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title	Overview
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Overview

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Excerpt

The Inventory Reconciliation & Adjustment screen provides the ability to search for inventory by inventory area and location, and by product line and sequence number.

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title	Navigation
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Click the 'Navigation' button on the VetView button bar.
Select the 'Inventory Reconciliation' 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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	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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Table of Contents

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Functionalityclassfunctionality

Functionality

ExpandtitleSearch inventory by area, location, and product

Inventory Reconciliation & Adjustment screen
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Screen

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This is the Inventory Reconciliation & Adjustment screen.

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title	Mockups
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Mockups

Mockup

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title	Mockups
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Following is a list of mockups for this screen:

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Airtable for confluence

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width	100%
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title	Fields and Controls
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Specs

Airtable for confluence

resourceId	https://airtable.com/shrUJP5lEXgnegboC
viewControls	true
width	100%
height	500px

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title	Fields and Controls
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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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viewControls	true
width	100%
height	500px

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Privileges

Airtable for confluence

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width	100%
height	500px

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Definitions

Airtable for confluence

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title	How To ...
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How To...

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Expand Text

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Search Inventory by Inventory Area, Location, and Product

expandText'Inventory Area' is required

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Search Inventory by Inventory Area, Location, and Product

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Section

Column

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Navigate to the 'Inventory Reconciliation & Adjustment' screen.
Select an Inventory Area.
Enter other optional search criteria

(click the field name to navigate to the Inventory & Accounting Definitions Wiki page):

'Inventory Location'

'Product'

'Lot Number'

'Manufacturer'

'Last Recon Date'

'Hide Reconciled Inventory'

.
Expand
Inventory Location
Product
Lot Number
Serial Number
NDC Number
Manufacturer
Last Recon Date
Hide Reconciled Inventory
Click the 'Search' button.

To reset the search criteria fields to blank, click the

Click the 'Reset' button to reset the search criteria.

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ExpandtitleUpdate inventory items ...

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Update Inventory Items
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Update Inventory Items

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Section

Column

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Navigate to the 'Inventory Reconciliation & Adjustment' screen.
Search for inventory by Inventory

area

Area, Inventory

location

Location, and Product.
Select an inventory item from the 'Inventory List'.
Update

any of the following fields (click the field name to navigate to the Inventory & Accounting Definitions Wiki page):

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the inventory.

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Section

Column

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Columns in the 'Inventory List':

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Column

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Column

width	33

Column

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Column

width	30

Items that can be modified:

Click the 'Post New Values' button.
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titlePrint the 'Inventory Reconciliation & Adjustment' report ...

Section

Column
width 70
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Column
width 30
When clicked, the items that were reconciled, will be updated with the new values, and the 'Reconciliation Date' and 'User' will be set.

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Expand Text

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Search Inventory by Inventory Area, Location, and Product

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You can click the 'Print List' button to load

Print Local Reports

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Section

Column

width	70

Navigate to the 'Inventory Reconciliation

and

& Adjustment' screen.
Search for inventory that should be on the report

, which will allow you to update the counts on paper then bring them back to VetView to be entered.

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Expand

title	Post new inventory reconciliation values ...

.
Enter other optional search criteria.
Click the 'Reports' drop-down menu, and select the desired report.

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After you have entered new counts in the 'Actual Qty' column, the 'Post New Values' button will become available.
When clicked, the items that were reconciled, will be updated with the new values, and the 'Reconciliation Date' and 'User' will be set.

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For details on how to setup local reports, see the 'Report Setup User's Guide'.

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Planned Improvements

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Jira Legacy

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Bugs

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Jira Legacy

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Open Issues

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title	Click to expand ...

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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.

Note

title	Feature Requests on JIRA

Individual tickets regarding the planned improvements to the functionality found on this Wiki page can be found on the VetView Jira web page.

Inventory Reconciliation & Adjustment

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title	Contents

toc

Versions Compared

Old Version 30

New Version Current

Key

Overview

Navigation

Functionality

Screen

Mockups

Specs

Fields and Controls

Privileges

Definitions

How To...

Search Inventory by Inventory Area, Location, and Product

Update Inventory Items

Print Local Reports

Planned Improvements

Bugs

Open Issues

Page Comparison

Versions Compared

Old Version 30

New Version Current

Key

Overview

Navigation

Functionality

Screen

Mockups

Specs

Fields and Controls

Privileges

Definitions

How To...

Search Inventory by Inventory Area, Location, and Product

Update Inventory Items

Print Local Reports

Planned Improvements

Bugs

Open Issues