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Overview

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Features of the Inventory Transfer Receiving screen:

  • Product Search - Search for transferred products by:
    • Request Number
    • Source and Destination Inventory Area
    • Request Status
    • Product Number and Name
    • Request, Needed By, and Transferred Dates
    • Tags
  • 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:
      • Requested
      • Transferred
      • Cancelled
      • Backordered
      • Received
      • Returned
      • Missing
      • Excess
  • Received Inventory Breakdown:
    • To fulfill an Inventory Transfer Request, several different lots of the product may have been used.  These are listed separately for each product, in order to identify the physical inventory that was received; and, if required, to be returned.
    • Location
    • Received and Returned Quantity

Navigation

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

  2. Click the 'Inventory Transfer Receiving' hyperlink.

    • The 'Inventory Transfer Receiving' screen will open.

 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.

How To...

Receive Inventory Transfer Items

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  1. Navigate to the 'Inventory Transfer Receiving' screen.

  2. Search for the items to be received.

     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

  3. Enter the quantity 'Received' and 'Returned' for each of the inventory items that were received.

     Click here to expand...
    1. If the sum of the 'Received' and 'Returned' quantities is equal to the 'Transferred' quantity, the status of the item will be updated to 'Received'.
      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'.

  4. Click the 'Save' button to save changes.

    • This will not affect the inventory quantities.  The inventory quantities will not be updated until the 'Post' button is clicked.
  5. Click the 'Post' button to update the inventory quantities.
  6. Click the 'Open Form' button to edit the 'Received', 'Returned', and 'Missing' quantities using a form.


Request Status

Only requests with a status of 'Transferred' can be received.

When the 'Post' button is clicked, the status of the Inventory Transfer Request will be updated.  Click here for details.

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.


Planned Improvements

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Bugs


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Open Issues

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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

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