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Overview


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  • 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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    titleFeatures 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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Navigation


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

  2. 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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Mockups

Following is a list of mockups for this screen:

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Following is a list of mockups for this screen:

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Fields and Controls


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titleFields and Controls
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The following table lists all of the fields and controls found on this screen.  The fields and controls are grouped by their location on the screen; for example, buttons on a 'section' or columns in a 'data grid'.  Use the controls at the top of the table to change the sort, grouping, and row height.  To see more of the cell content,  click on the cell expansion control located at the top-right corner of a selected cell.


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How To...

Fulfill an Inventory Transfer Request


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Fulfill an Inventory Transfer Request


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  1. Navigate to the 'Inventory Transfer' screen.
  2. 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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  3. Click the 'Open Form' button.

  4. The 'Inventory Transfer' form will open.

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titleSearch Inventory by Inventory Area, Location, and Product
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Print Local Reports

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  1. Navigate to the 'Inventory Transfer' screen.
  2. Search for inventory that should be on the report.

  3. Enter other optional search criteria.

  4. Click the 'Open Form' button.
  5. Click the 'Reports' drop-down menu, and select the desired report.


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Info

For details on how to setup local reports, see the 'Report Setup User's Guide'.





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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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titleClick to expand ...


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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.


Info
titleDefinitions

Refer to the 'Inventory and Accounting Definitions' wiki page for definition of inventory terms, and for details about fields and controls.


Info
titleRequest Status

Click here for a list of the Inventory Transfer Request status rules


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titleContents

Table of Contents