Build 4.7.3 Release Notes - IntelliOrder · Build 4.7.3 Release Notes Information in this item is...
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Build 4.7.3 Release Notes
AmerisourceBergen Software Release Notes
for IntelliOrder 4.7.3 Release Date: November 4, 2017
1300 Morris Drive | Chesterbrook, PA 19087 | www.AmerisourceBergenDrug.com
Build 4.7.3 Release Notes
Information in this item is subject to change without notice.
No part of this item may be reproduced or transmitted
In any form or by any means, electronic or mechanical
For any purpose, without the express written permission of
AmerisourceBergen®
1300 Morris Drive
Chesterbrook, PA 19087
610-727-8000
Confidential and Proprietary
©2017 AmerisourceBergen®. All rights reserved.
Build 4.7.3 Release Notes
11/04/2017 © AmerisourceBergen 2017. All Rights Reserved. 1
Introduction
This document contains the release notes for IntelliOrder v4.7.3 and provides IntelliOrder users with an
overview of added and/or changed functionality. This is an upgrade release with multiple “efficiency of
use” type enhancements including new, custom-control search and dropdown boxes, a new Add Facility
Wizard, PO Receiving restrictions during automated receiving, and a change to the Inventory Landing Page
as well as several bug fixes. Changes herein are listed by IntelliOrder Module.
Browser Validation
To ensure successful Browser Validation at initial login after an upgrade, it is recommended all Users clear
cache, cookies, and files associated with past use of IntelliOrder. Standard PC functionality to do so can be
found within Internet Options regardless of browser being used. Additionally, if IntelliOrder URL has been
added to compatibility view settings, it will need to be removed.
System-Wide Application Changes
Search Fields/Find Item Pop-Up Boxes
Find item pop-up boxes have been replaced throughout IntelliOrder with new custom-control
search fields that reduces clicks and enhances ease-of-use when searching. This is an on-going
enhancement to the application that will continue throughout upcoming upgrades.
Drop Down Lists
Drop down lists have been replaced throughout IntelliOrder with a new custom control drop down
that allows the User to quickly find the list options desired by entering a few characters of the
options for which they are searching. This is an on-going enhancement to the application and will
continue throughout upcoming upgrades.
Font Size
To improve usability, font size has been enlarged in the following areas:
o Breadcrumb Box
o Left Navigation Menu
o Page Navigation Options
Highlight Colors
Hover-Over Highlight
o To improve both contrast and appearance, the “hover-over” color has been changed from
cyan blue to yellow in the following areas:
Links in the upper right-hand corner
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Main navigation ribbon (main menu)
Links in the footer
Text Fields
A tan highlight has replaced the blue background displayed in many of the IntelliOrder text fields.
The new color matches the applications new search fields and drop down lists.
IntelliOrder 4.0 System Error Message
Grammar and spelling has been corrected. Additionally, the IntelliOrder 4.0 System Error message
will now read “An error has occurred in the application. Information about this error has been sent
to customer support.”
Administration
Add Facility Wizard
A new Add Facility Wizard has been added to IntelliOrder that will guide users step-by-step through
entering the information necessary to create a new facility in IntelliOrder. Additionally, the wizard
contains helpful instructions that should be read prior to attempting to use the wizard.
o Access to the new “Add Facility Wizard” has been added to the:
Left rail menu options
Mid-page menu options
o The Add Facility Wizard will require the User to either enter new data or point to existing
data that will be used to populate the following required fields:
Location Name
Location Address
New Facility’s Parent Location
New Facility’s Location Manager
o From data entered into the required fields, IntelliOrder will initiate the set-up of the
following Administration tables:
Addresses
Locations
Users
o Additionally, via the Add Facility Wizard, Users will have the opportunity to point to existing
data and/or add new facility data associated with the following tables:
Shipping IDs
Billing IDs
Inventory Settings
Order Format(s)
Ledger In and Ledger Out Codes
o Prior to completing the set-up process using the Add Facility Wizard, the User will be
provided the opportunity to review data input and make changes.
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Locations
Navigation Bar o Access to the Add Facility Wizard has been added to the Location Profile navigation bar on
the following pages: Locations Edit Location Create Location
Other Options Section o Allow Inventory
Canceling an update to the “Allow Inventory” setting on a location’s Location Profile will now prevent the update from being processed.
