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:
Existing worksheets can be viewed and selected from the Internal Transfer Worksheet Search window.
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.
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.
These comments print after the product list on the transfer worksheet from Print Internal Transfer Worksheets.
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.
A flag in the Company Inventory Parameters controls whether the product description can be modified on the transfer.
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.
ACTIONS:
Additional actions provided by buttons on
the Internal Transfer Worksheet screen include:
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.
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