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Managing Disease Response Inventory

You use inventory locations to identify the storage location and fulfillment source of products. Public health professionals add inventory locations and then manage the inventory at each location to increase efficiency when responding to a public health crisis. For more information about setting up locations, see Defining Locations.

This task is a step in Process of Managing Public Health Cases.

To set up a disease response inventory location

1. Navigate to the Inventory screen, the Inventory Locations view.
2. Create a new record, and complete the fields as appropriate.
3. Drill down on the Name field of the new record.
4. From the Inventory Location form, click the appropriate view tab to enter inventory details.

   For example, click the Product Inventory view tab, create a new record, and enter the details for the product, the inventory level, and the assets associated with the product.

Managing Medical Inventory Transactions

Public health professionals use the Inventory Transactions screen to move inventory such as vaccines and medical equipment from one location to another. For information about managing inventory, inventory transactions, and locations, see Siebel Field Service Guide.

To manage a medical inventory transaction

1. Navigate to the Inventory Transactions screen.
2. Create a new record, and complete the fields as appropriate.

   The following table describes some of the fields.

   Field	Description
   Transaction #	Displays an automatically generated number that uniquely identifies the transaction.
   Transaction Date/Time	Displays the date and time that you create the transaction.
   Type	Select the type of transaction. Values include Adjustment, Allocate, and Over-the-counter.
   Product	Select the name of the product in inventory.
   Part #	Displays the part number for the product that you select.
   Qty	Type the number of items in the transaction.
   Source Location	Select the location of the inventory items.
   Destination Location	Select the destination location for the transaction inventory.
   Commit	Select this check box to indicate that the transaction is committed.
   Source Availability	Displays the availability of the inventory items at the source location. Values include Customer Owned, In Transit, and Reserved.
   Source Status	Displays the status of the inventory items at the source location. Values include Good and Defective.
   Destination Availability	Displays the availability of the inventory items at the destination location. Values include Customer Owned, In Transit, On Hand, On Order, and Reserved.
   Destination Status	Displays the status of the inventory items at the destination location. Values include Good and Defective.
   Comments	Type optional instructions and information about the transaction.
   Organization	Displays the organization that owns the product.
   Serialized	Displays a check in the check box, if applicable, when you select a product.