Cancel Unreceived Items in Bulk (Transfer Request)

This functionality is new as of version 4.1.

Unreceived Inventory Transfer Request Items can be ‘Canceled’ in bulk.

In order to have access to Cancel Unreceived Transfer Request Items:

One of the following must apply:


To Cancel Unreceived Transfer Request Items:

  1. Navigate to the ‘Inventory Transfer Request’ screen → ‘Transfer Request’ tab.

    'Inventory Transfer Request' screen - 'Transfer Request' tab - 'Cancel Remaining Unreceived Items' button
    'Inventory Transfer Request' screen → 'Transfer Request' tab → 'Cancel Remaining Unreceived Items' button
  2. If the Inventory Transfer Request Status is ‘Submitted’ or ‘Incomplete’; AND,

    1. For the Inventory Transfer Request Items, the sum of the ‘Canceled Qty’ and ‘Stocked Qty’ is less than the ‘Pulled Qty’; THEN,

    2. The Remaining Unreceived Transfer Request Item Quantities can be Canceled all at once.

  3. Click the ‘Cancel Remaining Unreceived Items’ button.

  4. The ‘Please Confirm Cancel Remaining Unreceived Items' popup will appear.

    'Inventory Transfer Request' screen - 'Transfer Request' tab - 'Cancel Remaining Unreceived Items' button - 'Please Confirm' dialog
    'Inventory Transfer Request' screen → 'Transfer Request' tab → 'Cancel Remaining Unreceived Items' button → 'Please Confirm' dialog
  5. Click the ‘Yes’ button to Cancel all Remaining Unreceived Inventory Transfer Request Items; OR,

  6. Click the ‘No’ button to cancel the operation and close the popup.

  7. The Transfer Request Status will be updated to:

    1. 'Cancelled': If all of the Transfer Request Items were ‘Cancelled’, the Status will be updated to 'Cancelled'.

    2. ‘Incomplete’: If some of the Transfer Request Items were ‘Received’; AND/OR, some but not all, of the remaining items were ‘Cancelled’, the Status will be updated to 'Incomplete'.

    3. 'Received': If some of the Purchase Order Items were ‘Received’; AND the remaining items were ‘Cancelled’, the Status will be updated to 'Received'.

    4. Also see https://vetview.atlassian.net/wiki/spaces/UG/pages/3684368412.

  8. The ‘Canceled Qty’ will be updated.