Start Pull (Transfer Request)

This functionality is new as of version 4.1.

The Inventory Pull is the second step in the Inventory Transfer Process. The Source Inventory Area must perform an Inventory Pull in order to fulfill Inventory Transfer Requests.

In order to have access to Pull Inventory for a Transfer Request:

One of the following must apply:

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

The Inventory Pull can be initiated from either of the following two screens:
- ‘Inventory Pull’ screen
- ‘Inventory Transfer Request Search’ screen

To Start an Inventory Transfer Pull from the ‘Inventory Transfer Request Search’ screen:

Navigate to the ‘Inventory Transfer Request Search’ screen.
'Inventory Transfer Request Search' screen - Start Inventory Transfer Pull
Search for an Inventory Transfer Request with the ‘Submitted’ or ‘Incomplete’ Status.
Select the hyperlink for the Inventory Transfer Request.
The ‘Inventory Transfer Request’ screen → ‘Transfer Request’ tab will open.
'Inventory Transfer Request' screen → 'Start Inventory Pull' button
Click the ‘Start Inventory Pull’ button.
1. The ‘Inventory Pull’ screen will open.
Proceed to 'To Complete an Inventory Transfer Pull' below.

To Start an Inventory Transfer Pull from the ‘Inventory Pull’ screen :

Navigate to the ‘Inventory Pull’ screen.
1. The ‘Select Transfer Request’ dialog will open.
Select the ‘Source’ Inventory Area.
Select the 'Status' to filter the list.
1. Any:
  1. The Inventory Transfer Requests with a Status of ‘Submitted’ and ‘Incomplete’, and Inventory Pulls with a Status of ‘Working’ will be available in the list.
2. Submitted:
  1. The Inventory Transfer Requests with a Status of ‘Submitted’ will be available in the list.
3. Incomplete:
  1. The Inventory Transfer Requests with a Status of ‘Incomplete’ will be available in the list.
4. Working:
  1. The Inventory Pulls with a Status of ‘Working’ will be available in the list.
Select the Inventory Transfer Request or Inventory Pull from the list.
The ‘Pulled By’ drop-down will default to the current User, or it can be changed to a different User; and, the ‘Date’ Pulled will default to the current date, or it can be changed to a date in the past or future.
Click the ‘Start Inventory Pull’ button.
1. The ‘Inventory Pull’ screen will open; OR,
Click the ‘Cancel’ button to close the dialog and return to the current screen.
Refer to Complete Pull.