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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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| Hospital Defaults: Div |
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- 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'.
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title | 'Hospital Setup' screen - 'Inventory Setup' tab - 'Hospital Defaults' subtab... |
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Alignment | Center |
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permalinkID | 3VnPUjUTmewcwX2n25A1sg |
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- 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.
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title | 'Hospital Setup' screen - 'Unit Setup' tab - 'Inventory Locations' subtab... |
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Alignment | Center |
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permalinkID | i1ZZssEr6cELDvCbt5YtCw |
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title | 'Product Info' screen - 'Product Details' tab - 'Default Setup' subtab... |
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Alignment | Center |
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permalinkID | jSY1npEpoWe6WR1P42C76 |
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- The Inventory Location of the Product when it was last Received.
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title | 'Inventory Transfer Request' screen... |
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Alignment | Center |
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permalinkID | gDWS6qY2MbABBUbjmUkVHW |
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- The Inventory Location selected as the default 'Inventory Transfer Request Item Location' for the Destination Inventory Area.
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title | 'Hospital Setup' screen - 'Inventory Setup' tab - 'Inventory Area Defaults' subtab... |
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Alignment | Center |
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permalinkID | uMbHhJM3zAnA6Uu1jNxnog |
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- The Inventory Location selected as the default 'Inventory Transfer Request Item Location' for the Hospital.
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title | 'Hospital Setup' screen - 'Inventory Setup' tab - 'Hospital Defaults' subtab... |
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Alignment | Center |
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permalinkID | 3VnPUjUTmewcwX2n25A1sg |
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- Requested By:
- When the Inventory Transfer Request is created, the 'Requested By' field is prepopulated by the Inventory Area's default.
- On the 'Hospital Setup' screen → 'Inventory Setup' tab → 'Inventory Area Defaults' subtab, the 'Requested By' field is located in the 'Inventory Transfer Defaults' section of the 'Add / Edit Inventory Transfer & Purchase Order Defaults' dialog (refer to the mockup below).
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title | 'Hospital Setup' screen - 'Inventory Setup' tab - 'Inventory Area Defaults' subtab... |
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Alignment | Center |
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permalinkID | uMbHhJM3zAnA6Uu1jNxnog |
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- If the Inventory Area has not specified a default, the Hospital's default 'Requested By' will be used.
On the 'Hospital Setup' screen → 'Inventory Setup' tab → 'Hospital Defaults' subtab, the 'Requested By' field is located in the 'Inventory Transfer Defaults' section (refer to the mockup below). Expand |
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title | 'Hospital Setup' screen - 'Inventory Setup' tab - 'Hospital Defaults' subtab... |
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Alignment | Center |
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permalinkID | 3VnPUjUTmewcwX2n25A1sg |
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- 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.
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title | 'Hospital Setup' screen - 'Inventory Setup' tab - 'Hospital Defaults' subtab... |
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Alignment | Center |
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permalinkID | 3VnPUjUTmewcwX2n25A1sg |
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title | Inventory Area Defaults... |
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| Inventory Area Defaults: Div |
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style | all |
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align | left |
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title | Expand Text |
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- 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.
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title | 'Hospital Setup' screen → 'Unit Setup' tab → 'Inventory Locations' subtab... |
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Alignment | Center |
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permalinkID | i1ZZssEr6cELDvCbt5YtCw |
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title | 'Hospital Setup' screen - 'Inventory Setup' tab - 'Inventory Area Defaults' subtab... |
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Alignment | Center |
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permalinkID | uMbHhJM3zAnA6Uu1jNxnog |
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- Inventory Area:
- The Hospital Unit must be designated as an Inventory Area
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title | 'Hospital Setup' screen → 'Unit Setup' tab → 'Unit Details' subtab... |
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Alignment | Center |
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permalinkID | mTZ7iorKHjuoLJQnLBDgfB |
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- 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'.
