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Info

This functionality is new as of version 4.1.

Excerpt
nameComplete Stocking (Transfer Request)

The Inventory Stocking can be saved in order to return at a later time for completion. After saving the Inventory Stocking

The ‘Inventory Transfer Request Stocking List’ report is printed from the ‘Inventory Stocking’ screen, and provides the ability to print or export the Inventory Stocking List, none of the Inventory will be updated. The final step of the Inventory Stocking is to ‘Complete Stocking’, which will update the Inventory in the Source and Destination Inventory Locations.

Tip

In order to have access to Stock Inventory for a Transfer Request:

One of the following must apply:

  • The User is assigned to the Destination Inventory Area (Hospital Unit), and has the 'Inventory Transfer' Elevated Privilege; OR,

  • The User is a member of a Security Role that is assigned to the Destination Inventory Area (Hospital Unit), and has the 'Inventory Transfer' Elevated Privilege.

  • Refer to:

...

To Save and Complete a Transfer Request Inventory Stocking:

  1. Navigate to the ‘Inventory Stocking’ screen.

    1. Refer to Start Stocking (Transfer Request).

      'Inventory Stocking' screen - 'Complete Stocking' buttonImage Added

  2. Click the ‘Save’ button to save changes.

    1. The process won’t be complete until the ‘Complete Stocking’ button is clicked.

  3. Click the ‘Complete Stocking’ button.

  4. The ‘Please Confirm’ popup will appear.

    'Inventory Stocking' screen - 'Complete Stocking' button - 'Please Confirm' popupImage Added

  5. Click the ‘Yes’ button to confirm; OR,

    1. The Inventory Transfer Request Status will be updated to ‘Received’ - as long as all Incoming Quantities have been ‘Received’ or partially ‘Cancelled’.

  6. Click the ‘No’ button to cancel the operation and close the popup.