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| - The date that will be associated with all Request Items that are shipped when the 'Ship' button is clicked.
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| - Provides the ability to enter the product, quantity transferred, and quantity cancelled, for any of the request items listed in the 'Request Items' section.
- Product Code or Barcode:
- The product line and sequence number, in the format Product Line.Sequence Number.
- An alternate ID associated with the product, such as a barcode entered manually, or using a barcode scanning device.
- Transferred:
- The quantity being transferred, in Stock Units.
- Cancelled:
- The quantity being cancelled, in Stock Units.
- Must be less than, or equal to the quantity requested, minus the quantity transferred.
- If less than the quantity requested, minus the quantity transferred, the remaining quantity will be considered to be 'Backordered'.
- Submit Button:
- Invokes a search for the product code or barcode entered from the list of Request Items.
- If the product is found, uses the available inventory from the Inventory List.
- If the barcode is found, uses the inventory with the matching barcode.
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| title | Request Item Details ... |
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| - Request Items from the search results of the 'Inventory Transfer' screen.
- Each Request Item is followed by an Inventory List which lists the inventory that meets the requirements of the Requested Item.
- All fields are non-editable.
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| - Product: The product line number, sequence number, and name of the requested product.
- Sales Unit: The Sales Unit of the Request Item.
- S:St: The Sales-to-Stock ratio of the Request Item.
- Stock Unit: The Stock Unit of the Request Item.
- Status: The status of the Request Item.
- Unit Price: The price (per Sales Unit) that the Destination Inventory Area will be charged.
- Sales Quantity: The quantity (in Sales Units) that were requested.
- Extended Price: The Unit Price multiplied by the Sales Quantity.
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| - Request Number: The Request Number of the Inventory Transfer Request on which the item was requested.
- Request Date: The date that the Request Item was requested.
- Requested By: The user who requested the item.
- Tags: The list of Tags that were assigned to the Inventory Transfer Request on which the item was requested.
- Shipment Number: If this is an item that has already been shipped, this is the Shipment Number of the Inventory Transfer Shipment on which the item was shipped.
- Shipped Date: If this is an item that has already been shipped, this is the date on which the Request Item was shipped.
- Shipped By: If this is an item that has already been shipped, this is the user who shipped it.
- Shipped From: If this is an item that has already been shipped, this is the Source Inventory Area.
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| - Units: The units that were requested.
- If requested in Sales Units, only the Sales Unit will be displayed.
- If requested in Stock Units, the S:St ratio and Sales/Stock Units will be displayed.
- Quantity: The quantity requested in Requested Units.
- Sales Quantity: The quantity requested in Sales Units converted by multiplying the Requested Quantity by the requested S:St ratio.
- If the Requested Units is 'Sales Units', this quantity will be equal to 'Quantity'.
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| title | Request Item Quantities ... |
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| - The sum of the quantities of Request Item and inventory in the 'Inventory List' section.
- These quantities are expressed in Requested Units. The units are not relevant because the purpose of the Request Item Quantities is to provide a high-level view of the status of the Request Item.
- The sum of the 'Transferred', 'Cancelled', and 'Backordered' quantities must be equal to, or less than, the sum of the Requested and Excess quantities.
- The sum of the Received, Returned, and Missing quantities must be equal to, or less than, the Transferred and Excess quantities.
- Re(Q)uested:
- The Requested quantity for the Request Item.
- (E)xcess:
- The total of the Excess inventory.
- This is the amount of inventory that was received in Excess of what was Requested.
- Adj Button: When the Excess quantity is greater than zero, this button will be available to post adjustments that will correct the inventory that was Transferred in Excess of what was Requested.
- The adjustment will increase the quantity Requested and Transferred, adjust inventory quantities, and post adjustments to the inventory transaction log.
- (T)ransferred:
- The total of the Transferred inventory.
- (C)ancelled:
- The Cancelled quantity for the Request Item.
