How to Create a New Inventory Audit Transaction?
Ajay Khanna
Last Update hace 4 años
Q: How to Create a New Inventory Audit Transaction?
A: From the Inventory Logbook, click on New Inventory Audit link or button from Transaction History page. In this page you can audit inventory of one or many item(s). Click on the date field and the current date and time will be populated. You cannot change this. Search the drug product you wish to audit by either entering the name or NDC. If the drug product is not showing, you must first add it before it is searchable in your product database.
After selecting the drug product, you will see the summary table of drug details. Below this table, you will see the audit details. Enter the actual quantity on hand of this particular drug. Confirm this quantity again to avoid entry error. If there is a variance, it will automatically calculate. We strongly suggest you investigate any variance. To record the transaction while you investigate, select "yes" for entries pending question. This will allow you to enter in or out transactions prior to the audit date and time. The audit status will be marked as "pending." If you select "no," you cannot enter transactions prior to the audit date and time. The audit status will be marked as "confirmed." Confirmed audits with variances require you to enter comments about the audit for future reference. Comments are not required for pending status audits, but encouraged. When you are satisfied with your audit entry, add it to the transaction summary table.
If you have lot tracking enabled, you will see the list of all lots with lot quantity on hand for this particular drug. Enter the actual lot quantity on hand. The total quantity on hand must match the lot quantity on hand. Proceed to add the transaction to summary table to continue.
Follow the process again if you have other drugs to audit. Be sure to click "save" to at the bottom of the transaction summary table to save your audit transaction.