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Supply Management Getting Started Guide

Product Name: Pharmaserv

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Copyright

© 2013 McKesson Corporation and/or one of its subsidiaries. All Rights Reserved. This documentation is an unpublished work of McKesson Corporation and/or one of its subsidiaries, which may be used only in accordance with a license agreement with McKesson Corporation and/or one of its subsidiaries. Any unauthorized use, duplication, or disclosure is prohibited.

McKesson Corporation and/or one of its subsidiaries assumes no responsibility or liability for any errors or inaccuracies that may appear in this documentation. Except as permitted by such license, no part of this publication may be reproduced, stored in a retrieval system, or transmitted, in any form or by any means, electronic, mechanical, recorded, or otherwise, without the prior written permission of McKesson Corporation and/or one of its subsidiaries.

Any reference to company names in samples, procedures, or templates are for demonstration purposes only and are not intended to refer to any actual organization. ActiveX, Microsoft, Windows, Windows XP, Windows 7, and Windows Server 2003 are either registered trademarks or trademarks of Microsoft Corporation in the United States and/or other countries.

All other trademarks are the property of their respective owners.

Documentation Feedback

We welcome your feedback. If you have comments or suggestions regarding our product online Help or user documentation (upgrade instructions, release notes, etc.), please e-mail us at mpsdoctech@mckesson.com and type doc tech in the subject line.

Please include the following information with your feedback:

• Product and version number (e.g., Pharmaserv Version 6.3.0)

• Document name and page numbers

• Topic title (for online Help)

• Brief description of content error (for example, inaccurate instructions, more detail needed, grammatical error, inaccurate sample graphic, etc.)

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Table of Contents

Welcome to Supply Management ... 4

Overview of EDI (Electronic Data Interchange) ... 4

How This Guide Is Organized ... 5

McKesson Pharmacy Systems Software Support Guidelines ... 5

McKesson Printing Services ... 6

Using Online Help ... 6

Inventory Preferences and Imports ... 7

Entering Import Preferences ... 7

Entering McKesson Settings Preferences ... 8

Entering Supplier and Product Numbers - Item Maintenance (Rx Processing) ... 11

Entering Item Inventory Information... 12

Updating Reorder Point and Reorder Quantity Amounts ... 13

Reorder Point (ROP) and Reorder Quantity (ROQ) Calculations ... 18

ROP Calculation ... 18

ROQ Calculation ... 18

Importing Item Inventory Information ... 19

Inventory Import File Specifications ... 21

Importing Inventory Information Using a Handheld Device ... 22

Using Supply Management ... 24

Accessing the Select Purchase Order Window ... 24

Select Purchase Order Window ... 25

Creating an Order ... 27

Adding an Item to an Order - Quick Item Entry ... 33

Adding an Item to an Order - Item Lookup ... 34

Sending a Purchase Order to a Supplier ... 36

Sending a Purchase Order to McKesson Connect... 37

Finalizing Individual Purchase Order Line Items ... 39

Finalizing a Purchase Order by Performing Manual Receipt of Goods ... 40

Finalizing a Purchase Order by Performing Manual Receipt of Goods - Select Purchase Order Window ... 40

Finalizing a Purchase Order by Performing Manual Receipt of Goods - Purchase Order Detail Window ... 41

Creating a Return ... 42

Clearing Inventory Counts ... 47

Importing a Purchase Order ... 48

Importing a Point-of-Sale Purchase Order ... 50

AutoGenerating Purchase Orders ... 52

Receiving Quantity Acknowledgments ... 55

Receiving Invoice Acknowledgments ... 55

Price Updates ... 55

Supply Management Reports ... 56

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Welcome to Supply Management

McKesson Pharmacy Systems welcomes you to a growing number of pharmacies and other buying facilities that are using Pharmaserv Supply Management (PSM) to create orders and transmitting them to suppliers including McKesson, Cardinal, and

AmerisourceBergen. Purchase orders are autogenerated or created manually. Items are added to the purchase order through a standard Item Lookup or through Quick Item Entry by entering a valid product number and quantity.

Supply Management enables you to communicate electronically via EDI to send purchase orders formatted into a standard EDI file and receive purchase order status updates directly from the supplier via EDI 855 Order Acknowledgements and EDI 810 Invoices for each purchase order sent to the supplier.

In addition, the standard EDI 832 Price Catalog can be sent to the Supply Management module by the supplier. Depending on the supplier, this EDI document updates either or both the AWP and acquisition price for items in the Pharmaserv database.

Supply Management also enables you to communicate electronically (via non-EDI) with McKesson to receive and send orders, receive order and acquisition price updates, and interface with McKesson Connect similar to Order Management functionality.

Pharmaserv Point-of-Sale interface functionality is also available when using McKesson as a supplier. McKesson Connect is available when using McKesson as a supplier with non-EDI communications. Pharmaserv Point-of-Sale is available when using McKesson as a supplier with both EDI and non-EDI communications.

You must use inventory tracking capabilities in Rx Processing (Quantity on Hand [QOH], Quantity on Order [QOO], Reorder Point [ROP], and Reorder Quantity [ROQ]) to

autogenerate a purchase order for each supplier.

Receipt of Goods or auto finalize options enable you to update your inventory based on the actual items delivered to your location.

Purchase order, cost change, and exception reports are generated in Report Manager. An existing inventory report has been enhanced to include item status and availability information.

NOTE: If you use EDI communications, your server and high speed Internet connection must be available 24 hours a day, seven days a week to send and receive EDI

documents. An external facing static Internet Protocol (IP) address with an Internet Service Provider (ISP) is also needed. Modem connectivity is not supported. Contact your ISP for information on establishing a static IP address.

Overview of EDI (Electronic Data Interchange)

Electronic Data Interchange (EDI) is sending and receiving information using computer technology. Any standard business document that one company exchanges with another (e.g., a purchase order) can be exchanged via EDI between two trading partners (the business with which you are exchanging information) as long as both have made specific preparations.

Supply Management enables you to create an order formatted into a standard EDI file for transmission to suppliers including McKesson, Cardinal, and AmerisourceBergen. EDI accounts cannot be activated instantly. In addition to specific hardware and

communication requirements, certain procedures must be performed before exchanging EDI data with a trading partner. Contact McKesson Pharmacy Systems Support for more information about this feature.

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How This Guide Is Organized

This guide assumes that you are familiar with and are currently using Pharmaserv. If you are not, please refer to the Pharmaserv Getting Started Guide before using the Supply Management application.

