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Overview


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Excerpt

  • Provides the ability to receive inventory that has been transferred using the Inventory Transfer screen.  This form provides an easier way to work through the request items that have been listed on the Inventory Transfer Receiving screen.

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    Features of the Inventory Transfer Receiving form:

    • Request Items:
      • Quick Entry - A way to quickly enter the product number, or barcode, and quantities received and returned.
      • Product Number and Name
      • Sales and Stock Units
      • S:St Ratio
      • Status
      • Quantities:
        • Requested
        • Transferred
        • Cancelled
        • Backordered
        • Received
        • Returned
        • Missing
        • Excess
    • Received Inventory Breakdown:
      • To fulfill an Inventory Transfer Request, several different lots of the product may have been used.  These are listed separately for each product, in order to identify the physical inventory that was received; and, if required, to be returned.
      • Location
      • Received and Returned Quantity


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Navigation


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  1. Click the 'Navigation' button on the VetView button bar at the top of the screen.

  2. Click the 'Inventory Transfer Receiving' hyperlink.

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  3. Search for request items to be received.

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  4. Click the 'Open Form' button.

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  5. The 'Inventory Transfer Receiving' form will open.

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Info

The availability of menu items is controlled by privileges that are assigned to each user, so the 'Navigation Menu' will not look the same for all users.





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How To...


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Receive Inventory Transfer Items

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Only requests with a status of 'Transferred' can be received.

When the 'Post' button is clicked, the status of the Inventory Transfer Request will be updated.  Click here for details.
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  1. Navigate to the 'Inventory Transfer Receiving' screen.

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  2. Search for the items to be received.

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    Info
    titleRequest Status

    Only requests with a status of 'Transferred' can be received.

    When the 'Post' button is clicked, the status of the Inventory Transfer Request will be updated.  Click here for details.


    Info
    titleRequest Status

    Search Criteria:

    • Source Inventory Area
    • Destination Inventory Area
    • Request Number
    • Requested By
    • Request Date
    • Need By Date
    • Shipment Number
    • Shipment Date
    • Shipped By
    • Product Number and Name
    • Request Item Status
    • Tags





  3. Click the 'Open Form' button.

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  4. Enter the quantity 'Received' and 'Returned' for the inventory item.

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    If the sum of the 'Received' and 'Returned' quantities is equal to the 'Transferred' quantity, the status of the item will be updated to 'Received'.

    If the sum of the 'Received' and 'Returned' quantities is less than the 'Transferred' quantity, the remaining quantity will be considered to be 'Missing'.

    If the sum of the 'Received' and 'Returned' quantities is greater than the 'Transferred' quantity, the excess quantity will be considered to be 'Excess'.




  5. Click the '>' navigation button to move to the next request item.

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    Using the '<<  <  >  >>' buttons, you can move to the beginning, end, or step forward and backward through the request items listed on the 'Inventory Transfer Receiving' screen.

    Change the order in which the request items are listed by sorting the 'Inventory' list on the 'Inventory Transfer Receiving' screen by clicking the column headings.




  6. Click the 'Save' button to save changes and close the form.

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    The 'Inventory Transfer Receiving' form will be closed, returning you to the 'Inventory Transfer Receiving' screen, with all of the updated 'Returned' and 'Missing' quantities updated.

    This will only save the changes to the inventory quantities.  The inventory quantities must be posted, which will not happen until the 'Post' button is clicked on the 'Inventory Transfer Receiving' screen.




  7. Click the 'Post' button on the 'Inventory Transfer Receiving' screen to post the changes to inventory.

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Note
titleSetup Requirements

The Inventory Transfer Receiving functionality is not currently available; therefor, each Hospital Unit that is designated as an Inventory Area, must also be set to 'Auto Receive Inventory'.

Each Inventory Area must also be assigned a 'Default Inventory Location'.

These settings are found on the 'Hospital Setup' screen -> 'Unit Setup' tab -> 'Unit Details', and 'Inventory Locations' subtabs.





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Planned Improvements


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Bugs


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Open Issues


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UG:Setup & Admin Guides
UG:Setup & Admin Guides
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Info
This page may contain functionality not found in the current version of VetView.


Info
titleDefinitions

Refer to the 'Inventory and Accounting Definitions' wiki page for definition of inventory terms, and for details about fields and controls.


Info
titleRequest Status

Click here for a list of the Inventory Transfer Request status rules


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Table of Contents