** Modify Purchase Order Stocking
- Rick Eggleston (Unlicensed)
This functionality is new as of version 4.1.
While Stocking Inventory, the ‘Stocking' can be modified. This will modify the ‘Purchase Receiving’ transaction, and the Quantity and/or Unique Inventory Attributes of the Inventory that is Received into the Inventory Location.
In order to Modify the Stocking for a Purchase Order Item, one of the following must apply:
The User is assigned to the Inventory Area (Hospital Unit), and has the ‘Inventory’ and 'Purchase Order' Elevated Privilege; OR,
The User is a member of a Security Role that is assigned to the Inventory Area (Hospital Unit), and has the ‘Inventory’ and 'Purchase Order' Elevated Privilege.
Refer to:
When the ‘Stocking’ is modified, the Existing Inventory, in the Inventory Location, is modified, and will become ‘Reconciliation’ transactions.
When Inventory is ‘Reconciled’, multiple ‘Reconciliation’ transactions capture the changes made to the Quantity, Inventory Location, Expiration Date, Lot Number, Serial Number, NDC, and/or Manufacturer.
Versus, when the ‘Stocking Item’ is modified, the ‘Transferred In’ transaction is modified.
To Modify the Stocking for a Stocking Item:
Navigate to the ‘Inventory Stocking’ screen for:
A Transfer Request with Status equal to ‘Transferred’; OR,
An Inventory Stocking with Status equal to ‘Pulled’ or ‘Stocking’.
'Inventory Stocking' screen → 'Modify Stocking' menu option
Right-click the row that represents a Transfer Request Item; OR,
Click the Pancake menu at the right end of the row.
Select the ‘Modify Stocking’ menu option.
The ‘Add / Modify Inventory’ dialog will open.
'Inventory Stocking' screen → 'Modify Stocking' menu option → 'Split / Merge Inventory' dialogThe ‘Inventory Location’ will be prepopulated by the Stocking Item that was selected, but it can be modified.
The 'Inventory Location' drop-down list will be limited to the Inventory Area of the original Stocking Item.
Modify the ‘Qty’, ‘Expiration’, ‘Lot No.’, 'Serial No.', ‘NDC’, and/or ‘Manufacturer’ to make changes to the Stocking Item.
This will affect the ‘Transferred In’ transaction.
If the Unique Inventory Attributes, of the ‘Transferred In’ transaction, match those of the Existing Inventory, the Transferred In Inventory and Existing Inventory will be Aggregated.
