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Overview

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Excerpt

The Inventory Transfer Request is no longer the focus of the Inventory Transfer Process - the Inventory Transfer Request Item is.
Inventory Transfer Request Items are 'Ordered', 'Shipped' and 'Received'.
1. This replaces the 'Requested', 'Transfer Out' and 'Transfer In' transactions in order to standardize similar transactions with Purchase Orders.
In the past, Inventory Transfer Request Items were associated with, and expected to remain with, Inventory Transfer Requests. In reality, Inventory Transfer Request Items are independent items; therefor, they should be managed as independent items. They are still introduced into the Inventory Transfer Process via the Inventory Transfer Request; however, once they are 'Ordered', they will be managed as items that can then be regrouped and Shipped, then Received.
The Inventory Transfer screens have search functionality that provides the User the ability to Ship and Receive Inventory Transfer Request Items.
Inventory Transfer Process:
1. The 'Inventory Transfer Request Search' screen is used to initiate the Inventory Transfer Process, and access the 'Inventory Transfer Request' screen.
  1. This screen is accompanied by the 'Inventory Transfer Request Items' report.
2. The 'Inventory Transfer Request' screen is used to 'Order' Inventory Transfer Request Items.
  1. This screen is accompanied by the 'Inventory Transfer Request' report, and the 'Inventory Transfer Request Picklist' dialog.
3. The 'Inventory Transfer' screen is used to 'Ship' Inventory Transfer Request Items and make Adjustments to Inventory Transfer Request Items that have been Received with Excess, Missing, or Returned Quantities.
  1. This screen is accompanied by the 'Inventory Transfer' form, 'Inventory Transfer Request Item Adjustments' dialog, and the 'Inventory Transfer Request Shopping List' report.
4. The 'Inventory Transfer Receiving' screen is used to 'Receive' Inventory Transfer Request Items.
  1. This screen is accompanied by the 'Inventory Transfer Receiving' form.
5. The 'Inventory Transfer Accounting' screen is used to search and view Accounts Payable and Accounts Receivable information resulting from Inventory Transfers between Inventory Areas that track Inventory Transfer Income and Expenses.
6. The 'Inventory Transaction Search' screen is used to search for Inventory Transfer Request Items, and view their Inventory Transfer Request Item History.
There are Default Settings that impact Inventory Transfers:
1. Hospital Defaults
2. Inventory Location Defaults
3. Product Defaults

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	UG:Setup & Admin Guides
	UG:Setup & Admin Guides
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Table of Contents

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title	Functionality
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Functionality

Inventory Area Defaults

Expand

title	Settings that impact Inventory Transfer Requests...

Setup:

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Following is an outline of the setting that impact Inventory Transfer Requests.

Expand
title Hospital Defaults...
Hospital Defaults:
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Aggregation Tolerance

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'.
1. 'Hospital Setup' screen - 'Inventory Setup' tab - 'Hospital Defaults' subtab

Inventory Transfer Request Item Location:When Inventory Transfer Request

Auto-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

'Hospital Setup' screen - 'Inventory Setup' tab - 'Hospital Defaults' subtab

1. 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'.
  1. Expand
    title 'Hospital Setup' screen - 'Inventory Setup' tab - 'Hospital Defaults' subtab...
    Mockup
    Alignment Center
    permalinkID 3VnPUjUTmewcwX2n25A1sg

