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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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How To ...

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Search Inventory by Inventory Area, Location, and Product

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Navigate to the 'Inventory Reconciliation & Adjustment' screen.
Select an Inventory Area.
Enter other optional search criteria.
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Inventory Location
Product
Lot Number
Serial Number
NDC Number
Manufacturer
Last Recon Date
Hide Reconciled Inventory
Click the 'Search' button.
Click the 'Reset' button to reset the search criteria.

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

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Update Inventory Items

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Navigate to the 'Inventory Reconciliation & Adjustment' screen.
Search for inventory by Inventory Area, Inventory Location, and Product.
Select an inventory item from the 'Inventory List'.

Update the inventory.

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Columns in the 'Inventory List':

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Items that can be modified:

Click the 'Post New Values' button.
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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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Print 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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& Adjustment' Report

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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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Navigate to the 'Inventory Reconciliation & Adjustment' screen.
Search for inventory by Inventory Area, Inventory Location, and Product.
Click the 'Print List' button.
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Click the download icon to download the content of the report to a file.
Click the print icon to print the report to a printer or file.
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Planned Improvements

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Jira Legacy

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maximumIssues	1000
jqlQuery	project = 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
serverId	1eaad4fc-3379-3e15-bde0-30da46e7598b

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Bugs

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Jira Legacy

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maximumIssues	1000
jqlQuery	project = 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
serverId	1eaad4fc-3379-3e15-bde0-30da46e7598b

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Open Issues

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Jira Legacy

server	System JIRA
columns	key,summary,type,priority,status,fixversions
maximumIssues	1000
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
serverId	1eaad4fc-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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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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Table of Contents

Versions Compared

Old Version 34

New Version 35

Key

Overview

Navigation