Mark Delivery Complete
- Rick Eggleston (Unlicensed)
This functionality is new as of version 4.0.
After the Delivery Items have been added, if the 'Received Qty' is greater than 0, the Delivery must be marked 'Completed'.
In order to have access to Complete 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:
Purchase Order Status Update:
'Cancelled': If all of the Purchase Order Items were ‘Cancelled’, the Status will be updated to 'Cancelled'.
‘Incomplete’: If some of the Purchase Order Items were ‘Received’, and some, but not all, of the remaining items were ‘Cancelled’, the Status will be updated to 'Incomplete'.
'Received': If some of the Purchase Order Items were ‘Received’, and the remaining items were ‘Cancelled’, the Status will be updated to 'Received'.
Also see About Purchase Order Status.
To Complete a Delivery:
Navigate to the 'Purchase Order Detail' screen → 'Delivery' tab.
'Purchase Order Details' screen → 'Delivery' tab → 'Mark Delivery Complete' buttonAdd the Delivery Items.
Populate the 'Received Qty' column.
Click the ‘Mark Delivery Complete’ button.
The 'Complete Delivery' dialog will appear.
'Purchase Order Details' screen → 'Delivery' tab → 'Complete Delivery' dialog
Select the 'Auto Stock' option.
If a Default Inventory Location does not already exist for a Product, select the 'Location'.
Click the ‘Complete Delivery’ button.
