1. Public Sector Guide
  2. Managing Medical Inventory Transactions

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.