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This functionality is new as of version 4.1.

Excerpt
nameConfigure Inventory Transfer Alert Types

Inventory Transfer Alerts provide the ability to identify certain Inventory Transfer Requests Clients, Episodes, Patients, Products, Purchase Orders, and Vendors that require special attention.

  • Alert Types are user-defined.

  • They are assigned one, or more, Alert Categories via the 'Alert Type Setup' screen.

  • Below, are the minimum requirements for an Inventory Transfer’ Alert Type.

  • Refer to the 'Alert Type Setup' screen wiki page for more details.

...

To Configure Alert Types for Inventory Transfer Requests:

  1. Navigate to the 'Alert Type Search' screen.

    'Alert Type Search' screen - Inventory Transfer Alerts

  2. Search for and select an existing Alert TypeTypes.

  3. Click the 'Edit' button to edit the selected Alert TypeSelect the row that represents an Alert Type, and click the ‘Edit’ button; OR,

  4. Click the 'Add New Record' button to create a new Alert Type.

  5. The ‘Edit Alert Type’ dialog will open.In the 'Edit Alert Type' dialog:

    'Alert Type Search' screen - 'Edit Alert Type' dialogImage Added
  6. Enter the

    '

    Alert Type '

    name/description

    Name/Description’.

  7. Select a 16x16 pixel Icon (optional).

  8. Select

    the 'Inventory Transfer'

    an Alert Category.

    'Alert Type Search' screen - 'Edit Alert Type' dialogImage Removed

    The ‘Product Interaction’

  9. and ‘General Interaction’ fields to

    The following fields do not apply to the

    Inventory Transfer Alert Type.

    Product, Purchase Order, or Vendor Alert Type:

    1. Display on Schedule

    2. Estimate Exceeded By

    3. General Interaction

    4. Product Interaction

    5. Require Comment

  10. Click the ‘Save and Close' button to save the Alert Type and close the dialog; OR,

  11. Click the ‘Save and Continue’ button to save the Alert Type, and clear the fields to define another Alert Type; OR,

  12. Click the ‘Cancel’ button to close the dialog without saving the changes.