The Supply Management Getting Started Guide is organized as follows:

Welcome to Supply Management provides an overview of the Supply Management

application and other services offered by McKesson Pharmacy Systems including support and label supplies.

Customizing Your System provides a checklist and overview of the steps that must be

complete to customize your system before using Supply Management.

Using Supply Management covers basic operations within the Supply Management

application including creating and processing purchase orders, importing purchase orders, autogenerating purchase orders, and printing Supply Management reports.

McKesson Pharmacy Systems Software Support

Guidelines

McKesson Pharmacy Systems provides software maintenance support which includes enhancements and new releases.

You are responsible for following all backup procedures, care and handling of disks and CD-ROMs. In the event of loss or destruction of your data, having followed these procedures will ensure you have a complete and accurate backup of data, enabling you to continue processing without loss of information. It will also ensure that MPS can help resolve your situation.

McKesson Pharmacy Systems will assume no responsibility for re-creating data destroyed by hardware malfunctions, operator misuse, or abuse. If you request additional software support services, such as file re-creation or other services not covered, we will provide the services within our reasonable capabilities and at our existing service rate.

If you lose or corrupt everything on your system, MPS will restore your Pharmaserv system software and data, and the operating system. MPS is not responsible for restoring other software or data on your system.

In addition, when MPS is performing maintenance via telephone to your system, no one should attempt to change disks, CD-ROMs, or tapes, or access the system unless specifically instructed to do so by MPS personnel.

Using the system prior to MPS completing its work and/or without our knowledge can cause loss of data and programs. MPS will not be responsible for loss under any of the above conditions.

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McKesson Printing Services

MPS offers the convenience of ordering prescription labels and forms directly through McKesson Printing Services, a division of MPS. Since 1981, Printing Services has been committed to providing high quality products and services at competitive prices to pharmacies nationwide.

McKesson Printing Services is a full service printing division. The in-house graphics department is available to assist you in designing labels and forms that incorporate your logo and unique business personality. The labels and forms are printed in-house at our Livonia, Michigan facility.

To view label samples visit the McKesson Pharmacy Systems website at www.mckessonpharmacysystems.com

McKesson Printing Services has knowledgeable and courteous customer service

representatives who are available to answer questions about their complete product line. Business hours are 8:30 a.m. to 5:00 p.m. Eastern, Monday through Friday, with voice mail available at any time. To talk to a representative, call 1.800.521.1758, extension 8550.

Using Online Help

Online Help is a convenient way of looking up information without leaving your system. You can use the online Help at any time within the application. The Supply Management application provides context-sensitive Help, which means that you can read Help specific to the field or window which has focus. Or, you can use the Contents, Index, Search, or Favorites options to obtain information.

There are several methods to access Help. You can open a Help menu and search for Help by using an Index, Contents, Search, or Favorites option, and you can use Field, Tab, and Window level Help from within the application.

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Inventory Preferences and Imports

Entering Import Preferences

The Import preferences enable you to define inventory import options and to define the path and name for Purchase Order and Inventory import files. Complete the following procedures to enter import preferences.

1. Click the Imports tab on the Supply Management Preferences window. A window displays similar to the following:

2. Complete the following fields in the Inventory Import area: Field Description

Add to and Replace options

Indicate whether the existing inventory counts are added to or replaced by the download counts.

Select the Add to option to add the downloaded counts to the Item File inventory counts.

Select Replace to replace the Item File inventory counts with the downloaded counts.

Dose and Package options

The units by which the physical inventory quantities are downloaded to your computer.

Select Dose if you want the physical inventory quantities treated as doses when downloaded to your computer. Doses are the units in which the item is normally dispensed. Select Package if you want the physical inventory quantities treated as packages when downloaded to your computer. Packages are the basic units in which the item is ordered. This is the default.

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3. Complete the following fields in the Import Path area: Field Description

Purchase Order

Click and select the path to be used as the default location for the Purchase order import file.

Inventory

Click and select the path to be used as the default location for the inventory import file.

4. Complete the following field in the Handheld Device Settings area: Field Description

Comm port Select the communications port from the drop-down list to use when the Telxon is connected to the system for inventory downloads.

5. Click OK or Apply to save your entries.

Entering McKesson Settings Preferences

The Entering McKesson preferences enable you to establish and maintain McKesson ordering preferences. Complete the following procedures to enter McKesson ordering preferences.

1. Click the McKesson Settings tab on the Supply Management Preferences window. A window displays similar to the following:

2. Complete the following fields in the Item area: Field Description

Set Order Indicator to ‘Do Not Order’ for Substituted Items

Select this check box to set the Order Indicator field on the Inventory window (Item Maintenance - Rx Processing) to Do Not Order for any item substituted on an order.

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Field Description Automatically Add Unknown Items to Pharmaserv when Acknowledgements are Processed

Select this check box to use the Item Catalog functionality to add unknown items (Item Not Found) on an order when processing acknowledgements or invoices.

3. Complete the following field in the Auto Select Inventory Type area: Field Description

Update Inventory for Items with Multiple Inventory Types

Select the inventory type to assign to items when unknown acknowledgements or invoices are processed and the item exists in both the Pharmaserv and POS inventory.

• Select Manual to indicate you will assign the inventory type on the Purchase Order Detail window. This is the default.

• Select PServ to assign the item inventory type to Pharmaserv when the item exists in both inventory tables.

• Select POS to assign the item inventory type to POS inventory when the item exists in both inventory tables.

4. Complete the following fields in the Non-EDI Communications area: Field Description

Customer Number Enter your primary McKesson account number.

Server Name Enter the name of the server you use to send orders to McKesson.

5. Complete the following fields in the POS area: Field Description

Enable POS Interface (check box)

Select this check box to enable the manual and automatic import of Point-of-Sale purchase orders.

POS Purchase

Order Import Path Click and select the path to be used as the default location for the POS purchase order import file. This field is enabled only when the Enable POS Interface check box is selected.

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6. Complete the following fields in the Automatic Updates area: Field Description Automatically Receive Acknowledgements and Maintenance Files

Select this check box to automatically retrieve and process acknowledgment, invoice, and maintenance files.

• Supply Management checks for and retrieves all available acknowledgment and invoice files once every two hours.

• Supply Management checks for and retrieves all available maintenance files once per day. Automatically

Receive

Acknowledgements when AutoGen is Initiated

Select this check box to automatically retrieve and process acknowledgement and invoice files before beginning the AutoGen process.

