Div

style	all
align	left
dir	ltr
title	Overview
class	overview

Overview

Div

style	all
align	left
dir	ltr
title	Excerpt
class	excerpt

Excerpt

Provides the ability to Receive inventory that has been Shipped using the Inventory Transfer screen.
Features of the Inventory Transfer Receiving screen:
- Product Search - Search for 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
  - Ordered, Needed By, and 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
    - Shipped
    - 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 lot, in order to identify the physical inventory that was received; and, if required, to be returned.
  - Location
  - Received and Returned Quantity

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%

Column

width	30%

Div

style	all
align	left
dir	ltr
title	Info
class	infoText

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

Div

style	all
align	left
dir	ltr
title	ScreensInventory Transfer Receiving screen
class	screens

Screen

Div

style	all
align	left
dir	ltr
title	Screens
class	screensText

This is the Inventory Transfer Receiving screen.

Div

style	all
align	left
dir	ltr
title	Mockups
class	screens

Mockups

Mockup

Alignment	Center
permalinkID	ixxLPNBRHfRZqBimRRrYmB

Div

style	all
align	left
dir	ltr
title	Mockups
class	mockupsText

Following is a list of mockups for this screen:

Expand

Airtable for confluence

resourceId	https://airtable.com/shrkukfZSIzeLeE33
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/shrwq7etNPlJEX3lZ
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/shrtXKNANr5Kubc6m
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/shrfDjXcKj7GogEMA
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/shrE4Hi0MhLJrhyka
viewControls	true
width	100%
height	500px

Div

style	all
align	left
dir	ltr
title	Functionality
class	functionality

How To...

Div

style	all
align	left
dir	ltr
title	Functionality Text
class	functionalityText

Receive Inventory Transfer Shipments

Expand

Section

Column

width	100%

Navigate to the 'Inventory Transfer Receiving' screen.
Expand

Section

Column
width 70%

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

Search for a shipment or items to be received.

Expand

Section

Column

width	70

Info

title	Note:

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

Column

width	30

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

Select the 'Date Received'.

Expand

Section

Column

width	70

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.

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

Expand

Section

Column

width	70

Column

width	30

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.

Expand

Section

Column

width	70

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.

Enter 'Comments' for the inventory and request item.
Expand

Section

Column
width 100%

Click the 'Save' button to save the changes without posting.

Expand

Section

Column

width	70

Column

width	30

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.

Expand

Section

Column

width	70

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 screen" 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 screen" 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 screen" ORDER BY key DESC ASC
serverId	1eaad4fc-3379-3e15-bde0-30da46e7598b

Versions Compared

Old Version 68

New Version Current

Key

Overview

Navigation

Screen

Mockups

Specs

Fields and Controls

Privileges

Definitions

How To...

Receive Inventory Transfer Shipments

Setup Inventory Areas and Locations

Planned Improvements

Bugs

Open Issues

Page Comparison

Versions Compared

Old Version 68

New Version Current

Key

Overview

Navigation

Screen

Mockups

Specs

Fields and Controls

Privileges

Definitions

How To...

Receive Inventory Transfer Shipments

Setup Inventory Areas and Locations

Planned Improvements

Bugs

Open Issues