Users
User Defaults Section o Inventory Start OU
When populated, the location selected will now default to the Location search field on the following pages:
Purchase Orders o Create PO o Quick Build
Inventory o Cycle Count Analysis o Dynamic Min/Max o Inventory o Inventory Search o Inventory Quick Entry o Inventory Quick Scan Sheet
User Roles
Permissions o Administrator
Facility Add Wizard has been added as a new permission. When checked, any User with the respective User Role assigned to their User Profile will have access to the Add Facility Wizard.
Home
Widgets
A new POs Pending Approval Widget has been added that displays purchase orders requiring
approval by the User.
o Visible purchase order fields on the widget include:
PO Number
PO Approver
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MyCart
Products whose “Allow Purchase” checkbox has been unchecked can still be added to MyCart.
However, when MyCart is submitted to create and/or add line items to a purchase order, the
following will occur:
o For every product included in the cart and submitted whose “Allow Purchase” flag has been
unchecked, the User will receive a message stating “The ordering of product(s) <product
description> has been disabled. Please contact your system administrator with questions.”
o Products whose “Allow Purchase” checkbox has been unchecked and included in MyCart,
will not be included as a line item on the purchase order created.
Orders
Purchase Orders
Create Purchase Order
o If set up on the User Profile, the location selected by a User to populate the “Inventory
Start OU” field will now auto-populate the Create Purchase Order Location field.
o Do Not Transmit Checkbox
Purchase Orders submitted with the “Do Not Transmit” checkbox checked are now
submitted using the same parameters and logic as PO’s submitted to vendors via
EDI.
Confirm Purchase Order Submit Notice
When purchase orders are submitted with the “Do Not Transmit” checkbox
checked, users are now reminded with a notice stating “The Purchase
Order <purchase order number> is marked as Do Not Transmit and will not
be sent to the vendor.”
“Click Confirm to submit, otherwise click Cancel” instructions have been
added to the “Are you sure you want to submit this purchase order” notice.
Quick Build
o If set up on the User Profile, the location selected by a User to populate the “Inventory
Start OU” field will now auto-populate the Quick Build “Find Location Name” field.
o Products whose “Allow Purchase” checkbox has been unchecked can still be added to the
Quick Build grid. However, when Quick Build is submitted to create and/or add line items
to a purchase order, the following will occur:
For every product included in the grid and submitted whose “Allow Purchase” flag
has been unchecked, the User will receive a message stating “The ordering of
product(s) <product description> has been disabled. Please contact your system
administrator with questions.”
Products whose “Allow Purchase” checkbox has been unchecked and included in
the grid, will not be included as a line item on the purchase order created.
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Purchase Order Type
o Users can now edit the PO Type on a purchase order as long as the purchase order contains
no line (product detail records).
o Upon the change of the PO Type, IntelliOrder will update the Schedule associated with the
purchase order according to the type of Schedule.
Purchase Order Submit
o When multiple purchase orders are submitted simultaneously from the Purchase Order
Search results page, the page now updates and displays the submission confirmation
messages and updated status.
Templates
o Products whose “Allow Purchase” checkbox has been unchecked can still be added to a
Template. However, when the Template is used to create a purchase order, the following
will occur:
The User will receive a message stating “The ordering of product(s) <product
description> has been disabled. Please contact your system administrator with
questions.”
Products whose “Allow Purchase” checkbox has been unchecked and included on
the Template, will not be included as a line item on the purchase order created.
PO Receiving
Automated/Batch Receiving
o Once automated or batch receiving has been initiated on a purchase order, Users can no
longer click any other receiving icon associated with the PO until the automated receiving
process has been completed. This affects the following automated/batch receiving options:
Receive All
Receive by Confirmation
Receive by Invoice
o The Message “*Receiving activity is pending*” now replaces the batch receiving icons once
the automated receiving process has been initiated.
Manual Receiving
o Actions
Automated PO Receiving processes (Receive All, Receive by Confirmation, Receive
by Invoice) once initiated now display the message “Receiving activity is pending”
below the View Notes and Edit icons.
o Receiving Details
Automated PO Receiving, once initiated, now overrides manual PO Receiving
efforts when the same purchase order is accessed via Receiving Search. Although
Users can still access the Receiving Details page using the EDIT icon, they can no
longer complete manual receiving during the auto-receiving process. Instead, they
will encounter the following:
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The SAVE button will not be visible on the page
A red message will be displayed at the top of the Receiving Details page
stating “Your changes were not saved for the following purchase order(s)
because receiving activity is pending” followed by the purchase order
number.
