Add Transfer Request Items from Standard Orderable Products
- Rick Eggleston (Unlicensed)
This functionality is new as of version 4.1.
Picklists provide the ability to quickly add Products and Services to an Inventory Transfer Request. The ‘Standard Orderable Products’ Picklist is a system-generated Picklist created from the Products that already exist in the Destination Inventory Area.
In order to have access to add Picklist Items to a 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:
To Add ‘Standard Orderable Products’ to a Transfer Request:
Navigate to the ‘Inventory Transfer Request’ screen.
'Inventory Transfer Request' screen - 'Standard Orderable Products' picklist optionThe Transfer Request Status must be equal to ‘New’.
Click the ‘Picklist’ button.
The ‘Add Picklist’ dialog will open.
'Inventory Transfer Request' screen - 'Add Picklist' dialog → 'Standard Orderable Products' optionSelect the ‘Standard Orderable Products’ Picklist.
The ‘Standard Orderable Products’ Picklist is automatically created with the Products that already exist in Inventory for the Destination Inventory Area.
Enter the ‘Requested Qty’ needed.
Click the ‘Post’ button to add the Transfer Request Items and close the dialog.
Click the ‘Cancel’ button to close the dialog without saving.
The ‘Inventory Transfer Request’ screen will have the new items from the Picklist.
If a Transfer Request Item was duplicated, a message will appear at the bottom of the screen and the Requested Quantity field will be highlighted in red.
If a Transfer Request Item has reached the Minimum Quantity, the row will be highlighted in red.
