Inventory Transfer Receiving form
- 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.
'Search' for request items to be received.
Click the 'Open Form' button.
The 'Inventory Transfer Receiving' form will open.
Screen
Mockups
Following is a list of mockups for this screen:
Specs
Fields and Controls
Privileges
Definitions
How To...
Receive Inventory Transfer Items
Navigate to the 'Inventory Transfer Receiving' screen.
From here, you will be able to search for request items to be received.
Search for the items to be received.
Note:
Only request items with a status of 'Transferred' can 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
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.
Click the 'Open Form' button.
Click the column headings to sort the request items. The content, and order, of the 'Request Items' will determine the content of the 'Inventory Transfer Receiving' form.
Enter the quantity 'Received' and 'Returned' for the inventory that was received for the request item.
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.
Add or edit the 'Comments' for the request item and inventory.
Click the '>' navigation button to move to the next request item.
Use the '<< < > >>' buttons to navigate to the beginning, end, or step forward and backward through the request items listed on the 'Inventory Transfer Receiving' screen.
Change the order in which the request items are listed by sorting the 'Inventory' list on the 'Inventory Transfer Receiving' screen.
Click the 'Save' button to save changes and close the form.
The 'Inventory Transfer Receiving' form will be closed, returning you to the 'Inventory Transfer Receiving' screen, with all of the quantities updated.
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 on the 'Inventory Transfer Receiving' screen 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.