UC7 - Create a Transfer Request

Description	Create a request to transfer inventory from a source hospital unit to a destination hospital unit.
Actor	Inventory Manager, Inventory Staff, Tech, Pharmacy Manager
Privileges	Access Transfer Search Access Transfer Screen
Triggers	Critical Inventory Alert
Preconditions	Hospital Unit Setup Set as Inventory Area Transfer can only be created and edited by employees associated with the ordering unit. Limit inventory items to hospital unit’s pre-associated inventory list Product
Steps	Basic Workflow Alternate Flow 3A - Use picklist to select from a predefined list of products Alternate Flow 3B - Use Hospital Unit product PAR levels to generate list of products Alternate Flow 3B – Use barcode scanner to select product Alternate Flow 8A - Enable Automatic Reordering
Post Conditions	Creation of a request to move inventory between Hospital Units
Proposed Changes
Specifications

Basic Workflow

Access the transfer request search screen and click the “New Inventory Transfer Request” button.
Choose the Hospital Unit to request inventory from and to. Users can only select hospital unit to receive inventory that they are authorized for. Click “Save” to start transfer request.
Select product and enter desired stock or sales quantity. Product selector can be limited to products pre-associated to the unit or allow all inventory items.
Each row can be toggled between stock units and sales units. There is also a field that will default to the quantity on hand that can be updated while creating the request.
Adjustments to the “Qty on Hand” value is assumed to be a normal “Used” transaction. However, if other types of adjustment need to be recorded, user can right click on the row and add an adjustments record. In cases of expired, damaged, etc.
If a product PAR levels have been set for the receiving ( Transfer To ) unit, it will be displayed on the row and default the needed transfer quantity. PAR levels can be set and/or edited by right click on the row.
An alert icon will display if there are product alerts or pending transfers for this product. Roll over will display alert text.
Save changes and click the “Submit” button.

Click “Pick List” button and select the list to add from. New pick lists or favorites can be created from any transfer request.
Enter the desired quantity and click the “Add” button.

Click the “Add Items Below Min Stock Levels” and select the items to be added. The Default is that all items are selected, with the reorder quantity defined for the product and unit.
Another option is to create the request from the search screen. Click “Create Request from Min Stock Levels” button and fill out dialog. This will automatically add all products that have a PAR level defined for the Transfer To hospital unit and are below the min stock level. Once request is generated it can be updated before submitting it.

Barcodes can be used in the product selector fields. If a duplicate product is selected, the form will not populate the row, it will instead highlight the row already on the form and place cursor in the quantity needed field.

There are 2 options for automating the transfer requests. Option A is to use the “Min Stock Levels” to auto generate the request either on a weekly or monthly job. If there is nothing found to be below the “Min Stock Levels” a transfer will not be generated. Option B is to use a previous transfer request to create a reoccurring transfer, transfers can be scheduled as weekly or monthly. Users will need be assigned the extra privileges to manage the Automatic Reordering feature.