Par transfer transaction

The par transfer transaction enables healthcare organizations to transfer items between Par locations in a single-step process with automatic financial accounting and global ledger posting.

For example, a situation where a nursing unit needs an item immediately, but doesn't have sufficient stock. The nurse retrieves and physically moves the required dressing kits from the source par location to the requesting location of the nursing unit. The nurse creates a Par Transfer transaction to track the movement of this item within the system. The source location is credited, the destination location is charged for the item, and the transaction is posted automatically to the global ledger.

As a result, the nursing unit receives the supplies it needs without waiting for the regular replenishment cycle, while the organization maintains an auditable record of the inventory movement and the related financial accounting.

Creating par transfer transaction

  1. Select Inventory > Reorder.
  2. On the Par And Cart Locations panel, select Par Transfers.
  3. Click Create.
  4. Specify this information:
    Company
    Select the company where you retrieved the item.
    To Company
    Select the company where you transferred the item.
    Par Location
    Select the source par location.
    Requesting Location
    Select the destination requesting location.
    Post Date
    Specify the date when the transaction is posted.
    Transfer Date
    Specify the date when the item was transferred from the source to the destination location.
  5. In the Line Details section, specify this information:
    Item
    Select the item available in the source par location.
    Note: Use search to display the list of items in the specified location.
    Quantity
    Specify the quantity of the item to transfer.
    Default Debit Account
    Specify the distribution account of the destination location.
    Default Credit Account
    Specify the distribution account of the source location.
  6. Click Submit.