Internal branch transfer records are created to list products
with the quantities that are to be shipped to another location.
Transfer records can be:
Internal branch transfer records can be created, reviewed, and
modified, by clicking on the MAINTAIN button on the
Internal Transfer Console.
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.
Once the transfer record is complete, quantities can be flagged when shipped using Ship Internal Transfers, and then received using Receive Internal Transfers.
The prompts are:
The ability to over-type the transfer number is controlled by
the Allow Custom Document# flag for the document type INDH
as defined company wide in Last Used
Transactions.
A warning is generated if the number has already been used.
To view an existing transfer in Change mode, enter the transfer number or look it up in the Internal Transfer Search window.
Note: Transfers from other divisions cannot be accessed if the feature to Allow Edit/Receiving of Internal Xfr from Other Divisions is activated in the Company Security Parameters.
Date Range Control:
If the operator does not have the
ability to over-ride the current date range, the transfer date will
be checked to make sure the date is valid against the date ranges
set as acceptable for module RSTH in Date
Range Control.
Date Change:
When viewing an existing transfer the transfer date displays.
To change the date of an existing transfer click on the icon beside the Date field, as outlined in
Change Transfer Date.
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.
The product quantity will be transferred to this location.
If there is no operator security on transfers, accept the
operator code that is currently signed into the session or select
the clerk code from the drop-down list.
In Change mode, the operator code from the receiving record
displays.
Security:
The Prompt For Clerk on
Inventory/Internal Transfer flag in the Company Security Parameters can be set which removes
the default operator code to force the user to enter a valid clerk
code as outlined in the Prompt for Operator
window.
A password requirement can also be set in the Company Security Parameters requiring the clerk code
to be validated in the Password Required
window.
These comments print on the transfer document from Print Transfer Packing Slips.
Enter a Status Code or select one from the window, as outlined
in Product Status Code Search.
All Non-bulk rental items on this transfer will be updated to this
new code when the items are received at their destination in
Receive Internal Transfer.
When the product Status Code is changed on receipt of a non-bulk
rental product, an audit record is written to Status Code Change History for INDH04.
Leave this field blank, if the Status Code should not be updated for items being transferred at the time they are received.
For further details on this feature refer to the Status Code Update on Branch Transfer explanation in Internal Inventory Console.
To enter a product Group instead of a specific non-bulk rental product, enter the Group number preceded by +.
Note: Non-bulk rental products having either a status of 'O' for Out on rent, or 'F' for Off Rent on a contract, can only be transferred if the "Allow Over-Rides on Location Quantities" is set to 'Yes' in the Company Security Parameters.
A flag in the Company Inventory Parameters controls whether the product description can be modified on the transfer.
If the flag is changed, after the quantity is accepted the operator is prompted:
If the transfer is being generated for a serialized sales product, and the product is NOT flagged to enter serial numbers at "Time of Sale", the Select Serial Number window opens to choose the serial number that is to be transferred.
If this product has a kit assigned, the option to include the related kit items is provided. Kit items can be selected from the Select Kit Products window provided.
Overbooking Control:
The divisional Two-Step
Transfer Check Availability for # Days value in the Divisional Inventory Parameters controls how
overbooking requirements are checked for the transfer quantity of
this product.
The number of days specified, determines the period of time as of
the starting date, during which availability requirements should
continue to be checked, to prevent any transfers from being
generated within that period that would cause an overbooking in the
"Transfer From" location.
Any overbooking warnings during this period can be viewed in the
window.
Check this box to print a packing slip.
A printer can be confirmed or re-selected from the Printer option
located on the menu bar at the top of the screen.
This document be included in the shipment to the end order
location. Space is provided to record actual quantity shipped.
The Weight Shipped & Total Weight, plus Tools Shipped &
Total Quantity for the entire transfer.
Note: If the transfer is not shipped immediately per the Ship
All Items prompt, only new products added to the transfer
record print on the packing slip.
If all products are being shipped, then all the products to be
shipped will be included.
Products on Hold do NOT print.
Click YES to ship the products immediately, including any
products already on that transfer.
If a Group was booked on the transfer, then the specific product to
be transferred must be selected in the Select Product to
Transfer pop-up box.
ACTIONS:
Additional actions provided by buttons on the Internal Branch
Transfer screen include:
Click the DELETE button and then select the
Transfer Record to be deleted.
Confirmation is required.
When a transfer is deleted, an audit record is written to the Delete Log for function INDH01 tracking the Operator and the Date of the deletion.
Note: Transfers from other divisions can only be deleted if the feature to Allow Edit/Receiving of Internal Xfr from Other Divisions is activated in the Company Security Parameters.
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