Receiving Quick Entry
o Automated PO Receiving, once initiated, now overrides use of the Receiving Quick Entry
functionality when the same purchase order is accessed. Although Users can still load
details for the purchase order on the Receiving Quick Entry page, they can no longer
process receipts or cancels during the auto-receiving process. Instead, they will encounter
a message that states “Your changes were not saved for the following purchase order(s)
because receiving activity is pending” followed by the purchase order number.
Receiving Quick Scan Sheet
o Automated PO Receiving, once initiated, now overrides use of the Receiving Quick Scan
Sheet functionality when the same purchase order is accessed. Although Users can still
load details for the purchase order on the Receiving Quick Scan Sheet page, they can no
longer process receipts or cancels during the auto-receiving process. Instead, they will
encounter a message that states “Your changes were not saved for the following purchase
order(s) because receiving activity is pending” followed by the purchase order number.
Reversals
o PO Receiving reversals are now reflected in the Journal as a Vendor Return.
Returns
o Returns now appropriately update QOH value(s) associated with the respective Product
ID(s) returned.
Products
Product Item View
Navigation Bar
o Two new Navigation options have been added:
Find Products
Product Search
Accordions
o Description
The following fields have been removed from the accordion:
NTI
Is Unit Dose
DEA Class
Generic Equivalent ID
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Therapeutic Equivalent ID
Alternate Equivalent ID
o Product Information
The following fields have been added to the accordion:
NTI
Is Unit Dose
DEA Class
The following changes have been made to the accordion:
The NO PHOTO image has been replaced with Photo label.
o Product Equivalencies
The following new fields have been added to the accordion:
Exclude from Grouping
Use Alternate Equivalency ID for Grouping
Current Equivalency ID
The following Product Equivalency-related IDs have been moved to the accordion:
Generic Equivalent ID
Alternate Equivalent ID
Therapeutic Equivalent ID
Edit Product
Navigation Bar
o Two new Navigation options have been added:
Find Products
Product Search
Product Information
o The length of the following fields has been elongated to allow visibility to the entire
product name:
Product Label
Trade Name
Generic Name
o Product records created and/or updated using the data portal now correctly populate
and/or update the following fields:
Date Created
Date Updated
o Allow Purchase
When set to False (unchecked), Allow Purchase functionality has been expanded to
also include the exclusion of the Product ID added as a line item via:
System-Generated Replenishment
Manual Replenishment
Quick Build
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Products
Templates
Requisitions
MyCart
The “Add To PO” link is now grayed out within Product Search results for all
products whose “Allow Purchase” flag is set to false (unchecked).
When adding a new product using the Product Wizard, the “Allow Purchase” flag is
now auto-checked.
o Auto-Reorder
The Auto-Reorder flag is now accessible only when the Allow Purchase Flag is set to
True (checked).
Allow Purchase, Auto-Reorder, and Vendor Availability Combo Pak
The following changes and or rules have been incorporated into the combination of statuses
associated with Allow Purchase, Auto-Reorder and Vendor Availability:
o Allow Purchase = True (checked);
Auto-Reorder = True (checked); and,
Vendor Availability = Yes
All Product Details included in the Product Search results are now displayed using
active black font.
The Product ID will be included, as appropriate, in all Inventory Replenishment
processes.
The Product ID can be added manually to any existing or newly created purchase
order using any of the following processes:
Copy PO
Create PO
Edit PO
Handheld
MyCart
PO Quick Build
Template
Upload PO
“Add to PO” link from any Product Search results
o Allow Purchase = True (checked);
Auto-Reorder = False (unchecked); and,
Vendor Availability = Yes
All Product Details included in the Product Search results are now displayed using
active black font.
The Product ID will be excluded from all Inventory Replenishment processes.
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The Product ID can be added manually to any existing or newly created purchase
order using any of the following processes:
Copy PO
Create PO
Edit PO
Handheld
MyCart
PO Quick Build
Template
Upload PO
“Add to PO” link from any Product Search results
o Allow Purchase = True (checked);
Auto-Reorder = False (unchecked); and,
Vendor Availability = No
An *Unavailable* tag has been added to the end of the Product Description
All Product Details included in the Product Search results, except the Product
Description, are now displayed in a gray “ghosted” font.
All Product Details included in an Inventory Search results, except the Product
Description, are now displayed in a gray “ghosted” font.
