Processing trial items

  1. When all reviewers have responded, the coordinator can click Approve Proposed Items Pending Trial.
  2. Click Create Trial Requisitions.
  3. Specify this information:
    Proposed Items
    Specify the proposed items.
    Trial Quantity
    Specify the trial quantity
    Unit Of Measure
    Specify the unit of measure.
  4. Create companies and locations for the requisition.
  5. After at least one Item, Company, and Location, the Create Requisitions from Item Proposal Trial screen is displayed.
  6. Select a Requested Delivery Date.
  7. Optionally, select the No Charge Items check box to create requisition lines as no charge items.
  8. Optionally, select the Release Requisitions check box to release the requisitions that are created.
  9. Click Submit.
  10. When the action is run, one requisition is created for each company and location record. The company and location are no longer displayed on the selection list. A new list with all companies and locations with requisitions created is displayed.
  11. Click All Trial Requisitions Created.
  12. Specify this information:
    Trial End Date
    Specify a trial end date.
    Number Of Days After Trial End Date That Reviews Are Due
    Specify a number of days. The review due date is updated to the trial end date plus the number of days specified.
  13. Click Submit. The trial end date shows on the item proposal.

    Optionally, when a new item proposal is in the trial process, you can update the trial end date.

    You can also cancel the trial. When you cancel a trial, the status of both the new item proposal and the reviewer records are returned to a proposed status. A decision must be made to Approve or Reject. Cancel Trial is used to delete or cancel any associated Requisitions and Purchase Orders where possible.