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Overview

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The Inventory Transfer Request is no longer the focus of the Inventory Transfer Process - the Inventory Transfer Request Item is.
Inventory Transfer Request Items are 'Ordered', 'Shipped' and 'Received'.
1. This replaces the 'Requested', 'Transfer Out' and 'Transfer In' transactions in order to standardize similar transactions with Purchase Orders.
In the past, Inventory Transfer Request Items were associated with, and expected to remain with, Inventory Transfer Requests. In reality, Inventory Transfer Request Items are independent items; therefor, they should be managed as independent items. They are still introduced into the Inventory Transfer Process via the Inventory Transfer Request; however, once they are 'Ordered', they will be managed as items that can then be regrouped and Shipped, then Received.
The Inventory Transfer screens have search functionality that provides the User the ability to Ship and Receive Inventory Transfer Request Items.
Inventory Transfer Process:
1. The 'Inventory Transfer Request Search' screen is used to initiate the Inventory Transfer Process, and access the 'Inventory Transfer Request' screen.
  1. This screen is accompanied by the 'Inventory Transfer Request Items' report.
2. The 'Inventory Transfer Request' screen is used to 'Order' Inventory Transfer Request Items.
  1. This screen is accompanied by the 'Inventory Transfer Request' report, and the 'Inventory Transfer Request Picklist' dialog.
3. The 'Inventory Transfer' screen is used to 'Ship' Inventory Transfer Request Items and make Adjustments to Inventory Transfer Request Items that have been Received with Excess, Missing, or Returned Quantities.
  1. This screen is accompanied by the 'Inventory Transfer' form, 'Inventory Transfer Request Item Adjustments' dialog, and the 'Inventory Transfer Request Shopping List' report.
4. The 'Inventory Transfer Receiving' screen is used to 'Receive' Inventory Transfer Request Items.
  1. This screen is accompanied by the 'Inventory Transfer Receiving' form.
5. The 'Inventory Transfer Accounting' screen is used to search and view Accounts Payable and Accounts Receivable information resulting from Inventory Transfers between Inventory Areas that track Inventory Transfer Income and Expenses.
6. The 'Inventory Transaction Search' screen is used to search for Inventory Transfer Request Items, and view their Inventory Transfer Request Item History.
There are Default Settings that impact Inventory Transfers:
1. Hospital Defaults
2. Inventory Location Defaults
3. Product Defaults

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Functionality

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title	Settings that impact Inventory TransfersTransfer Requests...

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Following is an outline of the setting that impact Inventory Transfer Requests.

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title	Hospital Defaults...

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Aggregation Tolerance:
1. Inventory Aggregation is used to combine Inventory containing the same Unique Inventory Attributes. (Refer to the definition for 'Inventory Aggregation'.)

Inventory Area:

The

Hospital Unit

must be designated as an

Inventory Area

1. Aggregation Tolerance is the number of days in which the Inventory Date is considered to be the same for purposes of Inventory Aggregation. (Refer to the definition for 'Aggregation Tolerance'.)
2. The Aggregation Tolerance is determined by the following Order of Precedence:
  1. Product
  2. Inventory Area
  3. Hospital
3. 'Hospital Setup' screen - '

Unit

1. Inventory Setup' tab - '

Unit Details' subtab

Inventory Locations:

Hospital Units that are Inventory Areas, must have at lease one Inventory Location designated as the Default Inventory Location.

In order to receive

Shipped Inventory Transfer Request Items

automatically (without the use of the

'Inventory Receiving' screen

), the

Default Inventory Location

must be set to '

Auto-Receive Inventory

1. Hospital Defaults' subtab
2. Include Page
  Hospital Defaults subtab
  Hospital Defaults subtab
Auto-Receive Inventory:
1. The Hospital's 'Auto-Receive Inventory' option will be used as the default for Inventory Areas that are not configured with their own option, or are configured to 'Inherit from Hospital'.
  1. 'Hospital Setup' screen - 'Unit Inventory Setup' tab - 'Inventory LocationsHospital Defaults' subtab
Inventory Transfer Request Item Location:
1. When Inventory Transfer Request Items are Ordered, the Destination Inventory Location is selected.
2. This property, of the Inventory Transfer Request Item, is automatically selected (and editable) populated, but editable, based on the following , (in order of precedence):
  1. The Inventory Location that has been selected for the Product by the Inventory Area.
    1. 'Hospital Setup' screen - 'Unit Setup' tab - 'Inventory Locations' subtab
    2. 'Product Info' screen - 'Product Details' tab - 'Default Setup' subtab
  2. The Inventory Location of the Product when it was last Received.
    1. 'Inventory Transfer Request' screen
  3. The Inventory Location selected selected as the default 'Inventory Transfer Request Item Location' for the Destination Inventory Area.
    1. 'Hospital Setup' screen - 'Inventory Setup' tab - 'Inventory Area Defaults' subtab
  4. The Inventory Location selected as the default 'Inventory Transfer Request Item Location' for the Hospital.
    1. 'Hospital Setup' screen - 'Inventory Setup' tab - 'Hospital Defaults' subtab
Auto-Receive Inventory:The Hospital's 'Auto-Receive Inventory' option will be used as the default for Inventory Areas that are not configured with their own option, or are configured to 'Inherit from Hospital'
Requested By:
1. When the Inventory Transfer Request is created, the 'Requested By' field is prepopulated by the Inventory Area's default.
2. If the Inventory Area has not specified a default, the Hospital's default 'Requested By' will be used.
  1. 'Hospital Setup' screen - 'Inventory Setup' tab - 'Hospital Defaults' subtab
Transfer Pricing Defaults:
1. The Hospital can establish Transfer Pricing Defaults to be used if the Inventory Area has not configured their own Transfer Pricing Defaults.
  1. 'Hospital Setup' screen - 'Inventory Setup' tab - 'Hospital Defaults' subtab