NOTE: Processing of these files may take several minutes. A message displays similar to the following: “Updates are in process. AutoGen will begin once the update process is complete.”

Alert for Open Orders

Select this check box to display a warning message before running the AutoGen process that open orders exist. At that point you can cancel out of the process and finalize any open orders before starting the AutoGen process again.

NOTE: Open orders are any orders with a status of Acknowledged, Invoiced, Received, or Multi-Status. This check box is enabled only when the Automatically Receive Acknowledgements when AutoGen is Initiated

check box is selected. 7. Click OK or Apply to save your entries.

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Entering Supplier and Product Numbers - Item

Maintenance (Rx Processing)

Supply Management can recognize an item for a specific supplier only if a supplier number has been established for the item. Complete the following procedures, if necessary, to enter supplier information for your items in Rx Processing.

NOTE: If you have elected to receive price updates (EDI 832 files) from your supplier for Supply Management, these files can be used to load item numbers for that supplier in Item Maintenance.

In Supply Management Purchase Order Preferences, if the Global Primary Supplier is set to your primary supplier and you’ve selected the Set as Item Primary Supplier During Price Update option, then Supply Management will automatically add the supplier item number, select it as the primary supplier, and update the prices (acquisition, AWP, or both).

If the Global Primary Supplier is not the supplier of the price update file (832 file), then Supply Management will automatically add the supplier product number to Rx Processing but will not mark the supplier as primary or update pricing.

To manually add supplier and product numbers to Rx Processing:

1. Access the item for which you want to add supplier information and click the

Inventory tool bar button on the Item Maintenance window. A window displays

similar to the following:

2. Click Add to enter a new supplier for the item. A blank row displays in the

Supplier area.

3. Click the Primary check box, if applicable, to indicate that this row contains the primary information for ordering purposes. Only one row can be identified as primary. If only one supplier exists it will be selected, by default, as primary. 4. Complete the following fields in the Supplier area.

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Field Description

Supplier Name of the item’s supplier.

Product Number Order number identifying the item to the supplier.

5. Repeat this process for each item for which you want to add supplier information. 6. Click Save.

Entering Item Inventory Information

Updated inventory information must be entered into the system for you to use the perpetual inventory function of Supply Management. Complete the following procedures to manually enter inventory information for your items in Rx Processing.

NOTE: These procedures are not required if you do not plan on using the inventory features of Supply Management.

1. Access the item for which you want to add inventory information and click the

Inventory tool bar button on the Item Maintenance window. A window displays

similar to the following:

2. Enter information in the following fields in the Inventory Control area. Field Description

Physical Qty (QOH)

The item's physical inventory. You can enter a decimal value to represent fractional packages on hand or packages that are decimal quantity.

Reorder Qty Amount of the item to reorder when the reorder point is reached or exceeded.

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Field Description

Reorder Point Quantity level at which to reorder the item. When inventory reaches or goes below this point, the item is automatically reordered.

If 0 (zero) is entered in this field and the value entered in the Reorder Qty field is greater than 0, the item will automatically be reordered when its inventory reaches or falls below 0.

Do Not Substitute (check box)

Select this check box to indicate that the item should not be substituted for when included on a Supply Management order for the McKesson supplier when using non-EDI communications.

3. Review the information in the OrderIndicator field.

NOTE: The following display-only fields in the ROP/ROQ Update area display information used when calculating ROP/ROQ values via the ROP/ROQ Update utility in Pharmaserv:

Field Description

Dispense History Days = Number of dispense history days used for the Reorder Point (ROP) and Reorder Quantity (ROQ) calculation.

Minimum Days Supply = Minimum number of days supply for an item used for the ROP/ROQ calculation.

Trending/Safety Stock = The percentage used to increase or decrease the calculated ROP and ROQ.

Last Update = Date the ROP/ROQ Update utility updated the ROP and ROQ values.

4. Repeat this process for each item for which you want to add supplier information. 5. Click Save.

Updating Reorder Point and Reorder Quantity Amounts

NOTE: Using this feature is optional.

The ROP/ROQ Update window enables you to calculate and set Reorder Point (ROP) and Reorder Quantity (ROQ) amounts for all or selected items.

Any changes made to the ROP and ROQ values in this window update the corresponding fields for the item in the Inventory window in Rx Processing. This includes the dispense history days, minimum days supply, trending/safety stock values, and last update date. ROP and ROQ calculations are based on active dispenses. Inactive dispenses are not considered when calculating suggested ROP and ROQ values.

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1. Click Utilities | ROP/ROQ Update. The ROP/ROQ Update window displays similar to the following:

2. Click the Select the list of items button . The Item Lookup window displays similar to the following:

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3. Enter search information in any of the following fields for the item you want to update:

Field Description

Name The name of the item on which to search. Enter as much as you know of the name to narrow the search. To include all item names in the search, leave this field blank.

Strength The strength or dosage of the item on which to search. To include all item strengths in the search, leave this field blank.

Group The generic product identifier (GPI) on which to search. To search for items that match a generic product identifier (i.e., antacids, analgesics, sedatives), select a value from this drop-down list box. Values in the list correspond to Medi-Span GPI codes. To include all GPI groups in the search, leave this field blank.

Type The type of item on which to search. To search for items by type (i.e., compound, over-the-counter, legend), select a value from this drop-down list box. To include all types in the search, leave this field blank.

Form The item dosage form on which to search. To search for items based on their dosage form (i.e., capsule, table, cream), select a value from this drop-down list box. To include all dosage forms in the search, leave this field blank.

Category The item category on which to search. To search for items by category (i.e., antibiotics, birth control, insulin), select a value from the drop-down list box. To include all item categories in the search, leave this field blank.

NDC The National Drug Code on which to search. To search for an item based on its NDC code, enter the NDC code in NNNNN-NNNN-NN format, where N is a digit.

To include all NDC numbers in the search, leave this field blank.

HRI

The Health Related ID (HRI) on which to search. To search for an item based on its HRI, enter as much as you know of the ID in this field. To include all HRIs in the search, leave this field blank.

UPC

The Universal Product Code (UPC) on which to search. To search for an item based on its UPC, enter as much as you know of the code in this field. To include all UPCs in the search, leave this field blank.

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Field Description

Product # The supplier product number on which to search. To search for items by product supplier number, enter that number in this field. You must enter the complete number. To include all product numbers in the search, leave this field blank.

Mfr The item manufacturer on which to search. To search for items by manufacturer, select a value from this drop-down list box. To include all manufacturers in the search, leave this field blank.

