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changes.mady.by.user Rick Eggleston

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changes.mady.by.user Rick Eggleston

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titleLink Products to Inventory Locations...

Linking Products and Inventory Locations does not actually add Inventory, it just creates a link between the Product and Inventory Location.  This provides a Default Inventory Location for the Product.

This step is not necessary.  When Inventory is received Received, the Inventory Location is selected, which also creates the Default Inventory Location for the Product.

  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. Navigate to the 'List by Location' subtab.
    1. Select an Inventory Location.
  5. Select Products from the 'Products' section.
    1. Use the Product Search at the top of the section to locate individual Products, or Products within a Product Line.
    2. Select Products by checking the checkbox for each of the desired Products. 
    3. Click the 'Add Selected Products' button.

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titleUnlink Products from Inventory Locations...

Unlinking Products and Inventory Locations does not remove the Inventory, it just breaks the link between the Product and Inventory Location.  This removes the Default Inventory Location from the Product.

  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. Navigate to the 'List by Location' subtab.
    1. Select an Inventory Location.
    2. Select Products to be removed.
    3. Click the 'Remove Selected Products' button.

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titleEdit the Inventory Locations for a Product...

Linking Products and Inventory Locations does not actually add Inventory, it just creates a link between the Product and Inventory Location.  This provides a Default Inventory Location for the Product.  Therefore, editing the Inventory Location for a Product does not change the location of the Inventory.

  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. Navigate to the 'List by Product' subtab.
    1. Select an Product.
    2. Using the dropdown list below the Product, select the desired Inventory Location.

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titleReconciling Inventory at the Inventory Location level...
  1. Navigate to the 'Inventory Reconciliation & Adjustment' screen via the 'Navigation Menu'.
  2. Search for Inventory using the search options at the top of the screen - including Inventory Area, Inventory Location, and Product.
  3. In the search results, make changes to any of the editable values.
  4. When the 'Post' or 'Save' button is clicked, provide the Inventory Adjustment Code and Reason associated with each line of Inventory that was edited.
  5. To view Inventory Adjustments that have been posted to an Inventory row, hover the cursor over the info dot in the 'Adj' column.

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


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

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  5. 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 Quantity to Move' will default to the existing Quantity can not exceed the 'Available Quantity' in the 'Current Inventory Location', and can not exceed the existing 'Sales Quantity'.  The default is the full Available Quantity for the Current Inventory Location.
      2. The 'Units' will default to the 'Sales Units', and field indicates that the 'Quantity to Move' is in Sales Units or Stock Units.  The default is 'Sales Units'.

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titleSetup the 'Auto - Receive Inventory Setup..' option...

This option can be set for the Hospital, Inventory Area, and Inventory Location.

Refer to the definition for 'Auto Receive Inventory'.

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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' (refer to the definition for 'Auto Receive Inventory'):
    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.'
    4. 'No'

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titleInventory Area Setup...

In order for this option to be effective, the Hospital Unit must be designated as an Inventory Area.

This option, for the Inventory Area, can be configured using either of the following screens:

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title'Hospital Setup' screen - 'Unit Setup' tab - 'Unit Details' subtab...
  1. Navigate to the 'Hospital Setup' screen via the 'Navigation Menu'.
    1. Select the Hospital.
  2. Navigate to the 'Unit Setup' tab.
  3. Navigate to the 'Unit Details' subtab.
  4. In the 'Inventory Transfer & Purchase Order Defaults' section:
    1. Check the 'Inventory Area' option in order to designate the Hospital Unit as an Inventory Area.
    2. Set the 'Area Auto Receive Inventory' option (refer to the definition for 'Auto Receive Inventory'):
      1. 'Yes'
      2. 'No'
      3. 'Inherit from Hospital'
      4. 'Inherit from Parent Area'

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title'Hospital Setup' screen - 'Inventory Setup' tab - 'Inventory Area Defaults' subtab...
  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 'Inventory Area Defaults' subtab.
    1. Select the Inventory Area.
    2. Click the 'Edit' button.
  4. In the 'Add / Edit Inventory Transfer & Purchase Order Defaults' dialog:
    1. Select the 'Hospital Unit'.
    2. Check the 'Inventory Area' option in order to designate the Hospital Unit as an Inventory Area.
    3. Set the 'Area Auto Receive Inventory' option (refer to the definition for 'Auto Receive Inventory'):
      1. 'Yes'
      2. 'No'
      3. 'Inherit from Hospital'
      4. 'Inherit from Parent Area'

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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 :(refer to the definition for 'Auto - Receive Inventory'):
      1. 'Yes'
      2. 'Do not Auto-Receive InventoryNo'
      3. 'Inherit from Parent Area'
      4. 'Inherit from Parent Location'

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