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Overview

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Excerpt This page contains functionality provided on the Vendor Information screen, Purchase Orders, and Inventory Transfer screen for comments, alerts, documents, and tags associated with vendors, purchase orders, and inventory transfer requests.

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Navigation

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• Click the 'Navigation' button on the VetView button bar.  Image Removed
• Select the 'Vendor Setup', 'Purchase Orders', or 'Inventory Transfer Request' hyperlink from the 'Navigation Menu'.

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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.

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Functionality

• The ticket for this feature is found at LIMS-3806
• Add the ability to enter comments and alerts for the Vendor; and, have them displayed on the 'Vendor Information screen' screen.

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• Display the comments, from the 'Comments/Alerts' tab, display on the 'Vendor Search' screen.

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Purchase order tags ...

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title	Div style all align left dir ltr title Expand Text class expandText The 'Documents' tab will allow a User to attach documents Documentscan now be associated with: Billing Packages Vendors On the 'Product Info' screen, the 'Disclosures' subtab will provide the ability to attach Documents relevant to a Billing Package, such as disclosures. On the 'Vendor Info' screen, the 'Documents' tab will provide the ability to attach Documents relevant to a Vendor, such as scanned contracts, business cards, their preferred purchase order format, etc. Image Removed Like other document management Document Management screens in VetView, Users will have the ability to alter the name of the document, and also include a brief text document description.   The date and time and last modified User The Last Modified Date, Last Modified By, Date Added, and Add By will be captured automatically. Image Removed
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This page may contain functionality not found in the current version of VetView.

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• Tags were added to the 'Purchase Order Search screen' and 'Purchase Order Details screen' screens to replace features in UVIS that were not carried over to VetView, but used by the Users to locate certain purchase orders.
• For example: in UVIS there were flags for 'Travel'; and, 'Supplies and Expenses'.  These flags didn't provide any functionality, but did allow the User to categorize and locate purchase orders by these flags.  For more flexibility, tags were added to VetView instead of these flags.

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• Navigate to the 'Inventory Transfer Request' screen via the 'Navigation Menu'.
• Using the 'Purchase Order Search' screen, select one of more tags.
• Select 'Match All' or 'Match One'.
  • Match All will search for purchase orders containing all of the selected tags.
  • Match One will search for purchase orders containing at least one of the selected tags.
• Select other search criteria.
• Click the 'Search' button.

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• Navigate to the 'Inventory Transfer Request' screen via the 'Navigation Menu'.
• Search for an existing transfer request, or create a new transfer request.
• Using the 'Inventory Transfer Request' screen, select one of more tags, or create new tags.
• Delete unwanted tags by clicking the red 'X' next to the tag itself.
• Click the 'Save' button to save the request, or 'Submit' button to save and submit the transfer request.