VOMS Organization/Facility
Client User Guide (v. July 2018)|
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| VOMS Organization/Facility
Client User Guide (v. July 2018) |
The Orders and Transfers page (Orders & Returns > Orders & Transfers link in the menu) is the in-process queue for orders and transfers. Authorized users can view a list of all orders and transfers (inbound and outbound) that are currently in a processing stage, as well as create a new order or transfer. To sort orders/transfers based on a column header (i.e., order/transfer number, date, or status), click the column header.
To search for a specific order or transfer, first click on the correct tab (see below), then enter at least a few numbers (for the order number or order date) or characters (for sender or status, for example) into the Order Search field. The list narrows as text is entered into the search field. To return to the full list, delete the text in the search field.
Depending on configuration settings, there are two or three tab sections on this page:
Click
here to see an example Orders and Transfers page.
The following columns/fields are available on this page for inbound/outbound orders and transfers:
| Column/Field | Description |
| Action | Either a View button or Receive button is displayed in this field. Click View to open the order/transfer and view the details. Click Receive to be taken to the Receive Order page. |
| Type | Indicates if the item is an order, transfer, or return. |
| Order # | The VOMS-specific order or transfer number. |
| Sender (Inbound tab only) | Indicates the originator/sender of the inbound order or transfer. |
| Destination (Outbound tab only) | Indicates the destination/receiver for the outbound transfer or return. |
| Order Date | The date the order or transfer was created. |
| Status | The order or transfer status. Examples: Backordered, In Manual Review, Partially Received, Pending Local Approval, Saved, Shipped or Ready for Pickup, Approved, Denied. |
To view an order or transfer, search for the organization/facility in the search bar first, if necessary, then click the Orders & Returns > Orders & Transfers link in the menu. The Orders and Transfers page opens.
If the item is an inbound order or transfer, click the Inbound Orders & Transfers tab (if necessary; it is the default tab when the page first opens). If the item is an outbound transfer or return, click the Outbound Transfers tab. Locate the order, transfer, or return number in the list. If necessary, you can use the browser's page search feature or sort the Number column by clicking on the column header to locate the item in the list more easily. You can also search for an order or transfer by entering a few characters of the order/transfer number (or keyword, such as "back" for "backordered") in the Search field on the page (where it says Order Search). The list narrows as you enter text. To view the entire list again, delete the text from the Search field.
Once the item has been located in the list, click the View
button (
). If the order has not yet been submitted,
click the Continue button (
). (Note that if an order has been denied, the button
color is red, the row is highlighted in red, and the status is Denied.)
The page that opens when you click the View button depends on whether the item is inbound or outbound, an order or a transfer. Example pages are:
The order/transfer number, organization/facility, order/transfer date, and status appear at the top of the page. If the item is an order, the organization/facility details, shipping information, and vaccine order details also appear on the page.
The Vaccine Order Details section includes the Order Set name above the table. The columns displayed in the Vaccine Order Details table may vary, but generally are as follows:
| Column | Description |
| Vaccine | The vaccine name, product, packaging information, funding source, and NDC number for the specific vaccine lot number. |
Doses Used Last Month |
The number doses used of this vaccine lot number last month, if any. State configurable option. |
Physical Inventory |
The number of doses currently in physical inventory. State configurable option. |
| Order Quantity | The order quantity for this order. |
| Approved Quantity | If the order has been approved, this is the quantity approved. |
| Denied Quantity | If part or all of the vaccine order has been denied, this is the quantity denied. |
| Backorder Quantity | If any of the vaccine order has been backordered, this is the quantity backordered. |
| ROQ Exception | If there is a Recommended Order Quantity exception, it is displayed here. |
| Denial Reason | If part or all of the order has been denied, the denial reason is displayed here. |
| Shipped Quantity | If a shipping file has been imported for this order, the quantity shipped is displayed here. |
| Received Quantity | If the order has been received, this is the received quantity. |
| Rejected Quantity | If the order has been received and either fully or partially rejected, this is the quantity rejected. |
| Receipt Date | If the order is a partial order and part of the order has been received, this is the receipt date. |
Click Close at the bottom of the order/transfer view page to close it and return to the main Orders and Transfers page.
If a new order or transfer is saved before it is submitted, you can
return to it later by clicking the Orders
& Returns > Orders & Transfers link in the menu, locating
the order or transfer in the Inbound or Outbound list, and clicking on
the Continue button () for that
order or transfer in the list. See Create a New
Order for the columns and fields displayed on the page.
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