Fill Order Screen

 Purpose

The Fill Order screen allows the State as the filling organization to fill and ship requested quantities in an order. The system finds matching inventory for each requested order item, which allows the user to easily choose how much to fill from inventory.

 Filling an Order

To fill an order, you must be a user at the State organization. Follow these steps:

  1. Click on the 'manage orders' hyperlink from the Menu Panel on the left side of the Main screen. The Manage Orders screen displays.

  2. Click the status hyperlink for the order you want to modify. It must be in either Pending or In Progress status. The Fill Order screen displays.

  3. The system lists each requested inventory item from the order in its own separate section, along with matching inventory. As the filling organization, you have the flexibility of filling with inventory allocated for the event, which is suggested first, or with the same item allocated for other events. Enter the quantity to fill so that after totaling, it meets or exceeds the order quantity.

  4. Click the Save button. The system saves the filled quantities and deducts them from available inventory, which is different from quantity on hand. You may wish to continue shipping the order.

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 Shipping an Order

To ship an order, follow these steps:

  1. Click on the 'manage orders' hyperlink from the Menu Panel on the left side of the Main screen. The Manage Orders screen displays.

  2. Click the status hyperlink for the order you want to modify. It must be in either Pending or In Progress status. The Fill Order screen displays.

  3. After confirming that the filling quantities are correct, click the Packing List and/or Label button. The system displays the packing list or label output respectively in a PDF window.

  4. Click the Ship button. The system takes you to the Ship Transfer screen, where you can enter a Ship Date, click Ship, and complete shipping the transfer.

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 Denying an Order

To deny an order, follow these steps:

  1. Click on the 'manage orders' hyperlink from the Menu Panel on the left side of the Main screen. The Manage Orders screen displays.

  2. Click the status hyperlink for the order you want to modify. It must be in either Pending or In Progress status. The Fill Order screen displays.

  3. Click the Deny button. The system puts the order in Denied status. It becomes a historical order and is only available for viewing.

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 Partially Filling an Order Item

Partially filling an order means that you fill less than the order quantity and either deny or backorder the remaining quantity. To partially fill an order, follow these steps:

  1. Click on the 'manage orders' hyperlink from the Menu Panel on the left side of the Main screen. The Manage Orders screen displays.

  2. Click the status hyperlink for the order you want to modify. It must be in either Pending or In Progress status. The Fill Order screen displays.

  3. The system lists each requested inventory item from the order in its own separate section, along with matching inventory. As the filling organization, you have the flexibility of filling with inventory allocated for the event, which is suggested first, or with the same item allocated for other events. Enter the quantity to fill so that after totaling, it is less than the order quantity.

  4. For each item that is filled less than the order quantity, check either the Deny or Back-Ordered checkbox to indicate whether the remaining quantity is denied or back-ordered. The order will remain open for further processing if there are back-ordered quantities.

  5. Click the Save button. You may continue to Ship the quantities you have filled.

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 Modifying Filled Quantities on an Order

To modify filled quantities on an order, follow these steps:

  1. Click on the 'manage orders' hyperlink from the Menu Panel on the left side of the Main screen. The Manage Orders screen displays.

  2. Click the status hyperlink for the order you want to modify. It must be in either Pending or In Progress status. The Fill Order screen displays.

  3. Change the amount you want to fill.

  4. Click the Save button. The system saves adjusts available inventory, which is different from quantity on hand. You may now wish to continue shipping the order.

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 Information Provided

The Fill Order screen consists of the following input fields:

Input Fields

Description

Quantity to Fill

The quantity of product you want to fill.

Units

The units for the amount you wish to fill.

The Fill Order screen consists of the following output fields:

Output Field (in Header)

Description

Initiating Organization

The organization which has submitted the order.

Receiving Site

The site which is the intended recipient of the order as specified on the Create Order Screen.

Medicaid ID

The Medicaid ID for the organization who has submitted the order.

Address

The address for the receiving site.

Order Status

The status of the order.

Initiating User

The user who submitted the order.

Order Submit Date

The date on which the order is submitted.

Org Phone

The phone number of the org submitting the order.

Linked Event

The event for the order.

Output Field (for Ordered Item)

Description

Product

The product description associated to the NDC/Mfr Item Number which was ordered.

Total Qty

The quantity of product ordered, including units

Output Field (for already shipped inventory)

Description

Quantity Filled

The amount of the order item which was filled.

Units for Quantity Filled

The units for the amount of the order item which was filled.

Product Description

Product description for the item which filled the order item.

Lot Number

Lot number for the inventory item which filled the order item.

Ship Date

Date on which the order shipped.

Recv Date

Date on which the order was received.

Rejected

Quantity of the order item which was rejected.

Unit for rejected qty

Units for the rejected quantity that the receiving org did not want.

Reject Reason

Reason that the receiving org rejected the item.

Output Field (for matched inventory)

Description

Available

The quantity of matched inventory for this item which is available. This is the quantity on hand less any saved filled quantities that have not yet shipped.

Available unit

The unit that the quantity of matched inventory is measured in. Will show in the unit of measure for the item.

Product Description

The free text product description for the matched inventory item.

Lot Number

The lot number of the inventory item. Multiple lot numbers can be associated to a single NDC/Mfr Item Number.

Product Type

The product type for the matched inventory item. This corresponds to Column 12 of the CDC import file.

Event

The event of the matched inventory item.

SNS/OJA

Indicates whether the inventory item is SNS, OJA, or Other inventory.

Expiration Date

The date that the matched inventory item will expire.

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 Functionality

The Fill Order screen has the following buttons.

Button

Description

btnsave.gif 

When you click on the Save button, the system adjusts the available quantity based on your modifications. You remain on the Fill Order screen.

btnpackinglisttiny.gif 

When you click on the Packing List button, the system prints a packing list in PDF format. You may then choose to print the packing list.

btnlabeltiny.gif 

When you click on the Label button, the system prints shipping labels in PDF format. You may choose to send the output to printer.

btnshiplarge.gif 

When you click on the Ship button, the system saves any modifications you have made and takes you to the Ship Transfer screen.

btndeny.gif 

When you click on the Deny button, the system denies the entire order. The order becomes historic and is no longer available for processing. The system returns the user to the Manage Orders screen.

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