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Overview

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Excerpt

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Click the 'Navigation' button on the VetView button bar. Image Removed
Select the 'Vendor Setup', 'Purchase Orders', or 'Inventory Transfer Request' hyperlink from the 'Navigation Menu'.

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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. This page contains functionality provided on the Vendor Information screen, Purchase Orders, and Inventory Transfer screen for comments, alerts, documents, and tags associated with vendors, purchase orders, and inventory transfer requests.

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Documents associated with Vendors.

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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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Table of Contents

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Functionality

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title	Vendor

comments and alerts ... Div

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The ticket for this feature is found at LIMS-3806
Add the ability to enter comments and alerts for the Vendor; and, have them displayed on the 'Vendor Information screen' screen.

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Display the comments, from the 'Comments/Alerts' tab, display on the 'Vendor Search' screen.

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ExpandtitleVendor

documents ...

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The 'Documents' tab will

allow a User

provide the ability to attach

documents

Documents relevant to a Vendor, such as scanned contracts, business cards, their preferred purchase order format, etc.

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Like other

document management

Document Management screens in VetView, Users will have the ability to alter the name of the document and also include a brief text description.

The last modified date

and time

and

last modified

User will be captured automatically.

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Mockup

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titlePurchase order tags ...

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Overview

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Tags were added to the 'Purchase Order Search screen' and 'Purchase Order Details screen' screens to replace features in UVIS that were not carried over to VetView, but used by the Users to locate certain purchase orders.
For example: in UVIS there were flags for 'Travel'; and, 'Supplies and Expenses'. These flags didn't provide any functionality, but did allow the User to categorize and locate purchase orders by these flags. For more flexibility, tags were added to VetView instead of these flags.

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title	Search purchase orders by tags...

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Definitions

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Navigate to the 'Purchase Order' screen via the 'Navigation Menu' screen.
Using the 'Purchase Order Search screen' screen, select one or more tags.
Select 'Match All' or 'Match One'.
- Match All will search for purchase orders containing all of the selected tags.
- Match One will search for purchase orders containing at least one of the selected tags.
Select other search criteria.
Click the 'Search' button.

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title	Add tags to purchase order details ...

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Navigate to the 'Purchase Order Details' screen via the 'Purchase Order Search' screen.
Using the 'Purchase Order Details' screen, select one of more tags, or create new tags.
Delete unwanted tags by clicking the red 'X' next to the tag itself.
Save and/or Send the purchase order:
- Click the Image Removed ('Save') button to save the purchase order before printing/sending it; or,
- Click the Image Removed ('Print') button to save and print the purchase order; or,
- Click the Image Removed ('Send E-PO/Mark as Sent') button to save and send the purchase order electronically.

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title	Inventory transfer request tags ...

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Tags were added to the 'Purchase Order Search' and 'Purchase Order Details' screens to replace features in UVIS that were not carried over to VetView, but used by the Users to locate certain purchase orders.
For example: in UVIS there were flags for 'Travel'; and, 'Supplies and Expenses'. These flags didn't provide any functionality, but did allow the user to categorize and locate purchase orders by these flags. For more flexibility, tags were added to VetView instead of these flags.

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title	Search inventory transfers by tags ...

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Navigate to the 'Inventory Transfer Request' screen via the 'Navigation Menu'.
Using the 'Purchase Order Search' screen, select one of more tags.
Select 'Match All' or 'Match One'.
- Match All will search for purchase orders containing all of the selected tags.
- Match One will search for purchase orders containing at least one of the selected tags.
Select other search criteria.
Click the 'Search' button.

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title	Add tags to inventory transfer requests ...

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Navigate to the 'Inventory Transfer Request' screen via the 'Navigation Menu'.
Search for an existing transfer request, or create a new transfer request.
Using the 'Inventory Transfer Request' screen, select one of more tags, or create new tags.
Delete unwanted tags by clicking the red 'X' next to the tag itself.
Click the 'Save' button to save the request, or 'Submit' button to save and submit the transfer request.

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Planned Improvements

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Following is a table of definitions for the screens (Components), components of screens (Subcomponents), fields (UI Element labels, names and entities), controls (names and entities), DB columns, adjustment types, privileges, attributes, and specs that have a direct, or indirect, connection to the term 'Alert'.
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.

Airtable for confluence

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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 labels

= Inventory AND labels in (Tags,Documents,Alerts,Comments

in (Billing_Package, Inventory_Management, Product_Setup, Vendor_Setup) AND features in (Attachments, Documents) ORDER BY key DESC
serverId	1eaad4fc-3379-3e15-bde0-30da46e7598b

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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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Versions Compared

Old Version 1

New Version 2

Key

Overview

Navigation

Functionality

Definitions

Planned Improvements

Open Issues

Page Comparison

Versions Compared

Old Version 1

New Version 2

Key

Overview

Navigation

Functionality

Definitions

Planned Improvements

Open Issues