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title	Overview
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Overview

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Excerpt

Provides the ability to designate a specify basic information about the Hospital Unit as an Inventory Area that can receive, transfer, and use inventory; and, set Inventory Transfer & Purchase Order Defaults for the ; such as, Name, Description, Address, Default Tax Region, and Parent Unit.

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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.

Click the 'Hospital Setup' hyperlink.

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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 'Hospital Setup' screen will open.

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Select the 'Hospital' from the drop-down list.
Select the 'Unit Setup' tab.
Select the 'Unit', to be configured as an Inventory Area, from the list of Hospital Units.
Select the 'Unit Details' subtab.
Update the 'Inventory Area' and 'Auto Receive Inventory' options.

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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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title	Unit Details subtab
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This is the Unit Details subtab.

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title	Mockups
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Mockups

Mockup

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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

Airtable for confluence

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width	100%
height	500px

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title	Fields and Controls
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Fields and Controls

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title	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

Airtable for confluence

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title	Definitions
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Definitions

Airtable for confluence

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title	Functionality
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How To...

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title	Functionality Text
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Setup a Hospital Unit as an Inventory Area

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Navigate to the 'Hospital Setup' screen.
Select the 'Hospital' from the drop-down list.
Select the 'Unit Setup' tab.
Select the 'Unit', to be configured as an Inventory Area, from the list of Hospital Units.

Select the 'Unit Details' subtab.

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Update the 'Inventory Area' and 'Auto Receive Inventory' options.
Click the 'Save' button.

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When the 'Inventory Area' option is checked, the Hospital Unit will appear on the 'Inventory Area' drop-down lists on inventory-related screens.

When the 'Auto Receive Inventory' option is checked, the 'Inventory Transfer Receiving' screen will be bypassed when inventory is transferred to the Inventory Area. When the status of the Inventory Transfer Request Item is updated to 'Transferred', it will be received automatically into the Inventory Area at the 'Default Inventory Location'.

Select the 'Inventory Locations' subtab

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Select an existing location.
Click the 'Edit' button; or,
Click the 'Add' button to add a new location.
Select the 'Default' option for one of the locations.
Click the 'Save' button save your changes.

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In order for the location to appear in drop-down lists, the 'Active' option must be checked.

When the 'Default' option is checked, the selected location will be used as the default location when inventory is auto-received. All Inventory Areas that wish to Auto-Receive Inventory must have a 'Default Inventory Location'.

When the 'Hide from Transfer' option is checked, the inventory held in the Inventory Location will not be available on 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'.

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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

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="Hospital Setup - Unit Details subtab" AND labels in (Inventory_Locations, Inventory_Setup, Inventory_Transfer,Product_Setup) ORDER BY key DESC ASC
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Versions Compared

Old Version 5

New Version Current

Key

Overview

Navigation

Screen

Mockups

Specs

Fields and Controls

Privileges

Definitions

How To...

Setup a Hospital Unit as an Inventory Area

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...

Setup a Hospital Unit as an Inventory Area

Planned Improvements

Bugs

Open Issues