Assigning items to the cart or par location

You assign items to the cart or par location after the location is set up. Assign items and the related account information. This procedure explains how to assign items to an existing cart or par location.

Before you assign items to the location, you must define account information. Defining account information

Procedure flow: Assigning items to cart or par location

To assign items to the cart or par location

  1. Access Cart, Par Location (IC81.1).
    Note: Type company and par location, then choose the Inquire form action.
  2. Inquire on existing cart or par location.
  3. Type header information.

    Use the following guidelines to enter field values:

    From Company

    Select a From Company. This will default to the item level.

    From Location

    Select a From Location. This will default to the item level.

    GL Category

    Select the GL Category for this cart/par location at the header level if you want to assign a GL Category for all items. If you do not enter a GL Category here or at the item level, the GL Category will default from the From Location.

  4. Type a sequence number.
  5. Type shelf location.
  6. Type item information.

    Use the following guidelines to enter field values:

    Par Level

    Type the par level for this location. This level acts as the reorder point.

    Chrg (Charge)

    Select Yes if this item is patient chargeable.

    GL Cat (General Ledger Category)

    Select a GL Category for this item. This overrides the GL Category from the cart or par location or the GL Category from the From Location in the header.

  7. If you replenish items from a vendor or a bin, or you want to assign a different vendor or from company at the item level, click the More button for a specific item to define purchasing information for that item.
    1. Consider the following options.
      To Select
      Replenish from a vendor Primary Vendor and Purchase From Location fields
      Replenish from a different From Company From Company, From Location, and From Bin fields
      Limit when a replenishment requisition line for a par location is created Minimum Order field

      You can either change the Vendor information (Primary Vendor and Purchase From Location fields) or the From Company information (From Company, From Location, and From Bin fields).

    2. Choose OK.
  8. Select the Change form action.
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