UC14 - Search inventory transaction history

Description

Search screen where inventory transaction history can be filtered by any attribute and/or location.

Actor

Inventory Manager, Inventory Staff, Tech, Pharmacy Manager

Privileges

  • Inventory Management

Triggers

None

Preconditions

None

Steps

Basic Workflow - Inventory Seach Screen

Alternate - Product Setup - Inventory Tab

Post Conditions

None

Proposed Changes

  1. New inventory search screen

  2. Add new inventory sub-tabs on the product setup screen, inventory tab.

Specifications

 

Basic Workflow

  1. Access the inventory search screen via the navigation menu.

  2. Inventory movement and transaction records can be searched and viewed from multiple perspectives: Purchase Orders, Transfer Requests, Inventory Counts, and Transaction Logs.

  3. Purchase Orders can be searched by product, vendor, inventory location, dates, etc.

  4. Transfer Requests can be search by product, source inventory, destination inventory, dates, etc.

  5. Inventory Counts can be searched by product, inventory location, counted date, counted by, etc.

  6. Transaction Logs can be search by product, transaction type, inventory area, location, date, etc.

     

     

Alternate - Product Setup Screen - Inventory Tab.

  1. From the product setup screen.

  2. Under the Inventory tab there will be a sub tab “Transaction History” that will show all inventory transaction records, that can be filtered.