Inventory Transfer Request screen
- Rick Eggleston (Unlicensed)
Click the 'Navigation' button on the VetView button bar at the top of the screen
Click the 'Inventory Transfer Request' hyperlink.
The 'Inventory Transfer Request Search' screen will open.
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
Mockups
Following is a list of mockups for this screen:
Specs
Fields and Controls
Request Item Status Effect on Field Updates
The following table describes the effect that the status of the Request Item has on the ability to update the fields on this screen.
Field | Request Item Status | |||||||
|---|---|---|---|---|---|---|---|---|
| (N)ew | (O)rdered | (S)hipped | (C)ancelled | (B)ackordered | (R)eceived | Ret(U)rned | (M)issing | |
| (O)rdered Qty | Y | Y | N | N | N | N | N | N |
| (E)xcess Qty | N | N | N | N | N | N | N | N |
| (S)hipped Qty | N | N | N | N | N | N | N | N |
| (R)eceived Qty | N | N | N | N | N | N | N | N |
| (M)issing Qty | N | N | N | N | N | N | N | N |
| (C)ancelled Qty | N | N | N | N | N | N | N | N |
| Ret(U)rned Qty | N | N | N | N | N | N | N | N |
| (B)ackordered Qty | N | N | N | N | N | N | N | N |
| Request Comment | Y | Y | Y | Y | Y | Y | Y | Y |
| Request Item Comment | Y | Y | Y | Y | Y | Y | Y | Y |
Privileges
Definitions
How To...
Create a new Inventory Transfer Request
- Navigate to the 'Inventory Transfer Request' screen.
Click the 'New Inventory Transfer Request' button.
- Select the Source Area and Destination Area.
- 'Inventory Areas' are hospital units that have been designated as an 'Inventory Area' via the 'Hospital Setup' screen → 'Unit Setup' tab → 'Unit Details' subtab.
- Select the Destination Location.
- 'Inventory Locations' are physical locations within the Inventory Area. They are configured via the 'Hospital Setup' screen → 'Unit Setup' tab → 'Inventory Locations' subtab.
- Enter the Date Needed for this request. This is an optional field.
- This is an optional field that can be used to prioritize requests when they are fulfilled.
- Enter a Comment that can be seen with the Inventory Transfer Request.
- These comments can be modified at any time - even after the request status has been changed to 'Submitted'.
- Select the Products to be transferred, and the Quantities needed;
- Or, use the 'Picklist' button to access a predefined list of products.
Once the 'Submit' button is clicked, these values cannot be edited or deleted.
Request Status
The Status of the new Inventory Transfer Request will be 'New'.
Edit an existing Inventory Transfer Request
- Navigate to the 'Inventory Transfer Request Search' screen.
- Select the Inventory Transfer Request to be edited.
- Click the 'Edit Request' button.
Or, click the 'Request No' hyperlink.
Or, double-click on the row.
- The 'Inventory Transfer Request' screen will open.
Request Status
Inventory Transfer Requests can be edited only when the status of the request is 'New'.
The 'Requested Qty' and 'Cancelled Qty' fields can be edited as long as the status of the Request Item is 'Submitted'.
Add products to an Inventory Transfer Request
Add products by entering the Product Number, or Product Name in the blank row.
- While adding products, a new row is automatically added to the bottom of the list so that you can enter another product.
- Using the 'Sales / Stock' radio button, select Sales or Stock Units as the units for the 'Requested Quantity'.
Enter the Requested Quantity in the selected units.
Save and Submit the request.
Use a Picklist to add products
- Click the 'Picklist' button.
- Select the Picklist.
- Only 'Inventory' Picklists are available for use on this screen. Picklists are configured via the 'Product Setup' screen - 'Billing / Inventory Picklist Setup' tab.
- Enter the desired Quantity for each product.
- The plus and minus buttons can be used to add or subtract from the quantity.
Click the 'Post' button.
Save an Inventory Transfer Request
Click the 'Save' button to save your work without submitting.
The 'Save' button is available only after changes have been made to the request.
The Status of the request will not be updated when the 'Save' button is clicked.
Submit an Inventory Transfer Request
Click the 'Submit' button when you are ready to submit your request.
Multiple requests can be submitted by the destination area. They will be combined when they are fulfilled.
Request Status
The status of the Inventory Transfer Request will be updated to 'Submitted'.
The 'Requested Qty' and 'Cancelled Qty' fields can be edited as long as the status of the Request Item is 'Submitted'.
Once the 'Submit' button is clicked, there is no confirmation, and it can not be undone; however, the request can be Cancelled, or Deleted.
Cancel an Inventory Transfer Request
- Navigate to the 'Inventory Transfer Request' screen.
Search for 'New' or 'Submitted' Inventory Transfer Requests.
- Select the Inventory Transfer Request to be cancelled.
Click the 'Cancel Selected' button
Inventory Transfer Requests can be Cancelled or Deleted if the Status of the request is 'New' or 'Submitted'.
Cancelled requests can be viewed, but will not be fulfilled.
Deleted requests will be permanently deleted. They can not be viewed, or fulfilled.
Delete an Inventory Transfer Request
- Navigate to the 'Inventory Transfer Request' screen.
- Search for 'New' or 'Submitted' Inventory Transfer Requests.
- Select the Inventory Transfer Request to be cancelled.
Click the 'Delete Selected' button
Once the 'Cancel Selected' or 'Delete Selected' button is clicked, there is no confirmation, and it can not be undone.