Creating an Order (Serial Number Support and EPCIS Verificatio

Article Summary

This guide provides a step-by-step overview of how to create and manage an order efficiently.

Creating an Order

1. Navigate to the Orders Menu.
2. Click View Orders.
3. Click the Create Orders link.
4. Complete the New Order Form with the required details.
   • Tip: Use the Magnifying Glass to search sites with GLN/sGLN for accurate selection.
5. Click Create Order to proceed.

Adding Items to an Order

There are two ways to add items to an order:

• Scan Items (Preferred Method): Use the Scan Barcodes (must be in GS1 format) to add items accurately and efficiently.
• Manually Add Items From Inventory: Select items manually if scanning is unavailable. See New Feature: Serial Number Selection in Inventory Screen.

New Feature: Serial Number Selection in Inventory Screen

To support DSCSA compliance, users can now select serial numbers when creating an order, improving inventory tracking and traceability of serialized items.

Key Enhancements:

• Items with serial numbers now display a “+” sign.
• Clicking the “+” sign allows users to view and select a serial number.
• A search bar enables searching by serial number or barcode for quick selection.

How to Use This Feature:

1. Navigate to the Inventory Screen during order creation.
2. Look for items displaying a “+” sign.
3. Click the “+” sign to view and select a serial number.
4. Use the search bar to find a serial number or scan a barcode.
5. The QTY column will indicate the number of selected serial numbers (e.g., 5 of 10).
6. For non-serialized items, simply check the box and enter the quantity.
7. Click Add to Order button.

New Feature: Order Details Screen with Outbound EPCIS Support

The Order Details Screen now provides a streamlined order management process with enhanced support for outbound EPCIS transmission for DSCSA compliance.

Key Enhancements:

• Displays a detailed breakdown of order items, including EPCIS validation.
• Validate EPCIS Button identifies missing data needed for outbound EPCIS compliance.
• Users can make necessary corrections without disrupting the order workflow.
• Editable fields include Invoice, Purchase Order, PO Date, Purchase Date, Carrier, and Tracking.
• Orders passing EPCIS validation will be seamlessly transmitted to customer partners.

Before Closing an Order for EPCIS Submission

• Order Editing: Edit an existing order before marking it as closed. This includes modifying transactions (e.g., adding a serial number or sGTIN) and updating site details (e.g., adding GLN/sGLN).
• Validate EPCIS: Ensure compliance by verifying order details before submission.

How to Use This Feature:

1. Click Validate EPCIS to verify EPCIS data:
   • Green Checkmark = Successful validation.
   • Red Error Icon (Red Triangle with Exclamation) = Missing data. Hover over the icon to view the issue.
   • Users must resolve validation errors before closing the order.
2. Note: EPCIS data is only sent after validation and when the order is marked as closed.

Completing an Order

Once all items have been added and verified:

1. Click Mark as Closed to finalize the order.
2. If the order is EPCIS verified, a pop-up message will appear asking to confirm EPCIS transmission to your customer.
3. If the order is not verified, a pop-up message will appear stating that EPCIS will not be transmitted to your customer.
4. The order will move to the Completed Orders section.

For additional support, refer to the documentation or contact customer service.