$TXT Created by at CLN1G2.AAC.DOMAIN.EXT (KIDS) on Tuesday, 08/30/22 at 14:53 ============================================================================= Run Date: OCT 19, 2023 Designation: PSA*3*81 Package : PSA - DRUG ACCOUNTABILITY Priority: Mandatory Version : 3 SEQ #65 Status: Released Compliance Date: NOV 19, 2023 ============================================================================= Associated patches: (v)PSA*3*80 <<= must be installed BEFORE `PSA*3*81' Subject: VAULT BALANCE ISSUES WHEN EDITING A VERIFIED INVOICE Category: - Routine Description: ============ This patch will resolve the following issues: Several sites have reported that after editing a non-controlled substance drug on a verified invoice having both controlled and non-controlled items using option Edit Verified Invoices [PSA EDIT VERIFIED INVOICE], a negative balance for the non-controlled drug appears on the controlled substance Inventory Sheet [PSD INVEN SHEET PRT]. Users are also unable to select the non-controlled substance drug by name when trying to adjust the negative balance in the controlled substance vault. Additionally, if a drug is marked for the Controlled Substances package after invoice verification, then edited on the invoice, balances do not update correctly. Patch Components: ----------------- Files & Fields Associated: File Name (Number) Field Name (Number) New/Modified/Deleted ------------------ ------------------- -------------------- N/A Forms Associated: Form Name File Number New/Modified/Deleted --------- ----------- -------------------- N/A Mail Groups Associated: Mail Group Name New/Modified/Deleted --------------- -------------------- N/A Options Associated: Option Name Type New/Modified/Deleted ----------- ---- -------------------- N/A Protocols Associated: Protocol Name New/Modified/Deleted ------------- -------------------- N/A Security Keys Associated: Security Key Name ----------------- N/A Templates Associated: Template Name Type File Name (Number) New/Modified/Deleted ------------- ---- ------------------ -------------------- N/A Remote Procedures Associated: Remote Procedure Name New/Modified/Deleted --------------------- -------------------- N/A Parameter Definitions Associated: Parameter Name New/Modified/Deleted -------------- -------------------- N/A Additional Information: ----------------------- New Service Requests (NSRs): N/A Patient Safety Issues (PSIs): N/A Defect Tracking System Ticket(s) & Overview: -------------------------------------------- 1. INC07184739-Editing Verified Invoice Causes Negative Balances 2. INC09423511-Vault Balances are Incorrect when Editing a Verified Invoice After a Controlled Substance Designation Change 3. INC09479487-Drug Lookup by Name Failed 4. INC09813465-Editing Verified Invoice Causes Negative Balances/Unable to Adjust Vault Balance 5. INC10217538-Editing Verified Invoice Causes Negative Balances/Unable to Adjust Vault Balance 6. INC11741863-Drug Lookup by Name Failed 7. INC12172433-Drug Lookup by Name Failed Problem: -------- There are multiple sites that are reporting issues when editing verified invoices using option Edit Verified Invoices [PSA EDIT VERIFIED INVOICE]. There are two separate issues that occur when the invoice contains a mix of controlled substance and non-controlled substance items at the time of the edit. If a non-controlled substance drug is edited, it displays on the controlled substance vault Inventory Sheet [PSD INVEN SHEET PRT] with a negative balance. The second issue is that after this type of edit, users cannot select the non-controlled substance drug by name in Controlled Substances options. This, in turn, prevents the user from adjusting the drug's quantity in the master vault. There is also an additional issue that occurs when a drug, that was a non-controlled substance at the time of invoice verification, is later marked for the Controlled Substances package. If that drug is then edited to the same drug using the Edit Verified Invoices option, balances do not update correctly. Resolution: ------------ The edit verified invoice process was not assigning the invoiced quantity to the proper location when a non-controlled substance drug was edited on a verified invoice containing both controlled and non-controlled substance items. The process was modified to assign the quantity of the edited drug to the proper location. The fix will also address the updating of quantities in the correct location when editing an item that was marked as a controlled substance after invoice verification. With updates now occurring in the appropriate location, the edited non-controlled substance drug will no longer appear on the controlled substances inventory sheet. This resolves the issue of not being able to access this drug by name in Controlled Substances options. Technical Resolution: --------------------- Changes were applied starting at the following tags to ensure that when a non-controlled substance drug gets edited on a verified invoice the quantities are applied to the correct location. Location data is contained in the DRUG ACCOUNTABILITY STATS file (#58.8). FILE581+3^PSAVERA1 FIND+3^PSAVERA1 UPDATE+3^PSAVERA1 Test Sites: ========== Coatesville VA Medical Center Coatesville, PA HON VAMC: VA Pacific Islands HCS Hawaii SNOW Change Order Number ====================== Coatesville: CHG0390015 Honolulu: CHG0398101 Software and Documentation Retrieval Instructions: -------------------------------------------------- The software for this patch is being released in a PackMan message. Patch Installation: Pre/Post Installation Overview: ============================== This patch contains a post installation routine, PSA81PI, that after running will create a mailman message that is sent to the installer and holders of the PSNMGR key. The report lists any drug with a negative balance in any of the master vaults. Sites will be responsible for deleting this routine if desired after installation of the patch. Pre-Installation Instructions: ============================= This patch may be installed with users on the system, but it is recommended that it be installed during non-peak hours to minimize potential disruption to users. This patch should take less than 2 minutes to install. Installation Instructions: ========================= 1. Choose the PackMan message containing this build. Then select the INSTALL/CHECK MESSAGE PackMan option to load the build. 