Add Delivery Items not on the Purchase Order
- Rick Eggleston (Unlicensed)
This functionality is new as of version 4.0.
During the Receiving Process, if Inventory for a Product that was not on the Purchase Order was received, it can be added to the Delivery.
In order to have access to Add Delivery 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:
To Add Delivery Items not on the Purchase Order:
Navigate to the ‘Purchase Order Details’ screen → ‘Delivery’ tab.
'Purchase Order Details' screen → 'Delivery' tab → Add a Product not on the Purchase OrderClick the ‘Add Product Not On Purchase Order’ icon next to the blank 'Product' drop-down field.
The icon will change to the ‘+’ (plus) icon.
Select a Product.
Enter the 'Line' and 'Seq'; OR,
Enter the 'Line' and/or 'Seq' to filter the 'Description' drop-down list.
Enter the Product Name, Alternate ID, or Synonym, in the 'Description' drop-down list.
Click on the '+' (Plus) icon to finish.
