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Overview

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Features of the Inventory Transfer Receiving screen

...

:
- Product Search - Search for

transferred products

- Inventory Transfer Request Items by:
  - Request Number
  - Shipment Number
  - Source and Destination Inventory Area
  - Inventory Transfer Request Status
  - Inventory Transfer Request Item Status
  - Product Number and Name

Request

- - Ordered, Needed By, and

Transferred

- - Shipped Dates
  - Tags
- 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:
    - Ordered

Requested

- - - Shipped

Transferred

- - - Overshipped
    - Cancelled
    - Backordered
    - Received
    - Returned
    - Missing
    - Excess
- Received Inventory Breakdown:
  - To fulfill an Inventory Transfer Request Item, when several different lots of the product may have been used. These are listed separately for each

product

- - lot, in order to identify the physical inventory that was received; and, if required, to be returned.
  - Location
  - Received and Returned Quantity

Excerpt
Provides the ability to receive Receive inventory that has been transferred Shipped using the Inventory Transfer screen.
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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.

Info

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

The 'Inventory Transfer Receiving' screen will open.
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Screen

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This is the Inventory Transfer Receiving screen.

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Mockups

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Following is a list of mockups for this screen:

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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

resourceId	https://airtable.com/shrfDjXcKj7GogEMA
viewControls	true
width	100%
height	500px

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title	Definitions
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Definitions

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How To...

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Receive Inventory Transfer

Items

Shipments

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Navigate to the 'Inventory Transfer Receiving' screen.
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From here, you will be able to search for

request items

shipments to be received.
Search for

the

a shipment or items to be received.
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title Note:
Only request items with a status of 'Transferred' can be received.

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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

Refer to the 'Fields and Controls' section for detailed information about the search criteria fields and controls.

Select the 'Date Received'.

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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.

Enter the quantity 'Received' and 'Returned' for the inventory that was received for the request item.

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Expand the inventory section for the request item.
Enter the 'Received' and 'Returned' quantities for each inventory.
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:
1. If the sum of the 'Received' and 'Returned' quantities is less than the 'Transferred' quantity, the remaining quantity will be considered to be 'Missing'.
2. 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.

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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.

Enter 'Comments' for the inventory and request item.
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Click the 'Save' button to save the changes without posting.

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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 to post the changes to inventory.

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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

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Planned Improvements

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Open Issues

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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

Panel

title	Contents

toc

Versions Compared

Old Version 58

New Version Current

Key

Overview

Navigation

Screen

Mockups

Specs

Fields and Controls

Privileges

Definitions