Ship Transfer
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Ship Transfer Screen

 Purpose

The Ship Transfer screen is used finalize the transfer after it has been setup through the New Transfer screen and reviewed in the Edit Transfer screen. Here the user can review the information for the transfer, enter a date for shipping, and then ship out the transfer to the receiving site or organization.

 Information Provided

This section explains how to view the details of the transfer. Listed below is a description for all of the items that will be displayed.

    1. The section 'Transfer (Between or Within) Organizations Created on (Date)' is displayed on the screen. This identifies the transfer by date, and specifies whether the transfer was created as external or internal. This is the same date the user will see on the manage transfers screen for the transfer item.

    2. Here the user will see the display items for the transfer for the sending entity and the receiving entity. The following information displayed is explained for each entity:

Field Name

Description

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.

Field Name

Description

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. Note: By default this is the site within the organization that has the same name as the 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.

    1. Further below the user will see the 'Transfer Vaccine Item' table. This table contains the vaccine inventory information for the transfer. The following table describes the items contained:

 Field Name

Description

Transfer Quantity

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

Trade Name

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

Vaccine Group

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

Lot Number

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

Reject Quantity

This section will only display if there was a rejection on the transfer. The quantity for each rejected item will display in this column.

Reject Reason

This section will only display if there was a rejection on the transfer. The reason for each rejected item will display in this column.

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Once the user has viewed the detail items for the transfer the user can now ship out the transfer to the selected receiving organization and/or site. Follow these steps to proceed with shipping the transfer:

    1. At the top of the screen the user must enter in the 'Enter Ship Date' for the transfer. This will be displayed on the manage transfers screen for reference. Either type in the date or use the calender icon to select a date. Note: The Ship Date can be up to one week before today's date or one day after today's date.

    2. Next click on the Ship button to proceed shipping the transfer.

    1. The user will then be returned to the manage transfers screen.

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 Functionality

The functionality on the Ship Transfer screen involves reviewing the transfer information and then shipping the transfer out.

Button

Description

Clicking the Ship button will ship your transfer and will return to the manage transfers screen.

Clicking the Cancel button will return to the previous screen you were at and any changes made will not be saved.

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