UC5 - Receive inventory, with or without a pre-existing Purchase Order

Description	This screen will create a new deliver record on a Purchase Order. If the Purchase Order does not exist, there is an option to automatically create a Purchase Order based on inventory received.
Actor	Inventory Manager, Inventory Staff, Tech, Pharmacy Manager
Privileges	Receive Inventory Screen Add/Edit Purchase Order
Triggers	Inventory shipment delivered
Preconditions
Steps	Basic Workflow Alternate Workflow 3A - Barcode Scanning Option Alternate Workflow 3B - Check List Option Alternate Workflow 2A - Receive Inventory without Purchase Order
Post Conditions	Inventory quantities increased and purchase order status updated to either: Incomplete, Backordered, or Complete. Deliver recorded created and added to a Purchase Order.
Proposed Changes	New Inventory Receiving screen Add a delivery record that tie together items being received to packing slip and a date / person.
Specifications	Purchase Order Details Screen

Basic Workflow

Access the Inventory Receiving screen from the main menu.
Click the “Select Purchase Order” button to add or open a delivery record for a Purchase Order in the Incomplete or Sent status. Received By and date will default automatically to the logged in user. Vendor and unit can be used to filter purchase orders, units will be limited to user's access rights.
Select product and enter received quantity. Product selector is limited to items on the PO.
Packing slip can be uploaded, fees added, and comments can be added against delivery.
Once all items have been recorded, click the “Delivery Complete” button.
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.

Click the “Barcode Scanning” option. This will open the scanning dialog box. Make sure the cursor is in the barcode textbox and scan your first barcode.
As each barcode is scanned it will add the product to the list. Items are checked against the Purchase Order.
Each scan adds a single quantity of the product to the list so if the same barcode is scanned multiple times, it will increase the existing product row. It will highlight the new or updated row.
If barcode scanned is not recognized, the barcode scanning log will highlight in red and provide an option to associate barcode with a product.
Select Product and based on product setup, select barcode type either Sales, Stock, or Order. The options will vary based on product setup. Product selector will be limited to products on the Purchase Order.

Click the “Check List” option. This will open a Check List dialog. This dialog will show the full purchase order with a check box option on each row. Check off the row once item and qty have been confirmed.
Items not found in the delivery can also be marked with an “X” to indicated that it has been checked. Once all items have been checked, click the “Add checked items” to add items to the list.

Click “Receive Delivery Without Purchase Order” button to select the hospital unit and vendor the delivery is from. This option will automatically create a Purchase Order and items based on the delivery record. Product selectors will be limited to Vendor, instead of Purchase Order and the Check List option will not be available.