Double-click on your Global (Bucket) Profile icon.

Highlight the vendor that you need to work for your areas and you’ll see the Ship-to in the right column.

Put a check in the box next to the ship-to’s name.Click FINISH.

The Purchase Order screen will appear on the screen with the cover sheet appearing as a pop-up box.In the cover sheet:

- you may want to alter the delivery date- you may need to alter the ship-to, or- you may click OK to close the window.

Why did item ‘15726’ come into the Global Bucket instead of going straight out on a PO to Bard Peripheral Vascular?

Check sourcing location.

1) Go to Item Manager 2) Look up information for item number ‘15726’

a. Identify vendorb. Identify default unit of measure

This informs us that Vanderbilt procure the product directly from the vendor by the case.

3) Check inventory inquiry to determine if Central Supply purchases this product for the facility and distribute house-wide. *Direct purchased supplies should not be procured by central supply and other areas. If central supply keeps the product other areas are to source from them due to shipping freight, etc.

a. Click on inventory inquiry button

b) Click on the search button

c) Identify the areas that stock the product

Note that central supply stocks the product. VUH 3 should replenish this product from central supply.

Check ordering theories for the requisitioning area (VUH3 in this scenario).1) Open Inventory Management

a. Double click of the Inventory Management icon

b. Login using your PMM userID and password.c. You will get a drop down menu to select the location you are looking for.

d. Open the drop down menu by clicking on the downward arrow

e. Identify the location you want to check from the drop down menu and select OK.

f. Select OK and the selected location will appear.

g. Click on the Inventory Control tab

h. Double click on Administration and Adjustments to populate items located in the supply location.

Go To

i. Check ordering theories for the item that fell into the global bucket.a. Select the Go To icon (see above) and get the dialog box below.

b. Key in the item number of the product that fell into the global bucket.

c. Click Go to so the selected item will appear highlighted in the list of supplies.i. Note that issue unit of measure is each.ii. Note that order unit of measure is case.

1. Supplies replenished internally should always have the lowest unit of measure as the issue and order unit of measure.

2. Go back to the purchasing screen

3. Double click on the line to open the order status. 4. In the bottom left hand corner

2 .Contact the supervisor / manager for the area to adjust the ordering theory.

In this scenario the supervisor / manager will take the following steps to correct how the product is sourced in the future.

1. Double click on the line of the item that improperly ordered and verify the ordering theory. The following dialog box opens.

2. The supervisor / manager then left click on the Order Information tab to view the currently set ordering theories.

3. Go back to the line of the item and on the order unit of measure key select each from the drop down options. a. Once selected the drop down menu will immediately close.b. A second dialog box will appear.

c. Select save from the dialog box.i. Note the unit of measure has changed to each.

i.