Skip to end of metadata
Go to start of metadata

You are viewing an old version of this page. View the current version.

Compare with Current View Page History

« Previous Version 9 Next »

Overview

  • 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.

     Features of the Inventory Transfer form ...
    • The second step in the Inventory Transfer Process, is the transfer, which is facilitated by this form.
    • This form is accessed from the 'Inventory Transfer' screen, after a set of Request Items are searched.
    • Request Items can be fulfilled using this form, or the 'Inventory Transfer' screen.
    • For reference, when a set of Request Items is transferred, a 'Shipment Number' is generated.
    • This form is also used to adjust inventory that was transferred and returned, or missing; and, excess inventory that was received but not transferred. 


Navigation

  1. Click the 'Navigation' button on the VetView button bar at the top of the screen.

  2. Click the 'Inventory Transfer' hyperlink.

     Click here to expand...

    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.

Screen

This is the Inventory Transfer form.

Fields and Controls

This section describes the fields and controls found on this screen.
 Request Items ...
 Fields ...

  1.  Date Shipped
    1. The date associated with all Request Items that are shipped when the 'Ship' button is clicked.
  2.  Quick Entry
    • Provides the ability to enter the product, quantity transferred, and quantity cancelled, for any of the request items listed in the 'Request Items' section.
    1. Product Code or Barcode:
      1. The product line and sequence number, in the format Product Line.Sequence Number.
      2. An alternate ID associated with the product, such as a barcode entered manually, or using a barcode scanning device.
    2. Transferred:
      1. The quantity being transferred, in Stock Units.
    3. Cancelled:
      1. The quantity being cancelled, in Stock Units.
      2. Must be less than, or equal to the quantity requested, minus the quantity transferred.
      3. If less than the quantity requested, minus the quantity transferred, the remaining quantity will be considered to be 'Backordered'.
  3.  Request Item Quantities
    • The quantities (in Stock Units) of the requested items listed in the 'Request Items' section.
    • The sum of the 'Transferred', 'Cancelled', and 'Backordered' quantities must be equal to, or less than, the sum of the Requested and Excess quantities. 
    • The sum of the Received, Returned, and Missing quantities must be equal to, or less than, the Transferred quantity.
    1. Re(Q)uested:
      1. The quantity of all request items that have been Requested.
    2. (E)xcess:
      1. The quantity of all request items that were received in Excess of the items that were Requested.
    3. (T)ransferred:
      1. The quantity of all request items that were Transferred.
    4. (C)ancelled:
      1. The quantity of all request items that were Cancelled.
    5. (B)ackordered:
      1. The quantity of all request items that were Backordered.
    6. (R)eceived:
      1. The quantity of all request items that were Received.
    7. Ret(U)rned:
      1. The quantity of all request items that were Returned.
    8. (M)issing:
      1. The quantity of all request items that were Missing.
  4.  Request Item List ...

    • A list of Request Items that match the search criteria.
    • Each Request Item is followed by an Inventory List which lists the inventory that meets the requirements of the Requested Item.
    • All columns, except for the 'Comments', are non-editable.
    • The list can be sorted by clicking most of the column headings.
     Columns ...
    • Plus/Minus Button:  Expands and contracts the Inventory List.
    • Line:  The line number of the requested product.
    • Seq:  The sequence number of the requested product.
    • Product:  The name of the requested product.
    • S:  The status of the requested item.
    • Requested Units:  The units that were requested.
      • If requested in Sales Units, only the Sales Unit will be displayed.
      • If requested in Stock Units, the S:St ratio and Sales/Stock Units will be displayed.
    • (Q):  The Requested quantity in the requested units.
    • Units:  The units to be transferred.
    • (T):  The Transferred quantity.
    • (E):  The quantity Received in Excess of the quantity that was Requested.
    • (C): The Cancelled quantity.
      • This is an editable field.
    • (B):  The Backordered quantity.
    • (R):  The Received quantity.
    • (U):  The Returned quantity.
    • (M):  The Missing quantity.
    • Request Date:  The date that the Request Item was requested.
    • Request Number:  The Request Number of the Inventory Transfer Request on which the item was requested.
    • Shipment Number:  The Shipment Number of the Inventory Transfer Shipment on which the item was shipped.
    • Requested By:  The user who requested the item.
    • Comments:  Comments that are associate with the Request Item.
      • This is an editable field.
  5.  Inventory List ...

