UC4 - Receive a Purchase Order

Description	Based on an existing purchase order, update purchase order to indicate ordered products have been received and increase inventory on hand quantities.
Actor	Inventory Manager, Inventory Staff, Tech, Pharmacy Manager
Privileges	Access Purchase Order Search Access Purchase Order Screen Receive delivery Add/Edit Purchase Orders
Triggers	Inventory shipment delivered
Preconditions	Purchase Order - created and marked as sent.
Steps	Basic Workflow
Post Conditions	Inventory quantities increased and purchase order status updated to either: Incomplete, Backordered, or Complete.
Proposed Changes	Add a delivery record that ties together items being received to packing slip and a date / person. Add more navigation buttons/workflow 'Delete PO' button – return to search if working on a new un-save PO. Cancelling a PO if already saved. Confirming Action. ‘Back to Search’ button Update product selector to search by alternate IDs like synonyms Add more details on the PO item line ‘Product Details’ icon 'Vendor Details' icon Change Log
Specifications	Purchase Order Search Screen Purchase Order Details Screen Purchase Order Details Screen - Picklist Dialog Hospital Unit Setup

Basic Workflow

Access the purchase order search screen and find the PO by number, status, date, etc. Click on internal # link or double click on the row to open the PO screen.
Click the “Start New Receiving” button to add a delivery tab, where items being received can be recorded.
Select product and enter desired order quantity. Product selector is limited to items on the PO. Received By and Delivery Date will default to logged in user and current date.
Packing slip can be uploaded to the delivery record, by clicking the link or upload button.
Once all items have been recorded, click the “Delivery Complete” button. You will have the option to “Auto Stock”, which will immediately up inventory levels in the unit with the default location and quantity or you can add the delivery to the stocking list to be completed in a later step. If using the Auto Stock Option a list of the products and location can be previewed from the confirmation dialog. Any products missing a default location for the hospital unit will be displayed at the top of the list and can be resolved.
Stocking report can be printed to show where delivered items are to be stocked by default.
Purchase Order Tab will show the aggregate of all deliveries.
If all items are received or marked as cancelled the PO will automatically change to the “Complete” status. If there are items that need to be cancelled, they can be cancelled individually or in mass.