Stocking Case Carts From a Surgical Resource Par Location

This section describes the tasks performed to stock a case cart in an integration of a PeopleSoft system and a third-party SRS application.

To stock a case cart for a procedure:

  1. Schedule the surgical procedure in the SRS application.

    Typically, the operating room (OR) nurse or assistant schedules a procedure in the SRS application and defines a case cart of the required supplies for the procedure by using the preference cards defined for a physician or surgeon.

  2. Run the material requisition process in the SRS application to source supplies required for upcoming procedures in PeopleSoft.

    Several days before the procedure, a materials requisition process in the SRS application identifies all of the items needed for the procedure. For the required items with on-hand quantity below par, the SRS application publishes data containing the required quantities needed for the procedure.

    PeopleSoft Purchasing subscribes to this data using the Purchase Order Requisition EIP. This service operation provides the PeopleSoft system with the information to enable the direct purchase of miscellaneous items needed for a particular procedure. This information includes the item ID, requested quantity, unit of measure, location (that is, the SRS storage location and PeopleSoft par location), due date (the procedure date), and case ID. The case ID is for trace purposes, and it is stored in the Description field (DESCR254) in the Comments table (PO_RQLD_CMT_SEG) in the EIP.

    The data is inserted into the PeopleSoft Purchasing requisition staging tables (PO_REQLOAD_RQST and PO_REQLOAD_CMT). The Purchasing Requisition Loader process (PO_REQLOAD) picks up the staged requisitions and inserts those with no data errors into the PeopleSoft Purchasing requisition tables for sourcing.

    If the Purchasing Requisition Loader process discovers errors in the data (such as data type inconsistency), the entire transaction is rejected. If there are application errors, the data is inserted and you can use the error-correction page to correct the data.

    Requests for non-stock items that have been staged to the PeopleSoft system are designated as processed in the SRS application. If the material requisitioning process is run again before the procedure is performed, requisitions for items below par are not duplicated. However, if additional quantities of requested items are required or if new items are needed, a new requisition transaction is published and staged to PeopleSoft Purchasing.

    If the original requisition quantity is decreased or canceled in the SRS application, the OR nurse or assistant can produce a cancellation report using the SRS application. This report identifying the canceled stock quantities can be sent to the materials management director, who can manually update the PeopleSoft system with the required changes. This might include canceling a requisition or modifying the requested quantity. If the supplier has already shipped the order or if the order has been received, it might require a return-to-vendor transaction.

    To facilitate finding the purchase order associated with the procedure that was canceled, the case ID is passed on in the data exchanged in the Purchase Order Requisition EIP.

    Based on SetID, supplier priority, and item attributes, PeopleSoft Purchasing sources the requested item using the PeopleSoft Purchasing distribution network, and it creates purchase orders for stockless items as well as material stock requests in PeopleSoft Inventory for stock items if the stock is available.

  3. Receive and deliver the requested stock quantities to the surgical resource location.

    Non-stock and stockless items are received using components in PeopleSoft Purchasing and delivered to the surgical resource location that generated the request for the item. Stock items are issued to the surgical resource par location from PeopleSoft Inventory.

  4. At the surgical resource location, pick materials required for the case cart.

    The day before the procedure, the OR nurse or assistant generates a pick list using the SRS application. The pick list is used at the surgical resource par location to retrieve the materials required to stock the case cart for the procedure.

    Depending on internal rules and regulations, material that is not consumed from the case cart can be returned to the surgical resource par location, where it can be picked for another procedure.

For technical details about individual EIPs, use the Interactive Services Repository (ISR) in the My Oracle Support website located at https://support.oracle.com/CSP/ui/flash.html.

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