Split Stocking Item (Purchase Order)
- Rick Eggleston (Unlicensed)
This functionality is new as of version 4.1.
While Stocking Purchase Order Items, the ‘Stocking Items' can be split. This will modify the ‘Purchase Receiving’ transaction, and the Quantity and/or Unique Inventory Attributes of the New Inventory that is Received into the Destination Inventory Location.
Stocking Items can be Split, Merged, or Moved when it’s discovered that the Unique Inventory Attributes, for a Quantity of the Stocking Item, have changed.
For example: During the Inventory Stocking process, when the New Inventory is examined, if it’s discovered that the New Inventory should be located in an Inventory Location that is different than that listed in the system; or, if some of the Quantity has a different Lot Number, Serial Number, NDC, Manufacturer, or Expiration Date than what is indicated in the system, the ‘Split Inventory Item' menu option can be used to make corrections from within the ‘Inventory Stocking’ screen.
Splitting Stocking Items versus Inventory Items:
When the ‘Stocking Item’ is split, the ‘Purchase Receiving’ transaction is modified; versus,
When the ‘Inventory' is split, 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 (Unique Inventory Attributes).
In order to Split the Stocking Items for a Purchase Order:
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 Split the Stocking Item for a Purchase Order Item:
Navigate to the ‘Purchase Order Details’ screen for:
A Purchase Order that has been ‘Received’, but not fully ‘Stocked’; OR,
'Purchase Order Details' screen → 'PO Delivery' tab → 'Start Stocking' buttonThe Purchase Order Status is ‘Received’; AND,
The ‘Start Stocking’ button is available on the ‘PO Delivery’ tab; OR,
The ‘Continue Stocking’ button is available on the ‘Stocking’ tab.
An Inventory Stocking with Status equal to ‘Stocking’.
'Select PO Delivery or Transfer' dialog → 'PO Delivery' optionSelect the Purchase Order; then,
Click the ‘Start Stocking’ button.
From the ‘Inventory Stocking’ screen,
Right-click the row that represents a Stocking Item; OR,
Click the Pancake menu at the right end of the row.
Select the ‘Split Stocking Item’ menu option.
The ‘Modify Item’ dialog will open.
The ‘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 ‘Purchase Receiving’ transaction.
If the Unique Inventory Attributes, of the ‘Purchase Receiving’ transaction, match those of the Existing Inventory, the New Inventory and Existing Inventory will be Aggregated.
Click the ‘Plus’ icon to copy the selected row to a new row.
Specify the Inventory Location for the new row.
The 'Inventory Location' drop-down list will be limited to the Inventory Area of the original Stocking Item.
Specify the ‘Qty’, ‘Expiration’, ‘Lot No.’, 'Serial No.', ‘NDC’, and/or ‘Manufacturer’ of the new row.
This will create a new ‘Purchase Receiving’ transaction.
If the Unique Inventory Attributes, of the ‘Purchase Receiving’ transaction, match those of the Existing Inventory, the New Inventory and Existing Inventory will be Aggregated.
The ‘Current Total Qty’ must equal the ‘Incoming Qty’.
Click the ‘Save’ button to save the changes, close the dialog, and return to the ‘Inventory Stocking’ screen; OR,
Click the ‘Cancel’ button to close the dialog without saving.
