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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'.- 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:- The 'Inventory Transfer Request Search' screen is used to initiate the Inventory Transfer Process, and access the 'Inventory Transfer Request' screen.
- This screen is accompanied by the 'Inventory Transfer Request Items' report.
- The 'Inventory Transfer Request' screen is used to 'Order' Inventory Transfer Request Items.
- This screen is accompanied by the 'Inventory Transfer Request' report, and the 'Inventory Transfer Request Picklist' dialog.
- 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.
- This screen is accompanied by the 'Inventory Transfer' form, 'Inventory Transfer Request Item Adjustments' dialog, and the 'Inventory Transfer Request Shopping List' report.
- The 'Inventory Transfer Receiving' screen is used to 'Receive' Inventory Transfer Request Items.
- This screen is accompanied by the 'Inventory Transfer Receiving' form.
- 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.
- 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:Hospital DefaultsInventory Location DefaultsProduct Defaults- Reorder Quantities are configured at two levels:
- Inventory Area Product Defaults - to be applied when Products are ordered on a Purchase Order or Inventory Transfer Request.
- Product Defaults - to be used if Reorder Quantities have not been configured for the Destination Inventory Area.
- Reorder Quantities consist of:
- Critical Quantity - this quantity is not used in the calculation of the 'Needed Quantity'. It is used as an indicator of the absolute minimum (critical) quantity.
- Minimum Stock Quantity - this is the minimum quantity needed on hand for the Inventory Area; and, the point at which the Product should be ordered - when the Available Quantity reaches the Minimum Stock Quantity, the Needed Quantity should be ordered.
- Available Quantity - this is the quantity of the Product on hand in the Inventory Area.
- Reorder Quantity - this is the quantity used to determine the 'Needed Quantity'.
- Needed Quantity = Minimum Quantity + Reorder Quantity - Available Quantity.
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