Dispense Days Limits the search to items dispensed in the last X amount of days, where X can equal 1 through 60. If the field is left blank, all items are included in the search.

4. Click Retrieve. All matches found for the item display in a table at the bottom of the window, one item per line.

5. Select the items you want to update and click Select. You can select more than one item at a time.

6. Click Cancel to close the Item Lookup window. The ROP/ROQ Update window opens and displays the selected items in the unlabeled Items Selected table. The title bar of the table displays the number of items selected.

The following information displays for the items selected: Field Description

Update When selected, indicates this item will be included in the ROP/ROQ update.

Name Name of the item.

NDC National Drug Code associated with the item. Pkg Size Package size of the item.

Suggested ROP The calculated reorder point for the item. This value is based on your input in the Inventory ROP/ROQ area at the bottom of the window and populates once the Calculate command button is invoked.

ROP Current reorder point of the item in units.

ROP Last Update Last date the reorder point was set using this utility. Suggested ROQ The calculated reorder quantity for the item. This

value is based on your input in the Inventory ROP/ROQ area at the bottom of the window and populates once the Calculate command button is invoked.

ROQ Current reorder quantity for the item in packages. ROQ Last Update Last date the reorder quantity was set using this

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7. Verify the Update check box is selected for each item in the Items Selected table that you want to update.

8. Complete the following fields in the Inventory ROP/ROQ Update area: Field Description

Calculate ROP/ROQ based on the last_days of dispense history

Enter the number of dispense history days (between 30 and 365; whole numbers only) to use for the ROP and ROQ calculation. The default is 90. This is a required field.

Minimum Days Supply Enter the minimum number of days supply (between 0 and 90; whole numbers only) for the item. The default is 1. This is a required field.

Trending/Safety Stock _ %

Enter the percentage to increase or decrease the calculated ROP (between -100 and 100; negative or positive whole numbers only).

9. Click Calculate. Processing begins and a message displays at the bottom left of the window similar to the following:

Please wait while ROP and ROQ values are calculated…

NOTE: See the next section Reorder Point (ROP) and Reorder Quantity (ROQ) Calculations for calculation details.

The suggested ROP and ROQ values display for the selected items in the Items Selected table.

NOTE: Click Clear ROP/ROQ to reset all suggested ROP and suggested ROQ values to 0.00 for the selected items in the Items Selected table. If you click

Apply after clearing the values, the system updates all values to 0.00 for those items.

10. Click Print to print a report of all of the items in the Items Selected table. 11. To update the selected items with their suggested ROP/ROQ values, click

Apply. A confirmation message displays. If you have chosen to exclude items from the update, an additional message displays.

12. Click Yes. The selected items are updated. When processing is complete a message displays at the bottom left of the window similar to the following: ROP and ROQ update complete.

The Items Selected table is blank, enabling you to select additional items for updating.

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Reorder Point (ROP) and Reorder Quantity (ROQ)

Calculations

Reorder Point (ROP) and Reorder Quantity (ROQ) values are calculated using the ROP Last Update and ROQ Last Update values in the ROP/ROQ Update window. ROP and ROQ calculations are calculated using units and the ROP and ROQ values and are stored as units in the database. No rounding is done until the ROP or ROQ calculation is complete.

ROP Calculation

ROP = (units dispensed in x days of history/x days) * minimum days supply + [(units dispensed in x days of history/x days * minimum days supply) * safety stock %]

x = exact number of dispense history days from the Calculate ROP/ROQ based on the last _ days of dispense history field on the ROP/ROQ Update window.

minimum days supply = the value entered in the Minimum days supply field on the ROP/ROQ Update window.

safety stock % = the percent value entered in the Trending/Safety Stock _ % field on the ROP/ROQ Update window.

The calculated ROP is rounded to three decimal places and displays in the Item Maintenance Inventory window in Rx Processing.

ROQ Calculation

ROQ = ROP/item package size, rounded to the next whole package size

The ROQ value is the ROP (the value before rounding) rounded up to the next whole package size.

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Importing Item Inventory Information

You can import an inventory file composed in another program and import it into Supply Management. The valid file format is .csv with specific fields defined. Complete the following procedures to import an inventory file.

NOTE: A template is available to assist you in creating an inventory file independent of Supply Management. The Inventory Import Spreadsheet.xls file is located in the Imports directory on the System drive. See the topic Inventory Import Spreadsheet

Specifications in online Help for more information.

1. Select Supply Management | Imports | Inventory from the menu bar. A window displays similar to the following:

NOTE: The Inventory Import window automatically displays when an import file exists in the Import Path specified on the Imports tab - Supply Management Preferences window, and you click the Supply Management button or Supply Management | Ordering from the menu bar.

When the Inventory Import window displays this way, you cannot edit the Inventory Import Path field or select a new path.

2. Change any of the information for the inventory file, as necessary: Field Description

Pharmaserv and POS options

Indicate the inventory type to update with the import.

• Select Pharmaserv to indicate the Pharmaserv inventory will be updated with the import information (file or download).

• Select POS to indicate the POS inventory will be updated with the import information (file or download).

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Field Description File and Handheld

Device options

Indicate the location of the inventory for import.

• Select File to indicate the import will be a text file (inventory.csv). This is the default.

• Select Handheld Device to indicate the import will be downloaded from a handheld device (for example, a Telxon).

Add to and Replace options

Indicate whether the existing inventory counts are added to or replaced by the download counts.

Select the Add to option to add the downloaded counts to the Item File inventory counts.

Select Replace to replace the Item File inventory counts with the downloaded counts.

Dose and Package options

The units by which the physical inventory quantities are downloaded to your computer.

Select Dose if you want the physical inventory quantities to be treated as doses when downloaded to your

computer. Doses are the units in which the item is normally dispensed.

Select Package if you want the physical inventory

quantities to be treated as packages when downloaded to your computer. Packages are the basic units in which the item is ordered. This is the default.

NOTE: If the inventory import file contains either a D

(Dose) or P (Package) indicator, the information in the file overwrites your selection here.

Inventory Import

Path Click and select the path to be used as the location for the inventory import file.

NOTE: Clicking the next to the Inventory Import Path field enables you to browse through your directories. Navigate through the directories until you locate the import file (inventory.csv). Then select the file and click the Open

command button.

3. Click Import. Processing begins and a series of messages briefly display. If an item is not found in the Item file or if an invalid quantity, NDC, or product number is detected, a message displays similar to the following:

Exceptions have occurred during the import process. Do you want to view the report?

