Partially Accept Transfer
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Partially Accept Transfer Screen

 Purpose

The Partially Accept Transfer screen is used to finalize partially accepting an inventory transfer that was sent to you. The transfer information will be displayed as well as options for accepting/rejecting the transfer.

 Information Provided

This section allows you 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 Organizations Created on (Date)' is displayed on the screen. This identifies the transfer as being an external transfer between organizations and also displays the date.

    2. Here you 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.

VFC PIN

This field displays the VFC PIN of 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.

VFC PIN

This field displays the VFC PIN of the receiving 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 you 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

Trade Name

This field displays the trade name for the lot that was shipped with the transfer.

Vaccine

This field displays the vaccine name of the lot that was shipped with the transfer.

NDC

This field displays the NDC number of the lot that was shipped with the transfer.

Description

This field displays the NDC description of the lot that was shipped with the transfer.

Lot Number

This field displays the lot number for the lot that was shipped with the transfer.

Shipping Information

This field displays a hyperlink to a file that contains information about a vaccine order shipment.  Shipping Information is displayed only if the Transfer Type = Order.  

Transfer Quantity

This field displays the number of doses for the lot that was shipped with the transfer.

Amount Accepted

This field displays the number of doses that the receiving organization has accepted.

Reject Reason

This field displays the reason why that the receiving organization has rejected some of the transferred doses.

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Once you have viewed the detail items for the transfer you can now partially accept/reject the transfer. Follow these steps to partially accept/reject the transfer.

    1. At the bottom of the screen the 'Transfer Vaccine Item' table is displayed containing the transfer items.

    2. On the right hand side you will have options for entering an amount accepted. This will be the amount of inventory for the lot specified that you wish to keep from the transfer. Enter an amount in the box to continue. If you do not wish to keep any amount from a specific lot, leave the field empty instead of entering zero.

    3. Also on the right hand side you will have options for rejecting a specific lot in the transfer. This will be sent back when the transfer has finally been rejected. Select an option from the 'Enter Rejection Reason' pick list to continue.

    4. Click on Save button to complete the partial accept/reject.

    5. Once saved, the manage transfers screen will display.

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 Functionality

The functionality on the Partially Accept Transfer screen involves specifying exactly what you would like to keep and what you would like to reject from the transfer.

Button

Description

When you click on the Save button your transfer will be completed and you will be taken to the manage transfers screen.

When you click on the Cancel button you will be taken to the previous screen you were at. Any changes you made will not be saved.

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