Versions Compared

Key

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


Div
styleall
alignleft
dirltr
titleOverview
classoverview

Overview


Div
styleall
alignleft
dirltr
titleExcerpt
classexcerpt


Excerpt



Div
styleall
alignleft
dirltr
titleNavigation
classnavigation

Navigation


Div
styleall
alignleft
dirltr
titleNavText
classnavText
  • Click the 'Navigation' button on the VetView button bar.  
  • Select the 'Inventory Reconciliation' hyperlink from the 'Navigation Menu'.


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.



Insert excerpt
UG:Setup & Admin Guides
UG:Setup & Admin Guides
nopaneltrue

Info

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


Panel
titleContents

Table of Contents



Div
styleall
alignleft
dirltr
title
How To ...classfunctionalityHow To ...
Inventory Reconciliation & Adjustment report
classscreens

Screen


Div
styleall
alignleft
dirltr
titleScreens
classscreensText

This is the Inventory Reconciliation & Adjustment report.



Div
styleall
alignleft
dirltr
titleMockups
classscreens

Mockups

Mockup
AlignmentCenter
permalinkIDqbwUPxe7reVC4bQyLcGMAT


Div
styleall
alignleft
dirltr
title
Search Inventory by Inventory Area, Location, and Product
Mockups
class
functionalityText

Search Inventory by Inventory Area, Location, and Product

Expand Section Column
width100
  • Navigate to the 'Inventory Reconciliation & Adjustment' screen.
  • Select an Inventory Area.
  • Enter other optional search criteria.

    Expand
    1. Inventory Location
    2. Product
    3. Lot Number
    4. Serial Number
    5. NDC Number
    6. Manufacturer
    7. Last Recon Date
    8. Hide Reconciled Inventory
  • Click the 'Search' button.
  • Click the 'Reset' button to reset the search criteria.
  • Image Removed
    mockupsText

    Following is a list of mockups for this screen:

    Expand

    Airtable for confluence
    resourceIdhttps://airtable.com/shrEA7azHDaCVa1NG
    viewControlstrue
    useCardLayouttrue
    width100%
    height500PX



    Div
    styleall
    alignleft
    dirltr
    titleFields and Controls
    classcontrols

    Specs

    Airtable for confluence
    resourceIdhttps://airtable.com/shrBbSNrPWsQWbNOj
    viewControlstrue
    width100%
    height500px

    Div
    styleall
    alignleft
    dirltr
    title
    Update Inventory ItemsclassfunctionalityText

    Update Inventory Items

    Expand Section Column
    width100
  • Navigate to the 'Inventory Reconciliation & Adjustment' screen.
  • Search for inventory by Inventory Area, Inventory Location, and Product.
  • Select an inventory item from the 'Inventory List'.
  • Update the inventory.

    Expand Section Column
    width70

    Image Removed

    Expand
    • Columns in the 'Inventory List':
    Section
    Column
    width33
    Column
    width33
    Column
    width33
    Column
    width30

    Items that can be modified:

    Click the 'Post New Values' button.

    Expand Section
    Column
    width70

    Image Removed

    Column
    width30
    When clicked, the items that were reconciled, will be updated with the new values, and the 'Reconciliation Date' and 'User' will be set
    Fields and Controls
    classcontrols

    Fields and Controls


    Div
    styleall
    alignleft
    dirltr
    titleFields and Controls
    classcontrolsText1

    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
    resourceIdhttps://airtable.com/shr4UZXOLba5DECeO
    viewControlstrue
    width100%
    height500px

    Div
    styleall
    alignleft
    dirltr
    titlePrivileges
    classcontrols

    Privileges

    Airtable for confluence
    resourceIdhttps://airtable.com/shrhtIL4iFAgJGwa8
    viewControlstrue
    width100%
    height500px


    Div
    styleall
    alignleft
    dirltr
    titleDefinitions
    classcontrols

    Definitions

    Airtable for confluence
    resourceIdhttps://airtable.com/shrVk0M3qqwgIQcPJ
    viewControlstrue
    width100%
    height500px


    Div
    styleall
    alignleft
    dirltr
    titleHow To ...
    classfunctionality

    How To...


    Div
    styleall
    alignleft
    dirltr
    titlePrint the 'Inventory Reconciliation & Adjustment' Report
    classfunctionalityText

    Print the 'Inventory Reconciliation & Adjustment' Report

    Expand


    Section


    Column
    width100
    1. Navigate to the 'Inventory Reconciliation & Adjustment' screen.
    2. Search for inventory by Inventory Area, Inventory Location, and Product.
    3. Click the 'Print List' button.

      Expand
      1. Click the download icon to download the content of the report to a file.
      2. Click the print icon to print the report to a printer or file.

      Image Modified






    Div
    styleall
    alignleft
    dirltr
    titlePlanned
    classplanned

    Planned Improvements


    Div
    styleall
    alignleft
    dirltr
    titlePlanned Text
    classplannedText

    Jira Legacy
    serverSystem JIRA
    columnskey,summary,status
    maximumIssues1000
    jqlQueryproject = LIMS AND issuetype in (Improvement,"New Feature") 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 component = "Inventory Reconciliation & Adjustment

    screen

    report" ORDER BY

    Summary DESC

    Key ASC
    serverId1eaad4fc-3379-3e15-bde0-30da46e7598b


    Div
    styleall
    alignleft
    dirltr
    titlePlanned
    classplanned

    Bugs


    Div
    styleall
    alignleft
    dirltr
    titlePlanned Text
    classplannedText

    Jira Legacy
    serverSystem JIRA
    columnskey,summary,status
    maximumIssues1000
    jqlQueryproject = LIMS AND issuetype in (Bug,Task) 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 component

    in (

    = "Inventory Reconciliation & Adjustment

    screen","Medication Fill screen","API","Prescription Fill","Order Management screen") AND labels in (Inventory) ORDER BY Summary DESC

    report" ORDER BY Key ASC
    serverId1eaad4fc-3379-3e15-bde0-30da46e7598b


    Div
    styleall
    alignleft
    dirltr
    titlePlanned
    classplanned

    Open Issues


    Expand
    titleClick to expand ...


    Div
    styleall
    alignleft
    dirltr
    titlePlanned Text
    classplannedText

    Jira Legacy
    serverSystem JIRA
    columnskey,summary,type,priority,status,fixversions
    maximumIssues1000
    jqlQueryproject = 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 component = "Inventory Reconciliation & Adjustment

    screen

    report" ORDER BY key DESC
    serverId1eaad4fc-3379-3e15-bde0-30da46e7598b

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

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

    Info
    titleDefinitions

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

    Panel
    titleContents
    toc