Inventory Definitions

Transaction Type	Definition

Transaction Type	Definition
Expired	Inventory was removed because it had reached the Expiration Date. This is an Inventory Adjustment.
Inventory Count	An adjustment of the Available Inventory Quantity during Inventory Reconciliation. Via the ‘Inventory Count By Area’ screen.
Lost	Inventory was Lost and unaccounted for. This is an Inventory Adjustment.
Product Setup	New Inventory was added for this product in this location. Via the ‘Product Info' screen → 'Inventory’ tab.
Purchase Receiving	A Purchase Order Delivery was Received. Via the ‘Purchase Order Details' screen → 'Delivery' tab.
Reconciliation	An adjustment of the Available Inventory Quantity during Inventory Reconciliation. Via the ‘Inventory Management’ screen.
Sold	Inventory was reduced when the Product was Sold. This transaction is recorded when the Order is ‘Closed’. Via the ‘Order Management’ screen.
Transfer Receiving	An Inventory Transfer Request Item was ‘Received’ (Stocked). Via the ‘Inventory Stocking’ screen.
Transferred In	An Inventory Transfer Request Item was ‘Pulled' by the Source Inventory Area for the Destination Inventory Area. Via the ‘Inventory Pull’ screen. Two transactions occur when Inventory Transfer Request Items are ‘Pulled’: The ‘Transferred Out’ transaction records the decrease in Inventory for the Source Inventory Area, from the Inventory Location from which it was Pulled. The ‘Transferred In’ transaction records the increase in Inventory for the Destination Inventory Area, into the Default Inventory Location. The Default Inventory Location is either: The location of the most recent receipt; or, The ‘Default Inventory Location’ that was configured for the ‘Destination Inventory Area via the ‘Hospital Setup’ screen → ‘Unit Setup’ tab → ‘Unit Details’ subtab → 'Use For’ section.
Transferred Out	An Inventory Transfer Request Item was ‘Pulled' by the Source Inventory Area for the Destination Inventory Area. Via the ‘Inventory Pull’ screen. Two transactions occur when Inventory Transfer Request Items are ‘Pulled’: The ‘Transferred Out’ transaction records the decrease in Inventory for the Source Inventory Area, from the Inventory Location from which it was Pulled. The ‘Transferred In’ transaction records the increase in Inventory for the Destination Inventory Area, into the Default Inventory Location. The Default Inventory Location is either: The location of the most recent receipt; or, The ‘Default Inventory Location’ that was configured for the ‘Destination Inventory Area via the ‘Hospital Setup’ screen → ‘Unit Setup’ tab → ‘Unit Details’ subtab → 'Use For’ section.
Used	Pharmacy Products are ‘Used’ on a Prescription. When the Order that the Pharmacy Product is on Closes, the Transaction Type changes to ‘Sold’. Via the ‘Prescription Fill’ screen.
Waste	Inventory was Wasted. Waste should be used for Inventory that is damaged or otherwise unusable, but not necessarily Expired. This is an Inventory Adjustment.