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Overview

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Excerpt

Provides the ability to view inventory transfer requests, fulfill inventory transfer requests by transferring, backordering, and cancelling requested items; and, adjust shipments that were received with returned, missing, or excess inventory.

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title	Features of the Inventory Transfer form ...

The second step in the Inventory Transfer Process, is the transfer, which is facilitated by this form.
This form is accessed from the 'Inventory Transfer' screen, after a set of Request Items are searched.
Request Items can be fulfilled using this form, or the 'Inventory Transfer' screen.
For reference, when a set of Request Items is transferred, a 'Shipment Number' is generated.
This form is also used to adjust inventory that was transferred and returned, or missing; and, excess inventory that was received but not transferred.

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title	Navigation
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Click the 'Navigation' button on the VetView button bar at the top of the screen.

Click the 'Inventory Transfer' hyperlink.

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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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Screen

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This is the Inventory Transfer form.

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Fields and Controls

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This section describes the fields and controls found on this screen.

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(M): The quantity of the inventory that was Missing.

Equals the quantity that was Transferred, minus the quantity that was Received and Returned.

Expiration Date: Expiration date of the inventory.

Lot No: Lot number of the inventory.

Serial No: Serial number of the inventory.

NDC No: National Drug Code of the inventory.

Mfr: Manufacturer of the inventory.

Comments: Comments that are associated with the Transferred inventory.This is an editable field

Product Code or Barcode:
1. The product line and sequence number, in the format Product Line.Sequence Number.
2. An alternate ID associated with the product, such as a barcode entered manually, or using a barcode scanning device.
Transferred:
1. The quantity being transferred, in Stock Units.
Cancelled:
1. The quantity being cancelled, in Stock Units.
2. Must be less than, or equal to the quantity requested, minus the quantity transferred.
3. If less than the quantity requested, minus the quantity transferred, the remaining quantity will be considered to be 'Backordered'.

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title	Request Items ...

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title	Fields and Controls ...

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title Date Shipped
The date that will be associated with all Request Items that are shipped when the 'Ship' button is clicked.

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A list of Request Items that match the search criteria.
Each Request Item is followed by an Inventory List which lists the inventory that meets the requirements of the Requested Item.
All columns, except for the 'Comments', are non-editable.
The list can be sorted by clicking most of the column headings.

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title	Quick Entry

Provides the ability to enter the product, quantity transferred, and quantity cancelled, for any of the request items listed in the 'Request Items' section.

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title	Request Item List ...

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title	Columns ...

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Plus/Minus Button: Expands and contracts the Inventory List.
Line: The line number of the requested product.
Seq: The sequence number of the requested product.
Product: The name of the requested product.
S: The status of the requested item.
Requested Units: The units that were requested.
- If requested in Sales Units, only the Sales Unit will be displayed.
- If requested in Stock Units, the S:St ratio and Sales/Stock Units will be displayed.
(Q): The Requested quantity in the requested units.
Units: The units to be transferred.
(T): The Transferred quantity.
(E): The quantity Received in Excess of the quantity that was Requested.

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(C): The Cancelled quantity.
- This is an editable field.
(B): The Backordered quantity.
(R): The Received quantity.
(U): The Returned quantity.
(M): The Missing quantity.
Request Date: The date that the Request Item was requested.
Request Number: The Request Number of the Inventory Transfer Request on which the item was requested.
Shipment Number: The Shipment Number of the Inventory Transfer Shipment on which the item was shipped.
Requested By: The user who requested the item.
Comments: Comments that are associate with the Request Item.
- This is an editable field.

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title	Inventory List ...

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A list of inventory that meets the requirements of the Request Item.
The Transferred Quantity '(T)' and 'Comments' columns can be edited. All other columns can not be edited.

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The quantities displayed for the Request Items are the sum of the Inventory quantities.

Location: The Inventory Location in which the inventory is located.
S:St: The sales-to-stock ratio of the inventory.
- The number of sales units per stock unit.
(A): The Available quantity.
(T): The quantity of the inventory that will be Transferred.

This is an editable field.

Units: The units to be transferred.
Price: The price (per Requested Unit) that the Inventory Area will be charged.
(R): The quantity of the inventory that was Received.
(U): The quantity of the inventory that was Returned.

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title	Request Item Quantities

The quantities (in Stock Units) of the requested items listed in the 'Request Items' section.
The sum of the 'Transferred', 'Cancelled', and 'Backordered' quantities must be equal to, or less than, the sum of the Requested and Excess quantities.
The sum of the Received, Returned, and Missing quantities must be equal to, or less than, the Transferred quantity.

Re(Q)uested:
1. The quantity of all request items that have been Requested.
(E)xcess:
1. The quantity of all request items that were received in Excess of the items that were Requested.
(T)ransferred:
1. The quantity of all request items that were Transferred.
(C)ancelled:
1. The quantity of all request items that were Cancelled.
(B)ackordered:
1. The quantity of all request items that were Backordered.
(R)eceived:
1. The quantity of all request items that were Received.
Ret(U)rned:
1. The quantity of all request items that were Returned.
(M)issing:
1. The quantity of all request items that were Missing.

