must be 'Sent' or 'Incomplete'.
  Select the Purchase Order and open the 'Purchase Order Details' screen.
  Image RemovedSelect
2. Refer to Search Purchase Orders.
Select the row that represents the Purchase Order
row
, then
click
:
1. Click the 'View PO' button;
  or
  OR,
2. Double-click
  on
  the
  Purchase Order
  row;
  or
  OR,
3. If the 'Internal #' exists, click on the Internal # hyperlink;
  or
  OR,
4. If the 'E-PO #' exists, click on the E-PO # hyperlink.
On the 'Purchase Order Details' screen → 'Purchase Order' tab:
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1. Rows that are highlighted in green represent Purchase Order Items that have been Received.
2. If a 'Delivery' tab already exists, but has not been completed:
  1. Select the 'Delivery' tab that has not been completed.
  2. The 'Delivery' ‘Delivery’ tab label will contain '(Auto Stocked)' will not have a ‘Stocking’ tab to its right if it has not been completed.
    Image RemovedImage Added
3. If a 'Delivery' tab does not exists; OR, if the existing 'Delivery' tab has been completed:
  1. Click the 'Start New Receiving' button.
    1. Refer to Start New Receiving.
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      to Receive Delivery.
    2. The ‘Delivery' tab will have a 'Stocking’ tab to its right if it has been completed.
      Image Added
On the 'Purchase Order Details' screen → 'Delivery' tab:
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1. Select the 'PO Delivery' tab.
2. Add all, or some, of the Purchase Order Items as Delivery Items.
3. To add all items at once, refer to Add Purchase Order Items to the Delivery.
4. Enter the 'Received Qty'.
5. If the 'Unit Cost' on the Invoiceis different than what was on the Purchase Order, enter the new Unit Cost.
  1. This will automatically update the Vendor Product Unit Cost.
    Image Removed
6. Other Functions (Buttons):
7. Click the ‘Mark Delivery Complete’ button to complete the Delivery.

Versions Compared

Old Version 6

New Version Current

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