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title | 'Hospital Setup' screen → 'Unit Setup' tab → 'Inventory Locations' subtab... |
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Alignment | Center |
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permalinkID | i1ZZssEr6cELDvCbt5YtCw |
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- 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.
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title | 'Hospital Setup' screen → 'Unit Setup' tab → 'Assigned Users' subtab... |
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Alignment | Center |
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permalinkID | 3nNmX53HNpp6C4htkmD1AT |
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- 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.
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title | 'Hospital Setup' screen → 'Unit Setup' tab → 'Inventory Locations' subtab... |
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| Mockup |
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Alignment | Center |
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permalinkID | i1ZZssEr6cELDvCbt5YtCw |
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title | 'Product Info' screen → 'Product Details' tab → 'Default Setup' subtab... |
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Alignment | Center |
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permalinkID | jSY1npEpoWe6WR1P42C76 |
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- The Inventory Location of the Product when it was last Received.
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title | 'Inventory Transfer Request' screen... |
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| Mockup |
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Alignment | Center |
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permalinkID | gDWS6qY2MbABBUbjmUkVHW |
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- The Inventory Location selected as the default 'Inventory Transfer Request Item Location' for the Destination Inventory Area.
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title | 'Hospital Setup' screen - 'Inventory Setup' tab - 'Inventory Area Defaults' subtab... |
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| Mockup |
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Alignment | Center |
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permalinkID | uMbHhJM3zAnA6Uu1jNxnog |
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- The Inventory Location selected as the default 'Inventory Transfer Request Item Location' for the Hospital.
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title | 'Hospital Setup' screen - 'Inventory Setup' tab - 'Hospital Defaults' subtab... |
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| Mockup |
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Alignment | Center |
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permalinkID | 3VnPUjUTmewcwX2n25A1sg |
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- Reorder Quantities:
- When selecting Inventory Transfer Request Items, the 'Needed Quantity' is determined by the 'Minimum' and 'Reorder' Quantities set for the Product and/or Inventory Area.
- The Needed Quantity it determined in order of precedence:
- Inventory Area and Product Default
Located in the 'Inventory Area Product Defaults' section of the 'Product Info' screen → 'Product Details' tab → 'Default Setup' subtab (see mockup below): Expand |
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title | 'Product Info' screen → 'Product Details' tab → 'Default Setup' subtab → 'Inventory Area Product Defaults' section... |
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| Mockup |
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Alignment | Center |
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permalinkID | jSY1npEpoWe6WR1P42C76 |
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- Product Default
Located in the 'Product Defaults' section of the 'Product Info' screen → 'Product Details' tab → 'Default Setup' subtab (see mockup below): Expand |
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title | 'Product Info' screen → 'Product Details' tab → 'Default Setup' subtab → 'Product Defaults' section... |
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| Mockup |
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Alignment | Center |
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permalinkID | jSY1npEpoWe6WR1P42C76 |
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- Requested By:
- When the Inventory Transfer Request is created, the 'Requested By' field is prepopulated by the Inventory Area's default.
- On the 'Hospital Setup' screen → 'Inventory Setup' tab → 'Inventory Area Defaults' subtab, the 'Requested By' field is located in the 'Inventory Transfer Defaults' section of the 'Add / Edit Inventory Transfer & Purchase Order Defaults' dialog (refer to the mockup below).
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title | 'Hospital Setup' screen - 'Inventory Setup' tab - 'Inventory Area Defaults' subtab... |
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| Mockup |
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Alignment | Center |
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permalinkID | uMbHhJM3zAnA6Uu1jNxnog |
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- If the Inventory Area has not specified a default, the Hospital's default 'Requested By' will be used.
On the 'Hospital Setup' screen → 'Inventory Setup' tab → 'Hospital Defaults' subtab, the 'Requested By' field is located in the 'Inventory Transfer Defaults' section (refer to the mockup below). Expand |
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title | 'Hospital Setup' screen - 'Inventory Setup' tab - 'Hospital Defaults' subtab... |
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| Mockup |
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Alignment | Center |
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permalinkID | 3VnPUjUTmewcwX2n25A1sg |
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- Transfer Pricing:
- Inventory Areas that wish to track Inventory Transfers financially, must set up Inventory Transfer Pricing.