Inventory Transfer Request Item Location:
1. When Inventory Transfer Request Items are Ordered, the Destination Inventory Location is selected.
2. This property, of the Inventory Transfer Request Item, is automatically populated, but editable, based on the following (in order of precedence):
  1. The Inventory Location that has been selected for the Product by the Inventory Area.
    1. Expand
      title 'Hospital Setup' screen - 'Unit Setup' tab - 'Inventory Locations' subtab...
      Mockup
      Alignment Center
      permalinkID i1ZZssEr6cELDvCbt5YtCw
    2. Expand
      title 'Product Info' screen - 'Product Details' tab - 'Default Setup' subtab...
      Mockup
      Alignment Center
      permalinkID jSY1npEpoWe6WR1P42C76
  2. The Inventory Location of the Product when it was last Received.
    1. Expand
      title 'Inventory Transfer Request' screen...
      Mockup
      Alignment Center
      permalinkID gDWS6qY2MbABBUbjmUkVHW
  3. The Inventory Location selected as the default 'Inventory Transfer Request Item Location' for the Destination Inventory Area.
    1. Expand
      title 'Hospital Setup' screen - 'Inventory Setup' tab - 'Inventory Area Defaults' subtab...
      Mockup
      Alignment Center
      permalinkID uMbHhJM3zAnA6Uu1jNxnog
  4. The Inventory Location selected as the default 'Inventory Transfer Request Item Location' for the Hospital.
    1. Expand
      title 'Hospital Setup' screen - 'Inventory Setup' tab - 'Hospital Defaults' subtab...
      Mockup
      Alignment Center
      permalinkID 3VnPUjUTmewcwX2n25A1sg
Requested By:
1. 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

-

→ '

Hospital

Inventory Area Defaults' subtab

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.

1. 1. , 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).
    1. Expand
      title 'Hospital Setup' screen - 'Inventory Setup' tab - '

Hospital

Inventory Area Defaults' subtab

Expand

title

1. 1. 1. ...

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Mockup

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leftdirltrtitleExpand TextclassexpandTextAggregation 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

1. 1. 1. uMbHhJM3zAnA6Uu1jNxnog
2. If the Inventory Area has not specified a default, the Hospital's default 'Requested By' will be used.
  1. 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

→

- '

Inventory Area

Hospital Defaults' subtab

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.'Hospital Setup' screen → 'Unit Setup' tab → 'Inventory Locations' subtab

1. 1. ...
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    permalinkID 3VnPUjUTmewcwX2n25A1sg
Transfer Pricing Defaults:
1. The Hospital can establish Transfer Pricing Defaults to be used if the Inventory Area has not configured their own Transfer Pricing Defaults.
  1. Expand
    title 'Hospital Setup' screen

→

- 'Inventory Setup' tab

→

- '

Inventory Area

Hospital Defaults' subtab...
Mockup
Alignment Center
permalinkID 3VnPUjUTmewcwX2n25A1sg
Expand
title Inventory Area

:

The Hospital Unit must be designated as an Inventory Area
1. 'Hospital Setup' screen → 'Unit Setup' tab → 'Unit Details' subtab

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'.

Defaults...

Inventory Area Defaults:

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Auto-Receive Inventory:
1. 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.
  1. Expand
    title 'Hospital Setup' screen → 'Unit Setup' tab → 'Inventory Locations' subtab

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.

...
Mockup
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permalinkID i1ZZssEr6cELDvCbt5YtCw

Expand
title 'Hospital Setup' screen

→

- '

Unit

Inventory Setup' tab

→ 'Assigned UsersThe Inventory Location that has been selected for the Product by the Inventory Area.'Hospital

- 'Inventory Area Defaults' subtab...

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):

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    permalinkID uMbHhJM3zAnA6Uu1jNxnog

Inventory Area:
1. The Hospital Unit must be designated as an Inventory Area
  1. Expand
    title 'Hospital Setup' screen → 'Unit Setup' tab → 'Unit Details' subtab...
    Mockup
    Alignment Center
    permalinkID mTZ7iorKHjuoLJQnLBDgfB
Inventory Locations:
1. Hospital Units that are Inventory Areas, must have at lease one Inventory Location designated as the Default Inventory Location.
2. 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'.
  1. Expand
    title 'Hospital Setup' screen → 'Unit Setup' tab → 'Inventory Locations' subtab

'Product Info' screen → 'Product Details' tab → 'Default Setup' subtab

The Inventory Location of the Product when it was last Received.

'Inventory Transfer Request' screen

The Inventory Location selected as the default 'Inventory Transfer Request Item Location' for the Destination Inventory Area.

