Split Inventory Item (Purchase Order)

• Inventory can be Split, Merged, or Moved when it’s discovered that the Unique Inventory Attributes, for a Quantity of Inventory in a particular Inventory Location, have changed.

  • For example: During the Inventory Stocking process, when the physical 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 Stocking’ screen.

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

1. Navigate to the ‘Purchase Order Details’ screen for:

   1. A Purchase Order that has been ‘Received’, but not fully ‘Stocked’; OR,

      Open

      

      'Purchase Order Details' screen → 'PO Delivery' tab → 'Start Stocking' button

      1. The Purchase Order Status is ‘Received’; AND,

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

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

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

      Open

      

      'Select PO Delivery or Transfer' dialog → 'PO Delivery' option

      1. Select the Purchase Order; then,

      2. Click the ‘Start Stocking’ button.

2. On the ‘Inventory Stocking’ screen,

3. Right-click the row that represents a 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.