Complete Pull

This functionality is new as of version 4.1.

The Inventory Pull can be saved in order to return at a later time for completion. After saving the Inventory Pull none of the Inventory will be updated. The final step of the Inventory Pull is to ‘Complete Inventory Pull’, which will update the Inventory in the Source Inventory Locations.

In order to have access to Pull Inventory for a Transfer Request:

One of the following must apply:

The User is assigned to the Source Inventory Area (Hospital Unit), and has the 'Inventory' Elevated Privilege; OR,
The User is a member of a Security Role that is assigned to the Source Inventory Area (Hospital Unit), and has the 'Inventory' Elevated Privilege.
Refer to:
- About Elevated Privileges
- Configure Inventory Elevated Privilege

To Complete an Inventory Transfer Pull:

If an Inventory Location has been marked ‘Hide From Transfer’, it will not appear on the ‘Inventory Pull’ screen as a Source Inventory Location.
- Refer to Configure Inventory Locations.

Navigate to the ‘Inventory Pull’ screen.
1. Refer to .
  'Inventory Pull' screen → 'Complete Inventory Pull' button
The system will automatically populate the ‘Pulled Qty’ for the Inventory that will expire first, in the Source Inventory Area.
1. Refer to .
Click the ‘Save’ button to save changes.
1. The process won’t be complete until the ‘Complete Inventory Pull’ button is clicked; but after saving, the Inventory Pull can be closed and reopened at a later time.
Click the ‘Complete Inventory Pull’ button to complete the Inventory Pull process.
The ‘Please Confirm Inventory Transfer Pull’ popup will appear.
'Inventory Transfer Pull' screen → 'Complete Inventory Pull' button → 'Confirm Inventory Pull' popup
Click the ‘Yes’ button to complete the Inventory Pull; OR,
1. The Inventory Transfer Request Status will be updated to ‘Transferred’.
2. The Inventory in the Source Inventory Area will be updated.
Click the ‘No’ button to cancel the operation and close the popup.

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