Submit Button:
1. Invokes a search for the product code or barcode entered from the list of Request Items.
2. If the product is found, uses the available inventory from the Inventory List.
3. If the barcode is found, uses the inventory with the matching barcode.

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title	Request Item Details ...

Request Items from the search results of the 'Inventory Transfer' screen.
Each Request Item is followed by an Inventory List which lists the inventory that meets the requirements of the Requested Item.
All fields are non-editable.

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title	Fields ...

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Product: The product line number, sequence number, and name of the requested product.
Sales Unit: The Sales Unit of the Request Item.
S:St: The Sales-to-Stock ratio of the Request Item.
Stock Unit: The Stock Unit of the Request Item.
Status: The status of the Request Item.
Unit Price: The price (per Sales Unit) that the Destination Inventory Area will be charged.
Sales Quantity: The quantity (in Sales Units) that were requested.
Extended Price: The Unit Price multiplied by the Sales Quantity.

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Request Number: The Request Number of the Inventory Transfer Request on which the item was requested.
Request Date: The date that the Request Item was requested.
Requested By: The user who requested the item.
Tags: The list of Tags that were assigned to the Inventory Transfer Request on which the item was requested.
Shipment Number: If this is an item that has already been shipped, this is the Shipment Number of the Inventory Transfer Shipment on which the item was shipped.
Shipped Date: If this is an item that has already been shipped, this is the date on which the Request Item was shipped.
Shipped By: If this is an item that has already been shipped, this is the user who shipped it.
Shipped From: If this is an item that has already been shipped, this is the Source Inventory Area.

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title	Requested ...

Units: The units that were requested.
- If requested in Sales Units, only the Sales Unit will be displayed.
- If requested in Stock Units, the S:St ratio and Sales/Stock Units will be displayed.
Quantity: The quantity requested in Requested Units.
Sales Quantity: The quantity requested in Sales Units converted by multiplying the Requested Quantity by the requested S:St ratio.
- If the Requested Units is 'Sales Units', this quantity will be equal to 'Quantity'.

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title	Request Item Quantities ...

The sum of the quantities of Request Item and inventory in the 'Inventory List' section.
- These quantities are expressed in Requested Units. The units are not relevant because the purpose of the Request Item Quantities is to provide a high-level view of the status of the Request Item.
- The sum of the 'Transferred', 'Cancelled', and 'Backordered' quantities must be equal to, or less than, the sum of the Requested and Excess quantities.
- The sum of the Received, Returned, and Missing quantities must be equal to, or less than, the Transferred and Excess quantities.

Re(Q)uested:
1. The Requested quantity for the Request Item.
(E)xcess:
1. The total of the Excess inventory.
2. This is the amount of inventory that was received in Excess of what was Requested.
3. Adj Button: When the Excess quantity is greater than zero, this button will be available to post adjustments that will correct the inventory that was Transferred in Excess of what was Requested.
  1. The adjustment will increase the quantity Requested and Transferred, adjust inventory quantities, and post adjustments to the inventory transaction log.
(T)ransferred:
1. The total of the Transferred inventory.
(C)ancelled:
1. The Cancelled quantity for the Request Item.
2. This is and editable field, and provides the ability to enter the amount of Requested inventory that will not be Transferred or Backordered.
(B)ackordered:
1. The Backordered quantity for the Request Item.
2. This is the amount of Requested inventory that was not Transferred or Cancelled.
3. The Backordered quantity is calculated by the 'Inventory Transfer' screen and form when the sum of the Transferred and Cancelled quantities is less than the quantity Requested.
(R)eceived:
1. The total of the Received inventory.
2. This is the amount of Transferred and Excess inventory that was Received.
Ret(U)rned:
1. The total of the Returned inventory.
2. This is the amount of Transferred and Excess inventory that was Returned to the Source Inventory Area.
3. Adj Button: When the Returned quantity is greater than zero, this button will be available to post adjustments that will correct the inventory that was Transferred but Returned.
  1. The adjustment will decrease the quantity Transferred, and increase the quantities Cancelled and/or Backordered, adjust inventory quantities, and post adjustments to the inventory transaction log to identify the inventory as 'Damaged and Disposed' or 'Returned to Inventory'.
(M)issing:
1. The total of the Missing inventory.
2. This is the amount of Transferred inventory that was not Received.
3. The Missing quantity is calculated by the 'Inventory Receiving' screen and form when the sum of the Received and Returned quantities is less than the quantity Transferred.
4. Adj Button: When the Missing quantity is greater than zero, this button will be available to post adjustments that will correct the inventory that was Transferred but not Received.
  1. The adjustment will decrease the quantity Transferred, and increase the quantities Cancelled and/or Backordered, adjust inventory quantities, and post adjustments to the inventory transaction log to identify the inventory as 'Lost', 'Stolen', or 'In Error'.

