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Overview

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Excerpt
The Inventory Reconciliation & Adjustment screen provides the ability to search for inventory by inventory area and location, and by product line and sequence number.

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Click the 'Navigation' button on the VetView button bar.
Select the 'Inventory Reconciliation' hyperlink from the 'Navigation Menu'.

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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.

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Functionality

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How To ...

Search

inventory

Inventory by

area

Inventory Area,

location

Location, and

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'Inventory Area' is required

Product

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Navigate to the 'Inventory Reconciliation & Adjustment' screen.
Select an Inventory Area.
Enter other optional search criteria

(click the field name to navigate to the Inventory & Accounting Definitions Wiki page):

'Inventory Location'

'Product'

'Lot Number'

'Manufacturer'

'Last Recon Date'

'Hide Reconciled Inventory'

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Inventory Location
Product
Lot Number
Serial Number
NDC Number
Manufacturer
Last Recon Date
Hide Reconciled Inventory
Click the 'Search' button.

To reset the search criteria fields to blank, click the

Click the 'Reset' button to reset the search criteria.

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Update

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Inventory Items

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Navigate to the 'Inventory Reconciliation & Adjustment' screen.
Search for inventory by Inventory area, Inventory

location

Location, and Product.
Select an inventory item from the 'Inventory List'.
Update

any of the following fields (click the field name to navigate to the Inventory & Accounting Definitions Wiki page):

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Items that can be modified:
S:St
Stock Unit
Actual Qty
S/St

Columns in the 'Inventory List':
- 'Line'
- 'Seq'
- 'Product'
- 'Location'
- 'Sales Qty'
- 'Unit Cost'
- 'S:St'
- 'Stock Qty'
- 'Stock Unit'
- 'Actual Qty'
- 'S/St'
- 'Exp'
- 'Lot'
- 'Serial'
- 'Mfr'
- 'Last Reconciled'
- 'By'

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You can click the 'Print List' button to load the 'Inventory Reconciliation and Adjustment' report, which will allow you to update the counts on paper then bring them back to VetView to be entered.

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title	Post new inventory reconciliation values ...

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After you have entered new counts in the 'Actual Qty' column, the 'Post New Values' button will become available.
When clicked, the items that were reconciled, will be updated with the new values, and the 'Reconciliation Date' and 'User' will be set.

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Planned Improvements

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Jira Legacy

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Bugs

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Open Issues

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Jira Legacy

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columns	key,summary,type,priority,status,fixversions
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jqlQuery	project = LIMS AND issuetype in standardIssueTypes() AND status in ("Creating Mockups", "Design/Planning", "In Development", "In Progress", Incomplete, "On Hold", Open, "Ready For Development", "Ready for Testing", Reopened, "Task Review", Testing, "Waiting On Client") AND component in ("Inventory Reconciliation & Adjustment screen","Medication Fill screen","API","Prescription Fill","Order Management screen") AND labels in (Inventory) ORDER BY key DESC
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	UG:Setup & Admin Guides
	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.

Note

title	Feature Requests on JIRA

Individual tickets regarding the planned improvements to the functionality found on this Wiki page can be found on the VetView Jira web page.

Inventory Reconciliation & Adjustment

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title	Contents

Table of Contents

Versions Compared

Old Version 30

New Version 31

Key

Overview

Navigation

Functionality