The Product ID will be excluded from all Inventory Replenishment processes.
o Allow Purchase = True (checked);
Auto-Reorder = True checked); and,
Vendor Availability = No
An *Unavailable* tag has been added to the end of the Product Description
All Product Details included in the Product Search results, except the Product
Description, are now displayed in a gray “ghosted” font.
The Product ID will be excluded from all Inventory Replenishment processes.
The Product ID can be added manually to any existing or newly created purchase
order using any of the following processes: Copy PO
Create PO
Edit PO
Handheld
MyCart
PO Quick Build
Template
Upload PO
“Add to PO” link from any Product Search results
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o Allow Purchase = False (unchecked)
A *Restricted* tag has been added to the end of the Product Description.
All Product Details included in the Product Search results, except the Product
Description, are now displayed in a gray “ghosted” font.
The Product ID cannot be manually or systematically added to a purchase order via
any of the various ways to add Product IDs to a PO.
Add to PO
Products whose “Allow Purchase” flag is set to false (unchecked) can no longer be successfully
added to a purchase order from within the Products module.
o If a User attempts to add the product using the “Add to PO” link, the Quantity field is now
populated as 0, grayed out, and cannot be edited.
Product IDs
Leading and Trailing Spaces
o To help with copy/paste efforts associated with the use of Product IDs as a search
parameter, IntelliOrder now strips leading and trailing spaces from the following Product
IDs when saving a product record:
Alternate Equivalent ID
Barcode ID
Generic Equivalent ID
Internal ID
Manufacturer ID
NDC
Reference ID
Therapeutic Equivalent ID
UPN
User-Defined ID #1
User-Defined ID #2
User-Defined ID #3
Vendor Product ID
Create New Product
When adding a new product using the Product Wizard, the Allow Purchase and Auto-Reorder boxes
are now auto-populated.
Product Equivalencies
Search
o The Product Equivalencies search functionality now renders a single entry for each product
equivalency group.
o Search returns are sorted, in order, by:
Equivalency Label
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Equivalency ID
Type (descending)
o A new Type value of “Alternate” displays if the product equivalency grouping is based on
the “Alternate Equivalent ID” of each member product.
o View Icon
A “View” ( ) icon now displays in the last column of the search results for Users
that have “Product Equivalencies: View” permission only assigned.
Clicking the “View” icon will display a new read-only “View Product
Equivalency” page containing product equivalency group details and
member products.
Export
o The search criteria entered on the Product Equivalencies search page now carries forward
to the Search Criteria section of the Export function.
Product Groups
Export
o The search criteria entered on the Product Groups search page now carries forward to the
Search Criteria section of the Export function.
Inventory
Pre-Populated Inventory Location Options
If set up on the User Profile, the location selected by a User to populate the “Inventory Start OU”
field will now auto-populate the following Inventory Module Location Name fields.
o Cycle Count Analysis
o Dynamic Min/Max
o Inventory
o Inventory Search
o Inventory Quick Entry
o Inventory Quick Scan Sheet
Inventory Landing Page
Inventory Search is now the default Inventory Module page.
Inventory Search
Edit Inventory Page
o The following changes have been made to the Inventory Edit page:
The page name has been changed from “Inventory” to “Edit Inventory”.
The “Back to Inventory” link, located on the Navigation Bar, has been changed to
“Back to Search” and when clicked will return the User to Inventory Search.
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Inventory Export
o The following changes have been made to Inventory Export
Inventory Export records now match Inventory Search results utilizing the same search criteria.
Inventory Export records will not be duplicated for each vendor associated with a Product ID.
Inventory Replenishment
Allow Purchase
o Product IDs included in a replenishment evaluation, regardless of the trigger event which
prompted the replenishment evaluation, and whose Allow Purchase checkbox, located on
the respective product record, is set to “False” (unchecked) will:
Not be added to a purchase order even if replenishment is needed, and
Generate a message displayed in the Message Center stating “A Replenishment
Request was blocked due to Allow Purchase being False”.
Multi-Location Selection
o A Multi-Location search option has been added to Inventory Replenishment. The
functionality will allow Users with multiple Inventory Locations access to limit visibility to
only those Inventory Locations they wish to replenish.
Cycle Count Analysis
Clicking View Settings without first entering a Location now results in a message stating “Please
choose a location” rather than displaying the default settings.
Requisitions
Allow Purchase
o Product IDs included in the processing of a Requisition whose Allow Purchase checkbox
located on the respective product record is set to “False” (unchecked) will:
Not be added to a purchase order even if min/max values are set and
replenishment evaluation deems replenishment is needed, and
Generate a message displayed in the Message Center stating “A Replenishment
Request was blocked due to Allow Purchase being False”.
