| Info |
|---|
This functionality is new as of version 4.1. |
| Excerpt | ||
|---|---|---|
| ||
While Stocking Inventory, the ‘Stocking' can be modified. This will modify the ‘Transferred In’ transaction, and the Quantity and/or Unique Inventory Attributes of the Inventory that is transferred into the Destination Inventory Location. |
| Tip |
|---|
In order to have access to Modify the Stocking for an Inventory a Transfer Request Item, one of the following must apply:
|
When the ‘Stocking’ is modified, the ‘Transferred In’ transaction is modified; versus,When the ‘Stocking Item’ is modified, the Existing Inventory, in the Destination Inventory Location, is modified, and will become ‘Reconciliation’ transactions.
When Inventory is ‘Reconciled’, multiple ‘Reconciliation’ transactions capture the changes made to the Quantity, Inventory Location, Expiration Date, Lot Number, Serial Number, NDC, and/or Manufacturer.
Versus, when the ‘Stocking Item’ is modified, the ‘Transferred In’ transaction is modified.
...
To Modify the Stocking for a Stocking Item:
Navigate to the ‘Inventory Stocking’ screen for:
A Transfer Request with Status equal to ‘Transferred’; OR,
An Inventory Stocking with Status equal to ‘Pulled’ or ‘Stocking’.
Right-click the row that represents a Stocking Transfer Request Item; OR,
Click the Pancake menu at the right end of the row.
Select the ‘Modify Stocking’ menu option.
The ‘Add / Modify Inventory’ dialog will open.
The ‘Inventory Location’ will be prepopulated by the Stocking Item that was selected, but it can be modified.
The 'Inventory Location' drop-down list will be limited to the Inventory Area of the original Stocking Item.
Modify the ‘Qty’, ‘Expiration’, ‘Lot No.’, 'Serial No.', ‘NDC’, and/or ‘Manufacturer’ to make changes to the Stocking Item.
This will affect the ‘Transferred In’ transaction.
If the Unique Inventory Attributes, of the ‘Transferred In’ transaction, match those of the Existing Inventory, the Transferred In Inventory and Existing Inventory will be Aggregated.