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This functionality is new as of version 4.1.

Excerpt

name	Split Transfer Request Inventory Item

While making a Transfer Request, or Stocking Transfer Request Items, the Existing Inventory within the Destination Inventory Area can be Split via the ‘Inventory Transfer Request’ screen (when the Status of the Transfer Request is ‘New’), or the ‘Inventory Stocking’ screen.

While Pulling Inventory for Transfer Request Items, the Existing Inventory within the Source Inventory Area can be split via the ‘Inventory Pull’ screen.

Inventory Items can be Split, Merged, or Moved when it’s discovered that the Unique Inventory Attributes, for a Quantity of the Inventory Item, have changed.
- For example: During the Inventory Transfer Request process, the Inventory Pull process, or the Inventory Stocking process, when the Existing Inventory is examined, if it’s discovered that the Product is located in an Inventory Location that is different than that listed in the system; or, if some of the Quantity has a different Lot Number, Serial Number, NDC, Manufacturer, or Expiration Date than what is indicated in the system, the ‘Split Inventory Item' menu option can be used to make corrections from within the ‘Inventory Transfer Request’ screen, the ‘Inventory Pull’ screen, or the ‘Inventory Stocking’ screen.

Info

Splitting Stocking Items versus Inventory Items:

When the ‘Stocking Item’ is split, the ‘Transferred In’ transaction is modified; versus,
When the ‘Inventory' is split, the Existing Inventory, in the 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 (Unique Inventory Attributes).

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To Split the Inventory Items in the Destination Inventory Area via the ‘Inventory Transfer Request’ screen:

Navigate to the ‘Inventory Transfer Request’ screen for a Transfer Request with Status equal to ‘New’; OR,
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Right-click the row that represents the Inventory
Transfer Request
Item
.
; OR,
1. The Inventory
  Transfer Request
  Item is represented by the columns to the
  left
  right of, and including' the
  ‘New Qty’
  ‘Qty on Hand’ column.
Click the Pancake menu at the right end of the row.
Select the ‘Split Inventory Item’ menu option.
The ‘Modify Item’ dialog will open.
1. Go to Item #3 in the next section below.

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To Split the Inventory Items in the Destination Inventory Area via the ‘Inventory Stocking’ screen:

Navigate to the ‘Inventory Stocking’ Transfer Request’ screen for:
1. A Transfer Request that has been ‘Transferred’, but not fully ‘Stocked’; OR,
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  1. The Transfer Request Status is ‘Transferred’ or ‘Incomplete’; AND,
  2. The ‘Start Stocking’ button is available on the ‘Pull’ tab; OR,
  3. The ‘Continue Stocking’ button is available on the ‘Stocking’ tab.
2. An Inventory Stocking with Status equal to ‘Pulled’ or ‘Stocking’.
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  Image Added
From the ‘Inventory Stocking’ screen:
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Right-click the row that represents
the
an Inventory Item
.The Inventory Item is represented by the columns to the right of, and including' the ‘Qty on Hand’ column
; OR,
Click the Pancake menu at the right end of the row.
Select the ‘Split Inventory Item’ menu option.
The ‘Split / Merge Inventory’ ‘Modify Item’ dialog will open.
Image RemovedSelect the Current Inventory Location and QuantityImage Added
The ‘Inventory Location’ will be prepopulated by the Inventory Item that was selected, but it can be modified.
The ‘Current Total Qty’ will be adjusted as the Quantities in the Current Inventory Location and New Inventory Locations are adjusted.
1. The Current 'Inventory Location is located in the Destination Inventory Area.
2. Reduce the Quantity in the Current Inventory Location by the amount to be moved.
Specify the other Inventory Attributes:
1. Expiration Date
2. Lot Number
3. Serial Number
4. NDC
5. Manufacturer
Select the New Inventory Location and Quantity.
1. The New Inventory Location is also located in the Destination Inventory Area.
2. Enter the Quantity to be moved to the New Inventory Location.
Specify the other Inventory Attributes:
1. Expiration Date
2. Lot Number
3. Serial Number
4. NDC
5. Manufacturer
The ‘Incoming Qty’ displays the Current Quantity in the Current Inventory Location before the move.
1. When moving Inventory, the ‘Incoming Qty’ and ‘Current Total Qty’ should be the same' drop-down list will be limited to the Inventory Area of the original Inventory Item.
Modify the ‘Qty’, ‘Expiration’, ‘Lot No.’, 'Serial No.', ‘NDC’, and/or ‘Manufacturer’ to make changes to the Inventory Item.
1. This will create ‘Reconciliation’ transactions.
  1. When ‘Reconciliation’ transactions are created, there will be two transactions: one to decrease the Quantity with the Original Unique Inventory Attributes; and, a second to increase the Quantity with the New Unique Inventory Attributes.
2. If the Unique Inventory Attributes, of the Modified Inventory, match those of the Existing Inventory, the Modified Inventory and Existing Inventory will be Aggregated.
Click the ‘Plus’ icon to copy the selected row to a new row.
Specify the Inventory Location for the new row.
1. The 'Inventory Location' drop-down list will be limited to the Inventory Area of the original Inventory Item.
Specify the ‘Qty’, ‘Expiration’, ‘Lot No.’, 'Serial No.', ‘NDC’, and/or ‘Manufacturer’ of the new row.
1. This will create a new ‘Reconciliation’ transaction.
  1. When ‘Reconciliation’ transactions are created, there will be two transactions: one to decrease the Quantity with the Original Unique Inventory Attributes; and, a second to increase the Quantity with the New Unique Inventory Attributes.
2. If the Unique Inventory Attributes, of the new row match those of the Existing Inventory, the new row and Existing Inventory will be Aggregated.
The ‘Current Total Qty’ must equal the ‘Incoming Qty’.
Click the ‘Save’ button to post save the changes, close the dialog, and return to the ‘Inventory Stocking’ screen; OR,
Click the ‘Cancel’ button to cancel the operation and close the dialog without saving.

...

To Split the Inventory Items in the Source Inventory Area via the ‘Inventory Pull’ screen:

Navigate to the ‘Inventory Pull’ screen.
Right-click the row that represents the Inventory Item.
1. The Inventory Item is represented by the columns to the right of, and including' the ‘Qty on Hand’ column.
Select the ‘Split Inventory Item’ menu option.
The ‘Split / Merge Inventory’ ‘Modify Item’ dialog will open.
Image RemovedImage Added
Select the Current Inventory Location and Quantity.
1. The Current Inventory Location is located in the Source Inventory Area.
2. Reduce the Quantity in the Current Inventory Location by the amount to be moved.
Specify the other Inventory Attributes:
1. Expiration Date
2. Lot Number
3. Serial Number
4. NDC
5. Manufacturer
Select the New Inventory Location and Quantity.
1. The New Inventory Location is also located in the Source Inventory Area.
2. Enter the Quantity to be moved to the New Inventory Location.
Specify the other Inventory Attributes:
1. Expiration Date
2. Lot Number
3. Serial Number
4. NDC
5. Manufacturer
The ‘Incoming Qty’ displays the Current Quantity in the Current Inventory Location before the move.
The ‘Current Total Qty’ will be adjusted as the Quantities in the Current Inventory Location and New Inventory Locations are adjusted.
1. When moving Inventory, the ‘Incoming Qty’ and ‘Current Total Qty’ should be the same.
Click the ‘Save’ button to post the changes; OR,
Click the ‘Cancel’ button to cancel the operation and close the dialog.

Versions Compared

Old Version 14

New Version 15

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