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title | 'Hospital Setup' screen → 'Unit Setup' tab → 'Transfer Pricing Setup' subtab... |
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Alignment | Center |
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permalinkID | nduB9MZ4sisetEmEY8cENW |
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- 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.
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title | 'Hospital Setup' screen - 'Inventory Setup' tab - 'Inventory Area Defaults' subtab... |
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| Mockup |
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Alignment | Center |
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permalinkID | uMbHhJM3zAnA6Uu1jNxnog |
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| Product Defaults: Div |
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style | all |
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align | left |
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class | expandText |
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| - 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
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title | 'Product Info' screen → 'Product Defaults' tab → 'Defaults Setup' subtab → 'Product Defaults' section... |
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| Mockup |
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Alignment | Center |
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permalinkID | jSY1npEpoWe6WR1P42C76 |
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- 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 |
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title | 'Hospital Setup' screen → 'Unit Setup' tab → 'Inventory Locations' subtab... |
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| Mockup |
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Alignment | Center |
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permalinkID | i1ZZssEr6cELDvCbt5YtCw |
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Expand |
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title | 'Product Info' screen → 'Product Details' tab → 'Default Setup' subtab... |
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| Mockup |
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Alignment | Center |
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permalinkID | jSY1npEpoWe6WR1P42C76 |
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- The Inventory Location of the Product when it was last Received.
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title | 'Inventory Transfer Request' screen... |
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| Mockup |
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Alignment | Center |
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permalinkID | gDWS6qY2MbABBUbjmUkVHW |
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- The Inventory Location selected as the default 'Inventory Transfer Request Item Location' for the Destination Inventory Area.
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title | 'Hospital Setup' screen → 'Inventory Setup' tab → 'Inventory Area Defaults' subtab... |
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| Mockup |
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Alignment | Center |
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permalinkID | uMbHhJM3zAnA6Uu1jNxnog |
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- The Inventory Location selected as the default 'Inventory Transfer Request Item Location' for the Hospital.
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title | 'Hospital Setup' screen → 'Inventory Setup' tab → 'Hospital Defaults' subtab... |
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| Mockup |
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Alignment | Center |
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permalinkID | 3VnPUjUTmewcwX2n25A1sg |
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- 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.
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title | 'Product Info' screen → 'Product Details' tab → 'Default Setup' subtab... |
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| Mockup |
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Alignment | Center |
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permalinkID | jSY1npEpoWe6WR1P42C76 |
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- 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
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title | 'Product Info' screen → 'Product Details' tab → 'Default Setup' subtab → 'Inventory Area Product Defaults' section... |
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| Mockup |
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Alignment | Center |
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permalinkID | jSY1npEpoWe6WR1P42C76 |
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- Product Default
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title | 'Product Info' screen → 'Product Details' tab → 'Default Setup' subtab → 'Product Defaults' section... |
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Alignment | Center |
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permalinkID | jSY1npEpoWe6WR1P42C76 |
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Expand |
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title | Inventory Transfer Request Picklist Setup... |
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| Picklist Setup: Div |
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style | all |
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align | left |
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dir | ltr |
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title | Expand Text |
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class | expandText |
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| - Assigned Users:
- In order for a User to have access to Inventory Transfer Picklists, they must the 'Inventory Transfer Request Picklist' option.
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title | 'Hospital Setup' screen → 'Unit Setup' tab → Assigned Users' subtab... |
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| Mockup |
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Alignment | Center |
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permalinkID | 3nNmX53HNpp6C4htkmD1AT |
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- Inventory Transfer Picklists:
- Picklists are configured to be used for Inventory Transfer Requests.
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title | 'Product Setup' screen → 'Picklist Setup' tab... |
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Alignment | Center |
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permalinkID | u4PUJ2ZbAARX5hqDSfQmR9 |
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