1. 1. ...
    Mockup
    Alignment Center
    permalinkID i1ZZssEr6cELDvCbt5YtCw
Inventory Transfer Picklists:
1. 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.
  1. Expand
    title 'Hospital Setup' screen → '

Inventory

Unit Setup' tab → '

Inventory Area Defaults

Assigned Users' subtab

The Inventory Location selected as the default '

...
Mockup
Alignment Center
permalinkID 3nNmX53HNpp6C4htkmD1AT

Inventory Transfer Request Item Location

' for the Hospital.

:
1. When Inventory Transfer Request Items are Ordered, the Destination Inventory Location is selected.
2. This property, of the Inventory Transfer Request Item, is automatically populated, but editable, based on the following (in order of precedence):
  1. The Inventory Location that has been selected for the Product by the Inventory Area.
    1. Expand
      title 'Hospital Setup' screen → '

Inventory

Unit Setup' tab → '

Hospital Defaults

Inventory Locations' subtab

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

...
Mockup
Alignment Center
permalinkID i1ZZssEr6cELDvCbt5YtCw

Expand
title 'Product Info'

screen →

screen → 'Product Details'

tab →

tab → 'Default Setup'

subtab → 'Inventory Area Product Defaults' section

Product Default

'Product Info' screen → 'Product Details' tab → 'Default Setup' subtab → 'Product Defaults' section

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.

1. 1. 1. subtab...
      Mockup
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      permalinkID jSY1npEpoWe6WR1P42C76
  2. The Inventory Location of the Product when it was last Received.
    1. Expand
      title 'Inventory Transfer Request' screen...
      Mockup
      Alignment Center
      permalinkID gDWS6qY2MbABBUbjmUkVHW
  3. The Inventory Location selected as the default 'Inventory Transfer Request Item Location' for the Destination Inventory Area.
    1. Expand
      title 'Hospital Setup' screen

→

- 'Inventory Setup' tab

→

- 'Inventory Area Defaults' subtab

Transfer Pricing:Inventory Areas that wish to track Inventory Transfers financially, must set up Inventory Transfer Pricing.

1. 1. 1. ...
      Mockup
      Alignment Center
      permalinkID uMbHhJM3zAnA6Uu1jNxnog
  2. The Inventory Location selected as the default 'Inventory Transfer Request Item Location' for the Hospital.
    1. Expand
      title 'Hospital Setup' screen

→

- '

Unit

Inventory Setup' tab

→ 'Transfer Pricing Setup

- 'Hospital Defaults' subtab

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.
1. 'Hospital Setup' screen → 'Inventory Setup' tab → 'Inventory Area Defaults' subtab

Expand

title	Product Defaults...

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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

'Product Info' screen → 'Product Defaults' tab → 'Defaults

1. 1. 1. ...
      Mockup
      Alignment Center
      permalinkID 3VnPUjUTmewcwX2n25A1sg
Reorder Quantities:
1. When selecting Inventory Transfer Request Items, the 'Needed Quantity' is determined by the 'Minimum' and 'Reorder' Quantities set for the Product and/or Inventory Area.
2. The Needed Quantity it determined in order of precedence:
  1. Inventory Area and Product Default
    1. 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
  2. Product Default
    1. 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

Default Destination Inventory Location

...
Mockup
Alignment Center
permalinkID jSY1npEpoWe6WR1P42C76

Requested By:
When the Inventory Transfer Request

Itemsare Ordered

is created, 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.

'Requested By' field is prepopulated by the Inventory Area's default.
On the 'Hospital Setup' screen → '

Unit

Inventory Setup' tab → 'Inventory

Locations

Area Defaults' subtab

'Product Info' screen → 'Product Details' tab → 'Default Setup' subtab

The Inventory Location of the Product when it was last Received.

'Inventory Transfer Request' screen

The Inventory Location selected as the default 'Inventory Transfer Request Item Location' for the Destination Inventory Area.

