Internal Branch Transfer Worksheets

This utility can be used to build a list of sales and/or rental products that are to be transferred from one division or store, to another.
Once the list is complete, the worksheet can be printed and converted to a transfer transaction for shipping through Ship Internal Transfers.

The transfer worksheet prompts include:

WORKSHEET NUMBER

To create a new worksheet, accept Auto for the next available worksheet number.

Existing worksheets can be viewed and selected from the Internal Transfer Worksheet Search window.

WORKSHEET DATE

Accept today's date, or enter the correct date for the worksheet.

ENTERED BY

Accept the operator code, or select the clerk code from the Operator Search window.
The clerk code prints on the transfer document.

A flag in the Company Security Parameters can be set to make this clerk code field mandatory. A password validation requirement can also be set to trigger the Password Required window.

FROM LOCATION

Enter the shipping location, or select a location from the drop-down list.
The product quantity will be transferred out of this location.

A flag in the Company Security Parameters can be set to restrict operators from entering transfer records for locations other than the location assigned to the operator in Operators.

TO LOCATION

Enter a receiving location, or select a location from the drop-down list.
The product quantity will be transferred to this location.

COMMENTS

Enter any comments related to this transfer in the comments window.
System generated comments could include the weight of the shipment, or the source of the transfer.
e.g. Stock allocation, transfer worksheet, warehouse receiving

These comments print after the product list on the transfer worksheet from Print Internal Transfer Worksheets.

Product Worksheet Transfer Details

SEQ

The sequence is assigned automatically to each product detail on the transfer worksheet.
Detail lines may be added or deleted from the worksheet.

PRODUCT #

The product number to be transferred can be entered, or the Group representing the product can be entered prefaced by a plus (+) sign to differentiate the group code from a product number.
A search window is provided to look for the product by Rental, Sale, or Group using Inventory Search, or by Kit Search.

Note: The inventory worksheet does not check product availability or whether the product is eligible for transfer according to the product status code, until the worksheet is converted to a transfer.
Refer to Convert Worksheet to Transfer for convert restrictions.

DESCRIPTION

The product description displays.

A flag in the Company Inventory Parameters controls whether the product description can be modified on the transfer.

QUANTITY

The quantity to be transferred from one location (e.g.. the central distribution) to another location (e.g. the end re-order location) is displayed.
Negative transfer quantities are not allowed.

If the transfer worksheet includes a serialized sales product, and the product is not flagged to enter serial numbers at "Time of Sale", the serial number must be assigned when the worksheet is converted to a transfer using Convert Worksheet to Transfer.

KIT:
If this product has a kit assigned, the option to include the relate kit items is provided.
Kit items can be selected from the Select Kit Products window.

Finished?

When all the products are listed, click ACCEPT to save the worksheet or click one of the following Action buttons.

ACTIONS:
Additional actions provided by buttons on the Internal Transfer Worksheet screen include:

• Delete a Worksheet
  Click the DELETE button and then select a worksheet to be deleted.
  Confirmation is required to complete the delete process.

• Print Worksheet:
  Click PRINT to print a worksheet or a range of worksheets as outlined in Print Internal Transfer Worksheets.

• Operator Change Audit Log:
  Click VIEW LOG to view the list of operators that have accessed a worksheet as outlined in Internal Transfer Worksheet Log.

• Convert a Worksheet to a Transfer Record:
  When the worksheet is completed click CONVERT to create a Transfer record from the worksheet as outlined in Convert Worksheet to Transfer.