Receive Transfer Screen

 Purpose

The Receive Transfer screen is used to accept, reject, or partially accept/reject a transfer that was sent by an internal site within the organization or an external organization. Here the transfer details will be displayed and options will be given for what to do with the transfer.

 Information Provided

Organization

Field Name

Description

Sending Entity

Organization

This field displays the name of the sending organization.

Site

This field displays the name of the site that the inventory is being transferred from in the sending organization.

Address

This field displays the address of the site within the sending organization.

Contact

This field displays the contact name for the site within the sending organization.

Phone #

This field displays the phone number for the contact person within the sending organization's site.

Ship Date

This field displays the shipping date for the transfer.

Receiving Entity

Organization

This field displays the name of the receiving organization.

Site

This field displays the name of the site that the inventory is being transferred to in the receiving organization.

Address

This field displays the address of the site within the receiving organization.

Contact

This field displays the contact name for the site within the receiving organization.

Phone #

This field displays the phone number for the contact person within the receiving organization's site.

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Column

Description

Transfer Quantity

This column displays the number of doses for the lot that is to be shipped with the transfer.

Vaccine Group

This column displays the vaccine group for the lot that is to be shipped with the transfer.

Trade Name

This column displays the trade name for the lot that is to be shipped with the transfer.

Lot Number

This column displays the lot number for the lot that is to be shipped with the transfer.

Funding Source

This column displays the funding source of the list that is to be shipped with the transfer.

Inventory Action

This column will display the inventory action that will take place for the transfer. This is determined automatically and requires no action by you. The options are as follows:

  • Create New Lot - This action is performed if there is no existing matching lot for the transfer. A new lot in your inventory will be created for this item.
  • Merge with Existing Lot - This action is performed when an existing lot matches the lot being transferred in. The quantity from the lot being transferred in will be merged with an existing lot in your inventory. Note: When a transfer is merged with an existing lot that is inactive, the inactive lot will become active automatically. 

Order Line #

This column displays the Order Line number

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 Command Button Functionality

Command Button

Description

 

Clicking the Accept Transfer button displays a message stating: "Are you sure you want to add all transfer items to your inventory?". Clicking Ok to accept all of the transfer items, otherwise clicking Cancel to remain on the screen.

 

Clicking the Reject Transfer button displays the Reject Entire Transfer screen where the user can finalize rejecting the transfer.

 

Clicking the Partially Accept button displays the Partially Accept Transfer screen where the user can finalize partially accepting/rejecting the transfer.

 

Clicking the Cancel button will take the user back to the manage transfers screen. Any changes made on this screen will not be saved.

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