Versions Compared

Old Version 31

changes.mady.by.user Rick Eggleston

Saved on

compared with

New Version 32

changes.mady.by.user Rick Eggleston

Saved on

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.


Div
styleall
alignleft
dirltr
titleOverview
classoverview

Overview


Div
styleall
alignleft
dirltr
titleExcerpt
classexcerpt


Excerpt



Div
styleall
alignleft
dirltr
titleNavigation
classnavigation

Navigation


Div
styleall
alignleft
dirltr
titleNavText
classnavText
  • Click the 'Navigation' button on the VetView button bar.  
  • Select the 'Inventory Reconciliation' hyperlink from the 'Navigation Menu'.


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.



Div
styleall
alignleft
dirltr
titleHow To ...
classfunctionality

How To ...

Search Inventory by Inventory Area, Location, and Product

Expand


Section


30
Column
width70100
  1. Navigate to the 'Inventory Reconciliation & Adjustment' screen.
  2. Select an Inventory Area.

  3. Enter other optional search criteria.

    Expand
    1. Inventory Location
    2. Product
    3. Lot Number
    4. Serial Number
    5. NDC Number
    6. Manufacturer
    7. Last Recon Date
    8. Hide Reconciled Inventory


  4. Click the 'Search' button.
  5. Click the 'Reset' button to reset the search criteria.

Column
width



Update Inventory Items

Expand


Section


Column
width70100
  1. Navigate to the 'Inventory Reconciliation & Adjustment' screen.
  2. Search for inventory by Inventory area, Inventory Location, and Product.
  3. Select an inventory item from the 'Inventory List'.

  4. Update the inventory.

    Expand


    Section


    Column
    width70

    Column
    width30

    Items that can be modified:

  5. S:St
  6. Stock Unit
  7. Actual Qty
    8. S/St
    Expand



    Column
    width30

    Items that can be modified:

    • S:St
    • Stock Unit
    • Actual Qty
    • S/St







Expand
titleUpdate inventory items ...


Div
styleall
alignleft
dirltr
titleExpand Text
classexpandText



Expand
titlePrint the 'Inventory Reconciliation & Adjustment' report ...


Div
styleall
alignleft
dirltr
titleExpand Text
classexpandText
  • 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.



Expand
titlePost new inventory reconciliation values ...


Div
styleall
alignleft
dirltr
titleExpand Text
classexpandText
  • 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.




Div
styleall
alignleft
dirltr
titlePlanned
classplanned

Planned Improvements


Div
styleall
alignleft
dirltr
titlePlanned Text
classplannedText

Jira Legacy
serverSystem JIRA
columnskey,summary
maximumIssues1000
jqlQueryproject = LIMS AND issuetype in (Improvement,"New Feature") 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 Summary DESC
serverId1eaad4fc-3379-3e15-bde0-30da46e7598b


Div
styleall
alignleft
dirltr
titlePlanned
classplanned

Bugs


Div
styleall
alignleft
dirltr
titlePlanned Text
classplannedText

Jira Legacy
serverSystem JIRA
columnskey,summary
maximumIssues1000
jqlQueryproject = LIMS AND issuetype in (Bug,Task) 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 Summary DESC
serverId1eaad4fc-3379-3e15-bde0-30da46e7598b


Div
styleall
alignleft
dirltr
titlePlanned
classplanned

Open Issues


Expand
titleClick to expand ...


Div
styleall
alignleft
dirltr
titlePlanned Text
classplannedText

Jira Legacy
serverSystem JIRA
columnskey,summary,type,priority,status,fixversions
maximumIssues1000
jqlQueryproject = 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
serverId1eaad4fc-3379-3e15-bde0-30da46e7598b



Insert excerpt
UG:Setup & Admin Guides
UG:Setup & Admin Guides
nopaneltrue

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.


Note
titleFeature 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.


Panel
titleContents

Table of Contents