Bulk loading items from Procurement

Use this procedure to load items from Procurement to the Surgical Instrument Management application.

To bulk load items from Procurement

  1. Select Item Management in the Administration menu.
  2. Select Items > Bulk Load from Procurement on the Item Management page.

    The Search for Items in Procurement to Add to SIM page appears.

  3. Consider the following fields.
    Note: 

    To search for all items, leave the fields blank.

    Item Group

    Select the item group of the Procurement item.

    Procurement Item No.

    Enter the item number for the Procurement item.

    Description

    Enter the description of the Procurement item.

    Mfg. Name

    Select the manufacturer of the Procurement item.

    Mfg. Nbr.

    Enter the manufacturer's number of the Procurement item.

    Major Class

    Select the major purchasing class of the Procurement item.

    Minor Class

    Select the minor purchasing class of the Procurement item.

    Usage Identifier

    Select the item master usage identifier of the Procurement item.

  4. Click Search to display the items that fit your search criteria.

    The Select Procurement Item(s) to Use in SIM page appears.

  5. Select the check boxes of the items that you want to add to Surgical Instrument Management.
    Note: 

    Select the All Items Found: Check All check box to add all the items in the search results or the All Items on Page: Check All check box to add all the items listed on the page.

    Note: 

    If you want to add a single Procurement item to the Surgical Instrument Management, skip to Step 10.

  6. Click Add Selected.

    The Validation: Adding Items page appears.

  7. Click Add.

    The Select Procurement Item(s) to Add to Mobile SCM page appears.

  8. Click Add.

    The Confirmation: Added Items from Procurement page appears.

  9. Click OK to return to the Item Management page.
  10. If you are adding a single item, click Add Item on the row of the item that you want to add to add a single item for use in Surgical Instrument Management.

    The Add Single Item from Procurement page appears.

  11. Consider the following fields.
    Mfg. Name

    The name of the manufacturer for the item.

    Mfg. Nbr.

    The number of the manufacturer for the item.

    Item Description

    Enter the description of the item as you want it to appear in the Surgical Instrument Management application.

    Image

    Enter the path for the image that you want to associate with the item. You can also click Browse to search for the image on your computer.

    Click View Image to preview the image.

    Note: 

    Only JPEG in RGB format is supported.

  12. To use the item in a specific Location, click Add Item to Location in the Item in Locations section. To track item in a specific location (but not all locations), click Add Item to Location.

    The Item in Location popup window appears, displaying the General tab.

    Note: 

    To track the item in all locations, check Instrument Tracking is enabled in each Location.

  13. Consider the following fields.
    Company

    Select the name of the company for the item.

    Instrument Source

    Select the name of the source for the item.

    Sub-Location

    Enter the name of the sub-location for the item or search for it through the Find button.

    Local Item Description

    Enter the description of the item as it appears in instrument source location.

    Image Location

    Enter the path for the image that you want to associate with the item. You can also click Browse to search for the image on your computer.

    Note: 

    Only JPEG in RGB format is supported.

    Cost

    Enter the cost of the item.

    Instrument Tracking is enabled during Assembly

    Click to track instruments during assembly. This will already be checked if you activated Instrument Tracking is enabled in each Location check box on the Add Item: Step 3 page.

  14. To add instruments in a location, select the Instruments tab in the Item in Location popup window.

    The Instruments tab of the Item in Location popup window appears.

  15. Consider the following fields.
    Add New ID

    Click to add a new instrument to the list.

    Inactivate All

    Click to make all listed instruments not available for use.

    Show active instruments only

    Check to display only active instruments in the list.

    Active

    Check to make an instrument available for use.

  16. Click Add.

    The Confirmation: Add Single Item from Procurement page appears.

  17. Click OK to save your changes.
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