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Partially Accept Transfer Screen |
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Purpose |
The Partially Accept Transfer screen is used to accept partial quantities of an inventory transfer that was sent to you. The transfer information will be displayed as well as options for accepting/rejecting the transfer. You specify the amount you want to accept into inventory and reject the remaining quantities.
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Partially Accepting/Rejecting Transfer |
Click on the 'manage transfers' hyperlink from the Menu Panel on the left side of the Main screen. The Manage Transfers screen displays.
Find the transfer you want to partially accept on your Outbound transfer listing. Click the Create Date hyperlink to select the transfer. The Receive Transfer screen displays.
Verify that this is indeed the transfer you want to partially accept. Click the Partially Accept button. The Partially Accept Transfer screen displays.
For each transfer item, enter the quantity you want to accept. If you are not accepting the entire quantity, enter a rejection reason for the remainder.
Click the Save button. The system will add the quantity you accepted to inventory. The rejected quantity is eligible for return shipment back to the sending organization.
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Information Provided |
The top section of the screen is a header with information on the sending and receiving sites. The following table describes the fields for the sending site:
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Field Name |
Description |
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Organization |
This field displays the name of the sending organization. |
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Site |
This field displays the name of the site that the inventory is being transferred from in the sending organization. |
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Address |
This field displays the address of the site within the sending organization. |
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Contact |
This field displays the contact name for the site within the sending organization. |
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Phone # |
This field displays the phone number for the contact person within the sending organization's site. |
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Ship Date |
This field displays the shipping date for the transfer. |
The top section of the screen is a header with information on the sending and receiving sites. The following table describes the fields for receiving site:
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Field Name |
Description |
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Organization |
This field displays the name of the receiving organization. |
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Site |
This field displays the name of the site that the inventory is being transferred to in the receiving organization. This is the user-specified receiving site from the Receive Transfer screen. |
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Address |
This field displays the address of the site within the receiving organization. |
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Contact |
This field displays the contact name for the site within the receiving organization. |
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Phone # |
This field displays the phone number for the contact person within the receiving organization's site. |
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Receive Date |
If applicable, the date that the transfer was accepted, partially accepted, or rejected at the receiving site. |
The 'Transfer Product Item' section describes each inventory item in the transfer. The following table describes the output fields in this section:
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Field Name |
Description |
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Product Description |
The descriptive name of the inventory item in transfer. |
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Lot Number |
The lot number of the inventory item in the transfer. The lot number is a more granular way of identifying the inventory item after the product description & NDC/Mfr Item number. It is sent through CDC file in the 10th column. Many lot numbers may be associated to the same item number or product description. |
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Product Type |
The product type for the inventory item in transfer. It identifies the overall kind of product. |
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Inventory Action |
The system will either Create a New Item or Merge with an Existing Item. Create a New Item means that the system creates a brand-new inventory item at the receiving site. Merge with an Existing Item means that the system has found an already existing item at the receiving site with the same attributes and will add the accepted quantity to that items quantity on hand. |
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Transfer Quantity |
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Unit |
The units for the transfer quantity. |
You specify the amount you want to accept in the 'Transfer Product Item' section, and the system will reject the remainder, allowing you to specify the rejection reason. The following table describes the input fields in this section:
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Field Name |
Description |
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Amount Accepted |
Enter the quantity you want to accept at the receiving site. The accepted quantity must be less than or equal to the transfer quantity, taking units into account. You may only enter whole numbers in this field. |
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Unit |
The unit for the amount accepted. |
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Rejection Reason |
If the amount accepted is less than the transfer quantity, supply a reason for rejecting the remaining quantities. Your choices are damaged, not wanted, wrong product, and never received. |
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Functionality |
The table below describes the buttons on the Partially Accept Transfer screen.
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Button |
Description |
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When you click on the Save button your transfer will be completed and you will be taken to the manage transfers screen. |
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When you click on the Cancel button you will be taken to the previous screen you accessed. None of the changes you made are saved. |