EDI Order Inquiry |
  
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If your clinic is utilizing the EDI order functionality, then this EDI Order Inquiry can be used to review the status of EDI orders.
The screen prompts are:
STARTING DATE - Enter the starting date for this report.
END DATE - Enter the ending date for this report.
ALL LOCATIONS - When this box is checked, “ALL LOCATIONS” will display Individual locations cannot be selected when this is checked. Location permissions are based on Application User set up.
LOCATION - From the drop-down list, select the location for which you wish to run the report. Location permissions are based on Application User set up.
ALL VENDORS - When this box is checked, "ALL VENDORS" will display.
VENDOR - From the drop-down list, select the vendor for which the inquiry will run.
ALL PATIENTS - When this box is checked, "ALL PATIENTS" will display. Individual patients cannot be selected when this is checked.
PATIENT - Select a single patient to run this report for.
OUTSTANDING ITEMS ONLY - If checked only non-received orders will display in the search results.
Click CONTINUE to run the inquiry using the selected criteria and the Inquiry will load. The EDI Orders in the Inquiry are shown with columns of data:
TRX - Click the ... box to see the order transaction details such as the date, time and the XML generated. Details such as the Status and if an Error was recorded as well.
ORDER NUMBER - Click the ... box to see a view only display of the original order.
SEQ - Displays what sequence line the product was on. For example the first product listed on an Order would be SEQ LINE 1, the second SEQ LINE 2... etc.
LOC - Displays the LOCATION of the Order.
VENDOR - Displays the VENDOR listed on the Order.
PRODUCT - Displays the PRODUCT listed on the Order.
DESCRIPTION - Displays the PRODUCT DESCRIPTION.
ORDER STATUS - Displays the current ORDER STATUS and users can drill down using the ... box to get Order Receiving's details such as the associated XMLs and status changes.
Users can choose to use the REFRESH icon to refresh the data presented with the same search criteria at any time. Users can also at any time choose to export the search results to Excel by clicking the EXCEL icon.
Click CANCEL to return to the previous selection screen or click EXIT to exit the function and return to the previous menu.