Hospital Transfer History Tab
- Cathy Allison
- Rick Eggleston (Unlicensed)
This page was made for VetView 3.3 on May 5, 2023 and has been updated to reflect changes in VetView 4.2 on 4/25/2024.
Transfer History Tab
This tab allows you to search for transfers of products that have been performed from one inventory area to the other in a specified date range.
You can also choose transfers from a specific inventory area, to a different specific inventory area.
In VetView 4.0 and later, transfer will always display in Sales units since stock units may change depending on the current supplier’s packing methods.
Like the other tabs on this screen, this tab has two sections: Selection Criteria and Search Results.
Search Criteria
On this tab you can search by the request number, the product, the dates it was created, and the inventory area.
List of Search Criteria Controls
Field or Button | Description |
|---|---|
Request Number | Search for a specific Transfer Request by its number. |
Product Line Sequence Description | Search for all Transfer Requests that contain a specific product. |
Requested Date | Two date fields. The first date field will default to the first day of the current month. You can search for any transfers made after the first date, or narrow it down to a start date and end date. |
Source Area | Search for transfers based on the inventory areas. The Source area looks for Transfers based on where the inventory items were pulled from. |
Destination Area | Search for transfers based on the Destination area, or where they were transferred to and ultimately stocked. |
Search Button | Applies the selected Search Criteria to the search results. The results will display in a list in the Search Results section. |
Reset Button | Clears out all the search fields, except for the Requested Date, which will reset back to the start date of the first of the current month. |
Search Results
Once the Search button is pressed, the Search Results will appear in the section on the bottom of the screen.
Lines display the transfer request for individual products on that request.
List of Search Results Buttons and Columns
Button or Column Name | Description |
|---|---|
Print List | Opens the PDF window for the Inventory Transfer History Report. The report has the same columns and layout as this screen. |
Request No | The request number for the specific transfer request. This number displays as a link to go directly to the transfer request itself. |
Requested Date | The date that the inventory transfer request was formally requested. |
Line Seq | The line and sequence of the product number on this request. |
Product | The product name / description for this row of results. Since transfer requests can be partially filled, each product displays as its own row in results. An info dot displays additional product details on mouseover. |
Source Area | The inventory area that is marked as the Source on this specific inventory request row. |
Destination Area | The inventory area that was the destination on this specific inventory request row. |
Requested | The quantity requested for this product. |
Received | The amount received for this product. If the requested was fulfilled with two different quantities from two different sources, it may appear on two separate lines. |
Received Date | The specific date that this quantity of product was received at the destination inventory area. |
Print List Button
The Print List Button opens the Inventory Transfer History PDF. The layout and columns on this report are identical to the Search Results section on this screen. It will open in your browser’s default PDF reader.