Accept Entire Transfer Screen

 Purpose

The Accept Entire Transfer screen is used to finalize accepting an inventory transfer that was sent to the organization. The transfer information will be displayed as well as the action that will take place in transferring the inventory.

 Information Provided

This section allows the user 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 as being either an internal transfer between sites or an external transfer between organizations and also displays the date.

    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.

      • Receiving Entity

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.

Vaccine Group

This field displays the vaccine group 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.

Lot Number

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

Inventory Action

This section will display the inventory action that will take place for the transfer. This is determined automatically and requires no action by the user. 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.

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Once you have viewed the detail items for the transfer the user can now accept the transfer into the organizations inventory. Follow these steps to finalize accepting the transfer:

    1. Click on Save button to take the displayed inventory action and transfer the inventory into the specified site.

    2. Once the save is complete the manage transfers screen will display.

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 Functionality

The functionality on the Accept Entire Transfer screen involves finalizing accepting a transfer into the organizations inventory.

Button

Description

Clicking the Save button will complete the Transfer and return the user to the manage transfers screen.

Clicking the Cancel button will return the user to the previous screen and any change that were made will not be saved.

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