Transfer Bulk Inventory

(Topic Last Updated On: 05/05/2010)

The Transfer Bulk Inventory menu item on the Inventory menu launches the Transfer Bulk Inventory screen, which is used to transfer milligrams from one bulk bottle to another in the system. This screen is rarely used in most facilities, and generally is used to rectify erroneous bottle selections in the system when bottles are switched.

Field Descriptions

Select Bulk

This field will always display Bulk and is disabled at all times. Users cannot modify the data in this field, it is for internal system use only.

Drug Type

This field displays the Drug Type for bottles listed in the grid. Available selections include all Drug Types dispensed at your facility.

Dose Type

This field displays the Dose Type for bottles listed in the grid. Available selections include all Dose Types dispensed at your facility.

Drug/Dose Type

The field displays the drug type of the selected bottle.

Lot Number

The lot number of the selected bottle is displayed here.

Bottle Number

The bottle number of the selected bottle is displayed here.

Current Status

The current status of the selected bottle is displayed here. A bottle's status will be one of four possibilities, 'Received', 'Opened', 'Partial-Closed', or 'Empty-Closed'.

Current Mgs/Units

This field displays the current amount of milligrams contained in the selected bottle.

New Mgs/Units

This field displays the amount of milligrams that will be contained in the selected bottle following completion of the transfer transaction.

Transfer Amount

Users enter the amount of milligrams to be transferred from the source bottle to the destination bottle in this field.

Grid Columns

Starting Amount

This column displays the amount of milligrams each bottle started with when it was added to the system.

Current

This column displays the amount of milligrams each bottle currently has in the system.

Opened By

This column displays the 'Employee ID' (User ID) of the user who has each bottle open on a workstation.

Bulk Barcode

This column displays the system-generated bulk barcode ID number for a bottle.

Command Buttons

Transfer

Once source and destination bottles have been selected and a transfer amount entered, pressing this button will complete the transfer transaction, and bring up an application message confirming the transfer was recorded.

Procedures

How to Transfer Mgs from One Bulk Bottle to Another
1.) Select the source bottle from which mgs are being transferred by clicking on it in the top grid. 2.) Select the destination bottle to which mgs are being transferred by clicking on it in the bottom grid. 3.) Enter the amount of mgs being transferred in the 'Transfer Amount (mgs)' field. 4.) Click on the Transfer button. A confirmation message will appear confirming bulk inventory was transferred successfully. 5.) Click on Ok on the confirmation message to close the message and return to this screen.

Considerations

The Most Common Use for this Screen

The most common use for this screen is rectifying problems associated with users selecting and dispensing from the wrong bottle(s) in the system. Most facilities move milligrams from one bottle to another either when performing a bottle switch on the Switch Bulk Bottles screen, or when selecting a secondary bottle to dispense from on the Select Secondary Bottle to Open window. In such facilities this screen is rarely used.