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title	Inventory Area Defaults...

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Aggregation Tolerance:
1. Inventory Aggregation is used to combine Inventory containing the same Unique Inventory Attributes. (Refer to the definition for 'Inventory Aggregation'.)
2. Aggregation Tolerance is the number of days in which the Inventory Date is considered to be the same for purposes of Inventory Aggregation. (Refer to the definition for 'Aggregation Tolerance'.)
3. The Aggregation Tolerance is determined by the following Order of Precedence:
  1. Product
  2. Inventory Area
  3. Hospital
4. 'Hospital Setup' screen → 'Inventory Setup' tab → 'Inventory Area Defaults' subtab
Auto-Receive Inventory:
1. Inventory Areas can be configured to Auto-Receive Inventory. This setting bypasses the 'Inventory Transfer Receiving' screen when Inventory Transfer Request Items are Shipped to the Inventory Area.
  1. 'Hospital Setup' screen - → 'Unit Setup' tab - → 'Inventory Locations' subtab
  2. 'Hospital Setup' screen - → 'Inventory Setup' tab - → 'Inventory Area Defaults' subtab
Inventory Area:
1. The Hospital Unit must be designated as an Inventory Area
  1. 'Hospital Setup' screen → 'Unit Setup' tab → 'Unit Details' subtab
Inventory Locations:
1. Hospital Units that are Inventory Areas, must have at lease one Inventory Location designated as the Default Inventory Location.
2. In order to receive Shipped Inventory Transfer Request Items automatically (without the use of the 'Inventory Receiving' screen), the Default Inventory Location must be set to 'Auto-Receive Inventory'.
  1. 'Hospital Setup' screen → 'Unit Setup' tab → 'Inventory Locations' subtab
Inventory Transfer Picklists:
1. In order for the User to have access to the Inventory Transfer Request Item Picklists, they must be Assigned to the Inventory Area, and have the 'Inventory Transfer Picklist' option.
  1. 'Hospital Setup' screen - → 'Unit Setup' tab - 'Assigned Users→ 'Assigned Users' subtab
Inventory Transfer Request Item Location:
1. When Inventory Transfer Request Items are Ordered, the Destination Inventory Location is selected.
2. This property, of the Inventory Transfer Request Item, is automatically populated, but editable, based on the following (in order of precedence):
  1. The Inventory Location that has been selected for the Product by the Inventory Area.
    1. 'Hospital Setup' screen → 'Unit Setup' tab → 'Inventory Locations' subtab
    2. 'Product Info' screen → 'Product Details' tab → 'Default Setup' subtab
  2. The Inventory Location of the Product when it was last Received.
    1. 'Inventory Transfer Request' screen
  3. The Inventory Location selected as the default 'Inventory Transfer Request Item Location' for the Destination Inventory Area.
    1. 'Hospital Setup' screen → 'Inventory Setup' tab → 'Inventory Area Defaults' subtab
  4. The Inventory Location selected as the default 'Inventory Transfer Request Item Location' for the Hospital.
    1. 'Hospital Setup' screen → 'Inventory Setup' tab → 'Hospital Defaults' subtab
Reorder Quantities:
1. When selecting Inventory Transfer Request Items, the 'Needed Quantity' is determined by the 'Minimum Stock' and 'Reorder' Quantities set for the Product.
2. The Needed Quantity it determined in order of precedence:
  1. Inventory and Product Default
    1. 'Product Info' screen → 'Product Details' tab → 'Default Setup' subtab → 'Inventory Area Product Defaults' section
  2. Product Default
    1. 'Product Info' screen → 'Product Details' tab → 'Default Setup' subtab → 'Product Defaults' section
Requested By:
1. When the Inventory Transfer Request is created, the 'Requested By' field is prepopulated by the Inventory Area's default.
2. If the Inventory Area has not specified a default, the Hospital's default 'Requested By' will be used.
  1. 'Hospital Setup' screen → 'Inventory Setup' tab → 'Inventory Area Defaults' subtab
Transfer Pricing:
1. Inventory Areas that wish to track Inventory Transfers financially, must set up Inventory Transfer Pricing.
  1. 'Hospital Setup' screen - → 'Unit Setup' tab - → 'Transfer Pricing Setup' subtab
Transfer Pricing Defaults:
1. The Inventory Area can establish Transfer Pricing Defaults to be used if they have not configured Transfer Pricing Rules for the right combination of Destination Inventory Area and Product.
  1. 'Hospital Setup' screen - → 'Inventory Setup' tab - → 'Inventory Area Defaults' subtab

