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Overview


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Excerpt



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Navigation


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  • 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.



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How To ...

Search Inventory by Inventory Area, Location, and Product

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

  3. Enter other optional search criteria.

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    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.



Update Inventory Items

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  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.

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    • Columns in the 'Inventory List':
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    Items that can be modified:







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titleUpdate inventory items ...


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


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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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titlePost 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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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


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Bugs


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Jira Legacy
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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
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Open Issues


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titleClick to expand ...


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Jira Legacy
serverSystem JIRA
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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



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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.


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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.


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titleContents

Table of Contents