Adding locations from procurement

  1. Select Location Management in the Administration menu.
  2. Select Locations > Add Location from Procurement.

    The Search for a Procurement Location to Add to Mobile SCM page appears.

  3. Consider the following fields:
    Company

    Select the company where you want to add the location.

    Location ID

    Enter the ID for the location.

    Note: 

    Entering the Location ID will automatically be in Upper Case.

    Location Description

    Enter a brief description of the location.

  4. Click Search to display all the Procurement locations that fit your search criteria.

    The Select Procurement Location to Add to Mobile SCM page appears.

  5. Click Add to Mobile SCM to the right of the location you want to add to the application server.

    The Add Procurement Location to Mobile SCM page appears.

  6. Consider the following fields on the Add Procurement Location to Mobile SCM page.

    POU

    Par

    Automatically checked if location is a Par Location (IC81). Used in Pull, Return module.

    Stock

    Check this box if the location will be used as a stock location. Used in Pull, Return module.

    Supply for Nursing

    Check this box if the location will be used as a supply location. Used in Pull, Return module.

    Stock for Department Inventory

    Check this box if the location will be used as a stock location. This is used for replenishment of stock-replenished items.

    Note: 

    Once tagged as a Stock for Department Inventory location, the Supply for Department Inventory will be disabled and vice versa.

    Requesting for Department Inventory

    Check this box if the location will be used as a requesting location. This is used for replenishment of vendor-replenished and special items.

    Note: 

    This location can also be tagged as Supply for Department Inventory.

    Supply for Department Inventory

    Check this box if the location will be used as a supply location. Used in Case and Replenishment Management module.

    RAD

    Deliver To

    Automatically checked if location is a Requesting Location (RQ01). Used in Delivery module.

    Receiving and Delivery Transfer

    Check this box if the location will be used as a receiving and delivery transfer location. Used in Delivery module.

    Receiving, Ship To

    Check this box if the location will be used as a receiving location for Dock Logging, PO Receiving and Miscellaneous Receiving. This is also the Ship To location defined in PO20.

    Requesting

    Automatically checked if location is a Requesting Location (RQ01). Used in Issues and Picking modules.

    Stock

    Check this box if the location will be used as a stock location. Used in Issues and Picking modules.

    MPC

    Par

    Automatically checked if location is a Par Location (IC81). Used in Par Counting module.

    Pick for Par

    Check this box if the location will be used as a pick for par location. Used in Pick for Par module.

    Stock

    Check this box if the location will be used as a stock location. Used in Cycle Count and Pick for Par modules.

    SIM

    Assembly

    Check this box if the location is where tray assembly occurs. Locations with the Assembly Activity are available for the tray assembly process.

    Case Cart Pick

    Check this box if the location is where case cart picking occurs. Locations with the Case Cart Picking Activity are available for case cart picking processes.

    Decontamination

    Check this box if the location is where decontamination takes place. Locations with the Decontamination Activity are available for decontamination processes.

    Instrument Source

    Check this box if the location serves as the location for the overall management of items and trays. In order for an SPD staff to use items and/or tray lists, the items and/or tray lists are associated to an instrument source location. Typically, the main SPD area is the instrument source.

    Storage

    Check this box if the location is where trays are stored. Locations with the Storage Activity are available for selection as a tray’s default storage location and are also available for the transfer function.

    Transfer

    Check this box if the location is where transfer processes occur. Locations with the Transfer Activity are available for transfer processes, such as transferring trays or case carts. Examples of transfer locations are case cart staging areas, holding areas in the OR, and repair locations.

  7. Click Add.

    The Add New Location confirmation page appears with the new location information.

  8. Click the Print Label button to print a bar coded label for the location.
  9. To add another location, click Back to Search Results and follow the preceding steps. When you are finished adding new locations, click Done.