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Transfer Request - Items

This tab allows you to enter the items that are required for a specific transfer request.

Figure: Example Transfer Request Screen

IPN

The IPN of the item to be transferred. The system will check to see if the item has a 'Cannot Adjust Stock Before This Date' special date in Items. If there is a date defined for the location and the current date is before this date, the item will not be allowed to be added to the transaction.

The system will also check to see if the item has a 'Cannot Transfer After This Date' special date in Items. If there is a date defined for the location and the current date is after this date, the item will not be allowed to be added to the transaction.

Order Code

The order number for the item. Once the transfer has been marked as 'Sent', you cannot change this.

Description

The description for the item. This is automatically set by the system.

Carton Size

The carton size of the item. This is automatically set by the system.

Units Req

The number of units requested. When this is entered the system will automatically calculate the Cartons Req. Once the transfer has been marked as 'Sent', you cannot change this.

Cartons Req

The number of cartons requested. When this is entered the system will automatically calculate the Units Req. Once the transfer has been marked as 'Sent', you cannot change this.

Units Recv

The units received. This is entered once the goods have been received from the Send To location. It can only be entered once the transfer has been marked as 'Sent'. When this is entered the system will automatically calculate the Cartons Recv.

Cartons Recv

The cartons received. This is entered once the goods have been received from the Send To location. It can only be entered once the transfer has been marked as 'Sent'. When this is entered the system will automatically calculate the Units Recv.

Units Sent

When the sending location has sent the stock, this column is updated to show how many units were actually sent.

Unit Cost

The unit cost of one item. This will be set once the sending store sends the stock.

Charges

If the stock is being sent from a warehouse location they may charge a fee (see Warehouses). The fee is recorded in this column.

Expected Rebates

The expected rebates for one unit. This will be set once the sending store sends the stock.

Carton#

If the stock was sent in multiple cartons, this will be the number of the carton the stock was sent in.

Status

Each item has a status. This allows the system to have multiple Transfer Send transactions for the one Transfer Request. As the stock for a Transfer Send transaction is received, the Transfer Request can be updated to show those items have been received and that there are other items still to be received.

Requested

Stock has been requested. This is the initial status of all items as they are added to the transaction.

In Transit

Indicates the sending location has updated their Transfer Send and the stock is on its way.

Received

Indicates the item has been received. When you enter the Units Received, the status of the item will change from In Transit to Received.

Accepted

When the user presses the Accept button, all items marked as Received will be processed and the status of the item will be updated to Accepted. If all items have a Received status the status of the entire transaction will be changed to Accepted. If some items are still not received, the transaction status will change to Part Recv.

Lines marked as Accepted cannot be changed.

If you have the system set up to default the Units Received to the Units Sent, you won't manually change the quantity and so the status will remain as In Transit. You will need to go through and change the status of the items to Received. As a short cut, if you accept the transaction and no items are marked as Received, the system asks if you want to change all In Transit Items to Received. This saves you having to change the status for each line.

If the transfer request was created as part of a suggested customer order, an additional tab called Customer Orders will be available on the item window. This will list all the customer orders for which the item was ordered. See Suggested Orders for more details.

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