Inventory Control - Inventory Transfer Entry

 

Function

This task is used to enter inventory transfers between warehouses when there are multiple warehouse locations. After processing the transfers, be sure to print the Inventory Transfers Register and to update your files.

 

=> To access this task...

Select Inventory Transfer Entry from the Inventory Control main menu.

 

Inventory Transfers Entry

 

About the Fields

 

In the From Warehouse field...

  • Enter the number identifying the warehouse from which the inventory item is transferred. The warehouse description is displayed.

  • Click Click to select from a list of warehouse codes.

  • Click the record navigating buttons; to view the first record, to view the previous record, to view the next record and to view the last inventory transfer record.

In the Transfer Date field...

  • Enter the date of transfer.

  • Click Calendar button to select a date by using the calendar tool.

In the To Warehouse field...

  • Enter the number identifying the warehouse to which the inventory item is transferred. The warehouse description is displayed.

  • Click Click to select from a list of warehouse codes.

If the From and To warehouses selected are the same location, the system generates this warning:

 

From and To warehouses cannot be the same

 

In the Inventory Item ID field...

  • Enter an inventory item number.

  • Click Click to select from a list of item numbers.

Note: If the item is not defined as inventory of the “from” warehouse, the system issues a warning:

 

Item Not Set Up In 'From' Warehouse

 

In the Lot/Serial Number field...

This field is accessible when a lotted/serialized item is entered into the Inventory Item ID field.

  • Enter the lot/serial number of the to transfer.

  • Select the Lot Lookup button in the bottom right corner to display the Lot grid for this item. Select from the grid.

  • Click Click to select from a list of lot/serial numbers for this item.

In the Unit Cost field...

Display only. Shows the cost of one unit.

 

In the Purchase UM field...

Display only. Shows the standard unit of purchase for the item.

 

In the Transaction Quantity field...

  • Enter the amount to be transferred. Negative transfers are not allowed, though they can be accomplished by reversing the “From” and “To” locations.

In the Extended Cost field...

Display only. Shows the total value (cost) of the inventory transfer. (Transaction Quantity times Unit Cost.)

 

In the Reference field...

  • Enter a code to help identify the transaction. A transfer document number, work order number, ticket number, and so forth, may be used for a reference.

When finished making entries to the fields...

  • Click Save button to save the record. The form is cleared in preparation for a new entry.

  • Click Clear Form button to begin a new inventory transfer record.

  • Click Delete Current Record button to delete the record.



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