Cancel Unreceived Items in Bulk (Transfer Request)
This functionality is new as of version 4.1.
Unreceived Inventory Transfer Request Items can be ‘Canceled’ in bulk.
In order to have access to Cancel Unreceived Transfer Request Items:
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:
To Cancel Unreceived Transfer Request Items:
Navigate to the ‘Inventory Transfer Request’ screen → ‘Transfer Request’ tab.
'Inventory Transfer Request' screen → 'Transfer Request' tab → 'Cancel Remaining Unreceived Items' buttonIf the Inventory Transfer Request Status is ‘Submitted’ or ‘Incomplete’; AND,
For the Inventory Transfer Request Items, the sum of the ‘Canceled Qty’ and ‘Stocked Qty’ is less than the ‘Pulled Qty’; THEN,
The Remaining Unreceived Transfer Request Item Quantities can be Canceled all at once.
Click the ‘Cancel Remaining Unreceived Items’ button.
The ‘Please Confirm Cancel Remaining Unreceived Items' popup will appear.
'Inventory Transfer Request' screen → 'Transfer Request' tab → 'Cancel Remaining Unreceived Items' button → 'Please Confirm' dialogClick the ‘Yes’ button to Cancel all Remaining Unreceived Inventory Transfer Request Items; OR,
Click the ‘No’ button to cancel the operation and close the popup.
The Transfer Request Status will be updated to:
'Cancelled': If all of the Transfer Request Items were ‘Cancelled’, the Status will be updated to 'Cancelled'.
‘Incomplete’: If some of the Transfer Request Items were ‘Received’; AND/OR, some but not all, of the remaining items were ‘Cancelled’, the Status will be updated to 'Incomplete'.
'Received': If some of the Purchase Order Items were ‘Received’; AND the remaining items were ‘Cancelled’, the Status will be updated to 'Received'.
Also see About Inventory Transfer Request Status.
The ‘Canceled Qty’ will be updated.