Understanding How Different Financial Transactions Affect Inventory
- Amy Blanchard
Owned by Amy Blanchard
Applies to: DVMAX 7.0.12 and higher
Purpose: Client finances and inventory management are closely related in DVMAX. When adjusting client finances, it's important to understand how those changes will affect the inventory quantities at the practice. This document identifies the different financial transactions that can be performed on a client record, and describes how inventory quantities may be affected.
| Transaction Type | How inventory quantity on hand is affected |
|---|---|
| Finishing an invoice | Inventory quantities are deducted from hospital quantities on hand |
| Write a return | Inventory quantities are added back to the hospital quantities on hand |
| Voiding an invoice | Inventory quantities are added back to the hospital quantities on hand |
| Voiding a payment ONLY | No adjustments to inventory quantity are made |
| Editing an invoice - line items that have a linked inventory item are not edited | No adjustments to inventory quantity are made |
| Editing an invoice - line items that have a linked inventory item are edited/removed | Inventory quantities are adjusted to reflect the changes made |
| Editing a payment ONLY | No adjustments to inventory quantity are made |
| Finance screen line item adjustments (removing items from the client finance screen - typically done by DVMAX Tech Support) | No adjustments to inventory quantity are made. If invoices are to be removed from client finances, the invoice should first be voided. |
*Deletions of a voided entry (an ECRD or ECHG) will not undo the void.