This functionality is new as of version 4.1.
While Pulling Inventory for Transfer Request Items, the Existing Inventory within the Source Inventory Area can be split via the ‘Inventory Pull’ screen.
Inventory Items can be Split, Merged, or Moved when it’s discovered that the Unique Inventory Attributes, for a Quantity of the Inventory Item, have changed.
For example: During the Inventory Transfer Request process, the Inventory Pull process, or the Inventory Stocking process, when the Existing 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.
Splitting Stocking Items versus Inventory Items:
When the ‘Stocking Item’ is split, the ‘Transferred In’ transaction is modified; versus,
When the ‘Inventory' is split, the Existing Inventory, in the Inventory Location, is modified, and will become ‘Reconciliation’ transactions.
When Inventory is ‘Reconciled’, multiple ‘Reconciliation’ transactions capture the changes made to the Quantity, Inventory Location, Expiration Date, Lot Number, Serial Number, NDC, and/or Manufacturer (Unique Inventory Attributes).
In order to have access to the 'Split Inventory Item' menu option:
One of the following must apply:
The User is assigned to the 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 Inventory Area (Hospital Unit), and has the 'Inventory' Elevated Privilege.
Refer to:
To Split the Inventory Items in the Destination Inventory Area via the ‘Inventory Transfer Request’ screen:
Navigate to the ‘Inventory Transfer Request’ screen for a Transfer Request with Status equal to ‘New’; OR,
Right-click the row that represents the Inventory Transfer Request Item.
The Inventory Transfer Request Item is represented by the columns to the left of, and including' the ‘New Qty’ column.
To Split the Inventory Items in the Destination Inventory Area via the ‘Inventory Stocking’ screen:
Navigate to the ‘Inventory Stocking’ screen for:
A Transfer Request that has been ‘Transferred’, but not fully ‘Stocked’.
Right-click the row that represents the Inventory Item.
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.
The Current Inventory Location is located in the Destination Inventory Area.
Reduce the Quantity in the Current Inventory Location by the amount to be moved.
Specify the other Inventory Attributes:
Expiration Date
Lot Number
Serial Number
NDC
Manufacturer
Select the New Inventory Location and Quantity.
The New Inventory Location is also located in the Destination Inventory Area.
Enter the Quantity to be moved to the New Inventory Location.
Specify the other Inventory Attributes:
Expiration Date
Lot Number
Serial Number
NDC
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.
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 the Inventory Items in the Source Inventory Area via the ‘Inventory Pull’ screen:
Navigate to the ‘Inventory Pull’ screen.
Right-click the row that represents the Inventory Item.
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.
The Current Inventory Location is located in the Source Inventory Area.
Reduce the Quantity in the Current Inventory Location by the amount to be moved.
Specify the other Inventory Attributes:
Expiration Date
Lot Number
Serial Number
NDC
Manufacturer
Select the New Inventory Location and Quantity.
The New Inventory Location is also located in the Source Inventory Area.
Enter the Quantity to be moved to the New Inventory Location.
Specify the other Inventory Attributes:
Expiration Date
Lot Number
Serial Number
NDC
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.
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.