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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.

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Features of the Inventory Transfer Receiving screen:

Product Search - Search for transferred products by:
- Request Number
- Source and Destination Inventory Area
- Request Status
- Product Number and Name
- Request, Needed By, and Transferred Dates
- Tags
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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Click the 'Navigation' button on the VetView button bar at the top of the screen

Click the 'Inventory Transfer Receiving' hyperlink.

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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.

The 'Inventory Transfer Receiving' screen will open.
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How To...

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Receive Inventory Transfer Items

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Only requests

Navigate to the 'Inventory Transfer Receiving' screen.

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title	Request Status

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From here, you will be able to search for request items to be received.

Search for the items to be received.

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Only request items with a status of 'Transferred' can be received.

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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

Enter the quantity 'Received' and 'Returned' for

each of

the inventory

items

that

were

was received for the request item.

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If the sum of

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Expand the inventory section for the request item.
Enter the 'Received' and 'Returned' quantities

is equal to the 'Transferred' quantity, the status of the item will be updated to 'Received'.

for each inventory.
As you update the 'Inventory' quantities, the quantities for the 'Request Item' will be updated.
The 'Missing' and 'Excess' quantities will be calculated as follows:
1. If the sum of the 'Received' and 'Returned' quantities is less than the 'Transferred' quantity, the remaining quantity will be considered to be 'Missing'.
2. If the sum of the 'Received' and 'Returned' quantities is greater than the 'Transferred' quantity, the excess quantity will be considered to be 'Excess'.

Select the 'Location' for the inventory.

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The 'Inventory Location' will default to the location in which the product was placed the last time it was received.

The 'Location' dropdown list will be populated with the Inventory Locations that have been set up for the 'Destination Inventory Area'.

If the 'Inventory Location' cannot be determined based on past transfers, the 'Default' location, for the Destination Inventory Area, will be used.

Enter 'Comments' for the inventory and request item.

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Click the 'Save' button to save the changes without posting.

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This will not affect

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This will only save the changes to the inventory quantities. The inventory quantities must be posted, which will not

be updated

happen until the 'Post' button is clicked.

Click the 'Post'

button to update the inventory quantities.

Image RemovedClick the 'Open Form' button to edit the 'Received', 'Returned',

button to post the changes to inventory.

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When the 'Post' button is clicked, the status of the Inventory Transfer Request will be updated as follows:

'Received': 'Returned' and 'Missing' quantities

using a form.

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are equal to zero.
'Returned': 'Returned' quantity is greater than zero; and 'Missing' quantity is equal to, or greater than, zero.
'Missing': 'Missing' quantity is greater than zero, and 'Returned' quantity is equal to zero.

To complete the transfer process for request items 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

Returned' and 'Missing', the request items will have to be adjusted by the Source Inventory Area using the 'Inventory Transfer' screen.

Note

title	Setup 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

.

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

.

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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
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This page may contain functionality not found in the current version of VetView.

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title	Definitions

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

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title	Request Status

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

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Table of Contents

Versions Compared

Old Version 50

New Version 51

Key

Overview

Navigation

How To...

Receive Inventory Transfer Items

Planned Improvements

Bugs

Open Issues

Page Comparison

Versions Compared

Old Version 50

New Version 51

Key

Overview

Navigation

How To...

Receive Inventory Transfer Items

Planned Improvements

Bugs

Open Issues