Page Comparison

Panel

borderColor	blue
bgColor	#B3D4FF
borderWidth	1
borderStyle	solid

Inventory Tab

Image Removed

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 Defaults

These are the defaults that will automatically fill whenever a Purchase Order is created for this unit.

(In Version 3.x and earlier of VetView, these were set at the Hospital level and not individual units.)

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:
    1. Direct Inquires To: The person who requested the Purchase Order Items.
    2. 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.
    3. Charge Account: The Hospital Unit's GL Account Number to which the Purchase Order will be charged.
    4. 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.
  - Purchase Order → 'Purchase Order Detail' screen (Header):
    Image Added
  - Purchase Order → 'Purchase Order' report:

Image Added

- The Purchase Order Defaults are dependent on either:
  - The User who creates the Purchase Order, and the 'Default Unit' that is assigned to them; or,
  - The 'Unit' selected for the Purchase Order.
- The 'Default Unit' that is assigned to the User will automatically populate the 'Unit' on the Purchase Order.
  - User Management → 'Users Account & Employee Record' screen → 'Hospital Options' tab → 'Hospital Options' section:

Image Added

- Alternatively, the Purchase Order 'Unit' can be changes to any other Hospital Unit that is identified as an 'Inventory Unit'.
  - Hospital Setup → 'Hospital Setup' screen → 'Unit Setup' tab → 'Unit Details' subtab → 'Use For' section:

Image Added

- Ultimately, the 'Unit' on the Purchase Order, will determine how the Purchase Order Defaults are populated.
  - Hospital Setup → 'Hospital Setup' screen → 'Unit Setup' tab → 'Inventory' subtab → 'PO Defaults' subtab:

Image Added

Inventory Locations:
- In VetView versions prior to 4.0, Inventory Locations were defined via the 'Hospital Setup' screen → 'Unit Setup' tab → 'Inventory Locations' subtab.
- Inventory Locations are physical locations within the Hospital Unit (Inventory Area).
- They can be as simple, or complex, as needed for inventory management. Parent-child locations can be created in a hierarchical structure of unlimited levels.
  - 'Hospital Setup' screen → 'Unit Setup' tab → 'Inventory' subtab → 'Inventory Locations' subtab:

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:

Navigate to the 'Hospital Setup' screen → 'Unit Setup' tab.
Select the Hospital Unit from the panel on the left.
On the 'Unit Details' subtab → 'Use For' section, insure that the 'Inventory Unit' option is selected.
- 'Hospital Setup' screen → 'Unit Setup' tab → 'Unit Details' subtab:
- Image Added
Navigate to the 'Inventory' subtab → 'Purchase Order Defaults' subtab.
Select the options as previously described, and as defined in the table below.
Click the 'Save' button to save the changes.
- 'Hospital Setup' screen → 'Unit Setup' tab → 'Inventory' subtab → 'Purchase Order Defaults' subtab:

Image Added

View Parent Child Relationships in Inventory Locations

Once 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.

Image Removed

Field	Description
Direct Inquiries To:	The VetView user that will be added in the inquiries field on person who requested the Purchase Order , in case the vender has quesitonsItems.
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. 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 internal charge account for this PO to be tracked against Hospital Unit's GL Account Number to which the Purchase Order will be charged.
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

Inventory Location Subtab

The Inventory Locations for the unit are on this tab.

Image Removed

Add a new Inventory Location

Click on the Add button to add a new inventory location. The Inventory Location window will open.

Image Removed

Field

Description

Active

The active flag for the inventory location. Once added, these locations cannot be deleted, 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.

Hide from Transfer

This 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.

Location Name

The name of the location as it will appear in the drop down menus on the Inventory Transfer screen and the Order Management screen

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.

Determines how the 'Internal #' (University Purchase Order Number), or 'Requisition No' will be populated.

There are 3 options:
1. 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.
2. 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.
3. 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.

Creating Inventory Locations:

The Inventory Locations, for the 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:

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
Add button	Provides access to the 'Location Details' section to add a new Inventory Location.
Show All / Show Active button	Will show, or hide, Inventory Locations that have been marked as *'Inactive'*.
Active	The Active flag for the Inventory Location. Once added, Inventory Locations cannot be deleted; however, they can be set to *'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 Transfer	When this option is selected, the Inventory Location will not be available as a 'Source Inventory Location' when Stocking Inventory.
Location Name	The Inventory Location Name will appear in the *'Inventory Location'* drop-down list; 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 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.

Move Inventory to a new Inventory Location:

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.

Insert excerpt

	Setup & Admin Guides
	Setup & Admin Guides
nopanel	true

Info
To see commonly used terms in VetView Hospital, please visit our Hospital Glossary of Terms.

Panel

title	Contents

Table of Contents

Versions Compared

Old Version 1

New Version Current

Key

Inventory Tab

Set Purchase Order Defaults

Purchase Order Defaults:

Inventory Locations:

Setting Purchase Order Defaults:

View Parent Child Relationships in Inventory Locations

Inventory Location Subtab

Add a new Inventory Location

Creating Inventory Locations:

Add a new Inventory Location:

Image Added

View and Edit Inventory Locations:

Move Inventory to a new Inventory Location: