Inventory Transfer Receiving screen
- Rick Eggleston (Unlicensed)
Click the 'Navigation' button on the VetView button bar at the top of the screen
Click the 'Inventory Transfer Receiving' hyperlink.
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.
Screen
Mockups
Following is a list of mockups for this screen:
Specs
Fields and Controls
Privileges
Definitions
How To...
Receive Inventory Transfer Shipments
Navigate to the 'Inventory Transfer Receiving' screen.
From here, you will be able to search for shipments to be received.
Search for a shipment or items to be received.
Note:
Only request items with a status of 'Transferred' can be received.
Refer to the 'Fields and Controls' section for detailed information about the search criteria fields and controls.
Select the 'Date Received'.
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 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:
- If the sum of the 'Received' and 'Returned' quantities is less than the 'Transferred' quantity, the remaining quantity will be considered to be 'Missing'.
- 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.
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.
Click the 'Save' button to save the changes without posting.
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.
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.
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.