Managing suggested item transfers

  1. Click Inventory Control>Warehouse Transfers>Suggested Transfer Entry.
  2. In the From Warehouse field, enter the warehouse code from which to transfer items.
  3. In the To Warehouse field, enter the warehouse code to which the items will be transferred.
  4. At the Type field, select the type of transfer you are creating: R-Restocking or S-Special Orders.
  5. You have these options.

Edit-to modify the units for the item.

Delete-to remove the item.

Inquiry From-to display FROM warehouse item pricing, quantity, usage and receipt information.

Inquiry To-to display TO warehouse pricing, quantity, usage and receipt information.

Del Range-to delete a range of items from the suggested transfer. The system displays the Delete Range of Items screen. Specify the Beginning and Item Ending Item numbers to delete. Click OK.

  1. (Optional) For special order transfers only Add-adds a special order item. If an item entered has a restocking path that is direct from the vendor a message is displayed. For special order transfers, complete this information.
  1. Specify the sales order number containing the items to be transferred for this special order.
  2. Specify the line number of the sales order that contains the item number to transfer. The item entered on this line must be on back order.
  3. Specify the number of units (per stocking unit of measure) to transfer.
  4. Click OK.
  1. Totals for the transfer are calculated and displayed. Totals include total number of items, units, weight and cost of suggested transfer.
  2. Click Done to exit.


 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Edit -Changes a line-item -
You can modify a suggested transfer line by highlighting it in the browser and Edit.

A - Adds a line-item - Line items may be added by entering the item information for each line.


If an item entered has a restocking path that is direct from the vendor a message is displayed. Press Enter to continue.

For restocking transfers the system displays the following fields:

1. Item

Enter the number of units (per stocking unit of measure) to transfer.

You can press Inquiry From (warehouse) to display FROM warehouse item information.

You can press Inquiry To (warehouse) to display TO warehouse item information.

2. Units

Enter the number of units (per stocking unit of measure) to transfer. Press F2 to change the unit of measure if they are set up for the item.

Totals for the transfer are calculated and displayed. Totals include total number of items, units, weight and cost of suggested transfer

For special order transfers the system displays the following fields:

1. Order

Enter the sales order number containing the items to be transferred for this special order. The number entered must be a valid sales order number. Press F2 to perform a special item search, i.e. searching sales orders with special order items.

2. Line

Enter the line number of the sales order that contains the item number to transfer. The item continued on this line must be on back-order.

3. Units

Enter the number of units (per stocking unit of measure) to transfer.

Press Inquiry From to perform a FROM (warehouse) inquiry which displays item information of the item in the FROM warehouse.

Press Inquiry To to perform a TO (warehouse) inquiry which displays item information of the item in the TO warehouse. Press Enter to default to the quantity on order or backorder for the item on the line of the sales order.

Totals for the transfer are calculated and displayed. Totals include total number of items, units, weight and cost of suggested transfer.

D - Deletes the highlighted suggested transfer line.

6. You can also:

Select the Inquiry From button to display FROM warehouse item pricing, quantity, usage and receipt information.

Select the Inquiry To button to display TO warehouse pricing, quantity, usage and receipt information.

Select the Del Range to delete a range of items from the suggested transfer. The system displays the Delete Range of Items screen.

7. Press F4 or the Done button to end the program.

See also

Suggested Transfer Entry