Ship Internal Transfers

Inventory Control Menu -> Internal Branch Transfers -> Internal Inventory Transfer Worksheets -> CONVERT button -> Convert Worksheet to Transfer -> Ship Internal Transfers

After inventory is identified to be shipped from one location to another on an Internal Branch Transfers or on an Internal Inventory Transfer Worksheets , this program can be used to flag the specific products and quantities as shipped, selecting products for any Groups on the transfer.
When quantity is put on a transfer or is shipped (and not yet received), the quantity still shows as On Hd but also On Order at the source location, and not On Hd yet, but On P.O. at the target location.

Internal branch transfer records can be shipped, by clicking on the SHIP button on the Internal Transfer Console.
The following options are then provided if the transfer record was generated by Purchase Order from Warehouse Receiving:

• Click P.O.# to generate the transfer record by Purchase Order as outlined in Ship Internal Transfers by Purchase Order.
• Click TRANSFER# to ship by Transfer# as explained below.

Note: Transfers can only be done for products that are not on Hold.

Location Security:

• The Allow Edit/Receiving of Internal Xfr From Other Divisions flag in the Company Security Parameters can be set to allow or restrict operators from shipping transfer records from a location other than the current login in location, or other than the location assigned to the operator in Operators.
  
• The operator is still restricted from shipping transfer records from another location if the Prompt for Location flag in Operators is NOT set to YES.
• The location must be included in the Divisional Restricted Views for the operator currently signed into the session.

The prompts to ship products on a transfer are:

TRANSFER NUMBER

Enter the transfer number or lookup the transfer in the Internal Transfer Search window.

PROMPT FOR OPERATOR

The operator is only required if the Prompt For Clerk on Inventory/Internal Transfer flag in the Company Security Parameters.
Accept the operator code or select one from the drop-down list, as outlined in Prompt for Operator.

TRANSFER DATE

The transfer date from the transfer or the warehouse receiving record displays.

P.O. NUMBER

The Purchase Order number from the warehouse receiving record displays if applicable.

FROM LOCATION

The source location of the transfer or the warehouse receiving record displays.
The product quantity will be transferred out of this location.

TO LOCATION

The end re-order or receiving location displays.
The product quantity will be transferred to this location.

TRANSFER NOTES

Any transfer notes from Internal Branch Transfers or Internal Inventory Transfer Worksheets can be viewed in the window.
These notes will be carried over to Receive Internal Transfers and are printed on the "Internal Transfer Packing Slip".

Notes included information such as the weight of the shipment or created by warehouse receiving notice.
Additional notes cannot be added or changed.

SHIP ALL ITEMS

Check this box to set the default flag to ship for all products that are not on Hold, on this transfer record.
Uncheck this box to default the flag to not to ship for all products that are not on Hold, on this transfer record.

The Ship flag can still be changed for individual product details before the transfer is initiated.

WEIGHT

The Weight field only applies if the flag is activated in the Company Inventory Parameters.
This field reflects the running total of the weight of the items flagged to be shipped on this transfer, as defined in the "Re-order Information" window in Sales Inventory or Rental Inventory.
This value changes as items are checked or unchecked and as quantities to ship are changed on the transfer, and the total shipment weight prints on the packing slip.

Transfer Product Details

SEQ

The sequence is assigned automatically to each product detail in the transfer.
Detail lines may NOT be added or deleted.

PRODUCT #

The product or Group numbers that are not on Hold for the transfer, are displayed.
Group numbers are prefaced with a plus (+) sign to differentiate them from product numbers.

DESCRIPTION

The product or Group description displays.

SHIP

The Ship checkbox displays as defaulted from the header selection.
Confirm that any products being shipped are checked, and items not being shipped at this time are unchecked. Correct any ship flags as required.

QUANTITY

The quantity ready to be transferred from the source or central distribution location to the end re-order or new location is displayed.

SHIPPED

The quantity to be shipped to the end re-order location is displayed.
This quantity can be changed.
Zero and negative quantities are not allowed.

BALANCE

Any out standing quantity to be shipped to the new location later is displayed.

Expanded Product Detail record

Click on the EXP/CON button to view the serial number for any serialized Sales parts.

Finished?

Click ACCEPT to proceed or CANCEL to abort the transfer.

CONFIRMATION SCREEN to Process Transfers:

Select one of the following options:

• Select Ship Products to accept the transfer information on the screen, exit the screen, and to proceed with the transfer.
• Select Ship Products and Print Transfer Slip to accept the transfer information on the screen, and to print the transfer slip to the selected printer.
• Select Return to Details to return to the details to make further changes.
• Select Abort Transfer to abort and exit the transfer without making any changes.

Select Product to Transfer

This pop-up window appears if a Group was entered on the transferred and now the specific non-bulk product number needs to be entered.
The Group number and the quantity to transfer at this time are displayed.
Enter a specific non-bulk rental product number for each quantity of the Group being transferred, or select an item from the window.
Only available non-bulk rental items in the Group are listed in the window, however a non-bulk rental item from a different Group can still be entered.

Note: The product must be a non-bulk rental at the From Location, and cannot be a component or currently out on a contract.

"Transfer WO's of non-bulk rentals"

When the "Prompt For WO Transfer Upon Internal Receiving" has been activated in the Company Estimate and W.O. Parameters the Location on all open eligible Work Orders for non-bulk rental products on the transfer can be updated to match the receiving Location of the Inventory Transfer.

A warning log is generated when Work Orders can not be transferred and then the non-bulk products remain on the Transfer as not shipped, if:

• The Work Order has been assigned to a Mechanic in Texada Web.
• There are parts or labour lines on the Work Order.