4. Click Yes to display the Report Viewer window. You can print, view, or export the exception report. When you are done, click the Close button at the top right corner of the Report Viewer window to close the window.

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A message displays similar to the following: Inventory file has been successfully imported.

5. Click OK to close the message window. The inventory amounts in the Item file now reflect the amounts imported from the inventory import file.

Inventory Import File Specifications

The Inventory.csv file contains one item per line with the fields separated by a comma (comma delimited). Information in one of the following three fields is required: Supplier Product #, NDC, or UPC. The comma is required for the optional field when the

subsequent field is blank. Following is an example of a valid file layout: McKesson,1343763,12341234522,,Tylenol,100.000,D,100.000,1

Field Specification

Supplier Name Forty-character name of a supplier. This name must match a supplier name previously entered through the Ordering Accounts tab on the Supply Management Preferences window in Supply Management. This field is required if you are only importing a product number.

Supplier Product # Up to a 15-character product number associated with the item. This field is optional.

NDC Eleven-digit National Drug Code without dashes. This field is optional.

UPC Eleven-digit Universal Product Code without dashes. This field is optional.

Description Forty-character description of the item. This field is optional. Quantity on-hand Up to a 10-digit (including three decimal places) quantity of

the item. If this quantity is to be adjusted from the on hand quantity, this number will be negative. If this quantity is to be added to the on hand quantity, this number will be positive. This field is optional.

Dose/Package Indicator One-character item quantity code. D - Dose

P - Package

This field is optional.

Reorder Point Up to a 10-digit (including three decimal places) inventory level at which to reorder the item. This field is optional. Reorder Quantity Up to a seven-digit quantity of the item to be ordered when

the quantity on hand is equal to or less that the reorder point. This field is optional.

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Field Data Type Length

Supplier Name AN 40

Supplier Product Number AN 15

NDC AN 11 UPC AN 13 Description AN 40 Quantity on-hand N (N7.N3) 10 Dose/Package Indicator A 1 Reorder Point N (N7.N3) 10 Reorder Quantity N 7

Importing Inventory Information Using a Handheld Device

You can import information into Supply Management for McKesson items when the supplier is McKesson using a handheld device (for example, a Telxon).

1. Select Supply Management | Imports | Inventory from the menu bar. A window displays similar to the following:

NOTE: The Inventory Import window automatically displays when an import file exists in the Import Path specified on the Imports tab - Supply Management Preferences window, and you click the Supply Management button or Supply Management | Ordering from the menu bar.

When the Inventory Import window displays this way, you cannot edit the Inventory Import Path field or select a new path.

2. Select the inventory type (Pharmaserv or POS) from the Inventory Type area. 3. Select the Handheld Device option from the Import From area. If you selected

POS in the Inventory Type area, the Handheld Device option is automatically selected.

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5. Click Import. Processing begins and a series of messages briefly display. If an item is not found in the Item file or if an invalid quantity, NDC, or product number is detected, a message displays similar to the following:

Exceptions have occurred during the import process. Do you want to view the report?

6. Click Yes to display the Report Viewer window. You can print, view, or export the exception report. When you are done, click the Close button at the top right corner of the Report Viewer window to close the window.

- Or -

Click No if you do not want to view the report.

For POS imports, a message displays similar to the following: ddhhmmss.Tel has been created in C:\posexe\Input

In the file name, dd= day, hh = hour, mm = minutes, and ss = seconds

7. Click OK to close the message window. The inventory amounts in the Item file now reflect the amounts imported from the handheld device.

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Using Supply Management

Supply Management is designed to make ordering from your supplier a user-friendly experience. This section explains the following functions:

• Accessing the Select Purchase Order Window

• Creating an order

o Adding an item to an order - Quick Item Entry o Adding an item to an order - Item Lookup o Sending a purchase order to a supplier

• Finalizing a purchase order by performing manual receipt of goods o Select Purchase Order Window

o Purchase Order Detail Window

• Creating a return

• Clearing inventory counts

• Importing a purchase order

• Autogenerating an order

• Receiving Invoice Acknowledgements

• Receiving Quantity Acknowledgments

• Supply Management Reports

• Printing a Report

Accessing the Select Purchase Order Window

Supply Management enables you to create an order with all the items you need to purchase for your facility. To create an order, click Ordering from the Supply

Management menu or click the Supply Management toolbar button . The Select

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Select Purchase Order Window

The Select Purchase Order window enables you to add, change, or delete purchase orders, templates, or returns. You can also use this window to copy or combine purchase orders or templates and to copy returns. When you access the Select Purchase Order window, it will be blank. Use the fields in the Criteria area at the top of the window to enter filter information for retrieving purchase orders, templates, or returns. The bottom of the window contains the Purchase Order table displaying each purchase order, template, or return retrieved; one purchase order, template, or return per line.

The following fields display in the Criteria area:

Field Description

Supplier The supplier associated with the purchase order, template, or return for which you are searching. Only suppliers established in Business Maintenance in Rx Processing are available for selection.

Account The account associated with the purchase order, template, or return for which you are searching.

PO # The unique identifier which distinguishes the purchase order. When searching for an existing purchase order, you can enter either a partial or the full purchase order number.

Inv Type The type of inventory order (PServ for Rx Processing, POS

for Point-of-Sale, or Unknown) you have created. Status The Status (Acknowledged, Exception, Failed, Finalized,

Invoiced, McK Review, Multi-Status, Not Sent, Pending, Received, Sent, or Verified) of the purchase order.

NOTE: A purchase order is assigned the status of Multi-Status when it consists of line items with more than one status (e.g., Acknowledged, Invoiced, Received, or Finalized). Purchase orders with this status cannot be combined with other purchase orders and cannot be sent or resent to the supplier. In addition, items cannot be added to or deleted from the purchase order and item order quantities cannot be changed.

Create Date The date the purchase order, template, or return was created. Clicking Retrieve populates the Purchase Order table at the bottom of the window with purchase orders, templates, or returns matching the filter information entered in these fields; one purchase order, template, or return per line. Purchase orders are sorted by current date in descending order.

The following display-only fields display in the Purchase Order table:

Field Description

Supplier The name of the supplier associated with the purchase order. Account The account associated with the purchase order.

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Field Description

PO Number The identifier which uniquely distinguishes the purchase order.

Status The Status (Acknowledged, Exception, Failed, Finalized, Invoiced, McK Review, Multi-Status, Not Sent, Pending, Received, Sent, or Verified) of the purchase order.