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title	Request Item Comments ...

This editable field provides a place to record comments pertaining to the Request Item.
These comments appear on all screens that display the Request Item.

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title	Page Controls ...

Provides the ability to navigate forward and backward through the list of Request Items in the 'Request Items' list on the 'Inventory Transfer' screen.
The order of Request Items is determined by the order of the items in the 'Request Items' list.
Updates made to the Request Items on the 'Inventory Transfer' form will be reflected in the 'Request Items' list on the 'Inventory Transfer' screen.

<< Button: Navigates to the beginning of the list.
>> Button: Navigates to the end of the list.
< Button: Navigates to the previous Request Item in the list.
> Button: Navigates to the next Request Item in the list.
Item / Items Field: Indicates the current Request Item and the total Request Items in the list.

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title	Inventory List ...

Show Zero Available Checkbox: If selected, inventory with a quantity equal to, or less than, zero will be displayed if it meets the requirements of the Request Item.

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title	Columns ...

A list of inventory that meets the requirements of the Request Item.
The Transferred Quantity '(T)' and 'Comments' columns can be edited. All other columns can not be edited.

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The quantity displayed for each Request Item is the sum of the quantities for the Inventory Items.

Location: The Inventory Location in which the inventory is located.
S:St: The sales-to-stock ratio, followed by the Sales Units/Stock Units of the inventory
- The number of sales units per stock unit.
(A): The Available quantity.
(T): The quantity of the inventory that will be Transferred.

This is an editable field.

(R): The quantity of the inventory that was Received.
(U): The quantity of the inventory that was Returned.

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Price: The price (per Requested Unit) that the Destination Inventory Area will be charged.
Expiration Date: Expiration date of the inventory.
Lot Number: Lot number of the inventory.
Serial Number: Serial number of the inventory.
NDC Number: National Drug Code of the inventory.
Mfr: Manufacturer of the inventory.
Comments: Comments that are associated with the Transferred inventory.
- This is an editable field.

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title	Save Button ...

Saves the changes made to the editable fields.
The inventory will not be updated until the 'Ship' button is clicked on the 'Inventory Transfer' screen.

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title	Cancel Button ...

Closes the form without saving the changes.
A confirmation message will be presented before the form is closed.

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title	Controls ...

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title	Submit Button

Invokes a search for the product code or barcode entered from the list of Request Items.
If the product is found, uses the available inventory from the Inventory List.
If the barcode is found, uses the inventory with the matching barcode.

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title	Save Button

Saves the changes made to the editable fields.
Adjustments to the inventory will not be made until the 'Ship' button is clicked.

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title	Ship Button

Updates the inventory to reflect the transfer.
Creates a 'Shipment Number'.
A 'Transfer Out' transaction will be captured in the Inventory Transaction Log.
Updates the status of the Inventory Transfer Request Items and Inventory Transfer Request according to the Inventory Transfer Request status rules.

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title Open Form Button
Opens the 'Inventory Transfer' form.
The Inventory Transfer form is a modal window that shares the Request Item list with the Inventory Transfer screen.
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title Print Button
Presents a drop-down menu for two reports:
Inventory Transfer Request Shopping List report
Inventory Transfer Request report
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title Reports Dropdown
Presents a drop-down menu of custom local report created for, and associated with, this screen.

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title	Show Zero Available Checkbox

A filter that can be used to show the instances of inventory with zero quantity available.
If an instance of inventory with zero quantity available is used as the source, the quantity will be updated with a negative quantity.

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title	Column Headings

When a column heading is clicked, the list if Request Items will be sorted in ascending or descending order.
A small triangle will appear in the column heading to indicate the column used for sorting.
The triangle will point up or down to indicate that the column is sorted in descending or ascending order.

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title Plus and Minus Button
When clicked, the plus ( + ) symbol will expand the Inventory List for the selected Inventory Item; the minus ( - ) symbol will contract the Inventory List.

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How To...

Fulfill an Inventory Transfer Request

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Navigate to the 'Inventory Transfer' screen.
Search for request items to be transferred.
- Only request items with a status of 'Submitted', 'Backordered', and 'Missing' can be transferred.
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Click the 'Open Form' button.
The 'Inventory Transfer' form will open.

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Planned Improvements

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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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title	Contents

Table of Contents

Versions Compared

Old Version 9

New Version 10

Key

Overview

Navigation

Screen

Fields and Controls

How To...

Fulfill an Inventory Transfer Request

Planned Improvements

Bugs

Open Issues

Page Comparison

Versions Compared

Old Version 9

New Version 10

Key

Overview

Navigation

Screen

Fields and Controls

How To...

Fulfill an Inventory Transfer Request

Planned Improvements

Bugs

Open Issues