This option provides you with the facility to transfer receipted stock orders from one location to another.
An example of this might be stock that is currently being held in a location defined as TRANSIT on your system in Stock Management, System Parameters, main details tab and the stock has been receipted onto your system. As the name suggests this location would be reserved for stock that you are accountable for,and therefore has been receipted in, but is not actually on site at this time. When the stock physically arrives, in order to make it available for sale, you would use this option to transfer the stock from the TRANSIT location to your MAIN location (location 1) and thus make the stock available for sale.
To Transfer a receipted order:
From the Rev.8 Master Menu, select the Purchase Control Module and the Company you require.
The PURCHASE CONTROL Menu is displayed.
From the PURCHASE CONTROL Menu select the Transfer receipted order option.
The Transfer Receipted Stock Order form is displayed.
The Transfer Receipted Stock Order form is displayed when you select the Transfer receipted order option from the PURCHASE CONTROL Menu. From this form you can transfer receipted stock orders from its existing location to a new one and make the parts available for sale.
Transfer Source: Enter the source location number, that is the location where the stock order is currently located (1-9)
Transfer Destination: Enter the destination location number, that is the location that you wish to move the stock order to (1-9)
Tip: This will default to your default location as defined in stock location to use field in the POS operators file form. Tab through to accept.
CHECK BOX:
Update WIP: Check to update the wip with the transfer destination information. This will ensure that the correct bin is printed on the picking note.
RADIO BUTTONS:
Order Number: Click to make your selection by order number.
GRN Number: Click to make your selection by GRN number.
Order/GRN Number: Enter either the Order number or the GRN number, depending upon which radio button you have selected from the previous step.
Tip: A search is available for the Order number. Click the Ellipsis button
to invoke the search.
Start: Enter the first line number of the stock order to transfer. If left at 0 the system starts from the first line of the order.
End: Enter the last line of the Purchase order to process. If left at 99999 then the system will process to the last line of the order. In this way if the start is left at 0 and the last left at 99999 the entire order will be processed.
Part number: An additional, optional, filter is provided so that a known single part number from the selected purchase order may be entered. Only the selected part number from the purchase order is transferred.
PUSH BUTTONS:
Transfer: Click to initiate the transfer
Note: If an invalid selection has been made and there are no lines that can be transferred, the system displays a message box stating No transferrable lines found for selection.
The Toggle Items in List form is displayed. This shows all parts lines available for transfer for the selected purchase order. All lines are selected by default. Select or deselect lines by clicking the line.
Note: The required quantity shown reflects the quantity of the part originally on the order. The actual quantity may be less if sufficient stock has been sold to bring the stock holding below the original quantity. In this way the system prevents the stock from going into a negative value against the bin. If no stock remains for the part in question the line will not appear for selection.
PUSH BUTTONS:
OK: Click to complete the transfer of selected lines
Cancel: Cancels the operation and re-selects the purchase order or GRN
The Select Item From form is displayed. Three options are offered as follows.
- Transfer-X-lines: Where X represents the number of lines that have been selected for transfer. Select this option and click OK to accept and complete the transfer.
- Re-select: Select this option to cancel the entire operation and return to the main Transfer Receipted Stock Order form.
- Review-Lines: Select this option to return to the line selection form. The previous selection criteria entered are re-displayed ready to be amended if required.
