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changes.mady.by.user Rick Eggleston (Unlicensed)

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titleMoving Inventory within an Inventory Area...
  1. Navigate to the 'Product Setup' screen via the 'Navigation Menu'.
  2. Search for and select the Product.
  3. On the 'Product Info' screen, navigate to the 'Inventory' tab.
  4. Navigate to the 'Inventory' subtab.
  5. Using the checkboxes on the:


    1. Expand
      title'Location View' subtab...
      1. Select the Inventory Location from which to move all Inventory, or the individual Inventory to be moved.
      2. Click the 'Move Selected' button.

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    2. Expand
      title'Inventory View' subtab...
      1. Select the individual Inventory to be moved, or the Inventory Location from which to move all Inventory.
      2. Click the 'Move Selected' button.

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  6. In the 'Move Inventory' dialog

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    1. Provide the 'New Inventory Location', Inventory 'Adjustment Code', 'Adjustment Reason', and the 'Quantity to Move' from each of the 'Current Inventory Locations'.
      1. The 'Quantity to Move' will default to the existing Quantity in the 'Current Inventory Location', and can not exceed the existing 'Sales Quantity'.
      2. The 'Units' will default to the 'Sales Units', and indicates that the 'Quantity to Move' is in Sales Units or Stock Units.

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titleAuto-Receive Inventory Setup...


Expand
titleHospital Setup...
  1. Navigate to the 'Hospital Setup' screen via the 'Navigation Menu'.
    1. Select the Hospital.
  2. Navigate to the 'Inventory Setup' tab.
  3. Navigate to the 'Hospital Defaults' subtab.
  4. In the 'Inventory Transfer Defaults' section, set 'Auto-Receive Inventory' to:
    1. 'Yes' - The Inventory Areas that are not explicitly set, or are set to inherit this setting from the Hospital, will automatically Receive Inventory that is Shipped to them via an Inventory Transfer Request.
    2. 'No' - The Inventory Areas that are not explicitly set, or are set to inherit this setting from the Hospital, will not automatically Receive Inventory that is Shipped to them via an Inventory Transfer Request.
    3. By default, the Inventory Areas that are not explicitly set to not auto-receive Inventory, or inherit the setting from their parent Inventory Area or the Hospital, will automatically inherit this setting from the Hospital.


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titleInventory Location Setup...
  1. Navigate to the 'Hospital Setup' screen via the 'Navigation Menu'.
    1. Select the Hospital.
  2. Navigate to the 'Unit Setup' tab.
    1. Select the Hospital Unit.
  3. Navigate to the 'Inventory Locations' subtab.
  4. After selecting the Inventory Location, 
    1. Right-click and select the 'Auto-Receive' menu option; or,
    2. Click the 'Edit' Button; then,
    3. Select an option:
      1. 'Auto-Receive Inventory'
      2. 'Do not Auto-Receive Inventory'
      3. 'Inherit from Parent Area'
      4. 'Inherit from Parent Location'

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