Create Private Picklist On-The-Fly (Transfer Request)
- Rick Eggleston (Unlicensed)
This functionality is new as of version 4.1.
While creating a 'New' Inventory Transfer Request, if the Inventory Transfer Request Items comprise a list of Products commonly transferred, they can be saved as a Private Picklist, and used by the same User on subsequent Inventory Transfer Requests.
In order to have access to create a Private Picklist on-the-fly from an Inventory Transfer Request:
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:
A Private Picklist is only available to the User who created it.
A Private Picklist can be made Public via the ‘Product Setup’ screen → ‘Billing / Inventory Pick List Setup’ tab.
To Create a Private Picklist:
Navigate to the ‘Inventory Transfer Request' screen for a 'New’ Inventory Transfer Request.
'Inventory Transfer Request' screen → 'Save as Picklist' buttonAdd the Products, that should be contained in the Private Picklist.
Click the ‘Save as Picklist’ button.
The ‘Add Picklist’ dialog will open.
'Inventory Transfer Request' screen → 'Add Picklist' dialogEnter the ‘Picklist Name’.
Click the ‘Save’ button to save the Picklist and close the dialog; OR,
Click the ‘Cancel’ button to close the dialog without saving.
To review the Private Picklist, click the 'Picklist' button.
The 'Picklist' dialog will open.
Select the Picklist to be reviewed.
To edit or delete a Picklist, refer to Configure Inventory Picklist.
