The Internal Inventory Transfer feature can be used to shift and
track equipment moving from one location or department to another,
requiring a shipping transaction and then a receiving transaction
to complete the transfer.
This transfer process can also be used to facilitate the central
purchasing and distribution process, as outlined in Central Purchasing Overview.
For other inventory transfer processing options, refer to Inventory Transfer Methods Overview.
This Internal Transfer Console provides complete details
of products that are in transit on internal branch transfers.
It provides the ability to manage the transfers, including entering
or modifying transfers, shipping products, receiving products,
controlling a Hold status, printing transfer packing slips,
outputting a transfer list to a report or to a spreadsheet, and
viewing individual transfer details with comments.
To activate this, the Two-Step Transfers Update Status
Code flag in the Divisional Inventory
Parameters must be checked for the transfer 'From'
location.
Then the new Product Status Code can be
selected when the transfer is created in Internal Branch Transfers.
The product Status Code will then be updated on the non-bulk
equipment when the transfer is received 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.
Refer to Product Status Codes Overview for details on Status Code processing.
Example Transfer process flow updating the Status after Service:
Transfer To Service Department:
The equipment is then transferred from the 'Rental Store' location
to the 'Service Department' location using Internal Branch
Transfers, maintaining the product status of "Requires Service"
and not available to rent.
Service Completed & Return to Store:
After the service work is complete on non-bulk equipment, and the
'Service Department' ships the equipment back to the 'Rental Store'
also using Internal Branch Transfers, an "Available to Rent"
type Status Code that has been pre-selected in create an Internal Branch Transfer can automatically be
applied to the serviced "rental ready" equipment when it is
received back in the store location by the Receive Internal Transfer.
Note: To use the "update Status Code" feature for Service Completed type transfers, the processing needs to be activated in the Divisional Inventory Parameters for the division representing the 'Service Department' location, which would be the 'From' location in the transfer.
Internal Transfer Process
This Transfer console can be used to manage transfers in two
ways:
To review and monitor a range of transfer transactions use the selection filters to as follows:
Resulting Transfer Details:
The resulting transfer lists, the Transfer#,
Sequence# for the product detail on that transfer,
Product#, From shipping location, To receiving
location, original Quantity on the transfer transaction,
Shipped quantity, Balance to Ship remaining on
transfer, Received quantity at end location, Balance to
Receive that has been shipped and has not been received, On
Hold flag preventing shipping, the P.O.# source from
inventory received in warehouse using Central
Purchasing, and the Serial# where applicable for any
serialized Sales part.
The list of transfers can be resorted by any column in ascending
or descending order, by clicking in the column heading.
Columns can also be dragged and dropped to reposition them as
required.
ACTIONS:
Additional actions provided by buttons on
the Transfer Console screen can be processed in for a
specific record or generally as follows:
Some buttons are also active prior to choosing a record from the Transfer Console, allowing the operator to select the record within the action screen.
Actions include:
Ship Products on a Transfer Record:
Click the SHIP button to flag selected products on a
transfer to be shipped using Ship Internal
Transfers or by Purchase Order in Ship
Internal Transfer By P.O.
Receive Products at the End Location on a Transfer
Record:
Click the RECEIVE button to flag products that are
received into inventory at the new location using Receive Internal Transfers or by Purchase Order in
Receive Internal Transfers By P.O.
Print a Shipment List or a Packing Slip:
Click the PRINT button to print a list of products
being transferred as outlined in Print
Internal Transfer Packing Slips.
Control Products that Can or Cannot be Shipped:
Click the HOLD STATUS button to set the hold flag or
release the hold flag for all products on a P.O. as outlined in
Change Hold Status By Purchase Order.
Generate an Open Transfer List:
This action is only provided when the Transfer Console list
is populated.
Click the LIST button to output the selection of
transfers records displayed on the screen to the selected Printer
or to an Excel spreadsheet
A printer can be confirmed or re-selected from the Printer option
located on the menu bar at the top of the screen.
View Transfer Details:
This action is only provided when the Transfer Console list
is populated and a transfer record has been selected in focus and
is highlighted.
Click the SELECT button to view a list of all the
products on the same transfer with Product#, Description, Quantity,
Shipped, and Received.
Note: The utility Auto Receive Non-Bulk Rental Item will update the location quantity record and cleans up any outstanding On Order and On P.O. Internal Branch transfer records.
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