Functionality

1. 
   

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   title Hospital Defaults...
   Div style all align left dir ltr title Expand Text class expandText Aggregation Tolerance: Inventory Aggregation is used to combine Inventory containing the same Unique Inventory Attributes.  (Refer to the definition for 'Inventory Aggregation'.) 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'.) The Aggregation Tolerance is determined by the following Order of Precedence: Product Inventory Area Hospital Expand title 'Hospital Setup' screen - 'Inventory Setup' tab - 'Hospital Defaults' subtab... Mockup Alignment Center permalinkID 3VnPUjUTmewcwX2n25A1sg 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'. Expand title 'Hospital Setup' screen - 'Inventory Setup' tab - 'Hospital Defaults' subtab... Mockup Alignment Center permalinkID 3VnPUjUTmewcwX2n25A1sg Inventory Transfer Request Item Location: When Inventory Transfer Request Items are Ordered, the Destination Inventory Location is selected. This property, of the Inventory Transfer Request Item, is automatically populated, but editable, based on the following (in order of precedence): The Inventory Location that has been selected for the Product by the Inventory Area. Expand title 'Hospital Setup' screen - 'Unit Setup' tab - 'Inventory Locations' subtab... Mockup Alignment Center permalinkID i1ZZssEr6cELDvCbt5YtCw Expand title 'Product Info' screen - 'Product Details' tab - 'Default Setup' subtab... Mockup Alignment Center permalinkID jSY1npEpoWe6WR1P42C76 The Inventory Location of the Product when it was last Received. Expand title 'Inventory Transfer Request' screen... Mockup Alignment Center permalinkID gDWS6qY2MbABBUbjmUkVHW The Inventory Location selected as the default 'Inventory Transfer Request Item Location' for the Destination Inventory Area. Expand title 'Hospital Setup' screen - 'Inventory Setup' tab - 'Inventory Area Defaults' subtab... Mockup Alignment Center permalinkID uMbHhJM3zAnA6Uu1jNxnog The Inventory Location selected as the default 'Inventory Transfer Request Item Location' for the Hospital. Expand title 'Hospital Setup' screen - 'Inventory Setup' tab - 'Hospital Defaults' subtab... Mockup Alignment Center permalinkID 3VnPUjUTmewcwX2n25A1sg Requested By: When the Inventory Transfer Request is created, the 'Requested By' field is prepopulated by the Inventory Area's default. If the Inventory Area has not specified a default, the Hospital's default 'Requested By' will be used. Expand title 'Hospital Setup' screen - 'Inventory Setup' tab - 'Hospital Defaults' subtab... Mockup Alignment Center permalinkID 3VnPUjUTmewcwX2n25A1sg Transfer Pricing Defaults: The Hospital can establish Transfer Pricing Defaults to be used if the Inventory Area has not configured their own Transfer Pricing Defaults. Expand title 'Hospital Setup' screen - 'Inventory Setup' tab - 'Hospital Defaults' subtab... Mockup Alignment Center permalinkID 3VnPUjUTmewcwX2n25A1sg

   
   

2. 
   

