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Overview

Navigation

  • Click the 'Navigation' button on the VetView button bar.  
  • Select the 'Vendor Setup', 'Purchase Orders', or 'Inventory Transfer Request' hyperlink from the 'Navigation Menu'.


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.

Functionality


 Vendor comments and alerts ...

  • Display the comments, from the 'Comments/Alerts' tab, display on the 'Vendor Search' screen.


 Vendor documents ...
  • The 'Documents' tab will allow a User to attach documents relevant to a Vendor, such as scanned contracts, business cards, their preferred purchase order format, etc.

  • Like other document management screens in VetView, Users will have the ability to alter the name of the document and also include a brief text description.  The date and time and last modified User will be captured automatically.

 Purchase order tags ...
  • Tags were added to the 'Purchase Order Search screen' and 'Purchase Order Details screen' screens to replace features in UVIS that were not carried over to VetView, but used by the Users to locate certain purchase orders.
  • For example: in UVIS there were flags for 'Travel'; and, 'Supplies and Expenses'.  These flags didn't provide any functionality, but did allow the User to categorize and locate purchase orders by these flags.  For more flexibility, tags were added to VetView instead of these flags.
 Search purchase orders by tags...
  • Navigate to the 'Purchase Order' screen via the 'Navigation Menu' screen.
  • Using the 'Purchase Order Search screen' screen, select one or more tags.
  • Select 'Match All' or 'Match One'.
    • Match All will search for purchase orders containing all of the selected tags.
    • Match One will search for purchase orders containing at least one of the selected tags.
  • Select other search criteria.
  • Click the 'Search' button.

 Add tags to purchase order details ...
  • Navigate to the 'Purchase Order Details' screen via the 'Purchase Order Search' screen.
  • Using the 'Purchase Order Details' screen, select one of more tags, or create new tags.
  • Delete unwanted tags by clicking the red 'X' next to the tag itself.
  • Save and/or Send the purchase order:
    • Click the  ('Save') button to save the purchase order before printing/sending it; or,
    • Click the  ('Print') button to save and print the purchase order; or,
    • Click the  ('Send E-PO/Mark as Sent') button to save and send the purchase order electronically.

 Inventory transfer request tags ...

  • Tags were added to the 'Purchase Order Search' and 'Purchase Order Details' screens to replace features in UVIS that were not carried over to VetView, but used by the Users to locate certain purchase orders.

    For example: in UVIS there were flags for 'Travel'; and, 'Supplies and Expenses'.  These flags didn't provide any functionality, but did allow the user to categorize and locate purchase orders by these flags. For more flexibility, tags were added to VetView instead of these flags.

 Search inventory transfers by tags ...
  • Navigate to the 'Inventory Transfer Request' screen via the 'Navigation Menu'.
  • Using the 'Purchase Order Search' screen, select one of more tags.
  • Select 'Match All' or 'Match One'.
    • Match All will search for purchase orders containing all of the selected tags.
    • Match One will search for purchase orders containing at least one of the selected tags.
  • Select other search criteria.
  • Click the 'Search' button.

jira-capture-screenshot-20150305-135114-392.png

 Add tags to inventory transfer requests ...
  • Navigate to the 'Inventory Transfer Request' screen via the 'Navigation Menu'.
  • Search for an existing transfer request, or create a new transfer request.
  • Using the 'Inventory Transfer Request' screen, select one of more tags, or create new tags.
  • Delete unwanted tags by clicking the red 'X' next to the tag itself.
  • Click the 'Save' button to save the request, or 'Submit' button to save and submit the transfer request.

Planned Improvements

  •    

Open Issues

 Click to expand ...

key summary type priority status fixversions
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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.

Definitions

Refer to the 'Inventory and Accounting Definitions' wiki page for definition of inventory terms, and for details about fields and controls.

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