Inventory Reconciliation from Saved Draft

If you previously saved an unfinished inventory reconciliation as a draft, you can continue that session from the draft that was saved.

To use the Reconcile module with a saved draft:

1. From the Workbench, select > Inventory > Reconcile.

2. In the Search Criteria section, select the Draft Report checkbox.

   

3. Select Search. The Search Criteria will collapse and results that match the search criteria display.

   

   If changes are made to the Actual on Hand, Re-Order Point or Re-Order # Packs of a Drug Folder between saving a draft and re-opening a draft, a prompt displays when Submit is selected. For more information, see Changes since a draft has been saved below.

4. In the Actual on Hand field, enter the physical count of the drug.

   

   • The ReOrder (PT) and ReOrder (PK) fields are enabled and can be edited, if required.

     

5. If the Variance is negative, the following information must be entered:

   • Reason - select the appropriate reason from the dropdown.

   • Comments - add information pertaining to specific reasons (e.g., prescription numbers or return reference numbers).

   

6. Select Submit.

   If there are blank Actual on Hand values, when submitted they have a Reason of NOT RECONCILED.

   A prompt displays.

7. Select the pharmacist's initials from the dropdown.

   

8. Select OK. A confirmation window displays to show that the reconciliation was successful.

9. Select Print to print the Reconciliation Summary report.

   

   Confirm the Reconciliation Summary report successfully printed. If not, select Print again as the report cannot be retrieved once it is closed.

   Reconciliation Summary Report Sample

   

10. Once a reconciliation is submitted:

    • The Actual on Hand, Re-Order Point and Re-Order # Packs fields are updated in the Drug Folder.

    • An entry is written to the Shipment Details window and the Drug Folder History tab.