If you are editing a transfer, this screen is called the Edit Transfer screen. If you are adding a transfer, this screen is called the Append Transfer screen.
Use this screen to enter the location from which you are transferring and to enter transfer costs.
1. Enter or select the ID of the location from which you are transferring the item in the From Location box.
2. Enter or select the number of the item you want to transfer in the Item ID box.
3. Enter the quantity you are transferring in the Quantity box.
4. Enter the unit of measure with which you want to work.
The unit cost (unit cost x quantity) and the total cost (item cost x quantity) of the item you are transferring appears.
5. Enter or select the ID of the location to which you are transferring the item in the To Location box.
6. Enter or select the ID of the item you are transferring in the Item ID box.
7. The on-hand quantity of the item in the destination location before and after the transfer appears.
8. Enter the cost of the transfer (to include costs such as shipping, handling, or packaging) in the Transaction Cost box.
9. Enter the date of the transfer in the Transaction Date box.
10. Enter the period you want to post the transfer cost to in the Period box.
The year of the transfer appears.
11. Enter additional information about the transfer in the Comment box.
12. Enter the number printed on the Location Transfers form in the Form Number box. If you leave the number blank, the system assigns the form number when you print it.
13. To save your entries and exit to the Location Transfers screen, use the Proceed (OK) command. To exit to the Location Transfers screen without saving your entries, use the Exit (F7) command.
Lot Entry
This screen appears if you are tracking lots for the item you are transferring. Use this screen to indicate whether you want to add or edit a lot number. The following information appears in the top portion of the screen:
Select a command:
Field Name Description
From Item ID The ID of the transferred item appears.
From Loc ID The ID of the location the item is being transferred from appears.
Units The unit of measure for the item appears.
To Item ID The ID of the transferred item appears.
To Loc ID The ID of the location the item is being transferred to appears.
Requested Qty The quantity that is being transferred appears.
Source Lot Number The lot that the item is being transferred from appears.
Dest. Lot Number The lot that the item is being transferred to appears.
Ext Cost The total cost (item cost x quantity) appears.
• To edit, move the prompt to the lot number you want to edit and press Enter. The Edit Lot Number screen appears.
• Press A to add a lot number. The Append Lot Number screen appears.
• Press D to go to the Location Transfers screen.
Append/Edit Lot Number
If you are editing a lot number, this screen is called the Edit Lot Number screen.
If you are adding a lot number, this screen is called the Append Lot Number screen. Use this screen to add or edit lots.
1. Enter or select the number of the lot you are transferring the item from in the Source Lot box.
2. Enter or select the number of the lot you are transferring the item to in the Destination Lot box.
3. Enter or select the quantity of the item being transferred from the lot in the Quantity box.
4. Enter the cost of transferring the quantity of items from the lot in the Trans Cost box.
5. Enter additional information about the quantity being transferred from the lot in the Comment box.
The cost of the lotted item and the total cost (quantity x cost) of the looted items being transferred appear.
6. To save your entries and exit to the Lot Entry screen, use the Proceed (OK) command. To exit to the Lot Entry screen without saving your entries, use the Exit (F7) command.
Serial Number Entry
This screen appears if you are working with a serialized item. Use it to indicate whether you want to add or edit a serial number.
The following information appears in the top portion of the screen:
Field Name Description
From Item ID The ID of the transferred item appears.
From Loc ID The ID of the location the item is being transferred from appears.
Units The unit of measure for the item appears.
To Item ID The ID of the transferred item appears.
To Loc ID The ID of the location the item is being transferred to appears.
Requested Qty The quantity that is being transferred appears.
Serial Number The serial number of the transferred item appears.
Select a command:
• To edit, move the prompt to the serial number you want to edit and press Enter. The Edit Serial Number screen appears.
• Press A to add a serial number. The Append Serial Number screen appears.
• Press D to go to the Location Transfers screen.
Unit Cost The unit cost of the serialized item appears.
Field Name Description
Append/Edit Serial Number
If you are editing a serial number, this screen is called the Edit Serial Number screen. If you are adding a serial number, this screen is called the Append Serial Number screen. Use this screen to add or edit serial numbers.
1. Enter or select the serial number you are transferring in the Serial Number box.
The cost of the serialized item is displayed.
2. Enter the cost of transferring the serialized item in the Trans Cost box.
3. Enter additional information about the serialized item being transferred in the Comment box.
4. To save your entries and exit to the Serial Number Entry screen, use the Proceed (OK) command. To exit to the Serial Number Entry screen without saving your entries, use the Exit (F7) command.
Serial/Lot Number Entry
Use this screen to enter location transfers for lotted and serialized items.
The following information appears in the top portion of the screen:
Field Name Description
From Item ID The ID of the transferred item appears.
From Loc ID The ID of the location the item is being transferred from appears.
Units The unit of measure of the item appears.
To Item ID The ID of the transferred item appears.
To Loc ID The ID of the location the item is being transferred to appears.
Requested Qty The quantity that is being transferred appears.
Serial Number The serial number of the transferred item appears.
Unit Cost The unit cost of the serialized item appears.