Inventory Transfer form

Owned by Rick Eggleston (Unlicensed)
Last updated: Sept 02, 2021
3 min read

Overview

  • Provides the ability to:

    • View Inventory Transfer Requests,

    • Fulfill Inventory Transfer Request Items by 'Shipping', 'Backordering', and 'Cancelling' them; and,

    • Adjust shipped Inventory Transfer Request Items that were received with 'Returned', 'Missing', or 'Excess' quantities.

  • Features of the Inventory Transfer form:

    • The second step in the Inventory Transfer Process, is the Shipment, which is facilitated by this form.
    • This form is accessed from the 'Inventory Transfer' screen, after a set of Inventory Transfer Request Items are searched.
    • Inventory Transfer Request Items can be fulfilled using this form, or the 'Inventory Transfer' screen.
    • For reference, when a set of Inventory Transfer Request Items is shipped, a 'Shipment Number' is generated.
    • This form is also used to adjust Inventory Transfer Request Items that were shipped and 'Returned', or 'Missing'; and, 'Excess' inventory that was received but not shipped.

VetView Wiki

Most recent releases of VetView:  Version 4.2.5 Hotfix (Released 10/31/2024)

This page may contain functionality not found in the current version of VetView.

Request Status

Click here for a list of the Inventory Transfer Request status rules

Contents

Navigation

  1. Click the 'Navigation' button on the VetView button bar at the top of the screen.

    1. Click the 'Inventory Transfer' hyperlink.

       Click here to expand...

      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.

Screen

This is the Inventory Transfer form.

Mockups


Following is a list of mockups for this screen:

 Click here to expand...

Specs

Fields and Controls

The following table lists all of the fields and controls found on this screen.  The fields and controls are grouped by their location on the screen; for example, buttons on a 'section' or columns in a 'data grid'.  Use the controls at the top of the table to change the sort, grouping, and row height.  To see more of the cell content,  click on the cell expansion control located at the top-right corner of a selected cell.

Privileges

The following table lists the privileges associated with this screen.  The privileges are grouped by the application (Labs, Hospital, or Both), and Section within the list of privileges to which they belong.  Use the controls at the top of the table to change the sort, grouping, and row height.  To see more of the cell content,  click on the cell expansion control located at the top-right corner of a selected cell.

Definitions

How To...


Fulfill an Inventory Transfer Request

 Click here to expand...
  1. Navigate to the 'Inventory Transfer' screen.
    1. Search for request items to be transferred.

      1. Only request items with a status of 'Submitted', 'Backordered', and 'Missing' can be transferred.

         Click here to expand...


    2. Click the 'Open Form' button.

    3. The 'Inventory Transfer' form will open.

 Click here to expand...


Print Local Reports

 Click here to expand...
  1. Navigate to the 'Inventory Transfer' screen.
    1. Search for inventory that should be on the report.

    2. Enter other optional search criteria.

    3. Click the 'Open Form' button.
    4. Click the 'Reports' drop-down menu, and select the desired report.

For details on how to setup local reports, see the 'Report Setup User's Guide'.

Planned Improvements

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Bugs

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Open Issues

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