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changes.mady.by.user Rick Eggleston

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titleInventory Location Setupsetup...
  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 'Unit Details' subtab.

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    1. Insure that the 'Inventory Area' checkbox is selected.
      1. This options designates the Hospital Unit as an Inventory Area which provides additional functionality to that Hospital Unit - such as Inventory Locations in which Inventory is stored, used, transferred, shipped, and received.
    2. Configure the other Inventory Transfer and Purchase Order Defaults.

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  4. Navigate to the 'Inventory Locations' subtab.

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    1. Using the 'Location Levels' section, create a model of the storage spaces within the Inventory Area.
      1. For more details, refer to the 'Hospital Setup' screen - 'Unit Setup' tab - 'Inventory Locations' subtab Mockup Wiki page.
    2. Using the 'Inventory Locations' section, begin to lay out the physical Inventory Locations within the Inventory Area, using the Location Level model.
    3. Add Products to the Inventory Location.
      1. This step is not necessary.  When Inventory is received, the Inventory Location is selected, which also creates the Default Inventory Location for the Product.

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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 Move' can not exceed the 'Available Quantity' in the 'Current Inventory Location'.  The default is the full Available Quantity for the Current Inventory Location.
      2. The 'Units' 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 ' option setup...

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'
    2. '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. 'No'
      3. 'Inherit from Parent Area'
      4. 'Inherit from Parent Location'

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