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:
Click on the 'manage orders' hyperlink from the Menu Panel on the left side of the Main screen. The Manage Orders screen displays.
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.
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.
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.
Shipping an Order |
To ship an order, follow these steps:
Click on the 'manage orders' hyperlink from the Menu Panel on the left side of the Main screen. The Manage Orders screen displays.
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.
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.
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.
Denying an Order |
To deny an order, follow these steps:
Click on the 'manage orders' hyperlink from the Menu Panel on the left side of the Main screen. The Manage Orders screen displays.
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.
Click the Deny button. The system puts the order in Denied status. It becomes a historical order and is only available for viewing.
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:
Click on the 'manage orders' hyperlink from the Menu Panel on the left side of the Main screen. The Manage Orders screen displays.
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.
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.
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.
Click the Save button. You may continue to Ship the quantities you have filled.
Modifying Filled Quantities on an Order |
To modify filled quantities on an order, follow these steps:
Click on the 'manage orders' hyperlink from the Menu Panel on the left side of the Main screen. The Manage Orders screen displays.
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.
Change the amount you want to fill.
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.
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. |
Functionality |
The Fill Order screen has the following buttons.
Button |
Description |
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When you click on the Save button, the system adjusts the available quantity based on your modifications. You remain on the Fill Order screen. |
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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. |
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When you click on the Label button, the system prints shipping labels in PDF format. You may choose to send the output to printer. |
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When you click on the Ship button, the system saves any modifications you have made and takes you to the Ship Transfer screen. |
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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. |