CXPTMPITEM FILE
Template Items
The Template Items file contains the items that are included in a preference
template. The information in this record is used to provide default item
information in Preference Items file records when adding preference templates
to a case.
Use CX05.1 (Preference Template) to add or delete items from a preference
template.
REFERENCED BY
CXCP.1 WH130 WH33.5 WH33.1 WH33.2 WH33.3
WH33.4 WH33.6 WH33.8 WH33.9 WH34.1 WH34.2
WH34.3 WH34.4 POIJ.1
FIELD NAME DESCRIPTION/VALID VALUES UPDATED BY
CTI-COMPANY Numeric 4
Company This field contains the company number.
CTI-REQ-LOCATION Alpha 5
To Location This field contains the location
requisitioning items and to be charged
for the items. This location can be an
inventory or noninventory location.
This value appears as the to location
on pick lists printed when you run CX100
(Pick List Print) and WH130 (Pick List
Print).
Valid values are
A requesting location defined in RQ01.1
(Requesting Location) for the specified
healthcare company.
CTI-PREF-CODE Alpha 8
Preference Code This field contains the Preference List
Code.
CTI-PROC-TYPE Alpha 8
Proc Type The procedure type is the first of two
fields that uniquely identify a
procedure. The procedure type can
identify the code set to which the
procedure code belongs.
For example, you can use one of the
following codes:
- CPT-4 for a code in the Current
Procedural Terminology listing compiled
by the American Medical Association
-HCPCS for a code in HCFA's (Health
Care Financing Administration's) Common
Procedure Coding System, or
- A code defined for your
organization's own procedures listing.
CTI-PROC-CODE Alpha 8
Procedure Code The procedure code is the second of two
fields that uniquely identify a
procedure. The procedure code is an
identifier for a specific procedure
within a procedure type.
CTI-PRACTNR-ID Alpha 15
Practitioner ID This field contains the practitioner ID.
Form CX04.1 (Practitioner) is used to
define practitioner IDs.
CTI-LINE-NBR Numeric 6
Line Number This field contains the line number.
CTI-ITEM Alpha 32 CXCP.1 POIJ.1
Item Number This field contains the item WH130 WH33.1
identifier. WH33.2 WH33.3
WH33.4 WH33.5
WH33.6 WH33.8
WH33.9 WH34.1
WH34.2 WH34.3
WH34.4
CTI-DESCRIPTION Alpha 30 (Lower Case) CXCP.1 POIJ.1
Description This field contains the item WH130 WH33.1
description. This value defaults from WH33.2 WH33.3
the item master for inventoried (I) or WH33.4 WH33.5
non-inventory-tracked (N) type items and WH33.6 WH33.8
must be added manually for all other WH33.9 WH34.1
types. WH34.2 WH34.3
WH34.4
CTI-ITEM-TYPE Alpha 1 CXCP.1 POIJ.1
Item Type This field identifies the line item WH130 WH33.1
type. WH33.2 WH33.3
I = Inventoried Item WH33.4 WH33.5
N = Non-Stock Item WH33.6 WH33.8
S = Service Item WH33.9 WH34.1
X = Special Item WH34.2 WH34.3
WH34.4
CTI-SERVICE-CODE Alpha 1
Service Code
CTI-QUANTITY Signed 13.4 CXCP.1 POIJ.1
Quantity This field contains the requested WH130 WH33.1
quantity to be picked. WH33.2 WH33.3
WH33.4 WH33.5
This field defaults to one (1) if no WH33.6 WH33.8
value is entered. WH33.9 WH34.1
WH34.2 WH34.3
WH34.4
CTI-UOM Alpha 4 CXCP.1 POIJ.1
Unit of Measure This field contains the valid stock WH130 WH33.1
unit of measure for this item. WH33.2 WH33.3
WH33.4 WH33.5
WH33.6 WH33.8
WH33.9 WH34.1
WH34.2 WH34.3
WH34.4
CTI-ISSUE-COST Signed 15.2 CXCP.1 POIJ.1
Issue Cost This field contains either a WH130 WH33.1
system-generated or a user-defined cost. WH33.2 WH33.3
WH33.4 WH33.5
Defaults: WH33.6 WH33.8
WH33.9 WH34.1
For inventoried (I) type items, the WH34.2 WH34.3
Case Carts system defaults the issue WH34.4
cost from the Inventory Control system
costing routine.
