Div

style	all
align	left
dir	ltr
title	Overview
class	overview

Overview

Div

style	all
align	left
dir	ltr
title	Excerpt
class	excerpt

Click here to expand features

.

..

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:
Requested
- - - Ordered
    - 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.
Expand
title

Child pages (Children Display)

style	h4
excerptType	rich content

Insert excerpt

	UG:Setup & Admin Guides
	UG:Setup & Admin Guides
nopanel	true

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

Info

title	Request Status

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

Panel

title	Contents

Table of Contents

Div

style	all
align	left
dir	ltr
title	Navigation
class	navigation

Div

style	all
align	left
dir	ltr
title	Navigation Text
class	navText

Click the 'Navigation' button on the VetView button bar at the top of the screen.

Click the 'Inventory Transfer Receiving' hyperlink.

Expand

Section

Column

width	70%

Image Modified

Column

width	30%

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.

The 'Inventory Transfer Receiving' screen will open.
Expand
Image Added
'Search' for request items to be received.
Expand

Image Removed

Image Added
Click the 'Open Form' button.
Expand

Image Removed

Image Added
The 'Inventory Transfer Receiving' form will open.
Expand
Image Added

Div

style	all
align	left
dir	ltr
title	Inventory Transfer Receiving form
class	screens

Screen

Div

style	all
align	left
dir	ltr
title	Screens
class	screensText

This is the Inventory Transfer Receiving form.

Image Added

Div

style	all
align	left
dir	ltr
title	Mockups
class	screens

Mockups

Mockup

Alignment	Center
permalinkID	6ixMgbjXoW6E3QZEV4cEM9

Div

style	all
align	left
dir	ltr
title	Mockups
class	mockupsText

Following is a list of mockups for this screen:

Expand

Image Removed

Airtable for confluence

resourceId	https://airtable.com/shrDc9gELIIhusiwU
viewControls	true
useCardLayout	true
width	100%
height	500PX

Div

style	all
align	left
dir	ltr
title	Fields and Controls
class	controls

Specs

Airtable for confluence

resourceId	https://airtable.com/shrKojPQvg4OjIRWV
viewControls	true
width	100%
height	500px

Div

style	all
align	left
dir	ltr
title	Fields and Controls
class	controls

Fields and Controls

Div

style	all
align	left
dir	ltr
title	Fields and Controls
class	controlsText1

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

resourceId	https://airtable.com/shrEM5hPUTwwTq6dp
viewControls	true
width	100%
height	500px

Div

style	all
align	left
dir	ltr
title	Privileges
class	controls

Privileges

Div

style	all
align	left
dir	ltr
title	Fields and Controls
class	controlsText1

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

Div

style	all
align	left
dir	ltr
title	Definitions
class	controls

Definitions

Airtable for confluence

resourceId	https://airtable.com/shrRzZvj9aD8jhvm1
viewControls	true
width	100%
height	500px

Div

style	all
align	left
dir	ltr
title	Functionality
class	functionality

How To...

Div

title
style	all
align	left
dir	ltr

Functionality Text

Receive Inventory Transfer Items
class	functionalityText

Receive Inventory Transfer Items

Expand

Section

Column

width	100%

Navigate to the 'Inventory Transfer Receiving' screen.
Expand

Section

Column
width 70%
Image Modified

Column
width 30%
From here, you will be able to search for request items to be received.

Search for the items to be received.

Expand

Section

Column

width	70

Image Modified

Info

title	Note:

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

Column

width	30

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

Select the 'Date Received'.

Expand

Section

Column

width	70

Image Added

Info

title	Note:

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.

Expand

Section

Column

width	70%

Image Modified

Column

width	30%

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.

Expand

Section

Column

width	70

Image Modified

Column

width	30

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'.

Select the 'Location' for the inventory.

Expand

Section

Column

width	70

Image Added

Column

width	30

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.
Expand

Section

Column
width 100%
Image Added

Click the '>' navigation button to move to the next request item.

Expand

Section

Column

width	70

Image Modified

Column

width	30

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.

Expand

Section

Column

width	70

Image Modified

Column

width	30

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.

Expand

Section

Column

width	70

Image Modified

Column

width	30

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.
'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

Expand

Div

style	all
align	left
dir	ltr
title	Planned
class	planned

Planned Improvements

Div

style	all
align	left
dir	ltr
title	Planned Text
class	plannedText

Jira Legacy

server	System JIRA
columns	key,summary,status
maximumIssues	1000
jqlQuery	project = 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 Transfer Receiving form" ORDER BY

Summary DESC

key ASC
serverId	1eaad4fc-3379-3e15-bde0-30da46e7598b

Div

style	all
align	left
dir	ltr
title	Planned
class	planned

Bugs

Div

style	all
align	left
dir	ltr
title	Planned Text
class	plannedText

Jira Legacy

server	System JIRA
columns	key,summary,status
maximumIssues	1000
jqlQuery	project = 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="Inventory Transfer Receiving form" ORDER BY

Summary DESC

key ASC
serverId	1eaad4fc-3379-3e15-bde0-30da46e7598b

Div

style	all
align	left
dir	ltr
title	Planned
class	planned

Open Issues

Expand

title	Click to expand ...

Div

style	all
align	left
dir	ltr
title	Planned Text
class	plannedText

Jira Legacy

server	System JIRA
columns	key,summary,type,priority,status,fixversions,components
maximumIssues	1000
jqlQuery	project = LIMS AND issuetype in standardIssueTypes() AND issuetype != Epic 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 Transfer Receiving form" ORDER BY key

DESC

ASC
serverId	1eaad4fc-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

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 15

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 15

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