Request Transaction Summary

The Request Transaction Summary screen allows an administrator to generate and print a report containing information on the transactions that have taken place within an organization or within individual sites. A transaction is a single instance of an addition or subtraction from inventory. The Transaction Summary report gives a high-level view compared to the detailed information in the regular Transaction Report.

The following table describes each criterion on the Request Transaction Summary screen:

Input Field	Description
Event	The event that the inventory item of the transaction was allocated for. You may enter a single event, all events combined, or all events reported separately.
Site	The site where the transaction involving the inventory item took place. May choose a single site, all sites combined, or all sites reported separately.
SNS/OJA	This criterion will restrict transactions to those involving inventory of SNS, OJA, or Other type. The default is All types, which means the system will not restrict based on the SNS/OJA indicator.
Report Date Range	Date that the transaction was entered into the SNS system. The system will restrict to transactions entered on or after the from date and on or before the To date.

The following table describes each output field on the Transaction Summary Report itself.

Report Output Field	Description
Event	The event that the inventory item of the transaction is allocated for.
Site Name	The site at which the transaction occurred.
Product Description	The descriptive name of the inventory item of the transaction.
NDC/Mfr Item Number	The NDC/Mfr Item number for the transactions represented on this row. The NDC/Mfr Item Number identifies the overall product in inventory without breaking down the product into separate lot numbers. The controller may consider it a coded “identifier for the product description,” and it corresponds to the 4th column in the CDC text file.
Unit	The unit which applies to all inventory items having this NDC/Mfr Item Number and product description combination. For accuracy, it will be the smaller (or more granular) of the two units for the inventory item.
REC	Total quantity for transactions of the Inventory Received transaction type.
ERR	Total quantity for transactions of the Error correction transaction type.
RET	Total quantity for transactions of the Items Returned transaction type.
TRA	Total quantity for transactions of the Items Transferred transaction type.
WAS	Total quantity for transactions of the Items Wasted/Damaged transaction type.
USED	Total quantity for transactions of the Items Used transaction type.
GIVEN	Total quantity for transactions of the Prophylaxis Given transaction type.
DEL	Total quantity for transactions of the Prophylaxis Deleted transaction type.
RET-CDC	Total quantity for transactions of the Items Returned to CDC transaction type.
TOTALS	Summary of total quantity for transactions for the NDC/Mfr Item Number.

The only button on the Request Transaction Summary screen is the Generate Report button.

If the computer does not have Adobe Acrobat Reader version 4.0 installed on it, then please see the " **REPORT VIEWING REQUIREMENTS** " notification on the New Client Form screen, or contact your administrator.

Button	Description
	Click the Generate Report button, and the system will validate the criteria fields and if the entries are valid, the system displays the report in PDF format.