This functionality is new as of version 4.1.
In order to Modify the Stocking Item for a Transfer Request Item, 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:
When the ‘Stocking Item’ is modified, the ‘Transferred In’ transaction is modified.
Versus, when the ‘Stocking' is modified, the Existing Inventory, in the Destination Inventory Location, is modified, and will become ‘Reconciliation’ transactions.
When Inventory is ‘Reconciled’, multiple ‘Reconciliation’ transactions capture the changes made to the Quantity, Inventory Location, Expiration Date, Lot Number, Serial Number, NDC, and/or Manufacturer.
To Modify the Stocking Item for a Transfer Request Item:
Navigate to the ‘Inventory Stocking’ screen for:
A Transfer Request with Status equal to ‘Transferred’; OR,
An Inventory Stocking with Status equal to ‘Pulled’ or ‘Stocking’.
Right-click the row that represents a Stocking Item; OR,
Click the Pancake menu at the right end of the row.
Select the ‘Modify Stocking Item’ menu option.
The ‘Add / Modify Inventory’ dialog will open.
The ‘Inventory Location’ will be prepopulated by the Stocking Item that was selected, but it can be modified.
The 'Inventory Location' drop-down list will be limited to the Inventory Area of the original Stocking Item.
Modify the ‘Qty’, ‘Expiration’, ‘Lot No.’, 'Serial No.', ‘NDC’, and/or ‘Manufacturer’ to make changes to the Stocking Item.
This will affect the ‘Transferred In’ transaction.
If the Unique Inventory Attributes, of the ‘Transferred In’ transaction, match those of the Existing Inventory, the Transferred In Inventory and Existing Inventory will be Aggregated.