Ship Internal Transfers by Purchase Order

Inventory Control Menu -> Internal Branch Transfers -> Internal Transfer Console -> SHIP button -> P.O.# button -> Ship Internal Transfers by Purchase Orders

Use this internal transfer utility to enter the transfer information when inventory has been received by P.O.# in the warehouse and is being shipped from the central purchasing and distribution location to the end order location.
 If no P.O. was assigned, Ship Internal Transfers can be used.

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 explained below.

•Click TRANSFER# to ship by Transfer# as outlined in Ship Internal Transfers.

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

The prompts are:

P.O. NUMBER

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

FROM LOCATION

Accept the shipping location from the P.O. and the transfer record, or select a location from the drop-down list.
 The product quantity will be transferred out of this location.

TO LOCATION

Accept the end location from the P.O. or select a location from the drop-down list.
 The product quantity will be transferred to this location.

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.

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 not being shipped.

PRODUCT DETAILS

SEQ

The sequence tracks the transfers for this Purchase Order.
 Detail lines may NOT be added or deleted.

TRANSFER#

The transfer number displays for the product.

SEQ

The sequence is assigned automatically to each product detail in the transfer.
 

PRODUCT #

The product numbers that are not on Hold for the transfer, are displayed.

SHIP

The ship flag displays as defaulted from the header selection.
 Confirm that any products being shipped are checked, and any products that should not be shipped are unchecked.

QUANTITY

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

SHIPPED

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

BALANCE

The outstanding quantity to be shipped later for this transfer 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 printer selected from the Printer option located on the menu bar at the top of the screen.

•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.

Topic Keyword: INDH06