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   title Inventory Area Defaults...
   Div style all align left dir ltr title Expand Text class expandText Aggregation Tolerance: Inventory Aggregation is used to combine Inventory containing the same Unique Inventory Attributes.  (Refer to the definition for 'Inventory Aggregation'.) 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'.) The Aggregation Tolerance is determined by the following Order of Precedence: Product Inventory Area Hospital Expand title 'Hospital Setup' screen - 'Inventory Setup' tab - 'Inventory Area Defaults' subtab... Mockup Alignment Center permalinkID uMbHhJM3zAnA6Uu1jNxnog Auto-Receive Inventory: 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. Expand title 'Hospital Setup' screen → 'Unit Setup' tab → 'Inventory Locations' subtab... Mockup Alignment Center permalinkID i1ZZssEr6cELDvCbt5YtCw Expand title 'Hospital Setup' screen - 'Inventory Setup' tab - 'Inventory Area Defaults' subtab... Mockup Alignment Center permalinkID uMbHhJM3zAnA6Uu1jNxnog Inventory Area: The Hospital Unit must be designated as an Inventory Area Expand title 'Hospital Setup' screen → 'Unit Setup' tab → 'Unit Details' subtab... Mockup Alignment Center permalinkID mTZ7iorKHjuoLJQnLBDgfB 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'. Expand title 'Hospital Setup' screen → 'Unit Setup' tab → 'Inventory Locations' subtab... Mockup Alignment Center permalinkID i1ZZssEr6cELDvCbt5YtCw Inventory Transfer Picklists: 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. Expand title 'Hospital Setup' screen → 'Unit Setup' tab → 'Assigned Users' subtab... Mockup Alignment Center permalinkID 3nNmX53HNpp6C4htkmD1AT Inventory Transfer Request Item Location: When Inventory Transfer Request Items are Ordered, the Destination Inventory Location is selected. This property, of the Inventory Transfer Request Item, is automatically populated, but editable, based on the following (in order of precedence): The Inventory Location that has been selected for the Product by the Inventory Area. Expand title 'Hospital Setup' screen → 'Unit Setup' tab → 'Inventory Locations' subtab... Mockup Alignment Center permalinkID i1ZZssEr6cELDvCbt5YtCw Expand title 'Product Info' screen → 'Product Details' tab → 'Default Setup' subtab... Mockup Alignment Center permalinkID jSY1npEpoWe6WR1P42C76 The Inventory Location of the Product when it was last Received. Expand title 'Inventory Transfer Request' screen... Mockup Alignment Center permalinkID gDWS6qY2MbABBUbjmUkVHW The Inventory Location selected as the default 'Inventory Transfer Request Item Location' for the Destination Inventory Area. Expand title 'Hospital Setup' screen - 'Inventory Setup' tab - 'Inventory Area Defaults' subtab... Mockup Alignment Center permalinkID uMbHhJM3zAnA6Uu1jNxnog The Inventory Location selected as the default 'Inventory Transfer Request Item Location' for the Hospital. Expand title 'Hospital Setup' screen - 'Inventory Setup' tab - 'Hospital Defaults' subtab... Mockup Alignment Center permalinkID 3VnPUjUTmewcwX2n25A1sg Reorder Quantities: When selecting Inventory Transfer Request Items, the 'Needed Quantity' is determined by the 'Minimum Stock' and 'Reorder' Quantities set for the Product. The Needed Quantity it determined in order of precedence: Inventory and Product Default Expand title 'Product Info' screen → 'Product Details' tab → 'Default Setup' subtab → 'Inventory Area Product Defaults' section... Mockup Alignment Center permalinkID jSY1npEpoWe6WR1P42C76 Product Default  Expand title 'Product Info' screen → 'Product Details' tab → 'Default Setup' subtab → 'Product Defaults' section... Mockup Alignment Center permalinkID jSY1npEpoWe6WR1P42C76 Requested By: When the Inventory Transfer Request is created, the 'Requested By' field is prepopulated by the Inventory Area's default. If the Inventory Area has not specified a default, the Hospital's default 'Requested By' will be used. Expand title 'Hospital Setup' screen - 'Inventory Setup' tab - 'Inventory Area Defaults' subtab... Mockup Alignment Center permalinkID uMbHhJM3zAnA6Uu1jNxnog Transfer Pricing: Inventory Areas that wish to track Inventory Transfers financially, must set up Inventory Transfer Pricing. Expand title 'Hospital Setup' screen → 'Unit Setup' tab → 'Transfer Pricing Setup' subtab... Mockup Alignment Center permalinkID nduB9MZ4sisetEmEY8cENW Transfer Pricing Defaults: 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. Expand title 'Hospital Setup' screen - 'Inventory Setup' tab - 'Inventory Area Defaults' subtab... Mockup Alignment Center permalinkID uMbHhJM3zAnA6Uu1jNxnog

   
   

3. 
   