1. 1. , 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).
    1. Expand
      title 'Hospital Setup' screen

→

- 'Inventory Setup' tab

→

- 'Inventory Area Defaults' subtab

The Inventory Location selected as the default 'Inventory Transfer Request Item Location' for the Hospital.

1. 1. 1. ...
      Mockup
      Alignment Center
      permalinkID uMbHhJM3zAnA6Uu1jNxnog
2. If the Inventory Area has not specified a default, the Hospital's default 'Requested By' will be used.
  1. On the 'Hospital Setup' screen → 'Inventory Setup' tab → 'Hospital Defaults' subtab

Default Source Inventory Area:

When Inventory Transfer Request Items are Ordered, the Source Inventory Area is selected.
This property, of the Inventory Transfer Request Item, is automatically populated, but editable, based on the following (in order of precedence):
1. The Default Source Inventory Area that has been selected for the Product by the Inventory Area.
  1. 'Product Info' screen → 'Product Details' tab → 'Default Setup' subtab

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:
1. Inventory and Product Default
  1. 'Product Info' screen → 'Product Details' tab → 'Default Setup' subtab → 'Inventory Area Product Defaults' section
2. Product Default
  1. 'Product Info' screen → 'Product Details' tab → 'Default Setup' subtab → 'Product Defaults' section

ExpandtitleInventory Transfer Request Picklist Setup...

1. 1. , 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
Transfer Pricing:
1. Inventory Areas that wish to track Inventory Transfers financially, must set up Inventory Transfer Pricing.
  1. Expand
    title 'Hospital Setup' screen → 'Unit Setup' tab → 'Transfer Pricing Setup' subtab...
    Mockup
    Alignment Center
    permalinkID nduB9MZ4sisetEmEY8cENW
Transfer Pricing Defaults:
1. 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.
  1. Expand
    title 'Hospital Setup' screen - 'Inventory Setup' tab - 'Inventory Area Defaults' subtab...
    Mockup
    Alignment Center
    permalinkID uMbHhJM3zAnA6Uu1jNxnog

Expand

title	Product Defaults...

Product Defaults:

Div

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title	Expand Text
class	expandText

Aggregation Tolerance:
1. Inventory Aggregation is used to combine Inventory containing the same Unique Inventory Attributes. (Refer to the definition for 'Inventory Aggregation'.)
2. 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'.)
3. The Aggregation Tolerance is determined by the following Order of Precedence:
  1. Product
  2. Inventory Area
  3. Hospital
4. Expand
  title 'Product Info' screen → 'Product Defaults' tab → 'Defaults Setup' subtab → 'Product Defaults' section...
  Mockup
  Alignment Center
  permalinkID jSY1npEpoWe6WR1P42C76
Default Destination Inventory Location:
1. When Inventory Transfer Request Items are Ordered, the Destination Inventory Location is selected.
2. This property, of the Inventory Transfer Request Item, is automatically populated, but editable, based on the following (in order of precedence):
  1. The Inventory Location that has been selected for the Product by the Inventory Area.
    1. Expand
      title 'Hospital Setup' screen → 'Unit Setup' tab → 'Inventory Locations' subtab...
      Mockup
      Alignment Center
      permalinkID i1ZZssEr6cELDvCbt5YtCw
    2. Expand
      title 'Product Info' screen → 'Product Details' tab → 'Default Setup' subtab...
      Mockup
      Alignment Center
      permalinkID jSY1npEpoWe6WR1P42C76
  2. The Inventory Location of the Product when it was last Received.
    1. Expand
      title 'Inventory Transfer Request' screen...
      Mockup
      Alignment Center
      permalinkID gDWS6qY2MbABBUbjmUkVHW
  3. The Inventory Location selected as the default 'Inventory Transfer Request Item Location' for the Destination Inventory Area.
    1. Expand
      title 'Hospital Setup' screen → 'Inventory Setup' tab → 'Inventory Area Defaults' subtab...
      Mockup
      Alignment Center
      permalinkID uMbHhJM3zAnA6Uu1jNxnog
  4. The Inventory Location selected as the default 'Inventory Transfer Request Item Location' for the Hospital.
    1. Expand
      title 'Hospital Setup' screen → 'Inventory Setup' tab → 'Hospital Defaults' subtab...
      Mockup
      Alignment Center
      permalinkID 3VnPUjUTmewcwX2n25A1sg
Default Source Inventory Area:
1. When Inventory Transfer Request Items are Ordered, the Source Inventory Area is selected.
2. This is automatically populated, but editable, based on the 'Default Source Inventory Area' for the Product and Destination Inventory Area.
  1. Expand
    title 'Product Info' screen → 'Product Details' tab → 'Default Setup' subtab...
    Mockup
    Alignment Center
    permalinkID jSY1npEpoWe6WR1P42C76
Reorder Quantities:
1. When selecting Inventory Transfer Request Items, the 'Needed Quantity' is determined by the 'Minimum Stock' and 'Reorder' Quantities set for the Product.
2. The Needed Quantity it determined in order of precedence:
  1. Inventory and Product Default
    1. Expand
      title 'Product Info' screen → 'Product Details' tab → 'Default Setup' subtab → 'Inventory Area Product Defaults' section...
      Mockup
      Alignment Center
      permalinkID jSY1npEpoWe6WR1P42C76
  2. Product Default
    1. 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:

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title	Expand Text
class	expandText

Assigned Users:
1. In order for a User to have access to Inventory Transfer Picklists, they must the 'Inventory Transfer Request Picklist' option.
  1. Expand
    title 'Hospital Setup' screen → 'Unit Setup' tab → Assigned Users' subtab...
    Mockup
    Alignment Center
    permalinkID 3nNmX53HNpp6C4htkmD1AT
Inventory Transfer Picklists:
1. Picklists are configured to be used for Inventory Transfer Requests.
  1. Expand
    title 'Product Setup' screen → 'Picklist Setup' tab...
    Mockup
    Alignment Center
    permalinkID u4PUJ2ZbAARX5hqDSfQmR9

Expand

title	Search for Inventory Transfer Requests...

Searching:

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title	Expand Text
class	expandText

Enhancements to the Inventory Transfer Process include the following Search Criteria:

Airtable for confluence

resourceId	https://airtable.com/shrwMa9GgwVrVGmlz
viewControls	true
width	100%
height	500px

Search functionality is provided on the following screens:

Expand
title 'Inventory Transfer Request Search' screen...
Mockup
Alignment Center
permalinkID p9qNu4V4oaNyQoLQ5gYFPY
Expand
title 'Inventory Transfer' screen...
Mockup
Alignment Center
permalinkID dGqcDiGLNcsP5DLQrYtJyc
Expand
title 'Inventory Transfer Receiving' screen...
Mockup
Alignment Center
permalinkID ixxLPNBRHfRZqBimRRrYmB
Expand
title 'Inventory Transfer Accounting' screen...
Mockup
Alignment Center
permalinkID a4VJYfyNVj7JemrSUNvNhM
Expand
title 'Inventory Transaction Search' screen...
Mockup
Alignment Center
permalinkID sEW6ym79VMZqyEvyfCJsjB

Expand

title	Order Inventory Transfer Request Items...

Ordering:

Div

style	all
align	left
dir	ltr
title	Expand Text
class	expandText

New features on the 'Inventory Transfer Request' screen include:
1. Alerts
2. Alternate IDs
3. Back to Search
4. Destination Inventory Inventory Area
5. Destination Inventory Location
6. Inventory Transfer Request Item Change Log
7. Inventory Transfer Request Item History
8. Picklists
9. Reorder Quantities
10. Requested By
11. Requested S:St Ratio
12. Source Inventory Area
13. Tags
14. Unit Price and Extended Price

Expand

title	'Inventory Transfer Request' screen...

Expand

title	Fields and Controls...