NOTE: A purchase order is assigned the status of Multi-Status when it consists of line items with more than one status (e.g., Acknowledged, Invoiced, Received, or Finalized). Purchase orders with this status cannot be combined with other purchase orders and cannot be sent or resent to the supplier. In addition, items cannot be added to or deleted from the purchase order and item order quantities cannot be changed.

Source Method used to create the purchase order (Manual, Copied, Autogenerated, Combined, Import, or Unknown).

Inv Type The type of inventory order (PServ for Rx Processing, POS

for Point-of-Sale, or Unknown). The POS and Unknown

options are available only if you have selected the Enable POS Interface option on the McKesson Settings tab – Supply Management Preferences window.

PO Type The type of purchase order (Order, Template, or Return). Narcotic A check mark displays in this box if narcotics are on the

purchase order.

Item Count The total number of items on the purchase order. Total Price The total sum of all line items on the purchase order.

If the purchase order has been invoiced, the total price calculation is based on the invoice dollar for each item. If the purchase order has not been invoiced, the total price calculation is based on the acquisition cost.

Create Date Date and time the purchase order was created.

Send Date Date and time the purchase order was sent for processing. Modify User ID Login of the person who last modified the purchase order.

When EDI orders are sent or received, this field displays a system generated login based on where the system is in processing the order.

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Creating an Order

Complete the following procedures to create an order.

1. Click New on the Select Purchase Order window The Purchase Order Detail window displays similar to the following:

The Purchase Order Detail window enables you to add, change, or delete items on the purchase order or template.

2. To create an order, complete the following required fields at the top of the Purchase Order Detail window:

Field Description

Supplier The supplier for which you are creating the purchase order. This field defaults to the supplier associated with the default ordering account when creating a new order.

Account The account for which you are creating the purchase order. This field defaults to the ordering account selected as the default on the Ordering Account tab in the Preferences window.

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Field Description

PO # A new identifier which uniquely distinguishes the purchase order.

If you are creating an EDI order, the number can be up to 18 alphanumeric characters plus a two digit sequence number. NOTE: The two digit sequence number is automatically added to the purchase order if one is not entered. This number can be modified before the purchase order is saved but the number must be unique. (This field defaults to the number entered in the PO Number field on the Purchase Order tab in the Preferences window when using the Standard method for creating the purchase order number.)

If you are creating a non-EDI order for McKesson, the number can be up to 10 alphanumeric characters. By default a date/time stamp order number displays and can be edited to a unique order number. NOTE:

Sequence numbers are not used for non-EDI

McKesson orders. This field is unavailable for editing when creating non-EDI orders (based on the

Customer Number in the McKesson Settings tab in the Preferences window).

You cannot enter special characters (for example, !, @, #, or &) or spaces in the PO number field. PO Type The type (Order, Template, or Return) of the

purchase order.

The top of the Purchase Order Detail window also contains the following display-only fields:

Field Description

Narcotic A check mark displays in this box if narcotics are on the purchase order.

This box is blank if narcotics are not on the purchase order.

# of Items Displays the number of line items on the purchase order.

Inv Type Displays the type of inventory order (PServ for Rx Processing, POS for Point-of-Sale, or Unknown) you are creating.

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Field Description

Status Displays the Status (Acknowledged, Exception, Failed, Finalized, Invoiced, Multi-Status, Not Sent, Pending, Received, Sent, or Verified) of the purchase order.

NOTE: A purchase order is assigned the status of

Multi-Status when it consists of line items with more than one status (e.g., Acknowledged, Invoiced, Received, or Finalized). Purchase orders with this status cannot be combined with other purchase orders and cannot be sent or resent to the supplier. In addition, items cannot be added or deleted from the purchase order and item order quantities cannot be changed.

Total Price Displays the sum of all line items on the purchase order.

If the purchase order has been invoiced, the total price calculation is based on the extended invoice dollar for each item.

If the purchase order has not been invoiced, the total price calculation is based on the acquisition cost Source Displays the method (Manual, Copied,

Autogenerated, Combined, Import, or Unknown) used to create the purchase order.

Create Date Displays the date and time the purchase order was created.

Sent Date Displays the date and time the purchase order was sent for processing.

The bottom of the window contains a table displaying each item on the purchase order; one item per line. The following information displays for each item:

Field Description

Line # Line number of the item on the purchase order or template.

Inactive A check mark displays in this box if this item is inactive.

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Field Description

Do Not Sub • A check mark displays in this box if no substitutions are allowed for the item.

• This box is blank if substitutions are allowed for the item.

NOTES: This field is editable only when the purchase order has a status of Not Sent. This field displays only when using non-EDI communications with McKesson as the supplier. This option can be set for the item on the Item Inventory window in Rx Processing.

Preferred

A check mark displays in this box if this item is preferred.

This box is blank if this item is not preferred. Status Displays the status of the item.

Acknowledged - A purchase order

Acknowledgement file was accepted and processed for this item.

Exception - The order status when the order number was changed due to duplication in McKesson

Connect and the updated order number already exists in Supply Management.

Finalized - The item has been finalized and inventory has been updated. No further edits can be made.

Invoiced - An Invoice file was accepted and processed for this item.

McK Review – The order has been sent to McKesson Connect.

Not Sent - The purchase order containing this item has not been sent or has failed.

P

ending - The purchase order containing this item has been sent and is waiting verification.

Received - The item was received and inventory has not been updated.

Sent - The purchase order containing this item has been sent or verified.

Verified - The transmission containing this item was received and approved by the supplier.

NDC Displays the 11-digit National Drug Code assigned by the manufacturer under format guidelines set by the National Pharmacy Association.

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Field Description

Product # Displays the product number in the format used by the supplier to assign product numbers.

Product numbers displaying in red indicate the item has been added more than once to the purchase order. You can modify the quantity accordingly in the Ord Qty field.

Ord Qty The amount of the item on the order. This field is required but defaults to one.

ACQ Displays the acquisition cost of the item.

EXT Displays the extended dollar amount for the item. This is the price paid for the item multiplied by the quantity ordered.

Strength Displays the dosage strength of the item. Form Displays the form in which the item is dispensed

(e.g., T - tablet, C - capsule, etc.).

Narcotic A check mark displays in this box if this item is a narcotic.

This box is blank if this item is not a narcotic. Pkg Displays the metric size of the package for the item. Mfr Displays the name of the company that manufactures

the item.