For non-inventory tracked (N, X, or S)
type items, the Case Carts system
defaults the cost from the Purchase
Order system unit cost default routine.
You can override the defaulted costs by
making a line change.
CTI-FROM-COMPANY Numeric 4 CXCP.1 POIJ.1
From Company This is the company that is the source WH130 WH33.1
of the items. WH33.2 WH33.3
WH33.4 WH33.5
WH33.6 WH33.8
WH33.9 WH34.1
WH34.2 WH34.3
WH34.4
CTI-FROM-LOCATION Alpha 5 CXCP.1 POIJ.1
From Location This is the inventory location that WH130 WH33.1
supplies the items or it is the purchase WH33.2 WH33.3
order ship to location that receives the WH33.4 WH33.5
items. WH33.6 WH33.8
WH33.9 WH34.1
WH34.2 WH34.3
WH34.4
CTI-ACCT-UNIT Alpha 15 CXCP.1 POIJ.1
Accounting Unit The accounting unit is a shorthand WH130 WH33.1
notation representing the variable level WH33.2 WH33.3
number. When used in the General Ledger WH33.4 WH33.5
Account Master file, the accounting unit WH33.6 WH33.8
must be defined in the General Ledger WH33.9 WH34.1
Names file as a posting accounting unit. WH34.2 WH34.3
WH34.4
CTI-ACCOUNT Numeric 6 CXCP.1 POIJ.1
Account This field along with the accounting WH130 WH33.1
unit and subaccount make up the location WH33.2 WH33.3
(account) where amounts and other WH33.4 WH33.5
account information is stored. WH33.6 WH33.8
WH33.9 WH34.1
WH34.2 WH34.3
WH34.4
CTI-SUB-ACCOUNT Numeric 4 CXCP.1 POIJ.1
Subaccount This field along with the accounting WH130 WH33.1
unit and subaccount make up the location WH33.2 WH33.3
(account) where amounts and other WH33.4 WH33.5
account information is stored. WH33.6 WH33.8
WH33.9 WH34.1
WH34.2 WH34.3
WH34.4
CTI-CHARGE-NBR Alpha 10 CXCP.1 POIJ.1
Charge Nbr The number used by the patient billing WH130 WH33.1
system to charge patients for items WH33.2 WH33.3
used. WH33.4 WH33.5
WH33.6 WH33.8
WH33.9 WH34.1
WH34.2 WH34.3
WH34.4
CTI-CHARGEABLE-FL Alpha 1 CXCP.1 POIJ.1
Chargeable Fl This field indicates whether the item WH130 WH33.1
is a patient chargeable item. WH33.2 WH33.3
WH33.4 WH33.5
Select Yes if the item is a patient WH33.6 WH33.8
chargeable item. WH33.9 WH34.1
Y = Yes WH34.2 WH34.3
N = No WH34.4
CTI-PRICE Signed 15.2
Price This field contains the amount that the
patient will be charged for the item.
CTI-REV-CENTER Alpha 5 CXCP.1 POIJ.1
Rev Center The revenue center is the department or WH130 WH33.1
accounting unit to be credited by the WH33.2 WH33.3
reimbursement. WH33.4 WH33.5
WH33.6 WH33.8
WH33.9 WH34.1
WH34.2 WH34.3
WH34.4
CTI-POST-ITEM-FL Alpha 1
Post Item Fl This field indicates whether or not the
item is used in the procedure (an
intraoperative item) or is a
postoperative or preoperative item.
1 = Intra-Op
2 = Post-Op
3 = Pre-Op
CTI-POST-DAY Numeric 2
Posting Day This field defines the day of the
patient visit when the item is to be
used. A value of zero indicates the day
of the procedure. When used with the
Care Days field, this value indicates
the day to start picking care items.
00
99
CTI-PATIENT-CLASS Alpha 1
Patient Class This provides for a category of patient.
I = Inpatient
O = Outpatient
CTI-REPEAT-FL Alpha 1
Repeat Fl This field is reserved for a future
release of the Case Carts system.
Y = Yes
N = No
CTI-NBR-DAYS Numeric 2
Number of Days Care days are the total number of days
a preoperative or postoperative item
will be used on the case, starting with
the usage day. The day of the procedure
is considered usage day 0.
See note below.
The Care Days * Units Per Day must
equal the Quantity if the Item Usage
flag is set.
