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