Use these fields to create quick transfer adjustments.
1. From Warehouse
Specify the warehouse FROM which the item was transferred. The entry must be a valid warehouse code. Press Enter to default to the warehouse assigned to the terminal. Press F2 or to search.
2. To Warehouse
Specify the warehouse TO which the item was transferred. The entry must be a valid warehouse code.
3. Item
Specify the item number to transfer. The entry must be a valid item number.
If the item does not update inventory (as set by the IC Control flag), the following message will display: "This is an uninventoried item. Cannot Transfer. CR-Continue".
If the item is inventoried, but does not exist in the specified warehouse, the following message will display: "Item must be in the ‘from’ warehouse. CR-Continue".
For items that update inventory, the Warehouse Quantities window displays the on-hand, on-order, committed, available and back-order quantities for the item in the From and To warehouses as well as the item’s unit of measure in each warehouse. You can activate or deactivate this window display by selecting View>Warehouse Quantities Display menu option.
4. (Optional) Serial/Lot Number
If this item is not a serial/lot item this field is skipped. Specify the serial/lot number. Press F2 to search.
You have the ability to cost serial and lot items by the system cost (costing method for the module). The feature provides for GAAP compliance. For the FACTS SO, IC and MC modules, you can decide if the cost for serial and lot items will be averaged actual (as it has always operated in the past) or system cost (costing method for the module). The default setting for each Static Control F/M is A-Averaged Actual (same behavior as they have before the monthly is applied). Users who want to take advantage of this change will need to change the option to S-System Cost for each of the applicable modules. The net result of selecting S-System Cost is that serial/lot items will be costed like non-serial/lot items. The results of this program are affected by this selection.
5. Transfer Quantity
Specify the quantity to transfer (per stocking unit of measure). If you set up multiple units of measure on the Item F/M screen for the item entered, you can press F2to change the unit of measure.
6. Transfer Memo
Specify the optional memo regarding the adjustment (up to 25 characters). This memo overrides the warehouse transfer code description that prints on the Adjustment Register. Press Enter to default to no memo and the warehouse transfer code prints on the register. Press F2 to default to the memo previously used.
7. Ok to update?
Specify Y or N whether to record the transfer and update the on hand quantities. Press Enter to default to Y.
Upon updating the transfer, the user fields for this transaction are cleared and scrolled to the bottom portion of the screen and the program returns to the item field #3 to await further transfers for the displayed warehouses.
You can enter more items, or press Stop to exit item entry and access the To warehouse field. To restart line item entry, press Add. You can change to warehouses and continue entering items or press F4 again or the Exit button to exit.
See also