Defaults:
None.
Note:
For example, if the patient stay
consists of day one for both surgery and
the use of intraoperative and
postoperative items, the number of care
days is 0.
In another example, if the patient stay
consists of two days, day one for the
procedure (designated as usage day 0)
and day two for postoperative care, the
number of care days is 1.
In another example if an item is not
used on a day in the middle of a patient
stay, you must create two lines for the
item. That is, first define the care
days for the item, up to the day of
nonusage. Next, add a new line for the
same item. Assume the day of nonusage as
a new usage day 0 and define the care
days for the new line as the total
number of remaining care days for the
item.
Use the following fields together: Item
Usage, Usage Day, Care Days, and Units
Per Day.
CTI-UNITS-PER-DAY Numeric 3
Units Per Day This value defines the number of item
units to be used per care day.
Use this field with the Item Usage
flag. Be aware that you do not use this
field with Care Days and Units Per Day
fields.
CTI-PICK-FL Alpha 1
Picking Option Flag This field indicates in which system to
run the pick list program.
Important: Your selection affects more
than just printing the pick list. Your
decision also affects whether shipment
records will be created so that items
are picked for the correct case by
shipment number. The shipment records
also exist for further processing. See
note below.
For inventoried (I) type items, you
must select 1.
For non-inventory-tracked (N, X, or S)
type items, you can select 1, 2, or 3.
For printing no pick lists, select 3.
Note: You must run the pick list
program (WH130 (Pick List Print)) in the
Warehouse system to have the system
create shipment records. (Later, when
you run CX100 (Pick List Print), the
shipment number created will appear on
the CX100 pick list. The shipment number
helps you match picked items with a case
procedure.) Additionally, once the
shipment records are created, shipping
feedback (in WH32.1 (Shipping Feedback
by Shipment)), and reduction of stock on
hand and deletion of demand records by
shipment release (in WH190 (Shipment
Release)) can proceed.
1 = Pick through Warehouse system
2 = Pick through Case Cart system
3 = Do not pick
CTI-ACCT-CATEGORY Alpha 5
Account Category This field contains a valid account
category as defined in the Activity
Management system.
Note: Use of the Activity Management
system to track and report costs
recorded in the Case Carts system is
reserved for a future release.
CTI-ACTIVITY Alpha 15
Activity This field contains a valid activity
code as defined in the Activity
Management system.
Note: Use of the Activity Management
system to track and report costs
recorded in the Case Carts system is
reserved for a future release.
CTI-ATN-OBJ-ID Numeric 12
Atn Object ID This field contains a system-assigned
identifier that provides access to data
in related files.
CTI-STORAGE-LOC Alpha 7
Storage Loc This field contains the storage
location identifier.
CTI-STOCKLESS-FL Alpha 1
Stockless Fl This flag indicates whether or not the
item is a stockless item.
Note: Use of this field is reserved
for a future release.
Y = Yes
N = No
CTI-AGREEMENT-REF Alpha 30
Agreement Ref
CTI-COST-CD Alpha 1
Unit Cost Origin This field contains the unit cost
Code origin code.
E = Entered
L = Last Cost
C = Contract
T = Catalog/Quote
B = Blanket
P = Last PO Created
CTI-VENDOR Alpha 9 (Right Justified)
Vendor ID The vendor's identification code.
CTI-CREATE-PO-CD Alpha 1
Create Purchase This code indicates whether this
Order Code inventory item is to be purchased by a
purchase order instead of picked from
inventory.
N = No, pick from inventory.
Y = Yes, create purchase order.
CTI-PO-CODE Alpha 4
Po Code This is the purchase order code.
CTI-TAXABLE-FLAG Alpha 1
Taxable or This field defines whether or not the
Non-Taxable Flag item is taxable.
Y = Yes
N = No
CTI-TAX-CODE Alpha 10
Tax Code This field contains a code representing
specific tax information. This must be
valid Tax Code.
CTI-CERT-REQ-FL Alpha 1
Certification This flag indicates whether a
Required Flag certification is required for this line
when it is purchased. This field value
is passed to the purchase order when the
purchase order line is created.
Select No if Certification not required.
Select Yes if Certification required.
Y = Yes
N = No
CTI-INSP-REQ-FL Alpha 1
Inspection Required This flag indicates whether this item
Flag has to be inspected when received via
PO.
