Report:  Inventory Daily Bulk Activity Summary

 

(Topic Last Updated On:  05/05/2010)

 

This report displays the totals of the Inventory Daily Bulk Activity report for each date over a selected date range, providing a detailed summary accounting for all bulk inventory milligrams, including dispensing and all non-dispensing activity.  This report is used when searching for the source of inventory discrepancies with the computer caused by data entry errors, often at the time a facility is being audited.  It is an excellent report for viewing inventory transaction totals over extended date ranges.

 

 

Report Column Explanations

 

Totals For (Date)

This column displays each date included in the selected date range on which bulk inventory activity was recorded in Methasoft.

Starting mgs.

This column displays the total amount of starting mgs contained in all bulk bottles with activity for each date.

Received mgs.

This column displays the total amount of mgs received in all bulk bottles with activity for each date.

Subtract mgs.

This column displays the total amount of mgs subtracted from all bulk bottles with activity for each date.  This includes any mgs reconciled on the Reconcile Bulk Inventory screen using the 'Subtract' Reconcile Action.

Transfer In mgs.

This column displays the total amount of mgs transferred into all bulk bottles with activity for each date.  This includes any mgs transferred in at the time bulk bottles are switched on the Switch Bulk Bottles screen, transfers made on the Transfer Bulk Inventory screen, and 'Return to Bulk' transactions made on the Reconcile Units screen.

Transfer Out mgs.

This column displays the total amount of mgs transferred out of all bulk bottles with activity for each date.  This includes any mgs transferred out at the time bulk bottles are switched on the Switch Bulk Bottles screen, transfers made on the Transfer Bulk Inventory screen, and creating or modifying unit doses on the Add Units from Bulk, Prepare Daily Pour, and/or Add to Existing Units screens.

Window Doses

This column displays the total amount of mgs dispensed to patients at the dosing window from all bulk bottles with activity for each date.  These mgs are recorded at the time each patient is dosed on the Dose Patient screen.

Takeout Doses

This column displays the total amount of mgs dispensed for patient takehomes from all bulk bottles with activity for each date.  These mgs are recorded at the time each patient is dosed on the Dose Patient screen.

Undo Doses

This column displays the total amount of mgs transferred back into all bulk bottles with activity for each date, following Undo Dose transactions.  Mgs will be added to this column for every Undo Dose transaction, regardless of whether or not the patient is re-dosed correctly.  For example, a patient on 100 mgs with no takeouts is dosed, then the dose is undone and later re-recorded.  200 mgs will appear in the Window Doses column for this patient, and 100 will appear in this column.

Waste/Spill

This column displays the total amount of mgs wasted or spilled from all bulk bottles with activity for each date.  This includes any mgs reconciled on the Reconcile Bulk Inventory screen using the 'Record Spill' and/or 'Record Waste' Reconcile Actions.

Reconcile In mgs.

This column displays the total amount of mgs reconciled into all bulk bottles with activity for each date.  This includes any mgs reconciled on the Reconcile Bulk Inventory screen using the 'Add' Reconcile Action.

Reconcile Out mgs.

This column displays the total amount of mgs reconciled out of all bulk bottles with activity for each date.  This includes any mgs reconciled on the Reconcile Bulk Inventory screen using the 'Destruction', 'Return to Manufacturer', 'Return to Patient', and/or 'Subtract' Reconcile Actions.

Bottle Difference

This column displays the net total amount of mgs reconciled out or into all bulk bottles with activity for each date, at the time bottles were switched on the Switch Bulk Bottles screen.  This value is significant for liquid medication, as bottle differences are expected between the actual physical mg amount received and each's new bottle amount entered in the system.  Also included are any mgs reconciled on the Reconcile Bulk Inventory screen using the 'Bottle Overage' and/or 'Bottle Shortage' Reconcile Actions.

Ending mgs.

This column displays the total amount of mgs contained in all bulk bottles with activity for each date, following all displayed activity and based on each date's Starting mgs total.

 

Report Field Explanations

 

Inventory Unit Type

This field displays the type of inventory, Bulk or Unit, being displayed, which on this report is always Bulk.

Totals for (Inventory Type) (Drug Type) (Dose Type)

This field displays the mg grand totals for each column on this report, including all dates within the selected date range.

 

Criteria Explanations

 

From Date

This parameter allows users to limit the report's data to only display transactions entered on or after the date selected here.

To Date

This parameter allows users to limit the report's data to only display transactions entered on or before the date selected here.

Drug Type

This parameter allows users to limit the report's data to only display transactions recorded from bulk bottles of the 'Drug Type' selected here.

Dose Type

This parameter allows users to limit the report's data to only display transactions recorded from bulk bottles of the 'Dose Type' selected here.

Lot Number Like

This parameter allows users to enter any part of a lot number for bottles they want to view, limiting the report to only include bottles with lot numbers containing the text entered in this field.