Data Interfaces
Electronic Catalog Updates
The 832 Electronic Catalog Error message “There are multiple root elements. Line 1, position 100”
has been changed to add clarity and meaning to the message. It now reads “Unable to create
product due to missing unit of measure.”
Upload Inventory
QOH values changed through the Upload Inventory process now create Adjustment Journal entries.
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Search
Quick Search
The search criteria free text field box has been reformatted to match the Search by: control field
box.
Purchase Order Search
The Purchase Order Search breadcrumbs have been changed to reflect the module Orders rather
than Products.
The length of the date field within the Purchase Order Search parameter selection page has been
shortened.
When multiple purchase orders are submitted simultaneously from the Purchase Order Search
results page, the page now updates and displays the submission confirmation messages and
updated status.
Receiving Search
Receiving Search Results
o Actions
Automated PO Receiving processes (Receive All, Receive by Confirmation, Receive
by Invoice) once initiated now display the message “Receiving activity is pending”
below the View Notes and Edit icons.
Product Search
Products whose “Allow Purchase” flag is set to false (unchecked) can no longer be successfully
added to a purchase order from the search results page.
o If a User attempts to add the product anyway using the “Add to PO” link located at the
top or bottom of the search results, the Quantity field is now populated as 0, grayed
out, and cannot be edited.
Journal
Transaction Type
o Store Count Sync has been added as an option to the Transaction Type dropdown list.
Receipt Reversals
o Receipt reversals are now reflected as a Vendor Return in the Journal.
Vendor Returns
o Vendor Returns, initiated using the Returns functionality associated with PO Receiving, are
now reflected as a transaction in the Journal.
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Reports
Report Enhancements
Administration
o ADM003 – Location Listing
The following information has been added to the report format:
Report Number
Report Parameters
Report Footer
Parent Location has been added as a column.
The following changes have been made to column headings:
Name has been changed to Location Name
ID has been changed to Location ID
Charge ID has been changed to Location Charge ID
Within the body of the report, the Total Items wording has been changed to Count.
Inventory
o INV002 – Inventory Valuation by Location
Report performance has been optimized to allow for report generation from any
level of the hierarchy.
The term “OrgUnit” in the filter details has been changed to “Location”.
o INV023 – Non-Movement Report
Report performance has been optimized.
An “Include Children” checkbox has been added that when checked enables users
to run the report for multiple locations.
When child locations are included in the report, report contents are
grouped and sorted alphabetically by Location Name.
Products
o PROD001 – Product Barcode Listing
The report description has been changed to read “A product listing with Vendor
Product ID barcodes”.
(Vendor Product ID) has been added directly beneath the “Barcode” column to
remind users that the barcode displayed is the Vendor Product ID barcode.
The Internal ID has been replaced by the Primary Product ID in the column directly
to the right of the Description column.
o PROD011 – Contract Listing
An Order By parameter has been added.
The report name has been added to the header and footer or the report.
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o PROD012 – Product Listing Report with Barcodes
The report description has been changed to read “A product list with barcodes
based on the product ID selected by the user”.
Journal
o CON001 – Consumer Barcode Listing no longer includes the report run date as part of the
report output.
o TRANS010 – Transfer Ledger Code Summary by Transaction Type now includes Receipt
Reversals. They are reflected on the report as a Vendor Return.
Data Portal
For those customers with access to the Data Portal, the following changes have been made:
Product IDs
Leading and Trailing Spaces
o To help with copy/paste efforts associated with the use of Product IDs as a search
parameter, IntelliOrder now strips leading and trailing spaces from the following Product
IDs when added via Data Portal:
Barcode ID
Generic Equivalent ID
Internal ID
Manufacturer ID
NDC
Therapeutic Equivalent ID
UPN
User-Defined ID #1
User-Defined ID #2
User-Defined ID #3
Vendor Product ID
Product Status
o Allow Purchase functionality has been added to the Product Status options.
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Bug Fixes
Vendors
Details associated with the Vendor merge icon ( ) again display when hovered over with a
mouse.
Orders
Purchase Orders
o Scheduled Submit Date
Scheduled Submit Date associated with purchase orders created by Users in the
Hawaii time zone are again being calculated with next day dates rather than dates
two days out.
Purchase Order History
o Details associated with Purchase Order History icons ( ) again display when
hovered over with a mouse.
o When using the “Copy PO” functionality within Purchase Order History, the PO Type is
again set to match the PO Type of the purchase order from which the copy was originated.