ROP Displays the inventory level (Reorder Point) at which the item should be reordered.

ROQ Displays the amount of the item, in doses, to order when the inventory level is less than the Reorder Point (ROP).

QOH Displays the number of items in your inventory (Quantity On Hand) at the time the purchase order was created.

Avail Qty Displays the amount of the item available for dispensing at the time the purchase order was created.

AWP Displays the average wholesale price of the item. Ack Date Displays the date the purchase order was

acknowledged.

Ack Qty Displays the amount that the distribution center has allocated (acknowledged quantity) for the item that was ordered.

Inv # Displays the number assigned to the invoice. Inv Date Displays the date the invoice was processed.

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Field Description

Inv Qty Displays the amount of the item invoiced by the supplier.

Inv $ Displays the purchase price of the item on the invoice.

Ext Inv $ Displays the quantity invoiced multiplied by the purchase price.

Rec Date Displays the date the purchase order was received. Rec Qty The amount of the item received.

Inventory Type Displays the inventory type (PServ, POS, or unknown).

This field is editable only when it is blank.

Finalize (check box) Select this check box to indicate you want to finalize the line item.

Finalized Date Displays the date the item was finalized. Finalized By Displays Autofinalized if the item was finalized

automatically.

Displays the User ID of the user if the item was finalized manually.

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Adding an Item to an Order - Quick Item Entry

Complete the following procedures to add an item to an order when you know the item number.

1. Click Quick Entry. The Quick Item Entry window displays similar to the following:

2. Complete the following fields on the Quick Item Entry window: Field Description

Product # The product number in the format used by the supplier to assign product numbers.

This is the format selected in the Prod # Format field on the Ordering Accounts tab - Supply

Management Preferences window. Quantity The amount of the item you want to order.

3. Click Add to Order to close the Quick Item Entry window and add the items to the purchase order on the Purchase Order Detail window.

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Adding an Item to an Order - Item Lookup

Complete the following procedures to order an item when you do not know the item number.

1. Click Add Item. The Supply Management Item Lookup window displays similar to the following:

2. Enter search information in any of the following fields: Field Description

Name The name of the item on which to search. Enter as much as you know of the name to narrow the search. To include all item names in the search, leave this field blank.

Strength The strength or dosage of the item on which to search. To include all item strengths in the search, leave this field blank.

Group The generic product identifier (GPI) on which to search. To search for items that match a generic product identifier (i.e., antacids, analgesics, sedatives), select a value from this drop-down list box. Values in the list correspond to Medi-Span GPI codes. To include all GPI groups in the search, leave this field blank.

Type The type of item on which to search. To search for items by type (i.e., compound, over-the-counter, legend), select a value from this drop-down list box. To include all types in the search, leave this field blank.

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Field Description

Form The item dosage form on which to search. To search for items based on their dosage form (i.e., capsule, table, cream), select a value from this drop-down list box. To include all dosage forms in the search, leave this field blank.

Category The item category on which to search. To search for items by category (i.e., antibiotics, birth control, insulin), select a value from the drop-down list box. To include all item categories in the search, leave this field blank.

NDC The National Drug Code on which to search. To search for an item based on its NDC code, enter the NDC code in NNNNN-NNNN-NN format, where N is a digit.

To include all NDC numbers in the search, leave this field blank.

HRI

The Health Related ID (HRI) on which to search. To search for an item based on its HRI, enter as much as you know of the ID in this field. To include all HRIs in the search, leave this field blank.

UPC

The Universal Product Code (UPC) on which to search. To search for an item based on its UPC, enter as much as you know of the code in this field. To include all UPCs in the search, leave this field blank.

Product # The supplier product number on which to search. To search for items by product supplier number, enter that number in this field. You must enter the complete number. To include all product numbers in the search, leave this field blank.

Supplier Display-only. Displays the supplier selected in the Purchase Order Detail window.

Mfr The item manufacturer on which to search. To search for items by manufacturer, select a value from this drop-down list box. To include all manufacturers in the search, leave this field blank.

Dispense Days Limits the search to items dispensed in the last X amount of days, where X can equal 1 through 60. If the field is left blank, all items are included in the search.

3. Click Retrieve. All matches found for the item display in the search results area in a table that lists items that match the search criteria submitted. The item name, strength, form, quantity on hand, NDC, package size, manufacturer, average wholesale price, and acquisition cost display in the search results table for each matching item. The number of matching items displays above the table.

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4. Once you have retrieved a list of items, select one or more rows in the table and click Select to add the item to the Purchase Order Detail window.

5. Click Cancel to close the Supply Management Item Lookup window. The Purchase Order Detail window displays.

6. Enter the amount for the added item in the Ord Qty field. 7. Click Save to save the purchase order.

Sending a Purchase Order to a Supplier

Once you have created a purchase order and finished adding items, you can send the order. Complete the following procedures to send a purchase order to a supplier.

1. Click the Supply Management toolbar button or click Supply Management

|Ordering from the menu bar. The Select Purchase Order window displays.

NOTE: When an import file (Purchase Order or Inventory) exists in the Import Path specified on the Imports tab - Supply Management Preferences window, the applicable import window displays when you click the Supply Management

button or Supply Management | Ordering from the menu bar.

2. Enter search information in any of the following fields in the Criteria area for the purchase order you want to find: Supplier, Account, PO #, Inv Type, Status, and Create Date.

3. Click Retrieve. Every purchase order, template, and return in your system matching the criteria you entered displays in a table at the bottom of the Select Purchase Order window, one purchase order, template, or return to a line, similar to the following:

4. Select each line with a purchase order that you want to transmit. To move lines up and down and left and right in the Purchase Order table, use the scroll bars.

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5. Click Send. Pending displays in the Status column for each purchase order sent. Upon verification that the transmission was received by the supplier, the status of the purchase order changes to Sent. Once the purchase order is approved by the supplier, the status changes to Verified.

When the Acknowledgment is received from the supplier, the purchase order status is updated to Acknowledged. When the Invoice is received from the supplier, the purchase order status is updated to Invoiced or Finalized (based on your selection in Preferences). The status changes to Multi-Status if an item on the purchase order is not Acknowledged, Invoiced, Received, or Finalized.

NOTE: For purchase orders with a status of Failed, you can copy an existing purchase order to a new purchase order and then send the copied order. Refer to the online Help topic Copying an Existing Purchase Order to a New

Purchase Order for complete instructions. If you are using the inventory feature you should delete the Failed purchase order to adjust your quantity on-order level.

