Central Purchasing Overview

The Internal Transfer Console feature can be used to move and track equipment from one location or department to another to facilitate the central purchasing and distribution process.

A flag in the Company Inventory Parameters, activates the central purchasing and distribution processing.
This can only be used if inventory is received in the warehouse (2-Step method of warehouse receiving with separate A/P invoicing).

Process Flow for Central Purchasing/Distribution:

WAREHOUSE RECEIVED
When Sales parts and Rental equipment are received at the central location, in Warehouse Receiving, an Internal Branch Transfer record is automatically generated and the products are all assigned a HOLD status.
Though the products are received at this central location, the requirements file does not recognize them as available as they are already promised to the end order location.
MAINTAIN
The transfer records can be viewed on the Internal Transfer Console and adjustments can be made by highlighting the detail and clicking the MAINTAIN button to access the Internal Branch Transfers program. Additional transfers can be entered.
The option to print the Packing Slip is provided after accessing the transfer record.
PRINT
Click the PRINT button to print the Packing slips for the shipment as outlined in Print Transfer Packing Slips.
HOLD STATUS
Products cannot be shipped to the end location until the Hold status is released.
This can be done for complete P.O.#s by clicking on the HOLD STATUS button to access the Change Hold Status By Purchase Order utility, or for individual products in Internal Branch Transfers by clicking the MAINTAIN button.
SHIP
When the Hold flag is released and the products are ready to be shipped from the central purchasing and distribution location to the end order location, click the SHIP button to update the transfer record with the actual product quantity shipped by P.O.# or by Transfer# as outlined in Record Quantity Shipped By Transfer or Record Quantity Shipped By Purchase Order.
RECEIVE
On receipt of the inventory at the end location click the RECEIVE button to enter the product quantity received by P.O.# or by Transfer# as outlined in Receive Internal Transfers or Receive Internal Transfers By Purchase Order.
Partial quantities cannot be received.
This closes and deletes the internal branch transfer and updates the product quantities at the location.

An Inventory location transfer record is then generated, that can be accessed in Inventory Branch Transfers.
When this transfer record is posted in Post Inventory Transfers the corresponding G/L postings are done to transfer the inventory value to the new division.