Purchase Order Search
o Details associated with Purchase Order Search icons ( ) again display when
hovered over with a mouse.
Receive PO
o The “Receive PO” button is again visible on purchase orders whose status is “Submitted
not Transmitted”.
Receiving Quick Entry
o When appropriate, Receiving Quick Entry once again changes PO Status to CLOSED.
Products
Product Equivalencies
o Search
Export
The export of Product Equivalencies search results is now contained to
only include the Search results.
Product Groups
o Search
Export
The export of Product Groups search results are now contained to only
include the Search results.
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Inventory
Non-Inventory Locations
o Handheld generated transfers from a Perpetual Location to a Non-Inventory Location no
longer results in inventory records being created.
Data Interfaces
Upload Inventory
o Adjustments to QOH completed via Upload Inventory now create a Journal entry.
Electronic Catalog Updates
o Allow Purchase
Electronic Catalog Updates now set the Allow Purchase flag to true (checked)
when new products are added.
Reports
Overall
o Spelling and Grammar has been corrected in the “Maximum wait Time Exceeded”
message.
Administration
o ADM010 – Ship To and Bill To by Vendor again only displays information relative to the
single location selected when Location criteria has been added as a report parameter.
Inventory
o INV002 – Inventory Valuation by Location again sorts and displays results regardless of the
sort by method selected.
o The following reports again reflect Inventory Turns to two decimal places rather than four:
INV025 – Inventory Turns by Location.
INV026 – Inventory Turns by Product
o In those environments where previously missing, reports INV025 – Inventory Turns by
Location and INV026 – Inventory Turns by Product are again visible and accessible.
o INV027 – Simple Barcode Inventory Worksheet once again prints on even-numbered pages
as well as the odd-numbered pages.
Purchase Orders
o PO001 – Purchase Order Report) again reflects the Vendor Phone and Fax Numbers and
reflects them as a separate line within the Vendor information.
o PO028 – Purchase Order Report (Faxable Version) again reflects the Vendor Phone and Fax
Numbers and reflects them as a separate line within the Vendor information.
o PO032 – Purchase Order Listing with “Do Not Sub” Indicator again defaults the “Do Not
Sub” option to checked.
Products
o PROD005 – Product Listing – Retail with History description has been updated to read “List
of product price history changes both electronic and manual for a given data range”.
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o PROD006 – Product Update Detail by Vendor again renders data when required fields are
populated.
Handhelds
o HH004 – Handheld Inventory Counts by Vendor now renders data that includes all
products meeting the parameters selected regardless of Product ID type entered into the
handheld.
Journal
o Unit of Measure, Price, and Extended Price are again reflected correctly on the following
Journal Reports:
TRANS004 – Transactions Detail by Transaction Type
TRANS005 – Transactions Summary by Transaction Type
TRANS010 – Transfer Ledger Code Summary by Transaction Type
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Known Issues
Administration
Users
o Export
Users are able to export User data for all Users rather than the export data being
limited by the organization’s hierarchy.
o Pagination
After clicking the Users link, the initial display of Users is All Users. However, the
User cannot page through All Users as the pagination is limited to Users whose last
name begins with A.
Orders
Purchase Orders
o Purchase Package Size cannot be changed on an Open purchase order.
o The “Convert PO to Template” option does not correctly transfer the PO Type to the
Template created.
Products
Edit Products
o An error is displayed after uploading a product image.
Product Groups
o Product Group names are not required to be unique.
Inventory
Inventory Quick Scan Sheet
o Inventory is not displayed when “View Inventory” is selected as the “After Saving” option.
Data Interfaces
Inventory Upload
o An Inventory Upload does not update the detail records of Merged Inventory Groups.
Reports
Inventory
o INV017 – Barcode Inventory Worksheet contains random blank pages.
Purchase Orders
o CONF001 – Confirmation Details by PO does not display the Product IDs ordered and
substituted as well as the quantities correctly.
Products
o PO002 – Product Listing by Contract does not render results by Product Type when
selected.
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Search
Receiving
o The “Select All” and “Receive All” buttons associated with a Receiving Search that renders
POs eligible for PO Receiving do not always display reliably.
Journal
o Inventory counts completed using Inventory Quick Entry updates the Journal Quantity field
with the previous QOH rather than the adjustment amount of the QOH change.
o An “All Transactions” search does not include Receipts and Vendor Returns.