New Transfer Screen

 Purpose

The New Transfer screen is used to setup an inventory transfer in the system. An inventory transfer can take place between two organizations.

 Information Provided

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Inventory Display Options

Description

Active and Non-Expired

Selecting the Active and Non-Expired radio button displays the Inventory for the Sending Inventory Site that is Active and Not Expired.

Inactive or Expired

Selecting the Inactive or Expired radio button displays the Inventory for the Sending Inventory Site that is Inactive or is Expired.

Column

Description

Transfer Quantity

This column allows the number of doses or the quantity that would be transferred from the lot to be entered into the text box.

Trade Name

This column displays the vaccine trade name for the vaccine listed.

Vaccine Group

This column displays the vaccine group for the vaccine listed. For combo vaccines you will see all the separate vaccine group components for the combo vaccine displayed.

Lot Number

This column displays the lot number for the vaccine listed.

Quantity Available

This column displays the quantity available for transfer with respect to other pending or unshipped transfers.

Note: Quantity available is equated by taking quantity on hand minus any pending inventory transfers. Occasionally this may end up being a negative number if for some reason the quantity for pending (unshipped) transfers becomes greater than quantity available. In the event there is a negative number displayed quantity available can be clicked and the user will receive an explanation for the negative number.

Active

This column indicates whether the vaccine listed is active or not. Expired or Inactive Inventory is allowed to be transferred. This may be necessary when sending expired inventory back to the state.

Funding Source

This column indicates the funding source of the vaccine listed.

Expiration Date

This column displays the expiration date for the vaccine lot listed.

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 Command Button Functionality

Button

Description

 

Clicking the Save button will save the transfer and display the edit transfer screen.

 

Clicking the Cancel button will return the user to the manage transfer screen. Any changes made to the new transfer screen will not be saved.

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