2. From the Kernel Installation and Distribution System Menu, select the Installation Menu. From this menu, A. Select the Verify Checksums in Transport Global option to confirm the integrity of the routines that are in the transport global. When prompted for the INSTALL NAME enter PSA*3.0*81. NOTE: Using will not bring up a Multi-Package build even if it was loaded immediately before this step. It will only bring up the last patch in the build. B. Select the Backup a Transport Global option to create a backup message. You must use this option and specify what to backup; the entire Build or just Routines. The backup message can be used to restore the routines and components of the build to the pre-patch condition. i. At the Installation option menu, select Backup a Transport Global ii. At the Select INSTALL NAME prompt, enter your build PSA*3.0*81. iii. When prompted for the following, enter "R" for Routines or "B" for Build. Select one of the following: B Build R Routines Enter response: Build iv. When prompted "Do you wish to secure your build? NO//", press and take the default response of "NO". v. When prompted with, "Send mail to: Last name, First Name", press to take default recipient. Add any additional recipients. vi. When prompted with "Select basket to send to: IN//", press and take the default IN mailbox or select a different mailbox. C. You may also elect to use the following options: i. Print Transport Global - This option will allow you to view the components of the KIDS build. ii. Compare Transport Global to Current System - This option will allow you to view all changes that will be made when this patch is installed. It compares all of the components of this patch, such as routines, DDs, templates, etc. D. Select the Install Package(s) option and choose the patch to install. i. If prompted 'Want KIDS to Rebuild Menu Trees Upon Completion of Install? NO//', answer NO. ii. When prompted 'Want KIDS to INHIBIT LOGONs during the install? NO//', answer NO. iii. When prompted 'Want to DISABLE Scheduled Options, Menu Options, and Protocols? NO//', answer NO. Post-Installation Instructions: ============================== The post-installation report should be reviewed for any drugs with a negative balance in any controlled substance master vault. For any negative balances that require assistance to correct, please log a ticket and request it be sent to SPM.Health.PCS.Sub_1. The post-installation routine PSA81PI is not automatically deleted as part of the patch installation process. You may delete the routine after installation if desired. Installation Verification: -------------------------- Successful installation can be verified by reviewing the first 2 lines of the routines contained in the patch. The second line will contain the patch number (81) in the [PATCH LIST] section. The option Calculate and Show Checksum Values [XTSUMBLD-CHECK] can be run to compare the routine checksums to what is documented in the patch description. Back-out/Roll Back Plan: ----------------------- Back-out will be done only with the concurrence and participation of development team and appropriate VA site/region personnel. The decision to back-out or rollback software will be a joint decision between development team, VA site/region personnel and other appropriate VA personnel. Prior to installing an updated KIDS package, the site/region should have saved a backup of the routines in a mail message using the Backup a Transport Global [XPD BACKUP] menu option (this is done at time of install). The message containing the backed-up routines can be loaded with the "Xtract PackMan" function at the Message Action prompt. The Packman function "INSTALL/CHECK MESSAGE" is then used to install the backed-up routines onto the VistA System. If the patch was backed up for the build, from the Kernel Installation and Distribution System Menu, select the Installation Menu. Select the Install Package(s) option and choose the patch (PSA*3.0*81b) to install. The back-out plan is to restore the routines from the backup created. No data was modified by this patch installation and, therefore, no rollback strategy is required. Validation of Back-out Procedure: -------------------------------- The Back-out Procedure can be verified by confirming the checksums have been returned to the pre-patch value using CHECK1^XTSUMBLD. It can also be verified by printing the first 2 lines of the PSA routine(s) contained in this patch using the option First Line Routine Print [XU FIRST LINE PRINT]. Once the routine(s) contained in this patch have been backed out, the second line of each routine will no longer contain the designation of patch PSA*3.0*81. Routine Information: ==================== The second line of each of these routines now looks like: ;;3.0;DRUG ACCOUNTABILITY/INVENTORY INTERFACE;**[Patch List]**;Oct 24,1997;Build 10 The checksums below are new checksums, and can be checked with CHECK1^XTSUMBLD. Routine Name: PSA81PI Before: n/a After: B14729101 **81** Routine Name: PSAVERA1 Before: B68129439 After: B75072265 **21,61,63,70,71,80,81** Routine list of preceding patches: 80 ============================================================================= User Information: Entered By : Date Entered : MAR 09, 2020 Completed By: Date Completed: OCT 19, 2023 Released By : Date Released : OCT 19, 2023 ============================================================================= Packman Mail Message: ===================== $END TXT