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This functionality is new as of version 4.1.

Excerpt
nameStart Inventory Pull (Transfer PullRequest)

The Inventory Pull is the second step in the Inventory Transfer Process. The Source Inventory Area must perform an Inventory Pull in order to fulfill Inventory Transfer Requests.

Tip

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

One of the following must apply:

  • The Inventory Pull can be initiated from either of the following two screens:

    • ‘Inventory Pull’ screen

    • ‘Inventory Transfer Request Search’ screen

...

To Start an Inventory Transfer Pull from the ‘Inventory Transfer Request Search’ screen:

  1. Navigate to the ‘Inventory Transfer Request Search’ screen.

    'Inventory Transfer Request Search' screen - Start Inventory Transfer PullImage Modified
  2. Search for an Inventory Transfer Request with the ‘Submitted’ or ‘Incomplete’ Status.

  3. Select the hyperlink for the Inventory Transfer Request.

  4. The ‘Inventory Transfer Request’ screen → ‘Transfer Request’ tab will open.

    'Inventory Transfer Request' screen - 'Start Inventory Pull' buttonImage Modified
  5. Click the ‘Start Inventory Pull’ button.

    1. The ‘Inventory Pull’ screen will open.

  6. Proceed to 'To Complete an Inventory Transfer Pull' below.

...

To Start an Inventory Transfer Pull from the ‘Inventory Pull’ screen

Anchor
‘Inventory-Pull’-screen
‘Inventory-Pull’-screen
:

  1. Navigate to the ‘Inventory Pull’ screen.

    1. The ‘Select Transfer Request’ dialog will open.

      'Inventory Transfer Stocking' screen - 'Select PO Delivery or Transfer' dialogImage Removed'Stocking' screen - 'Select Transfer Request' dialogImage Added
  2. Select the ‘Source’ Inventory Area.

  3. Select the Inventory Transfer Request.

  4. Click the ‘Start Inventory Pull’ button.

    1. The ‘Inventory Pull’ screen will open.

  5. Proceed to 'To Complete an Inventory Transfer Pull' below.

To Complete an Inventory Transfer Pull:

  1. Navigate to the ‘Inventory Pull’ screen.

    1. See above.

      'Inventory Transfer Pull' screenImage Removed

  2. The system will automatically populate the ‘Pulled Qty’ for the Inventory with the closest Expiration Date, from the ‘Source’ Inventory Area.

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

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

  4. Click the ‘Complete Pull List’ button to complete the process.

    1. The ‘Please Confirm Inventory Transfer Pull’ popup will appear.

      'Inventory Transfer Pull' screen - 'Complete Pull List' button - 'Confirm Inventory Pull' popupImage Removed

  5. Click the ‘Yes’ button to confirm.

    1. The Inventory Transfer Request Status will be updated to ‘Transferred’.

...

  1. the 'Status' to filter the list.

    1. Any:

      1. The Inventory Transfer Requests with a Status of ‘Submitted’ and ‘Incomplete’, and Inventory Pulls with a Status of ‘Working’ will be available in the list.

    2. Submitted:

      1. The Inventory Transfer Requests with a Status of ‘Submitted’ will be available in the list.

    3. Incomplete:

      1. The Inventory Transfer Requests with a Status of ‘Incomplete’ will be available in the list.

    4. Working:

      1. The Inventory Pulls with a Status of ‘Working’ will be available in the list.

  2. Select the Inventory Transfer Request or Inventory Pull from the list.

  3. The ‘Pulled By’ drop-down will default to the current User, or it can be changed to a different User; and, the ‘Date’ Pulled will default to the current date, or it can be changed to a date in the past or future.

  4. Click the ‘Start Inventory Pull’ button.

    1. The ‘Inventory Pull’ screen will open; OR,

  5. Click the ‘Cancel’ button to close the dialog and return to the current screen.

  6. Refer to Complete Pull (Transfer Request).