Save Transfer Request

This functionality is new as of version 4.1.

'Transfer Requests' can be saved in order to finish at a later time.

In order to have access to request 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:
- About Elevated Privileges
- Configure Inventory Elevated Privilege

To Save a Transfer Request:

Create the Transfer Request, and add Transfer Request Items.
1. Refer to:
  1. Add Transfer Request Items
  2. Start Transfer Request
On the ‘Inventory Transfer Request’ screen,
'Inventory Transfer Request' screen → 'Save' button
Click the ‘Save’ button.
When the Transfer Request Status is ‘New’, this will save the editable fields, and the new Transfer Request Items.
To complete the Transfer Request, it must be Submitted.
1. Refer to Submit Transfer Request.