Inventory Reconciliation & Adjustment Screen Functional Design Specifications. Business Analysis and Project Management. Version 1.

Transcription

1 Inventory Reconciliation & Adjustment Screen Functional Design Specifications Business Analysis and Project Management Version 1.0

2 Revision History Date Version Description Name/Author 2/17/ Initial Rick Eggleston Business Analysis and Project Management Confidential & Proprietary i

3 Related Documents Document Inventory Management Related Documents Inventory Management Functional Model & Business Rules Inventory Management Definitions Inventory Management Data Model Specifications Description Lists all of the documents that have been created to define the functionality for Inventory Management, Pharmacy, and Central Services in. This table is also found at the beginning of the other documents. Contains the Inventory Workflow/Dataflow Diagram, Function/Application Matrix, and Business Rules for the Inventory, Pharmacy, and Central Services functionality in. Rather than defining common terms in multiple documents, this document acts as the central repository for such terms. It contains the definitions for terms found throughout the Inventory, Pharmacy, and Central Services design documents. Contains the ER Diagram, Data Dictionary, and Object Descriptions for the Inventory, Pharmacy, and Central Services functionality in. This data model is conceptual in nature and not the official data model. Purchase Order Screen Functional Design Specifications Vendor Management screen Functional Design Specifications Inventory Receiving Screen Functional Design Specifications Inventory Reconciliation & Adjustment Screen Functional Design Specifications Inventory Reorder Functional Design Specifications Contains the functional definition, screen design, and use case descriptions for the Purchase Order screen in. This screen provides the ability to purchase Products to be added to the Hospital inventory. Contains the functional definition and screen design for the Vendor Management screen in. Contains the functional definition, screen design, and use case descriptions for the Inventory Receiving screen in. This screen provides the ability to receive Products into the Hospital inventory from outside sources via a Purchase Order or on-thefly. The Inventory Reconciliation & Adjustment screen provides the functionality necessary to reconcile system inventory with physical inventory, and to post the adjustments necessary to account for discrepancies. The Inventory Reorder screen includes the functionality necessary to order Inventory from a particular Vendor, based on the current Inventory on hand; and, the minimum, critical, and reorder limits set for the Product. Contains the functional definition, screen design, and use case descriptions for the Inventory Transfer screen in. This screen provides the ability to transfer inventory from one area to another; e.g., from the main warehouse to Central Services or the Pharmacy. Business Analysis and Project Management Confidential & Proprietary ii

4 General Notes Questions: a. Business Analysis and Project Management Confidential & Proprietary iii

5 Contents General Notes... iii Questions:... iii Contents... 4 Inventory Reconciliation & Adjustment Screen... 0 Overview... 0 Screen... 0 Fields and Controls... 0 Business Analysis and Project Management Confidential & Proprietary iv

6 Inventory Reconciliation & Adjustment Screen Overview The Inventory Reconciliation & Adjustment screen provides the functionality necessary to reconcile system inventory with physical inventory, and to post the adjustments necessary to account for discrepancies. The functionality described in this section replaces the following UVIS screen: Screen a) Inventory (IMS0009) Inventory Reconciliation and Adjustment Inventory Area: Expiration Date: to Lot Number: Inventory Location: Status: Serial Number: Product: Manufacturer: Search Reset Inventory List Quick Entry: Product: Enter Product Code or Bar Code Actual Adjustment Type Adjustment Reason Submit Line Seq Product Location Rack B, Shelf 3, Row 2, Bin AA Rack B, Shelf 3, Row 2, Bin AA Actual Sales Sales S:St Stock Stock Status Expiration Lot Number Serial Number Manufacturer 12/31/2015 A Drugs-R-Us 12/31/2016 A Drugs-R-Us Comments Adjustment History Updated By Date Updated Adjustment Type Adjustment Reason Original 1, , Change Past Purchase Orders Date Univ. PO # Status Last PO Prior PO Vendor Product Number: Sales Sales S:St Vendor Product Name: Stock Stock St:O Order Order Cost Adjustment Type: Adjustment Reason: Updated by: On: Save Post Fields and Controls Name Type Description Search Section: 1. Search for a list of Products in Inventory based on any one of, or a combination of, these criteria. 2. The Inventory Area (i.e. Warehouse ) is required. Inventory Area Searchable Dropdown List Display and search by the Inventory Area (Hospital ) where the Inventory is stored. Inventory Location Searchable Dropdown List This is a required field. Display and search by the Inventory Location (physical location) where the Inventory is stored. Business Analysis and Project Management Confidential & Proprietary 0

7 Name Type Description Product Searchable Dropdown Display and search by the Product that represents the Inventory. List Expiration Date Calendar Dropdown Display and search by a range of dates representing the Expiration Date associated to the Inventory. Status Dropdown List Display and search by the Inventory Transfer Request Item Status pertaining to the Inventory Items that have been requested. The system-defined status values are: Requested (Q) Transferred (T) Cancelled (C) Backordered (B) Received (R) Returned (U) This provides visibility of the Inventory that is in transit from one area to another. Refer to Inventory Management Definitions for definition of these statuses. Manufacturer Searchable Dropdown Display and search by the Manufacturer of the Inventory. List Lot Number Text Entry Field Search by the Lot Number associated to the Inventory. Serial Number Text Entry Field Search by the Serial Number associated to the Inventory. Inventory List Section: 1. Displays the list of Products in Inventory based on the search criteria. 2. Enter the actual quantity found in Billing s by entering the value, or accessing the calculator. 3. The Change will be calculated by subtracting the Sales from Actual. Line Seq Product Location Actual Text Entry Field Calculator Icon Button Sales Sales S:St Stock Stock Status Expiration Lot Number Serial Number Manufacturer Comments Adjustment History Section: 1. For each row selected in the Inventory List, the adjustment history will be displayed. 2. The Original Quantity and Change is displayed in Billing s. Updated By Date Updated Adjustment Type Business Analysis and Project Management Confidential & Proprietary 1

8 Name Type Description Adjustment Reason Original Change Past Purchase Orders Section: 1. Business Analysis and Project Management Confidential & Proprietary 2