    • A list of inventory that meets the requirements of the Request Item.
    • The Transferred Quantity '(T)' and 'Comments' columns can be edited.  All other columns can not be edited.
     Columns ...
    • The quantities displayed for the Request Items are the sum of the Inventory quantities.
    • Location:  The Inventory Location in which the inventory is located.
    • S:St:  The sales-to-stock ratio of the inventory.
      • The number of sales units per stock unit.
    • (A):  The Available quantity.
    • (T):  The quantity of the inventory that will be Transferred.
      • This is an editable field.
    • Units:  The units to be transferred.
    • Price:  The price (per Requested Unit) that the Inventory Area will be charged.
    • (R):  The quantity of the inventory that was Received.
    • (U):  The quantity of the inventory that was Returned.
    • (M):  The quantity of the inventory that was Missing.
      • Equals the quantity that was Transferred, minus the quantity that was Received and Returned.
    • Expiration Date:  Expiration date of the inventory.
    • Lot No:  Lot number of the inventory.
    • Serial No:  Serial number of the inventory.
    • NDC No:  National Drug Code of the inventory.
    • Mfr:  Manufacturer of the inventory.
    • Comments:  Comments that are associated with the Transferred inventory.
      • This is an editable field.
 Controls ...

  1.  Submit Button
    1. Invokes a search for the product code or barcode entered from the list of Request Items.
    2. If the product is found, uses the available inventory from the Inventory List.
    3. If the barcode is found, uses the inventory with the matching barcode.
  2.  Save Button
    1. Saves the changes made to the editable fields.
    2. Adjustments to the inventory will not be made until the 'Ship' button is clicked.
  3.  Ship Button
    1. Updates the inventory to reflect the transfer.
    2. Creates a 'Shipment Number'.
    3. A 'Transfer Out' transaction will be captured in the Inventory Transaction Log.
    4. Updates the status of the Inventory Transfer Request Items and Inventory Transfer Request according to the Inventory Transfer Request status rules.
  4.  Open Form Button
    1. Opens the 'Inventory Transfer' form.
    2. The Inventory Transfer form is a modal window that shares the Request Item list with the Inventory Transfer screen.
  5.  Print Button
    1. Presents a drop-down menu for two reports:
      1. Inventory Transfer Request Shopping List report
      2. Inventory Transfer Request report
  6.  Reports Dropdown
    1. Presents a drop-down menu of custom local report created for, and associated with, this screen.
  7.  Show Zero Available Checkbox
    1. A filter that can be used to show the instances of inventory with zero quantity available.
    2. If an instance of inventory with zero quantity available is used as the source, the quantity will be updated with a negative quantity.
  8.  Column Headings
    1. When a column heading is clicked, the list if Request Items will be sorted in ascending or descending order.
    2. A small triangle will appear in the column heading to indicate the column used for sorting.
    3. The triangle will point up or down to indicate that the column is sorted in descending or ascending order.
  9.  Plus and Minus Button
    1. When clicked, the plus ( + ) symbol will expand the Inventory List for the selected Inventory Item; the minus ( - ) symbol will contract the Inventory List.

How To...

Fulfill an Inventory Transfer Request

  1. Navigate to the 'Inventory Transfer' screen.
  2. Search for request items to be transferred.

    • Only request items with a status of 'Submitted', 'Backordered', and 'Missing' can be transferred.

       Click here to expand...


  3. Click the 'Open Form' button.

  4. The 'Inventory Transfer' form will open.

 Click here to expand...


Planned Improvements

key summary
Refresh

Bugs

key summary
Refresh

Open Issues

 Click to expand ...

key summary type priority status fixversions components
Refresh

VetView Wiki

Most recent releases of VetView:  Version 4.2.5 Hotfix (Released 10/31/2024)

This page may contain functionality not found in the current version of VetView.

Definitions

Refer to the 'Inventory and Accounting Definitions' wiki page for definition of inventory terms, and for details about fields and controls.

Request Status

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

Contents

  • No labels