Split Inventory Item (Transfer Request)

• 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.

To Split the Inventory Items in the Destination Inventory Area via the ‘Inventory Transfer Request’ screen:

1. Navigate to the ‘Inventory Transfer Request’ screen for a Transfer Request with Status equal to ‘New’.

   Open

   

   'Inventory Transfer Request' screen → 'Split Inventory Item' menu option

2. Right-click the row that represents the Inventory Item; OR,

   1. The Inventory Item is represented by the columns to the right of, and including' the ‘Qty on Hand’ column.

3. Click the Pancake menu at the right end of the row.

4. Select the ‘Split Inventory Item’ menu option.

5. The ‘Modify Item’ dialog will open.

   1. Go to Item #6 in the next section below.

To Split the Inventory Items in the Destination Inventory Area via the ‘Inventory Stocking’ screen:

1. Navigate to the ‘Inventory Transfer Request’ screen for:

   1. A Transfer Request that has been ‘Transferred’, but not fully ‘Stocked’; OR,

      Open

      

      'Inventory Transfer Request' screen → 'Pull' tab → 'Start Stocking' button

      1. The Transfer Request Status is ‘Transferred’ or ‘Incomplete’; AND,

      2. The ‘Start Stocking’ button is available on the ‘Pull’ tab; OR,

      3. The ‘Continue Stocking’ button is available on the ‘Stocking’ tab.

   2. An Inventory Stocking with Status equal to ‘Pulled’ or ‘Stocking’.

2. On the ‘Inventory Stocking’ screen:

3. Right-click the row that represents an Inventory Item; OR,

4. Click the Pancake menu at the right end of the row.

5. Select the ‘Split Inventory Item’ menu option.

6. The ‘Modify Item’ dialog will open.

7. The ‘Inventory Location’ will be prepopulated by the Inventory Item that was selected, but it can be modified.

   1. The 'Inventory Location' drop-down list will be limited to the Inventory Area of the original Inventory Item.

8. Modify the ‘Qty’, ‘Expiration’, ‘Lot No.’, 'Serial No.', ‘NDC’, and/or ‘Manufacturer’ to make changes to the Inventory Item.

   1. This will create ‘Reconciliation’ transactions.

      1. When ‘Reconciliation’ transactions are created, there will be two transactions: one to decrease the Quantity with the Original Unique Inventory Attributes; and, a second to increase the Quantity with the New Unique Inventory Attributes.

   2. If the Unique Inventory Attributes, of the Modified Inventory, match those of the Existing Inventory, the Modified Inventory and Existing Inventory will be Aggregated.

9. Click the ‘Plus’ icon to copy the selected row to a new row.

10. Specify the Inventory Location for the new row.

    1. The 'Inventory Location' drop-down list will be limited to the Inventory Area of the original Inventory Item.

11. Specify the ‘Qty’, ‘Expiration’, ‘Lot No.’, 'Serial No.', ‘NDC’, and/or ‘Manufacturer’ of the new row.

    1. This will create a new ‘Reconciliation’ transaction.

       1. When ‘Reconciliation’ transactions are created, there will be two transactions: one to decrease the Quantity with the Original Unique Inventory Attributes; and, a second to increase the Quantity with the New Unique Inventory Attributes.

    2. If the Unique Inventory Attributes, of the new row match those of the Existing Inventory, the new row and Existing Inventory will be Aggregated.

12. The ‘Current Total Qty’ must equal the ‘Incoming Qty’.

13. Click the ‘Save’ button to save the changes, close the dialog, and return to the ‘Inventory Stocking’ screen; OR,

14. Click the ‘Cancel’ button to close the dialog without saving.

To Split the Inventory Items in the Source Inventory Area via the ‘Inventory Pull’ screen:

1. Navigate to the ‘Inventory Pull’ screen from the ‘Inventory Transfer Request’ screen → ‘Transfer Request’ tab; OR,

   1. Click the ‘Start Inventory Pull’ button.

2. Navigate to the ‘Inventory Pull’ screen from the ‘Inventory Transfer Request’ screen → ‘Pull’ tab; OR,

   1. Click the ‘Continue Pull’ button.

3. Navigate to the ‘Inventory Pull’ screen from the ‘Inventory Pull’ screen → ‘Select Transfer Request’ dialog.

   1. Select the ‘Source’ Inventory Area.

   2. Select the row that represents the Transfer Request.

   3. Click the ‘Start Inventory Pull’ button to close the dialog and open the ‘Inventory Pull’ screen; OR,

   4. Click the ‘Cancel’ button to close the dialog and open the blank ‘Inventory Pull’ screen.

4. On the ‘Inventory Pull’ screen.

5. Right-click the row that represents the Inventory Item; OR,

   1. The Inventory Item is represented by the columns to the right of, and including' the ‘Qty on Hand’ column.

6. Click the Pancake menu at the right end of the row.

7. Select the ‘Split Inventory Item’ menu option.

8. The ‘Modify Item’ dialog will open.

9. Select the Inventory Location and Quantity of the Current Inventory.

   1. The Current Inventory Location is located in the Source Inventory Area.

   2. Reduce the Quantity in the Current Inventory Location by the amount to be moved.

10. Modify the Unique Inventory Attributes (Expiration Date, Lot Number, Serial Number, NDC, Manufacturer) of the Current Inventory.

11. Click the ‘Plus’ icon to copy the selected row to a new row.

12. Select the Inventory Location and Quantity of the New Inventory.

    1. The New Inventory Location is also located in the Source Inventory Area.

    2. Enter the Quantity to be moved to the New Inventory Location.

13. Specify the Unique Inventory Attributes (Expiration Date, Lot Number, Serial Number, NDC, Manufacturer) of the New Inventory.

14. The ‘Incoming Qty’ displays the Current Quantity in the Current Inventory Location before the move.

15. The ‘Current Total Qty’ will be adjusted as the Quantities in the Current Inventory Location and New Inventory Locations are adjusted.

    1. When moving Inventory, the ‘Current Total Qty’ must equal the ‘Incoming Qty’.

16. Click the ‘Save’ button to save the changes, close the dialog, and return to the ‘Inventory Stocking’ screen; OR,

17. Click the ‘Cancel’ button to close the dialog without saving.