Receive Internal Transfers
Inventory Control Menu -> Internal Branch Transfers ->
Internal Transfer Console ->
RECEIVE button -> TRANSFER# button
-> Receive Internal Transfers
When inventory is received at the end order location from an
inventory transfer or from the central purchasing and distribution
location, this program can be used to enter the products received
from the transfer.
An 'Inventory Transfer Receipt' can be printed.
Internal branch transfer records can be received, by clicking on
the RECEIVE button on the Internal Transfer Console.
The following options are then provided if the transfer record was
shipped by Purchase Order from Ship Internal
Transfers by Purchase Order:
As items are received at the new location, product quantities
are updated and an Inventory Location Transfer record is generated
with the details of the quantities transferred that can be accessed
in Inventory Branch Transfers.
When all the products on an internal transfer are received, the
transfer is closed and deleted.
When the transfer records are posted in Post
Inventory Transfers, the corresponding G/L transactions are
created to move the inventory value to the new division.
- Status Code Update:
- As non-bulk rental items are received the Status Code can be
automatically updated to control whether the equipment is available
or not for rent, as defined by the Status Code pre-set when the
transfer was initiated in Internal Branch
Transfer.
This feature can be activated by Two-Step Transfers Update
Status Code in the Divisional Inventory
Parameters.
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.
For details on this feature refer to the Status Code Update on
Branch Transfer explanation in Internal
Transfer Console.
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
receiving transfer records into 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 receiving transfer
records into 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.
- If the Allow Overrides On Location Quantities flag is
set to No in the Company Security Parameters
then to avoid negative quantities at the source Location, the
quantity received cannot exceed the RSIL quantity available On Hand
at the "From" Location.
The prompts are:
-
- TRANSFER NUMBER
- Enter the transfer number or look it up 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
- Accept today's date or enter the correct receiving date for the
transfer.
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.
P.O. NUMBER
- The Purchase order number from the transfer record displays if
applicable.
FROM LOCATION
- The from location from the transfer record displays.
The product quantity will be transferred out of this location.
TO LOCATION
- The end re-order location displays.
The product quantity will be transferred to this location.
TRANSFER NOTES
- Window to view any transfer notes from entering the Internal Branch Transfers.
These notes are carried over from Ship
Internal Transfers and print on the "Internal Transfer Receipt
Slip".
Additional notes cannot be added or changed here.
RECEIVE ITEMS
- Select a default 'Received' flag value for items on this
transfer record, from the following options:
- Click No Items to default the flag to not to
receive for all products that have been shipped on this
transfer record.
Products that are being received can then be selected individually
on the resulting paging screen.
-
Click All Items to default the flag to receive for
all products that have been shipped on this transfer record.
Individual products that are NOT being received must then be
unchecked on the resulting paging screen.
-
Click By Product to select or scan specific products to
receive, each with a default quantity of 1.
Any other products on the transfer will not be flagged to receive,
but they can be individually selected to receive in the resulting
paging screen.
- PRODUCT
- Enter each specific product number from this transfer that is
being received, or scan each in with a barcode, or select them from
the Inventory Search window.
The cursor focus returns to return this field to enter the next
specific product to receive, and a running total of the number of
products entered or scanned is displayed in the Total
Scanned count.
Each product must be listed as having been shipped on the
transfer.
When all the individual products have been entered, leave a blank
in the Product field and press ENTER to move on to the
Sort By radio group input field.
A quantity of one for each scanned product will be flagged to be
received in the resulting paging screen.
Any other products on the transfer that were not individually
scanned will be listed but will not be flagged to be received.
Each "receive" flag and the quantity for each product can be
changed as required.
SORT BY
- Select a sort option from the following:
- Click None to list the products on the resulting paging
screen without changing the order they were listed on the source
Ship Internal Transfer.
- Click Product# to list the products in the product
number sequence on the resulting paging screen.
- Click Description to list the products alphabetically by
product description on the resulting paging screen.
Receiving Product Details:
-
- SEQ
- The sequence numbers are assigned automatically to each product
detail on the original transfer and so receiving records may not
appear in numeric order depending on the sort option for the screen
and on the products previously shipped or received.
Detail lines may NOT be added or deleted in receiving.
PRODUCT #
- The product numbers that have been shipped and not yet fully
received on the transfer, are displayed.
DESCRIPTION
- The primary product description for each record is
displayed.
REC'V
- The default received flag displays as determined from the
transfer header selection, but can be changed individually as
required.
Confirm that any products being received are checked, and products
not being received at this time are unchecked.
QUANTITY
- This count is the outstanding quantity that has been shipped
from the central distribution or source location on this transfer
and that is waiting to be received at the end re-order or target
location.
This is information only.
RECEIVED
- The quantity to be received at the end target location on this
transfer is displayed, as defaulted from the receiving header.
This quantity can be changed as required but cannot exceed quantity
shipped. Negative quantities are not allowed.
If the Allow Overrides On Location Quantities flag is set
to No in the Company Security Parameters
then to avoid negative quantities at the source Location, the
quantity received cannot exceed the RSIL quantity available On Hand
at the "From" Location.
BALANCE
- The remaining quantity that has been shipped but not yet
received at the end or target location is displayed.
This is information only.
Expanded Product Detail record
- Click on the EXP/CON button to view the serial
number for any serialized Sales parts on the transfer.
Finished?
- Click ACCEPT to proceed or CANCEL to abort the transfer.
Product Count:
The product count is listed on the top right portion of the header
screen, including:
-
The
Total Products is the
number of product records on the transfer.
The
Total Received is the number of product records flagged
as received on this transfer.
The Total Scanned is the number of product records
individually scanned in using the By Product option to
choose the items to be received.
Note: These counts do not reflect the unit quantities.
CONFIRMATION SCREEN to Process Transfers:
Select one of the following options:
-
- Select Receive Products to accept the transfer
information on the screen, exit the screen, and to proceed with the
transfer.
-
Select Receive Products and Print Transfer Receipt to
accept the transfer information on the screen, and to print the
transfer slip to the selected printer.
- Print Items not Received?
- This pop-up is triggered to provide the option to print items
that have been shipped but have not been received on the
transfer.
-
Select Return to Details to return to the details to make
further changes.
-
Select Abort Receiving to abort and exit the transfer
without making any changes.
"Transfer WO's of non-bulk rentals where possible?"
- This prompt is only displayed if the option to"Prompt For WO
Transfer Upon Internal Receiving" has been activated in the
Company Estimate and W.O. Parameters and is
only enabled when the product receiving has been accepted.
When this transfer Work Order option is selected, the Location
on all open eligible Work Orders for
non-bulk rental products on the transfer will be updated to match
the receiving Location of the Inventory Transfer.
A warning message log is generated and Work Orders will not be
transferred if:
- The Work Order has been completed in Texada Web though it has
not yet been billed in SRM.
- The Work Order has been assigned to a Mechanic in Texada
Web.
- The product being transferred and on the W.O. is a bulk
product.
- The Work Order already has Parts, Labor or Services added from
the original Location.
- The Work Order is partially completed.
- The Work Order is already at that Location.
The Division on the Work Order does not change.
Topic Keyword: INDH04