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Create and Edit Batches

Table of Contents [Hide/Show] Batch List Create Batch    Step 1: Name Batch       Empty Batch       Upload Documents    Step 2: Batch Options       Multiple Document Types       Strict Purchase/Transfer Minimums (50% Rule)    Step 3: Location Selections    Step 4: Usage Options       Date Range Usage       Weighted Usage       Weighted Usage Example    Step 5: Manufacturer/Vendor Filters    Step 6: Item Filters    Step 7: Review and Finalize Create Documents    Document List    Document Edit       Add Item       Add Document    Item View

Batch List¶

Create Batch¶

Step 1: Name Batch¶

Empty Batch¶

Upload Documents¶

Step 2: Batch Options¶

Multiple Document Types¶

Strict Purchase/Transfer Minimums (50% Rule)¶

If the item has less than 50% of the quantity needed to meet the quantity identified in the purchase or transfer in units of, it will not be purchased.

Example:

The purchase/transfer in units of = 10

If 3 of the item is needed, the item will not be ordered.

If 5 of the item is needed, 10 of the item will be ordered.

If 7 of the item is needed, 10 of the item will be ordered.

If 13 of the item is needed, 10 of the item will be ordered. (Only one purchase unit is met.).

If 15 of the item is needed, 20 of the item will be ordered.

If 17 of the item is needed, 20 of the item will be ordered.

Step 3: Location Selections¶

Step 4: Usage Options¶

Date Range Usage¶

Weighted Usage¶

Weighted Usage Example¶

See Weighted Usage Calculation

Step 5: Manufacturer/Vendor Filters¶

Step 6: Item Filters¶

Step 7: Review and Finalize¶

Create Documents¶

Document List¶

Document Edit¶

Add Item¶

Add Document¶

Item View¶