Sending a Purchase Order to McKesson Connect

If you are using non-EDI communications to send orders to McKesson, you can send the order to McKesson Connect for review. The order can then be submitted from McKesson Connect for fulfillment. Complete the following procedures to send a purchase order to McKesson Connect:

1. Click the Supply Management toolbar button or click Supply Management

|Ordering from the menu bar. The Select Purchase Order window displays.

NOTE: When an import file (Purchase Order or Inventory) exists in the Import Path specified on the Imports tab - Supply Management Preferences window, the applicable import window displays when you click the Supply Management

button or Supply Management | Ordering from the menu bar.

2. Enter search information in any of the following fields in the Criteria area for the purchase order you want to find: Supplier, Account, PO #, Inv Type, Status, and Create Date.

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3. Click Retrieve. Every purchase order, template, and return in your system matching the criteria you entered displays in a table at the bottom of the Select Purchase Order window, one purchase order, template, or return to a line, similar to the following:

4. Select each line with a purchase order that you want to transmit. To move lines up and down and left and right in the Purchase Order table, use the scroll bars. 5. Click McK Review. Pending displays in the Status column for each purchase

order sent. Upon verification that the transmission was received by McKesson Connect, the status of the purchase order changes to McK Review. Purchase orders in this status cannot be deleted. The purchase order can be reviewed and sent to McKesson from McKesson Connect.

NOTE: To avoid any disconnects in the processing of acknowledgements and invoices, you should not change the purchase order number of this purchase order in McKesson Connect. Once purchase orders are sent to McKesson Connect they cannot be sent to McKesson from Supply Management. When the Acknowledgment is received from the supplier, the purchase order status is updated to Acknowledged. When the Invoice is received from the supplier, the purchase order status is updated to Invoiced or Finalized (based on your selection in Preferences). The status changes to Multi-Status if an item on the purchase order is not Acknowledged, Invoiced, Received, or Finalized.

NOTE: For purchase orders with a status of Failed, you can copy an existing purchase order to a new purchase order and then send the copied order. Refer to the online Help topic Copying an Existing Purchase Order to a New

Purchase Order for complete instructions. If you are using the inventory feature you should delete the Failed purchase order to adjust your quantity on-order level.

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Finalizing Individual Purchase Order Line Items

Finalization of one or more line items commits the received goods to inventory by

changing inventory quantities and the status of the purchase order line items selected for finalization without changing the status or inventory levels for the remaining items. The purchase order status does not change to Finalized until all line items are finalized. Line item finalization is available regardless of the purchase order finalization preference selected on the Purchase Order tab on the Supply Management Preferences window. In some instances you may be required to manually receive and finalize line items when the automatic finalize (Invoice is Received) preference is selected. This is because the quantities invoiced differ from the acknowledged quantities and user verification of the actual received quantity is required to finalize the line item and ultimately, the purchase order.

Complete the following procedures to finalize an individual purchase order line item: 1. Click the Supply Management toolbar button or click Supply Management

|Ordering from the menu bar. The Select Purchase Order window displays.

2. Enter search information in any of the following fields in the Criteria area for the purchase order you want to find: Supplier, Account, PO #, Inv Type, Status, and Create Date.

3. Click Retrieve. Every purchase order and template in your system matching the criteria you entered displays in a table at the bottom of the Select Purchase Order window, one purchase order or template to a line.

4. Select the purchase order for which you want to finalize line items. To move lines up and down and left and right in the table, use the scroll bars.

5. Click Edit. The Purchase Order Detail window displays.

Enter the amount of the item you received in the Rec Qty column for each item each item on the purchase order that does not have a received quantity.

NOTE: To copy the last updated quantity amount (ordered, acknowledged, or invoiced) to the Rec Qty column for all items, click the Move All Qty command button. A message displays similar to the following:

This option will copy the last updated quantity (ordered,

acknowledged, or invoiced) to the received quantity amount for all items that do not have an entry in the received quantity column. Do you want to continue?

Click Yes to continue.

7. Select the Finalize check box for each item you want to finalize.

8. Click Finalize Lines. A confirmation message displays similar to the following:

Finalize the line item(s). Are you sure?

9. Click OK. If you have not entered received quantities for any items you have selected to finalize, a message displays similar to the following:

Some item(s) have not been received. These items will be auto-received, using the last updated quantity, if you choose to finalize these item(s). Do you wish to finalize these items?

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10. Click Yes. The status for the purchase order line changes to Finalized. The

Finalized Date column displays the current date. The Finalized By column displays either the name of the user that finalized the line item or displays

Autofinalized if the line item was finalized by the application during invoice processing. All received quantities are moved to the inventory updating the Quantity on Hand value. Any outstanding Quantity on Order values for this purchase order are removed.

NOTE: Line item finalization information (Finalized Date and Finalized By) and inventory information will not change if additional line items or the purchase order is finalized.

Finalizing a Purchase Order by Performing Manual Receipt

of Goods

Finalization of a purchase order commits the received goods to inventory by changing inventory quantities and the status of the purchase order. Finalizing a purchase order decreases the quantity on order and increases the quantity on hand for each inventory item on the purchase order.

You can finalize a purchase order by manually entering the amount of an item you received. This process is called Receipt of Goods. You can perform this process from either the Select Purchase Order window or the Purchase Order Detail window.

NOTE: Finalizing a purchase order will not update line item or inventory information previously finalized.

Finalizing a Purchase Order by Performing Manual Receipt of

Goods - Select Purchase Order Window

Complete the following procedures to finalize a purchase order by performing manual receipt of goods using the Select Purchase Order window.

1. Click the Supply Management toolbar button or click Supply Management |

EDI Ordering from the menu bar. The Select Purchase Order window displays.

2. Enter search information in any of the following fields in the Criteria area for the purchase order you want to find: Supplier, Account, PO #, Inv Type, Status, and Create Date.

3. Click Retrieve. Every purchase order and template in your system matching the criteria you entered displays in a table at the bottom of the Select Purchase Order window, one purchase order or template to a line.

4. Select the purchase order for which you want to finalize. To move lines up and down and left and right in the table, use the scroll bars.

5. Click Finalize. A message displays similar to the following:

Finalize the selected purchase order(s). Are you sure?

6. Click OK. If you have not received some of the items on this order, a message displays similar to the following:

Some items on this purchase order have not been received. These items will be auto-received, using the last updated quantity, if you choose to finalize this order.

Do you wish to finalize this order?

References

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