Airtable for confluence

resourceId	https://airtable.com/shrVZNoFvOITo9XXZ
viewControls	true
height	800px

Mockup

Alignment	Center
permalinkID	gDWS6qY2MbABBUbjmUkVHW

Expand

title	'Inventory Transfer Request Picklist' dialog...

Expand

title	Fields and Controls...

Airtable for confluence

resourceId	https://airtable.com/shrD49HYItHMx6daU
viewControls	true
height	800px

Mockup

Alignment	Center
permalinkID	cRDXpSUh1TtRcGQNSLPkdU

Expand

title	'Inventory Transfer Request' report...

Expand

title	Fields and Controls...

Airtable for confluence

resourceId	https://airtable.com/shr76ERyTzD7Q8gFs
viewControls	true
height	800px

Mockup

Alignment	Center
permalinkID	jfYWRj9UzfTwCD7uLHWNe

Expand

title	Ship Inventory Transfer Request Items...

Shipping:

Div

style	all
align	left
dir	ltr
title	Expand Text
class	expandText

New features on the 'Inventory Transfer' screen include:
1. Alerts
2. Alternate IDs
3. Inventory Transfer Request Item Adjustments
4. Inventory Transfer form
5. Inventory Transfer Request Item Quantities
6. Inventory Transfer Request Item Search
7. Inventory Transfer Request Item Change Log
8. Inventory Transfer Request Item History
9. Tags

Expand

title	'Inventory Transfer' screen...

Expand
title Fields and Controls...
Airtable for confluence
resourceId https://airtable.com/shrRzY6bEEwtSft7y
viewControls true
height 800px
Mockup
Alignment Center
permalinkID dGqcDiGLNcsP5DLQrYtJyc

Expand

title	'Inventory Transfer' form...

Expand
title Fields and Controls...
Airtable for confluence
resourceId https://airtable.com/shrQsGfdmBKEhqUAF
viewControls true
height 800px
Mockup
Alignment Center
permalinkID 85gtM8pXcXANuSETqdToCV

Expand

title	'Inventory Transfer Request Shopping List' report...

Expand
title Fields and Controls...
Airtable for confluence
resourceId https://airtable.com/shreEdzTs1pmGmDjK
viewControls true
height 800px

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title	Receive Inventory Transfer Request Items...

Receiving:

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New features on the 'Inventory Transfer Receiving' screen include:
1. Alerts
2. Alternate IDs
3. Inventory Transfer Receiving form
4. Inventory Transfer Request Item Quantities
5. Inventory Transfer Request Item Search
6. Inventory Transfer Request Item Change Log
7. Inventory Transfer Request Item History
8. Tags

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title	'Inventory Transfer Receiving' screen...

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title Fields and Controls...
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title	'Inventory Transfer Receiving' form...

'Inventory Transfer Receiving' form:

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title Fields and Controls...
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Receive Inventory Transfer Request Items...

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title	Inventory Transfer Request Item Adjustments...

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title	Order Inventory Transfer Request Items...

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title	Ship Inventory Transfer Request Items...

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Adjustments:

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The lifecycle of an Inventory Transfer Request Item:

From the 'Inventory Transfer Request' screen, Inventory Transfer Request Items start with an:
1. Ordered Quantity
When the Inventory Transfer Request Items are Shipped, via the 'Inventory Transfer' screen/form, four more Quantities may be introduced - the sum of these Quantities must equal the Ordered Quantity:
1. Shipped Quantity
2. Canceled Quantity
3. Backordered Quantity
  1. If there is a Backordered Quantity, it must be Shipped or Canceled.
4. Overshipped Quantity
  1. If there is an Overshipped Quantity, it must be Received or Returned.
When the Inventory Transfer Request Items are Received, via the 'Inventory Transfer Receiving' screen, four more Quantities may be introduced:
1. Received Quantity
2. Excess Quantity
3. Missing Quantity
4. Returned Quantity
  1. If there is an Excess, Missing, or Returned Quantity, they must be Adjusted:
    1. Excess Adjustment
    2. Missing Loss Adjustment
    3. Missing Recon Adjustment
    4. Returned Disposal Adjustment
    5. Returned Restock Adjustment
Inventory Transfer Request Items are adjusted via the 'Inventory Transfer Request Item Adjustments' dialog on the 'Inventory Transfer' form.

