Versions Compared

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.
Purchase Receiving

Transaction Type

Definition

Expired

Inventory was removed because it had reached the Expiration Date.

This is an Inventory Adjustment.

Inventory Count

An adjustment of the Available Inventory Quantity during Inventory Reconciliation.

Via the /wiki/spaces/UG/pages/3681255437

Lost

Inventory was Lost and unaccounted for.

This is an Inventory Adjustment.

Product Setup

New Inventory was added for this product in this location on the Purchase Order Receiving screen, from the vender.  .

Via the ‘Product Info' screen → 'Inventory’ tab.

Purchase Receiving

New Inventory was Received from a Purchase Order.

Via the ‘Purchase Order Details' screen → 'Delivery' tab.  

Reconciliation

An adjustment of the inventory value based on Inventory Reconciliation. 

Sold

This quantity of inventory was sold via an Order and was deducted from the inventory area associated with the unit or order.

Transfer Receiving

New Inventory was added for this product in this location on the Inventory Transfer screen.

Transferred Out

This quantity of inventory was sent to a different location and deducted. 

Transferred In

This quantity of inventory was transferred to this location from a different location.

WasteTransferred Out

This quantity of inventory was wasted.   Waste should be used for inventory items that are damaged or otherwise unusable, but not expired.

Lost

This quantity of inventory was lost and could not be accounted for.  Lost should be used for inventory items that cannot be found in any location. 

Expired

This quantity of inventory went past the expiration date and had to be discarded. 

Sold

This quantity of inventory was sold via an Order and was deducted from the inventory area associated with the unit or order.

sent to a different location and deducted. 

Used

This quantity of inventory was used by the unit, although not necessarily charged to the client via an Order.  For example, if a product was included in a surgery kit, it was used and removed from inventory, but it is the surgery package that will be sold.

ReconciliationWasteAn adjustment

This quantity of the inventory value based on Inventory Reconciliation. 

Product Setup

New Inventory was added for this product in this location on the Product Setup screen.

Inventory Count

An adjustment of the inventory value based on the Inventory Count screen. inventory was wasted.   Waste should be used for inventory items that are damaged or otherwise unusable, but not expired.

This is an Inventory Adjustment.