This functionality is new as of version 4.1.
Before using this function, be sure to set the ‘Minimum Quantity' for the Products in the affected Inventory Area.
Refer to Configure Inventory Minimum Quantity.
In order to have access to create an Inventory Transfer Requests, 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:
The Quantity to be Ordered or Transferred is calculated as the ‘Reorder Quantity' minus the ‘Quantity on Hand’ and the ‘Pending Quantities’ from Purchase Orders and/or Inventory Transfer Requests that have not been ‘Received’.
To Create an Inventory Transfer Request using the Minimum Quantities:
Navigate to the ‘Inventory Transfer Request Search’ screen.
Click the ‘Minimum Quantity Transfer Request’ button; OR,
Click the ‘New Inventory Transfer Request’ button.
The ‘New Inventory Transfer Request’ dialog will open.
Select the Source Inventory Area, Destination Inventory Area, and the ‘Date Needed’, which is optional.
Select the ‘Auto add items below minimum quantity levels’ checkbox.
Click the ‘Save’ button; OR,
Click the ‘Cancel’ button to cancel the operation and close the popup.
The ‘Inventory Transfer Request’ screen will open.
The Products that have reached the ‘Minimum Quantity’ for the Inventory Area, have been added to the Inventory Transfer Request.
Rows that are highlighted in red, represent Products with Inventory that has reached the ‘Minimum Quantity’ for the Inventory Area.
The ‘Requested Qty’ is automatically populated, and based on the ‘Reorder Qty’, minus the Quantity on Hand and the Pending Quantity from Inventory Transfer Requests and Purchase Orders that have not been received.
Click the ‘Add Items Below Minimum Stock Quantity’ button to add the items if they have not already been added. If any are duplicated, they will not be added again.
To find the ‘Reorder Qty’, right-clicking the row that represents the Product, and select the ‘Edit Minimum Stock Qty’ menu option.
In order to have access to the ‘Edit Minimum Stock Qty’ 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:
The ‘Edit Product Minimum Quantity by Inventory Location’ dialog will open.
The Reorder Quantity is specified in Sales, Stock, and Order Units of Measure, using the S:St and St:O Ratios to convert between units.