- This is and editable field, and provides the ability to enter the amount of Requested inventory that will not be Transferred or Backordered.
- (B)ackordered:
- The Backordered quantity for the Request Item.
- This is the amount of Requested inventory that was not Transferred or Cancelled.
- The Backordered quantity is calculated by the 'Inventory Transfer' screen and form when the sum of the Transferred and Cancelled quantities is less than the quantity Requested.
- (R)eceived:
- The total of the Received inventory.
- This is the amount of Transferred and Excess inventory that was Received.
- Ret(U)rned:
- The total of the Returned inventory.
- This is the amount of Transferred and Excess inventory that was Returned to the Source Inventory Area.
- Adj Button: When the Returned quantity is greater than zero, this button will be available to post adjustments that will correct the inventory that was Transferred but Returned.
- The adjustment will decrease the quantity Transferred, and increase the quantities Cancelled and/or Backordered, adjust inventory quantities, and post adjustments to the inventory transaction log to identify the inventory as 'Damaged and Disposed' or 'Returned to Inventory'.
- (M)issing:
- The total of the Missing inventory.
- This is the amount of Transferred inventory that was not Received.
- The Missing quantity is calculated by the 'Inventory Receiving' screen and form when the sum of the Received and Returned quantities is less than the quantity Transferred.
- Adj Button: When the Missing quantity is greater than zero, this button will be available to post adjustments that will correct the inventory that was Transferred but not Received.
- The adjustment will decrease the quantity Transferred, and increase the quantities Cancelled and/or Backordered, adjust inventory quantities, and post adjustments to the inventory transaction log to identify the inventory as 'Lost', 'Stolen', or 'In Error'.
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| title | Request Item Comments ... |
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| - This editable field provides a place to record comments pertaining to the Request Item.
- These comments appear on all screens that display the Request Item.
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| - Provides the ability to navigate forward and backward through the list of Request Items in the 'Request Items' list on the 'Inventory Transfer' screen.
- The order of Request Items is determined by the order of the items in the 'Request Items' list.
- Updates made to the Request Items on the 'Inventory Transfer' form will be reflected in the 'Request Items' list on the 'Inventory Transfer' screen.
- << Button: Navigates to the beginning of the list.
- >> Button: Navigates to the end of the list.
- < Button: Navigates to the previous Request Item in the list.
- > Button: Navigates to the next Request Item in the list.
- Item / Items Field: Indicates the current Request Item and the total Request Items in the list.
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| - Show Zero Available Checkbox: If selected, inventory with a quantity equal to, or less than, zero will be displayed if it meets the requirements of the Request Item.
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| - A list of inventory that meets the requirements of the Request Item.
- The Transferred Quantity '(T)' and 'Comments' columns can be edited. All other columns can not be edited.
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| - The quantity displayed for each Request Item is the sum of the quantities for the Inventory Items.
- Location: The Inventory Location in which the inventory is located.
- S:St: The sales-to-stock ratio, followed by the Sales Units/Stock Units of the inventory
- The number of sales units per stock unit.
- (A): The Available quantity.
- (T): The quantity of the inventory that will be Transferred.
- This is an editable field.
- (R): The quantity of the inventory that was Received.
- (U): The quantity of the inventory that was Returned.
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| - Price: The price (per Requested Unit) that the Destination Inventory Area will be charged.
- Expiration Date: Expiration date of the inventory.
- Lot Number: Lot number of the inventory.
- Serial Number: Serial number of the inventory.
- NDC Number: National Drug Code of the inventory.
- Mfr: Manufacturer of the inventory.
- Comments: Comments that are associated with the Transferred inventory.
- This is an editable field.
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| - Saves the changes made to the editable fields.
- The inventory will not be updated until the 'Ship' button is clicked on the 'Inventory Transfer' screen.
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| - Closes the form without saving the changes.
- A confirmation message will be presented before the form is closed
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