Versions Compared

Old Version 25

changes.mady.by.user Rick Eggleston (Unlicensed)

Saved on

compared with

New Version 26

changes.mady.by.user Rick Eggleston (Unlicensed)

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

  • 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.

    Expand
    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. 


    Child pages (Children Display)
    styleh4
    excerptTyperich content




Div
styleall
alignleft
dirltr
titleNavigation
classnavigation

Navigation


Div
styleall
alignleft
dirltr
titleNavigation Text
classnavText

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

  2. Click the 'Inventory Transfer' hyperlink.

    Expand


    Section


    Column
    width70


    Column
    width70


    Div
    styleall
    alignleft
    dirltr
    titleInfo
    classinfoText


    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
titleFields and Controls
classcontrols

Screen


Div
styleall
alignleft
dirltr
titleScreens
classscreensText

This is the Inventory Transfer form.


Div
styleall
alignleft
dirltr
titleMockups
classscreens

Mockups

Following is a list of mockups for this screen:


Div
styleall
alignleft
dirltr
titleMockups
classmockupsText

Following is a list of mockups for this screen:

Expand


Html macro
<iframe class="airtable-embed" src="https://airtable.com/embed/shrCmNsyziIGnmj4X?backgroundColor=yellow&viewControls=on" frameborder="0" onmousewheel="" width="100%" height="533" style="background: transparent; border: 1px solid #ccc;"></iframe>




Div
styleall
alignleft
dirltr
titleFields and Controls
classcontrols

Fields and Controls


Div
styleall
alignleft
dirltr
titleFields and Controls
classcontrolsText1

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.


Html macro
<iframe class="airtable-embed" src="https://airtable.com/embed/shruIdVxRgMGiXGJd?backgroundColor=yellow&viewControls=on" frameborder="0" onmousewheel="" width="100%" height="533" style="background: transparent; border: 1px solid #ccc;"></iframe>


Div
styleall
alignleft
dirltr
titleFunctionality
classfunctionality

How To...


Div
styleall
alignleft
dirltr
titleFunctionality Text
classfunctionalityText

Fulfill an Inventory Transfer Request


Expand


Section


Column
width70%
  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.

      Expand



  3. Click the 'Open Form' button.

  4. The 'Inventory Transfer' form will open.

Expand




Column
width30%






Div
styleall
alignleft
dirltr
titleSearch Inventory by Inventory Area, Location, and Product
classfunctionalityText

Print Local Reports

Expand


Section


Column
width70
  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.


Column
width30



Div
styleall
alignleft
dirltr
titleInfo
classinfoText


Info

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





Div
styleall
alignleft
dirltr
titlePlanned
classplanned

Planned Improvements


Div
styleall
alignleft
dirltr
titlePlanned Text
classplannedText

Jira Legacy
serverSystem JIRA
columnskey,summary,status
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="Inventory Transfer form" 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,status
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="Inventory Transfer form" 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,components
maximumIssues1000
jqlQueryproject = LIMS AND issuetype in standardIssueTypes() AND issuetype != Epic 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="Inventory Transfer form" 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.


Info
titleRequest Status

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


Panel
titleContents

Table of Contents