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title	Product Defaults...

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Aggregation Tolerance:
1. Inventory Aggregation is used to combine Inventory containing the same Unique Inventory Attributes. (Refer to the definition for 'Inventory Aggregation'.)
2. Aggregation Tolerance is the number of days in which the Inventory Date is considered to be the same for purposes of Inventory Aggregation. (Refer to the definition for 'Aggregation Tolerance'.)
3. The Aggregation Tolerance is determined by the following Order of Precedence:
  1. Product
  2. Inventory Area
  3. Hospital
4. 'Product Info' screen → 'Product Defaults' tab → 'Defaults Setup' subtab → 'Product Defaults' section
Default Destination Inventory Location:
1. When Inventory Transfer Request Items are Ordered, the Destination Inventory Location is selected.
2. This property, of the Inventory Transfer Request Item, is automatically populated, but editable, based on the following (in order of precedence):
  1. The Inventory Location that has been selected for the Product by the Inventory Area.
    1. 'Hospital Setup' screen → 'Unit Setup' tab → 'Inventory Locations' subtab
    2. 'Product Info' screen → 'Product Details' tab → 'Default Setup' subtab
  2. The Inventory Location of the Product when it was last Received.
    1. 'Inventory Transfer Request' screen
  3. The Inventory Location selected as the default 'Inventory Transfer Request Item Location' for the Destination Inventory Area.
    1. 'Hospital Setup' screen → 'Inventory Setup' tab → 'Inventory Area Defaults' subtab
  4. The Inventory Location selected as the default 'Inventory Transfer Request Item Location' for the Hospital.
    1. 'Hospital Setup' screen → 'Inventory Setup' tab → 'Hospital Defaults' subtab
Default Source Inventory Area:
1. When Inventory Transfer Request Items are Ordered, the Source Inventory Area is selected.
2. This property, of the Inventory Transfer Request Item, is automatically populated, but editable, based on the following (in order of precedence):
  1. The Default Source Inventory Area that has been selected for the Product by the Inventory Area.
    1. 'Product Info' screen → 'Product Details' tab → 'Default Setup' subtab
Reorder Quantities:
1. When selecting Inventory Transfer Request Items, the 'Needed Quantity' is determined by the 'Minimum Stock' and 'Reorder' Quantities set for the Product.
2. The Needed Quantity it determined in order of precedence:
  1. Inventory and Product Default
    1. 'Product Info' screen → 'Product Details' tab → 'Default Setup' subtab → 'Inventory Area Product Defaults' section
  2. Product Default
    1. 'Product Info' screen → 'Product Details' tab → 'Default Setup' subtab → 'Product Defaults' section

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title	Inventory Transfer Request Picklist Setup...

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Assigned Users:
1. In order for a User to have access to Inventory Transfer Picklists, they must the 'Inventory Transfer Request Picklist' option.
  1. 'Hospital Setup' screen → 'Unit Setup' tab → Assigned Users' subtab
Inventory Transfer Picklists:
1. Picklists are configured to be used for Inventory Transfer Requests.
  1. 'Product Setup' screen → 'Picklist Setup' tab

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title	Search for Inventory Transfer Requests...

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title	Order Inventory Transfer Request Items...

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title	Ship Inventory Transfer Request Items...

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title	Receive Inventory Transfer Request Items...

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title	Adjust Inventory Transfer Request Items...

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Definitions

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Following is a table of definitions for the screens (Components), components of screens (Subcomponents), fields (UI Element labels, names and entities), controls (names and entities), DB columns, adjustment types, privileges, attributes, and specs that have a direct, or indirect, connection to the term 'Inventory Transfer'.
Use the controls at the top of the table to change the sort, grouping, and row height.
To see more of the cell content, click on the cell expansion control located at the top-right corner of a selected cell.

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Open Issues

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