How to confirm transfer receipts

1. Access this program by choosing Inventory Control -->Warehouse Transfers -->Receipt Confirmation.

2. In the Ticket field, enter the transfer ticket number. Press F2 or the $image\find_shg.gif$ icon to search for tickets.

3. In the Received Date field, enter the date the ticket was received. Press Enter (CR) to default to the system date.

4. At the Assume Shipment prompt, enter Y or N to indicate whether to assume shipment. Entering Y sets number of units received for each item to the shipped amount entered on the transfer ticket. Entering N sets the number of units received for each item to zero. Press Enter (CR) to default to Y.

5. The program automatically displays the line-items associated with the transfer ticket. If an item is a serial/lot item, the system displays the serial/lot item entry options for Receipt confirmation.

6. After you complete the header entry of the ticket to confirm receipt, you can select from the following options at the prompt selection field:

$image\edit.gif$ If you edit a line item, enter the number of units to receive.

If the number received is not equal to the number shipped, you must enter a discrepancy G/L# to post the discrepancy to. Press Enter (CR) to default to the discrepancy number in the GL posting table assigned to the item.

$image\plus.gif$ Adds line-items;

In the Item field; enter the item number in the Item field and quantity to receive in the Received field.

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 ‘to’ warehouse. CR-Continue".

$image\noteitemon_shg.gif$ - Accesses Note Entry (SME710) for the item highlighted in line item browser.

$image\noteheaderon_shg.gif$ - Accesses Note Entry (SME710) for the transfer header record specified in the program.

$image\notelineon_shg.gif$ - Accesses Note Entry (SME710) for the transfer line record highlighted in the line item browser.

From within Add mode, you can select:

$image\insert.gif$ - Inserts a line-item above the highlighted line item.

$image\Delete.gif$ - Deletes the highlighted entry.

$image\stop.gif$ Completes line item entry.

$image\save.gif$ Saves you line item changes.

7. You can select from the follow options at the bottom of the screen:

Header -Accesses the Header Detail screen where you can modify header information.

Done -Exits the transfer ticket and returns you to the Ticket # prompt.

Stop Conf -Stops confirmation. Confirmation may be stopped prior to completion. If you stop confirmation, the system does not record changes to the transfer ticket.

Update Updates the inventory quantities. The receipt will not longer be editable. If you select to update, the system prompts for the password if necessary and then given an "attention" message stating that proceeding will update the inventory quantities and the receipt will not longer be editable. You can select to continue with the update or cancel.

8. When you can finished confirming the receipt, press Done exit to the transfer ticket and return to the Ticket # prompt. You can enter additional receipt confirmations or press Done to exit.

How to confirm transfer receipts

See Also