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Save Delivery

Save Delivery

This functionality is new as of version 4.1.

'Purchase Order Deliveries' can be saved in order to finish at a later time.

In order to have access to Edit 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:


To Save a Purchase Order Delivery:

  1. After creating the Purchase Order Delivery.

    1. Refer toCreate Delivery.

      'Purchase Order Details' screen - 'PO Delivery' tab - 'Save' button
      'Purchase Order Details' screen → 'PO Delivery' tab → 'Save' button
  2. Click the ‘Save’ button.

    1. Before the Delivery is Completed, this will save the editable fields and the new Delivery Items.

  3. If the ‘Received Qty’ is 0 (zero), the Delivery Item will be removed from the list when it is saved.

    1. When the Delivery is resumed, the Delivery Items can be added individually, or by clicking the Add All Items’ button. Delivery Items that are already in the list will be ignored.

      1. Refer to Add All Delivery Items.

  4. To complete the Delivery, it must be Completed.

    1. Refer to Complete Delivery.

 

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