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title	Inventory Transfer Adjustments...

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Inventory Transfer Adjustments:

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title	Inventory Adjustments...

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Inventory Adjustments:

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title	Inventory Adjustment Definitions...

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Inventory Adjustment Definitions:

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'Inventory Transfer Request Item Adjustment' dialog:

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Assigned Users:In order for a User to have access to Inventory Transfer Picklists, they must

When Inventory Transfer Request Items are Received with Excess, Missing, or Returned Quantities, Inventory Adjustments are needed in order to resolve those quantities to zero, bring the balance of the Inventory Transfer Request Item to zero, and correct the issues with the Inventory Quantities. This is accomplished by using the 'Inventory Transfer Request

Picklist' option.

'Hospital Setup' screen → 'Unit Setup' tab → Assigned Users' subtab

Inventory Transfer Picklists:

Picklists are configured to be used for Inventory Transfer Requests.
1. 'Product Setup' screen → 'Picklist Setup' tab

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title	Search for Inventory Transfer Requests...

Item Adjustment' dialog from the 'Inventory Transfer' screen and form.

Using the 'Inventory Transfer' screen, search for Inventory Transfer Request Items with a Status of 'Excess', 'Missing', or 'Returned'.
Open the 'Inventory Transfer' form.
Working through the Inventory Transfer Request Items, click the 'Adjust' button to access the 'Inventory Transfer Request Item Adjustment' dialog.
Using the 'Inventory Transfer Request Item Adjustment' dialog, add Inventory Adjustment Transactions that accurately depict the disposition of the Excess, Missing, or Returned Quantities.
1. Each Inventory Adjustment Transaction will appropriately affect the balance of the Inventory Transfer Request Item, and Inventory balances.

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Adjust Request Items

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title	Inventory Transfer Accounting...

Accounting:

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For Inventory Areas that account for the movement of Inventory to and from other Inventory Areas using Transfer Pricing, the 'Inventory Transfer Accounting' screen provides the ability to search for, and review, the related financial transactions.

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'Inventory Transfer

Accounting' screen...

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'Inventory Transfer Accounting' screen:

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Definitions

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Following is a table of definitions for the screens (Components), components of screens (Subcomponents), fields (UI Element labels, names and entities), controls (names and entities), DB columns, adjustment types, privileges, attributes, and specs that have a direct, or indirect, connection to the term 'Inventory Transfer'.
Use the controls at the top of the table to change the sort, grouping, and row height.
To see more of the cell content, click on the cell expansion control located at the top-right corner of a selected cell.

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Open Issues

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Versions Compared

Old Version 9

New Version Current

Key

Overview

Functionality

Setup:

Hospital Defaults:

Inventory Area Defaults:

Product Defaults:

Picklist Setup:

Searching:

Ordering:

Shipping:

Receiving:

'Inventory Transfer Receiving' form:

Adjustments:

Inventory Transfer Adjustments:

Inventory Adjustments:

Inventory Adjustment Definitions:

'Inventory Transfer Request Item Adjustment' dialog:

Accounting:

'Inventory Transfer Accounting' screen:

Definitions

Open Issues

Page Comparison

Versions Compared

Old Version 9

New Version Current

Key

Overview

Functionality

Setup:

Hospital Defaults:

Inventory Area Defaults:

Product Defaults:

Picklist Setup:

Searching:

Ordering:

Shipping:

Receiving:

'Inventory Transfer Receiving' form:

Adjustments:

Inventory Transfer Adjustments:

Inventory Adjustments:

Inventory Adjustment Definitions:

'Inventory Transfer Request Item Adjustment' dialog:

Accounting:

'Inventory Transfer Accounting' screen:

Definitions

Open Issues