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borderColor | blue |
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bgColor | #B3D4FF |
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borderWidth | 1 |
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borderStyle | solid |
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| Inventory Tab |
The Inventory tab defines the unit's PO Purchase Order Defaults and inventory locations. These optional locations are where inventory can be sent to using the Inventory Transfer screen, and drawn against on the Order Management screen (or Pharmacy screen when applicable.) If a smaller unit draws its supplies from a parent unit's location, these can be left blank. Once an Inventory Location is added, it becomes available on the Inventory Transfer screen. Set Purchase Order DefaultsThese are the defaults that will automatically fill whenever a Purchase Order is created for this unit Inventory Locations for the Hospital Units that contain inventory. Purchase Order Defaults:- In VetView versions prior to 4.0, Purchase Order Defaults were defined for the Hospital only, via the 'Hospital Setup' screen → 'Hospital Setup' tab → 'Inventory Defaults' section.
- Beginning with version 4.0, Purchase Order Defaults can be defined for each Hospital Unit (Inventory Area) for which Purchase Orders are created. The 'Inventory' subtab will appear on the 'Hospital Setup' screen → 'Unit Setup' tab only if the 'Inventory Unit' option has been selected for the Hospital Unit via the 'Hospital Setup' screen → 'Unit Setup' tab → 'Unit Details' subtab → 'Use For' section (see image below).
- The Purchase Order Defaults are used to automatically populate the header of a new Purchase Order.
- There are 4 defaults:
- Direct Inquires To: The person who requested the Purchase Order Items.
- Delivery Contact: The person to whom the delivery will be made. The 'Department', 'Building', and 'Room' that is populated on the Purchase Order report will be populated from the Delivery Contact's hospital 'Inventory Shipping' options.
- Charge Account: The Hospital Unit's GL Account Number to which the Purchase Order will be charged.
- Purchase Order Number: Determines how the 'Internal #' (University Purchase Order Number), or 'Requisition No' will be populated.
- There are 3 options:
- Manually Assigned: The 'Internal #' (University Purchase Order Number) will be manually entered by the User. If an electronic procurement system is configured, the 'Requisition No' will be automatically populated by the electronic procurement interface when the Purchase Order is accepted.
- Auto Assign University PO Number: The 'Internal #' (University Purchase Order Number) will be system-generated when the Purchase Order is saved. This is the Purchase Order ID of the new Purchase Order record. If an electronic procurement system is configured, the 'Requisition No' will be automatically populated by the electronic procurement interface when the Purchase Order is accepted.
- Auto Assign Requisition Number: The 'Internal #' (University Purchase Order Number) will be disabled. The 'Requisition No' will be system-generated when the Purchase Order is saved. This is the Purchase Order ID of the new Purchase Order record.
- Image Added
Purchase Order → 'Purchase Order' report:
Image Added
Image Added Image Added - Inventory is added to Inventory Locations via the Purchase Order and Inventory Transfer processes. Inventory can also be added to Inventory Locations by using the other Inventory screens:
- 'Inventory Count by Area' screen
- 'Inventory Management' screen
- 'Inventory Search' screen → 'Inventory on Hand' tab
- 'Product Info' screen → 'Inventory' tab → 'Inventory on Hand' subtab
- Many of the Inventory screens, with search functionality, include the Inventory Area (Hospital Unit), and Inventory Location, as search criteria.
Setting Purchase Order Defaults:These defaults are used to automatically populate the header of a new Purchase Order. (In Version 3.x and earlier of VetView, these were set at the Hospital level and not individual units.)
Field | Description |
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Direct Inquiries To: | The VetView user that will be added in the inquiries field on the Purchase Order, in case the vender has quesitons. | Delivery Contact: | The VetView user that should be informed when this PO has been shipped. This person can be the same as the Inquiries field, or different. | Charge Account: | The internal charge account for this PO to be tracked against. | Purchase Order Number: | Choice between a manually assigned PO number, or an auto assigned number based on the university PO system (e.g. Peoplesoft) or a requisition number |
Creating Inventory Location SubtabLocations:The Inventory Locations, for the unit are on this tab.Image Removed Hospital Unit (Inventory Area), are defined via the: 'Hospital Setup' screen → 'Unit Setup' tab → 'Inventory' subtab → 'Inventory Locations' subtab:
Image Added Add a new Inventory Location:Click on the Add button - Select the Hospital Unit (Inventory Area).