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   title Product Defaults...
   Div style all align left dir ltr title Expand Text class expandText Aggregation Tolerance: Inventory Aggregation is used to combine Inventory containing the same Unique Inventory Attributes.  (Refer to the definition for 'Inventory Aggregation'.) 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'.) The Aggregation Tolerance is determined by the following Order of Precedence: Product Inventory Area Hospital Expand title 'Product Info' screen → 'Product Defaults' tab → 'Defaults Setup' subtab → 'Product Defaults' section... Mockup Alignment Center permalinkID jSY1npEpoWe6WR1P42C76 Default Destination Inventory Location: When Inventory Transfer Request Items are Ordered, the Destination Inventory Location is selected. This property, of the Inventory Transfer Request Item, is automatically populated, but editable, based on the following (in order of precedence): The Inventory Location that has been selected for the Product by the Inventory Area. Expand title 'Hospital Setup' screen → 'Unit Setup' tab → 'Inventory Locations' subtab... Mockup Alignment Center permalinkID i1ZZssEr6cELDvCbt5YtCw Expand title 'Product Info' screen → 'Product Details' tab → 'Default Setup' subtab... Mockup Alignment Center permalinkID jSY1npEpoWe6WR1P42C76 The Inventory Location of the Product when it was last Received. Expand title 'Inventory Transfer Request' screen... Mockup Alignment Center permalinkID gDWS6qY2MbABBUbjmUkVHW The Inventory Location selected as the default 'Inventory Transfer Request Item Location' for the Destination Inventory Area. Expand title 'Hospital Setup' screen → 'Inventory Setup' tab → 'Inventory Area Defaults' subtab... Mockup Alignment Center permalinkID uMbHhJM3zAnA6Uu1jNxnog The Inventory Location selected as the default 'Inventory Transfer Request Item Location' for the Hospital. Expand title 'Hospital Setup' screen → 'Inventory Setup' tab → 'Hospital Defaults' subtab... Mockup Alignment Center permalinkID 3VnPUjUTmewcwX2n25A1sg Default Source Inventory Area: When Inventory Transfer Request Items are Ordered, the Source Inventory Area is selected. This is automatically populated, but editable, based on the 'Default Source Inventory Area' for the Product and Destination Inventory Area. Expand title 'Product Info' screen → 'Product Details' tab → 'Default Setup' subtab... Mockup Alignment Center permalinkID jSY1npEpoWe6WR1P42C76 Reorder Quantities: When selecting Inventory Transfer Request Items, the 'Needed Quantity' is determined by the 'Minimum Stock' and 'Reorder' Quantities set for the Product. The Needed Quantity it determined in order of precedence: Inventory and Product Default Expand title 'Product Info' screen → 'Product Details' tab → 'Default Setup' subtab → 'Inventory Area Product Defaults' section... Mockup Alignment Center permalinkID jSY1npEpoWe6WR1P42C76 Product Default  Expand title 'Product Info' screen → 'Product Details' tab → 'Default Setup' subtab → 'Product Defaults' section... Mockup Alignment Center permalinkID jSY1npEpoWe6WR1P42C76

   
   

4. 
   

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   title Inventory Transfer Request Picklist Setup...
   Div style all align left dir ltr title Expand Text class expandText Assigned Users: In order for a User to have access to Inventory Transfer Picklists, they must the 'Inventory Transfer Request Picklist' option.  Expand title 'Hospital Setup' screen → 'Unit Setup' tab → Assigned Users' subtab... Mockup Alignment Center permalinkID 3nNmX53HNpp6C4htkmD1AT Inventory Transfer Picklists: Picklists are configured to be used for Inventory Transfer Requests. Expand title 'Product Setup' screen → 'Picklist Setup' tab... Mockup Alignment Center permalinkID u4PUJ2ZbAARX5hqDSfQmR9

   
   

Definitions

• 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.

Open Issues