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Overview

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Features of the Inventory Transfer Receiving form:

Inventory Transfer Request Items:
- Quick Entry - A way to quickly enter the product number, or barcode, and quantities received and returned.
- Product Number and Name
- Sales and Stock Units
- S:St Ratio
- Status
- Quantities:
  - Ordered

Requested

- - Shipped

Transferred

- - Overshipped
  - Cancelled
  - Backordered
  - Received
  - Returned
  - Missing
  - Excess
Received Inventory Breakdown:
- To fulfill an Inventory Transfer Request Item, several different lots of the product may have been

used

- shipped.

These are

- Each lot is listed separately for each

product,

- Inventory Transfer Request Item in order to identify the physical inventory that was

received

- Received; and, if required, to be

returned

- Returned.
- Location
- Received and Returned Quantity

Excerpt

Provides the ability to receive inventory that has been transferred shipped using the Inventory Transfer screen. This form provides an easier way to work through the request items Inventory Transfer Request Items that have been listed on the Inventory Transfer Receiving screen.
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	UG:Setup & Admin Guides
	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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title	Request Status

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

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title	Contents

Table of Contents

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title	Navigation
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title	Navigation Text
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Click the 'Navigation' button on the VetView button bar at the top of the screen.
Click the 'Inventory Transfer Receiving' hyperlink.

The 'Inventory Transfer Receiving' screen will open.

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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.

The 'Inventory Transfer Receiving' screen will open.
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'Search' for request items to be received.
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Click the 'Open Form' button.
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The 'Inventory Transfer Receiving' form will open.
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Screen

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This is the Inventory Transfer Receiving form.

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Mockups

Mockup

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Following is a list of mockups for this screen:

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Specs

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Fields and Controls

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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.

Airtable for confluence

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title	Privileges
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Privileges

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The following table lists the privileges associated with this screen. The privileges are grouped by the application (Labs, Hospital, or Both), and Section within the list of privileges to which they belong. 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

resourceId	https://airtable.com/shrlFcNedTOZarvMY
viewControls	true
width	100%
height	500px

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title	Definitions
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Definitions

Airtable for confluence

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title	Functionality
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How To...

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Receive Inventory Transfer Items
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Receive Inventory Transfer Items

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Navigate to the 'Inventory Transfer Receiving' screen.
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From here, you will be able to search for request items to be received.

Search for the items to be received.

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Only request items with a status of 'Transferred' can be received.

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Search Criteria:

Source Inventory Area
Destination Inventory Area
Request Number
Requested By
Request Date
Need By Date
Shipment Number
Shipment Date
Shipped By
Product Number and Name
Request Item Status
Tags

Enter

Select the

quantity

'Date Received'

and 'Returned' for each of the inventory items that were received. ExpandIf the sum of the 'Received' and 'Returned' quantities is equal to the 'Transferred' quantity, the status of the item will be updated to 'Received'.

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The 'Date Received' will default to the current date, but it can be modified. This date will be applied to all request items received when the 'Post' button is clicked.

Click the 'Open Form' button.

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Click the column headings to sort the request items. The content, and order, of the 'Request Items' will determine the content of the 'Inventory Transfer Receiving' form.

Enter the quantity 'Received' and 'Returned' for the inventory that was received for the request item.

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As you update the 'Inventory' quantities, the quantities for the 'Request Item' will be updated.

The 'Missing' and 'Excess' quantities will be calculated as follows:

If the sum of the 'Received' and 'Returned' quantities is less than the 'Transferred' quantity, the remaining quantity will be considered to be 'Missing'.
If the sum of the 'Received' and 'Returned' quantities is greater than the 'Transferred' quantity, the excess quantity will be considered to be 'Excess'.

Click

Select the '

Save' button to save changes.

This will not affect the inventory quantities. The inventory quantities will not be updated until the 'Post' button is clicked.

Click the 'Post' button to update the inventory quantities.

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Click the 'Open Form' button to edit the 'Received', 'Returned', and 'Missing' quantities using a form.

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title	Request Status

Only requests with a status of 'Transferred' can be received.

Location' for the inventory.

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The 'Inventory Location' will default to the location in which the product was placed the last time it was received.

The 'Location' dropdown list will be populated with the Inventory Locations that have been set up for the 'Destination Inventory Area'.

If the 'Inventory Location' cannot be determined based on past transfers, the 'Default' location, for the Destination Inventory Area, will be used.

Add or edit the 'Comments' for the request item and inventory.
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Click the '>' navigation button to move to the next request item.

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Use the '<< < > >>' buttons to navigate to the beginning, end, or step forward and backward through the request items listed on the 'Inventory Transfer Receiving' screen.

Change the order in which the request items are listed by sorting the 'Inventory' list on the 'Inventory Transfer Receiving' screen.

Click the 'Save' button to save changes and close the form.

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The 'Inventory Transfer Receiving' form will be closed, returning you to the 'Inventory Transfer Receiving' screen, with all of the quantities updated.

This will only save the changes to the inventory quantities. The inventory quantities must be posted, which will not happen until the 'Post' button is clicked.

Click the 'Post' button on the 'Inventory Transfer Receiving' screen to post the changes to inventory.

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When the 'Post' button is clicked, the status of the Inventory Transfer Request will be updated as follows:

'Received': 'Returned' and 'Missing' quantities are equal to zero.
'Returned': 'Returned' quantity is greater than zero; and 'Missing' quantity is equal to, or greater than, zero.

Click here for details

'Missing': 'Missing' quantity is greater than zero, and 'Returned' quantity is equal to zero.

To complete the transfer process for request items with a status of 'Returned' and 'Missing', the request items will have to be adjusted by the Source Inventory Area using the 'Inventory Transfer' screen.

Note

title	Setup Requirements

The Inventory Transfer Receiving functionality is not currently available; therefor, each Hospital Unit that is designated as an Inventory Area, must also be set to 'Auto Receive Inventory'.

Each Inventory Area must also be assigned a 'Default Inventory Location'.

These settings are found on the 'Hospital Setup' screen -> 'Unit Setup' tab -> 'Unit Details', and 'Inventory Locations' subtabs.

Setup Inventory Areas and Locations

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Planned Improvements

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Open Issues

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Jira Legacy

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Insert excerptUG:Setup & Admin GuidesUG:Setup & Admin Guidesnopaneltrue

Info
This page may contain functionality not found in the current version of VetView.

Info

title	Definitions

Refer to the 'Inventory and Accounting Definitions' wiki page for definition of inventory terms, and for details about fields and controls.

Info

title	Request Status

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

Panel

title	Contents

toc

Versions Compared

Old Version 1

New Version Current

Key

Overview

Navigation

Screen

Mockups

Specs

Fields and Controls

Privileges

Definitions

How To...

Receive Inventory Transfer Items

Setup Inventory Areas and Locations

Planned Improvements

Bugs

Open Issues

Page Comparison

Versions Compared

Old Version 1

New Version Current

Key

Overview

Navigation

Screen

Mockups

Specs

Fields and Controls

Privileges

Definitions

How To...

Receive Inventory Transfer Items

Setup Inventory Areas and Locations

Planned Improvements

Bugs

Open Issues