- Navigate to the 'Inventory' subtab → 'Inventory Locations' subtab.
- Click on the 'Add' button.
- The 'Location Details' section will appear.
'Hospital Setup' screen → 'Unit Setup' tab → 'Inventory' subtab → 'Inventory Locations' subtab → 'Location Details' section:Image Added
- Complete the fields (refer to the table below)
- Click the 'Save' button to save the changes.
Field/Control | Description |
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Add button | Provides access to the 'Location Details' section to add a new |
inventory location. The window will openImage Removed Image RemovedField | DescriptionShow All / Show Active button | Will show, or hide, Inventory Locations that have been marked as 'Inactive'. |
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Active | The active Active flag for the inventory location Inventory Location. Once added, these locations Inventory Locations cannot be deleted; however, but they can be set to inactive if they will no longer be used. | Default | This is the default inventory location for the unit. You can have additional locations for each unit, but only one location can be set as the unit default at a time'Inactive' by removing the checkmark. 'Inactive' Inventory Locations will be displayed on screens and reports, but they will not be available for use where the 'Inventory Location' dropdown list appears. | Default | The 'Default Inventory Location' for the Hospital Unit defines the Inventory Location that will receive inventory from an Inventory Transfer if the Destination Inventory Location has not been specified for the Inventory Transfer Item. Only one Inventory Location can be set as the 'Default' for each Hospital Unit (Inventory Area). Selecting the checkbox for the current Inventory Location, will automatically remove if from the previous Default Inventory Location. | Hide from TransferThis | inventory location is intended to be internal to the unit, and is not available to the Inventory Transfer screen. Any inventory must be manually added on the Product Setup screen instead. When this option is selected, the Inventory Location will not be available as a 'Source Inventory Location' when transferring inventory. | Location Name | The name of the location as it will Inventory Location Name will appear in the 'Inventory Location' drop-down menus on the Inventory Transfer screen and the Order Management screenlist; and, on screens and reports that display the Inventory Location. If the Inventory Location is a child, the parent Inventory Location Name may appear before the child Inventory Location Name to provide context. | Location Short Code | The searchable name that will display within menus. After selection, the full Location Name will display. | Parent Location | You can define parent and child relationships between Inventory Locations. At least one location must be entered in order to add a parent location. |
View Parent Child Relationships in Inventory LocationsOnce a child location has a Parent location added, then it will appear nested in tree form under the parent location. In this example, the ECC Area has two child locations: a table for initial receiving during an Inventory Transfer, and shelves once it has been sorted. Inventory Location Short Code will appear in the 'Inventory Location' drop-down list; and, on screens and reports where space is limited. If the Inventory Location is a child, the parent Inventory Location Short Code will appear before the child Inventory Location Short Code to provide context. | Parent Location | Selecting a 'Parent Location' will make the current Inventory Location a child of the selected Inventory Location. A hierarchical Inventory Location structure can be created with unlimited parent-child levels. |
View and Edit Inventory Locations:- Select the Hospital Unit (Inventory Area).
- Navigate to the 'Inventory' subtab → 'Inventory Locations' subtab.
- Select the Inventory Location.
- The 'Location Details' section will appear.
'Hospital Setup' screen → 'Unit Setup' tab → 'Inventory' subtab → 'Inventory Locations' subtab → 'Location Details' section:Image Added
- View or modify the fields (refer to the table above)
- Click the 'Save' button to save any changes.
Moving Inventory to a new Inventory Locations:- Once inventory is associated to an Inventory Location, it will stay with that Inventory Location, even if the Inventory Location is moved to a different parent. This characteristic of the Inventory-to-Inventory Location relationship, makes it easy to change the location of Inventory within the Inventory Location structure. This can only be carried out within the original Inventory Area (Hospital Unit). In order to move inventory between Inventory Areas, the Inventory Transfer process must be used.
- Select the Hospital Unit (Inventory Area).
- Navigate to the 'Inventory' subtab → 'Inventory Locations' subtab.
- Select the Inventory Location that contains the inventory to be moved.
- The 'Location Details' section will appear.
'Hospital Setup' screen → 'Unit Setup' tab → 'Inventory' subtab → 'Inventory Locations' subtab → 'Location Details' section:Image Added
- Select a new 'Parent Location'.
- Click the 'Save' button to save any changes.
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