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Overview

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Provides the ability to
view inventory transfer requests, fulfill inventory transfer requests by transferring, backordering, and cancelling requested items; and, adjust shipments that were received with returned, missing, or excess inventory.
:
- View Inventory Transfer Requests,
- Fulfill Inventory Transfer Request Items by 'Shipping', 'Backordering', and 'Cancelling' them; and,
- Adjust shipped Inventory Transfer Request Items that were received with 'Returned', 'Missing', or 'Excess' quantities.
Features of the Inventory Transfer form:
- The second step in the Inventory Transfer Process, is the Shipment, which is facilitated by this form.
- This form is accessed from the 'Inventory Transfer' screen, after a set of Inventory Transfer Request Items are searched.
- Inventory Transfer Request Items can be fulfilled using this form, or the 'Inventory Transfer' screen.
- For reference, when a set of Inventory Transfer Request Items is shipped, a 'Shipment Number' is generated.
- This form is also used to adjust Inventory Transfer Request Items that were shipped and 'Returned', or 'Missing'; and, 'Excess' inventory that was received but not shipped.

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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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title	Request Status

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

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Table of Contents

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title	Navigation
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title	Navigation Text
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Click the 'Navigation' button on the VetView button bar at the top of the screen.
1. Click the 'Inventory Transfer' hyperlink.
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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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Screen

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This is the Inventory Transfer form.

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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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Specs

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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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Privileges

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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

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Definitions

Airtable for confluence

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How To...

Fulfill an Inventory Transfer Request

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Fulfill an Inventory Transfer Request

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Navigate to the 'Inventory Transfer' screen.
1. Search for request items to be transferred.
  1. Only request items with a status of 'Submitted', 'Backordered', and 'Missing' can be transferred.
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2. Click the 'Open Form' button.
3. The 'Inventory Transfer' form will open.

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title	Search Inventory by Inventory Area, Location, and Product
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Print Local Reports

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Navigate to the 'Inventory Transfer' screen.
1. Search for inventory that should be on the report.
2. Enter other optional search criteria.
3. Click the 'Open Form' button.
4. Click the 'Reports' drop-down menu, and select the desired report.

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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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Open Issues

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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.

Info

title	Request Status

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

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toc

Versions Compared

Old Version 5

New Version Current

Key

Overview

Navigation

Screen

Mockups

Specs

Fields and Controls

Privileges

Definitions

How To...

Fulfill an Inventory Transfer Request

Fulfill an Inventory Transfer Request

Print Local Reports

Planned Improvements

Bugs

Open Issues

Page Comparison

Versions Compared

Old Version 5

New Version Current

Key

Overview

Navigation

Screen

Mockups

Specs

Fields and Controls

Privileges

Definitions

How To...

Fulfill an Inventory Transfer Request

Fulfill an Inventory Transfer Request

Print Local Reports

Planned Improvements

Bugs

Open Issues