Y = Yes
N = No
CTI-COST-OPTION Alpha 1
Cost Option 1 = Cost Required
2 = No Charge
3 = Vendor Determined
CTI-MANUF-CODE Alpha 4
Manufacturer's Code This field contains a user-defined code
that indicates the manufacturer of an
item.
CTI-MANUF-DIVISION Alpha 4
Manufacturer's This field contains a user-defined code
Division that indicates which division of a
manufacturer is tied to an item.
CTI-MANUF-NBR Alpha 15
Manufacturer's Item This is the identifier that the
Number manufacturer has assigned to an item.
CTI-LEADTIME-DAYS Numeric 3
Leadtime Number of This value (in days) indicates whether
Days the allocation for the item should be
done immediately or at some future date.
(For example, if a purchase order must
be created for the item, the leadtime
must allow time to create the order,
send it, and receive the item.)
The future date for allocation is
calculated using this value.
If blank, the value defaults from the
lead-time days defined on the Main tab
of the template.
CTI-PUT-OUT-FL Numeric 3
Put Out Fl This field will show up on the printed
pick list and preference list to show
how many of an item needs to opened for
the procedure. This will help in
reducing waste and returns.
For example, if the item quantity is 4
but the practitioner wants only 2
opened, this value would be 2.
CTI-USE-IDENTIFIER Alpha 1
Use Identifier
CTI-CONSIGNMENT-FL Alpha 1
Consignment Fl
CXPTMPITEM FILE INDEX
NAME KEY FIELDS DESCRIPTION / SUBSET CONDITION USED IN
CTISET1 COMPANY CXCP.1 WH130
REQ-LOCATION WH33.5 WH34.1
PREF-CODE WH34.2 WH34.3
PROC-TYPE WH34.4
PROC-CODE
PRACTNR-ID
LINE-NBR
CTISET2 COMPANY CXCP.1 POIJ.1
REQ-LOCATION WH130 WH33.1
ITEM WH33.2 WH33.3
PREF-CODE WH33.4 WH33.5
PROC-TYPE WH33.6 WH33.8
PROC-CODE WH33.9 WH34.1
PRACTNR-ID WH34.2 WH34.3
LINE-NBR WH34.4
CTISET3 ATN-OBJ-ID KeyChange, Duplicates, Subset
Where ATN-OBJ-ID != Zeroes
CXPTMPITEM FILE RELATIONS
ONE TO ONE RELATIONS
RELATION RELATED
NAME FILE INTEGRITY RULES / FIELD MATCH
Cxpreftemp CXPREFTEMP Required
CTI-COMPANY -> CPT-COMPANY (CPTSET1)
CTI-REQ-LOCATION -> CPT-REQ-LOCATION
CTI-PREF-CODE -> CPT-PREF-CODE
CTI-PROC-TYPE -> CPT-PROC-TYPE
CTI-PROC-CODE -> CPT-PROC-CODE
CTI-PRACTNR-ID -> CPT-PRACTNR-ID
From Location ICLOCATION Required
When CTI-FROM-LOCATION != Spaces
CTI-COMPANY -> ICL-COMPANY
CTI-FROM-LOCATION -> ICL-LOCATION
Ic Company ICCOMPANY Required
CTI-COMPANY -> ICC-COMPANY
Item ITEMMAST Not Required
ICC-ITEM-GROUP -> ITE-ITEM-GROUP
CTI-ITEM -> ITE-ITEM
Item Location ITEMLOC Not Required
Valid When CTI-FROM-LOCATION != Spaces
CTI-COMPANY -> ITL-COMPANY
CTI-FROM-LOCATION -> ITL-LOCATION
CTI-ITEM -> ITL-ITEM
Vendor APVENMAST Required
When CTI-VENDOR != Spaces
CPY-VENDOR-GROUP -> x u u ( -VENDOR-GROUP
CTI-VENDOR -> x u u ( -VENDOR
Vendor Group APCOMPANY Required
CTI-COMPANY -> CPY-COMPANY
CXPTMPITEM FILE RELATIONS
ONE TO MANY RELATIONS
RELATION RELATED
NAME FILE INTEGRITY RULES / FIELD MATCH
Itemsub ITEMSUB
ICC-ITEM-GROUP -> ITS-ITEM-GROUP
CTI-ITEM -> ITS-ITEM
"S" -> ITS-SUBTYPE
ITS-SUB-ITEM
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