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Rick Eggleston (Unlicensed)

Rick Eggleston (Unlicensed)

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Overview


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  1. As part of the Product and Inventory Change Logging, Inventory Adjustments have been added to track the changes that affect the Quantities of:
    1. Inventory
    2. Inventory Transfer Request Items
    3. Purchase Order Items
  2. Adjustment Codes and Reasons are now associated with Inventory Adjustments.
  3. New popup windows have been made available via info dots throughout VetView:
    1. 'Inventory Transfer Request Item History' wherever Inventory Transfer Request Items are displayed.
    2. 'Inventory Adjustment Details' have been provided wherever Inventory is displayed.
  4. The 'Inventory Reconciliation & Adjustment' screen search criteria, and list of Inventory Items, can be saved for each User.



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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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Table of Contents



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Functionality


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titleInventory Adjustment Code Setup...
  1. Navigate to the 'Hospital Setup' screen via the 'Navigation Menu'.
  2. Navigate to the 'Inventory Setup' tab.
  3. Navigate to the 'Adjustment Code Setup' subtab.
  4. Add and edit Inventory Adjustment Codes.
    1. These are similar to Financial Adjustment Codes.
    2. 'Print on Invoice' is not applicable to Inventory Adjustment Codes.

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titleInventory Adjustments History...
  1. Navigate to the 'Inventory Reconciliation & Adjustment' screen via the 'Navigation Menu'.
  2. Search for Inventory.
  3. Hover the cursor over the info dot in the 'Adj' column, for each Inventory Item, to view the 'Inventory Adjustment History' popup.

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titlePosting Inventory Adjustments...

Inventory Adjustments can originate from several screens:

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title'Inventory Reconciliation & Adjustment' screen...
  1. Navigate to the 'Inventory Reconciliation & Adjustment' screen via the 'Navigation Menu'.
  2. Search for Inventory that needs to be Reconciled and Adjusted.
  3. Make the necessary Reconciliation changes.
  4. Click the 'Save' button to save your work without posting; or, 
    1. Click the 'Post' button to save and post your work.
  5. For Inventory Item that was reconciled, provide an Adjustment Code and Adjustment Reason in the 'Inventory Adjustment' dialog.

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title'Product Info' screen - '
  1.   Navigate to the 'Product Search' screen via the 'Navigation Menu'.
    1. Search for and select a Product.
  2. On the 'Product Info' screen, navigate to the 'Inventory' tab
  3. Navigate to the 'Inventory' subtab.

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Inventory Adjustments

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titlePurchase Order Item Adjustments
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Purchase Order Item Adjustments

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titleInventory Transfer Request Item Adjustments
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Inventory Transfer Request Item Adjustments

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Definitions


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titleFields and Controls
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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 'Inventory Adjustment'.
  • 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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Open Issues


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