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. See the Inventory Control User Guide for more information.

Procedure flow: Assigning items to cart or par location

Assign items to the cart or par location

  1. Access Cart/Par Location (IC81.1) .
    Note: Specify company and par location, then select the Inquire form action.
  2. Inquire on an existing cart or par location.
  3. Specify this information:
    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 Cat(General Ledger Category)

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

  4. Specify a sequence number.
  5. Specify the shelf location.
  6. Specify this information:
    Par Level

    Specify 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, select the More special action for a specific item to define purchasing information for that item.
    1. Specify this information:
      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

      You can 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. Select OK.
  8. Select the Change form action to assign the items to the location.
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