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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


Information in this item is subject to change without notice.

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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.


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



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.



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



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.



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:



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



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:




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



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


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.




order using any of the following processes:

Copy PO

Create PO

Edit PO

Handheld

MyCart

PO Quick Build

Template

Upload PO



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




Auto-Reorder = True checked); and,

Vendor Availability = No

An *Unavailable* tag has been added to the end of the Product Description





order using any of the following processes: Copy PO

Create PO

Edit PO

Handheld

MyCart

PO Quick Build

Template

Upload PO




o Allow Purchase = False (unchecked)

A *Restricted* tag has been added to the end of the Product Description.



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:


Barcode ID


Internal ID

Manufacturer ID

NDC

Reference 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



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.



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.



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.



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.



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


Internal ID

Manufacturer ID

NDC


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.



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.



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”.



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



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.



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.

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