Split a Transfer Request Inventory Item

This functionality is new as of version 4.1.

Inventory can be Split, Merged, or Moved within the Destination Inventory Area via the ‘Inventory Transfer Request’ screen when the Status is ‘New’, or the ‘Inventory Stocking’ screen.

Inventory can be Split, Merged, or Moved within the Source Inventory Area via the ‘Inventory Pull’ screen.

Inventory can be Split, Merged, or Moved when it’s discovered that the Unique Inventory Attributes, for a Quantity of Inventory in a particular Inventory Location, have changed.
- For example: During the Inventory Transfer Request process, the Inventory Pull process, or the Inventory Stocking process, when the physical 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.

To Split, Merge, or Move Inventory in the Destination Inventory Area:

In order to have access to the 'Split Inventory Item' menu option:

One of the following must apply:

The User is assigned to the Destination Inventory Area (Hospital Unit), and has the 'Inventory' 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' Elevated Privilege.
Refer to:
- About Elevated Privileges
- Configure Inventory Elevated Privilege

Navigate to the ‘Inventory Transfer Request’ screen for an Inventory Transfer Request with Status equal to ‘New’; OR,
1. On the ‘Inventory Transfer Request’ screen, right-click the row that represents the Inventory Transfer Request Item.
  1. The Inventory Transfer Request Item is represented by the columns to the left of, and including' the ‘New Qty’ column.
Navigate to the ‘Inventory Stocking’ screen.
1. On the ‘Inventory Stocking’ 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’ dialog will open.
Select the Current Inventory Location and Quantity.
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.
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.

To Split, Merge, or Move Inventory in the Source Inventory Area:

In order to have access to the 'Split Inventory Item' menu option:

One of the following must apply:

The User is assigned to the Source Inventory Area (Hospital Unit), and has the 'Inventory' Elevated Privilege; OR,
The User is a member of a Security Role that is assigned to the Source Inventory Area (Hospital Unit), and has the 'Inventory' Elevated Privilege.
Refer to:
- About Elevated Privileges
- Configure Inventory Elevated Privilege

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’ dialog will open.
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.